Total Revenue

8%

The 8% YoY increase to $2.5 billion reflects improved diversification compared to previous periods when investment income faced declines—for example, Q2 2024 saw a $2.3 million drop primarily due to lower interest income " , and Q2 2025 experienced a sharper decrease driven by lower interest income and adverse portfolio factors. "

Cloud Services

12%

The 12% YoY growth to $1.0 billion indicates that strategic digital transformation and increasing market demand are yielding strong results in this segment, a shift not noted in previous period data.

North America

10%

The 10% YoY increase to $1.6 billion is attributed to robust market conditions and effective regional initiatives, providing stability and healthy growth compared to other segments.

EMEA Segment

-7%

The 7% YoY decline to $300 million likely stems from challenging market conditions and potential economic slowdowns in the region, contrasting with the positive trends seen in Total Revenue and North America.