| Schedule of Segment Reporting Information |
The table below is a summary of the segment net income from continuing operations, including significant segment expenses (in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Revenue | $ | 1,923,686 | | | $ | 1,258,754 | | | $ | 3,766,135 | | | $ | 2,417,728 | | | Less: | | | | | | | | Datacenter costs | 180,984 | | | 128,898 | | | 343,213 | | | 251,256 | | | Personnel related expenses | 51,968 | | | 50,764 | | | 103,481 | | | 105,955 | | Interest expense | 51,156 | | | 51,409 | | | 102,315 | | | 104,297 | | Provision for income taxes | 238,988 | | | 112,148 | | | 464,783 | | | 183,216 | | | Amortization, depreciation and write-offs | 32,563 | | | 31,064 | | | 66,228 | | | 63,010 | | | Stock-based compensation | 85,783 | | | 34,552 | | | 169,252 | | | 93,667 | | Other expenses1 | 15,706 | | | 78,063 | | | 44,712 | | | 120,933 | | | Net income from continuing operations | $ | 1,266,538 | | | $ | 771,856 | | | $ | 2,472,151 | | | $ | 1,495,394 | | | | | | | | | | | | | | | | | |
1 Other expenses include professional services costs, facilities costs, advertising costs, software costs, and other individually insignificant costs.
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