| Relation | Metric | Value | YoY |
|---|
Where did the money come from, and where was it spent?
Revenue grew while operating profit fell, so growth did not translate into better earnings.
The largest revenue segment accounts for 62.92% of revenue, indicating concentration.
Operating margin declined by 4.26 percentage points year over year.
- Revenue
- USD 7.76B YoY +23.07%
- Largest revenue segment share (North America)
- 62.92% YoY −0.05pp
- Selling, general and administrative
- USD 3.25B Share 41.83% · YoY +20.99%
- Cost of revenue
- USD 2.11B Share 27.19% · YoY +53.38%
View calculation evidence
YoY periods: H1 2026 compared with H1 2025
Source metrics
- RevenueTotal revenues · RevenueFromContractWithCustomerExcludingAssessedTax
- Cost of revenueCost of revenue · CostOfRevenue
- Selling, general and administrativesum(SellingAndMarketingExpense, GeneralAndAdministrativeExpense)
- Largest revenue segment share (North America)North America · segment_value / revenue * 100
- Operating marginIncome from operations · operating_income / revenue * 100