| Revenue by Customer Category |
Revenue by customer ARR category, as determined based on the customers’ spend in a given month, was as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | 2026 | | 2025 | | | | Amount | | Percentage of Revenue(2) | | Amount | | Percentage of Revenue(2) | | | | | Above $6K and under $100K Customers(1) | $ | 90,898 | | | 28 | % | | $ | 81,832 | | | 36 | % | | | | | Above $100K and under $500K Customers(1) | 26,618 | | | 8 | % | | 23,105 | | | 10 | % | | | | | Above $500K and under $1M Customers(1) | 8,760 | | | 3 | % | | 7,624 | | | 3 | % | | | | | Above $1M Customers(1) | 96,547 | | | 30 | % | | 25,884 | | | 11 | % | | | | | Digital Native Enterprise Customers(1) | $ | 222,823 | | | 69 | % | | $ | 138,445 | | | 60 | % | | | | | Developers and other(1) (3) | 98,369 | | | 31 | % | | 91,189 | | | 40 | % | | | | | | Total | $ | 321,192 | | | 100 | % | | $ | 229,634 | | | 100 | % | | | | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | Nine Months Ended September 30, | | 2026 | | 2025 | | | | Amount | | Percentage of Revenue(2) | | Amount | | Percentage of Revenue(2) | | | | | Above $6K and under $100K Customers(1) | $ | 265,187 | | | 31 | % | | $ | 236,958 | | | 36 | % | | | | | Above $100K and under $500K Customers(1) | 77,259 | | | 9 | % | | 67,223 | | | 10 | % | | | | | Above $500K and under $1M Customers(1) | 25,226 | | | 3 | % | | 21,878 | | | 3 | % | | | | | Above $1M Customers(1) | 206,945 | | | 24 | % | | 62,882 | | | 10 | % | | | | | Digital Native Enterprise Customers(1) | $ | 574,617 | | | 67 | % | | $ | 388,941 | | | 59 | % | | | | | Developers and other(1) (3) | 285,664 | | | 33 | % | | 270,096 | | | 41 | % | | | | | | Total | $ | 860,281 | | | 100 | % | | $ | 659,037 | | | 100 | % | | | | | ___________________________(1) Beginning in the fourth quarter of 2025, the Company revised its customer category naming and classification. Prior periods have been recast to reflect the effects of these changes. (2) May not recalculate due to rounding. (3) Beginning in the fourth quarter of 2025, Developers and other include revenue from users that spend less than or equal to $500 in a given month, revenue from certain legacy Bare Metal CPU offerings, miscellaneous revenue and other reserve adjustments. Prior periods have been recast to reflect the effect of this change.
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| Revenue by Geographic Areas |
Revenue, as determined based on the Company’s customers’ billing addresses, was as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | 2026 | | 2025 | | | | Amount | | Percentage of Revenue (1) | | Amount | | Percentage of Revenue (1) | | | | | | North America | $ | 157,484 | | | 49 | % | | $ | 91,244 | | | 40 | % | | | | | | Europe | 63,479 | | | 20 | % | | 61,897 | | | 27 | % | | | | | | Asia | 72,590 | | | 23 | % | | 52,253 | | | 23 | % | | | | | Rest of the world | 27,639 | | | 8 | % | | 24,240 | | | 10 | % | | | | | | Total | $ | 321,192 | | | 100 | % | | $ | 229,634 | | | 100 | % | | | | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | Nine Months Ended September 30, | | 2026 | | 2025 | | | | Amount | | Percentage of Revenue (1) | | Amount | | Percentage of Revenue (1) | | | | | | North America | $ | 401,224 | | | 47 | % | | $ | 248,741 | | | 38 | % | | | | | | Europe | 188,105 | | | 22 | % | | 180,032 | | | 27 | % | | | | | | Asia | 192,109 | | | 22 | % | | 154,021 | | | 23 | % | | | | | Rest of the world | 78,843 | | | 9 | % | | 76,243 | | | 12 | % | | | | | | Total | $ | 860,281 | | | 100 | % | | $ | 659,037 | | | 100 | % | | | | |
___________________________ (1) May not recalculate due to rounding.
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