v3.26.1
SEGMENT INFORMATION
 9 Months Ended
May 31, 2026
Segment Reporting [Abstract]  
SEGMENT INFORMATION SEGMENT INFORMATION
Operating segments are defined as components of an enterprise that have the following characteristics: (i) they engage in business activities from which they may earn revenue and incur expense, (ii) their operating results are regularly reviewed by the chief operating decision maker ("CODM") for resource allocation decisions and performance assessment, and (iii) their discrete financial information is available. Our CEO functions as our CODM.
We have three operating segments: Americas, EMEA and Asia Pacific. This is how our CODM manages our business and the geographic markets in which we operate. These operating segments are consistent with our reportable segments.
The Americas segment primarily sells to clients throughout North, Central, and South America. The EMEA segment primarily sells to clients in Europe, the Middle East, and Africa. The Asia Pacific segment primarily sells to clients in Asia and Australasia. Segment revenues reflect sales to our clients based on the geographic region where the sale originated.
While each segment records expenses related to its individual operations, the majority of our data centers, third-party data costs and corporate headquarters charges are recorded by the Americas segment and are not allocated to the other segments. The expenses incurred at our global centers of excellence ("COEs"), primarily located in India and the Philippines, are allocated to each segment based on their respective percentage of revenues as this reflects the benefits provided to each segment.
Intercompany revenue and expense amounts have been eliminated within each segment in order to report on the basis that management uses internally for evaluating segment performance.
The following tables reflect the results of operations of our segments:
Three Months Ended
May 31,
20262025
(in thousands)AmericasEMEAAsia PacificTotalAmericasEMEAAsia PacificTotal
Revenues$407,240 $151,940 $63,738 $622,918 $380,501 $145,741 $59,278 $585,520 
Operating expenses(1)
343,653 93,758 19,206 456,617 298,936 76,714 15,715 391,365 
Operating income$63,587 $58,182 $44,532 $166,301 $81,565 $69,027 $43,563 $194,155 
Total other income (expense), net   (12,180)(14,207)
Income before income taxes   $154,121 $179,948 
Other segment disclosures
Depreciation and amortization$41,859 $2,010 $2,001 $45,870 $36,876 $1,998 $1,971 $40,845 
Stock-based compensation$17,920 $2,897 $1,400 $22,217 $13,497 $2,360 $1,158 $17,015 
Capital expenditures(2)
$27,044 $3,157 $274 $30,475 $21,781 $920 $2,529 $25,230 
Nine Months Ended
May 31,
20262025
(in thousands)AmericasEMEAAsia PacificTotalAmericasEMEAAsia PacificTotal
Revenues$1,203,099 $450,577 $187,882 $1,841,558 $1,117,404 $432,853 $174,590 $1,724,847 
Operating expenses(1)
986,778 257,999 53,448 1,298,225 880,914 224,220 48,731 1,153,865 
Operating income$216,321 $192,578 $134,434 $543,333 $236,490 $208,633 $125,859 $570,982 
Total other income (expense), net(37,988)(38,975)
Income before income taxes$505,345 $532,007 
Other segment disclosures
Depreciation and amortization$120,946 $6,610 $6,152 $133,708 $103,582 $5,675 $5,715 $114,972 
Stock-based compensation$49,417 $8,132 $3,992 $61,541 $36,831 $6,887 $3,436 $47,154 
Capital expenditures(2)
$73,482 $10,609 $3,228 $87,319 $68,809 $1,412 $4,619 $74,840 
(1) Operating expenses consist of Cost of services and SG&A costs.
(2) Capital expenditures include purchases of PPE and capitalized internal-use software.
Segment Total Assets
The following table reflects the total assets for our segments as of May 31, 2026 and August 31, 2025:
(in thousands)May 31, 2026August 31, 2025
Americas$3,467,482 $3,523,467 
EMEA555,373 610,364 
Asia Pacific169,142 170,441 
Total assets$4,191,997 $4,304,272