v3.26.1
SEGMENT INFORMATION (Tables)
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule of Revenues from External Customers and Operating Profit Before Unallocated Expenses
Segment revenues from external clients and segment operating profit, as well as a reconciliation of segment operating profit to consolidated income before provision for income taxes is presented below:
For the Three Months Ended June 30, 2026
AmericasEurope Total
Segment revenues $792,262 $622,505 $1,414,767 
Less:
Adjusted cost of revenues (exclusive of depreciation and amortization)(1)
527,841 430,476 
Adjusted selling, general and administrative expenses(2)
106,171 86,229 
Depreciation and amortization of property and equipment9,173 5,318 
Segment operating profit$149,077 $100,482 $249,559 
Unallocated costs:
Stock-based compensation expense(46,401)
Amortization of purchased intangibles(17,609)
Other unallocated costs(33,327)
Income from operations152,222 
Interest and other income (loss), net
(1,821)
Foreign exchange loss(9,850)
Income before provision for income taxes$140,551 
(1)Adjusted cost of revenues excludes stock-based compensation expense, gains and losses on hedging instruments, and other costs that are excluded from the CODM’s evaluation of segment performance.
(2)Adjusted selling, general and administrative expenses exclude stock-based compensation expense, other acquisition-related expenses, and other costs that are excluded from the CODM’s evaluation of segment performance as they include the costs of running our corporate and other central functions that are not attributable to a particular segment or are expenses that occur infrequently.

For the Six Months Ended June 30, 2026
AmericasEurope Total
Segment revenues $1,587,658 $1,227,170 $2,814,828 
Less:
Adjusted cost of revenues (exclusive of depreciation and amortization)(1)
1,077,746 867,178 
Adjusted selling, general and administrative expenses(2)
210,515 166,924 
Depreciation and amortization of property and equipment18,074 10,239 
Segment operating profit$281,323 $182,829 $464,152 
Unallocated costs:
Stock-based compensation expense(96,320)
Amortization of purchased intangibles(35,327)
Other unallocated costs(63,515)
Income from operations268,990 
Interest and other income (loss), net
(239)
Foreign exchange loss(7,552)
Income before provision for income taxes$261,199 
For the Three Months Ended June 30, 2025
AmericasEurope Total
Segment revenues $787,400 $566,043 $1,353,443 
Less:
Adjusted cost of revenues (exclusive of depreciation and amortization)(1)
544,768 403,455 
Adjusted selling, general and administrative expenses(2)
103,999 77,528 
Depreciation and amortization of property and equipment9,143 4,294 
Segment operating profit$129,490 $80,766 $210,256 
Unallocated costs:
Stock-based compensation expense(38,558)
Amortization of purchased intangibles(17,836)
Other acquisition-related expenses(299)
Other unallocated costs(27,087)
Income from operations126,476 
Interest and other income (loss), net
3,519 
Foreign exchange loss(6,227)
Income before provision for income taxes$123,768 
For the Six Months Ended June 30, 2025
AmericasEurope Total
Segment revenues $1,564,568 $1,090,567 $2,655,135 
Less:
Adjusted cost of revenues (exclusive of depreciation and amortization)(1)
1,095,617 778,918 
Adjusted selling, general and administrative expenses(2)
205,517 151,044 
Depreciation and amortization of property and equipment18,716 8,502 
Segment operating profit$244,718 $152,103 $396,821 
Unallocated costs:
Stock-based compensation expense(87,014)
Amortization of purchased intangibles(35,492)
Other acquisition-related expenses(875)
Other unallocated costs(47,634)
Income from operations225,806 
Interest and other income (loss), net
9,333 
Foreign exchange loss(16,954)
Income before provision for income taxes$218,185 
Schedule of Physical Location and Values of Long-Lived Assets Physical locations and values of the Company’s long-lived assets are presented below:
As of
June 30,
2026		As of
December 31,
2025
Ukraine$62,722 $59,381 
Belarus45,430 44,483 
United States20,473 26,085 
India18,195 17,365 
Poland11,320 10,947 
Georgia4,778 3,738 
Hungary4,460 4,495 
Other 37,589 35,893 
Total$204,967 $202,387 
Schedule of Revenues by Customer Location
The table below presents information about the Company’s revenues by client location for the three and six months ended June 30, 2026 and 2025:
Three Months Ended
June 30,		Six Months Ended
June 30,
2026202520262025
United States$714,982 $709,986 $1,426,748 $1,398,438 
United Kingdom159,615 149,584 318,134 294,167 
Switzerland112,256 110,071 226,549 214,921 
Netherlands63,196 57,061 126,418 104,036 
Germany62,378 56,406 124,435 108,098 
Other locations302,340 270,335 592,544 535,475 
Total$1,414,767 $1,353,443 $2,814,828 $2,655,135