| Metric | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $141.0B | $144.2B | $148.5B | $161.4B | $168.4B | $180.4B | $205.0B | $245.2B |
| Total noncurrent assets | $118.4B | $121.1B | $125.0B | $131.3B | $143.8B | $155.8B | $170.6B | $190.4B |
| Property and equipment, net | $21.5B | $23.1B | $26.4B | $32.0B | $43.5B | $53.2B | $67.9B | $83.6B |
| Goodwill | $62.2B | $62.2B | $62.2B | $62.2B | $62.2B | $62.2B | $62.2B | $62.3B |
| Deferred Tax Assets and Other Non-Current Assets | $15.5B | $17.3B | $18.7B | $20.2B | $21.6B | $24.5B | $25.2B | $29.5B |
| Other non-current assets | $15.5B | $17.3B | $18.7B | $20.2B | $21.6B | $24.5B | $25.2B | $29.5B |
| Software and Technology Licenses, Net | $15.5B | $17.3B | $18.7B | $20.2B | $21.6B | $24.5B | $25.2B | $29.5B |
| Deferred tax assets | $12.3B | $12.2B | $12.0B | $11.8B | $11.9B | $11.7B | $11.5B | $11.4B |
| Intangible assets — net | $6.9B | $6.3B | $5.7B | $5.1B | $4.6B | $4.2B | $3.8B | $3.6B |
| Deferred tax assets | $12.3B | $3.4B | $2.9B | $2.2B | $11.9B | $11.7B | $11.5B | -$627.0M |