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v3.25.2

Description of business, including segment and geographic area information - Geographic Area Information (Details) - USD ($) $ in Millions | 3 Months Ended | 6 Months Ended
--- | --- | ---
Jun. 30, 2025 | Jun. 30, 2024 | Jun. 30, 2025 | Jun. 30, 2024
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 4,448 | $ 3,822 | $ 8,517 | $ 7,483
Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 4,448 | $ 3,822 | $ 8,517 | $ 7,483
Concentration risk, percentage |  | 100.00% | 100.00% | 100.00% | 100.00%
United States | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 1,707 | $ 1,408 | $ 3,225 | $ 2,696
Concentration risk, percentage |  | 38.00% | 37.00% | 38.00% | 36.00%
China | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 985 | $ 745 | $ 1,811 | $ 1,368
Concentration risk, percentage |  | 22.00% | 19.00% | 21.00% | 18.00%
Rest of Asia | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 487 | $ 417 | $ 925 | $ 818
Concentration risk, percentage |  | 11.00% | 11.00% | 11.00% | 11.00%
Europe, Middle East and Africa | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue | [1] | $ 891 | $ 898 | $ 1,827 | $ 1,853
Concentration risk, percentage | [1] | 20.00% | 23.00% | 21.00% | 25.00%
Japan | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 295 | $ 292 | $ 570 | $ 622
Concentration risk, percentage |  | 7.00% | 8.00% | 7.00% | 8.00%
Rest of world | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 83 | $ 62 | $ 159 | $ 126
Concentration risk, percentage |  | 2.00% | 2.00% | 2.00% | 2.00%
Germany | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Concentration risk, percentage |  | 10.00% | 11.00% | 10.00% | 12.00%
[1] | Revenue from end customers headquartered in Germany was 10% and 11% in the second quarters of 2025 and 2024, respectively, and 10% and 12% in the first six months of 2025 and 2024, respectively.

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