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v3.25.3

Description of business, including segment and geographic area information - Geographic Area Information (Details) - USD ($) $ in Millions | 3 Months Ended | 9 Months Ended
--- | --- | ---
Sep. 30, 2025 | Sep. 30, 2024 | Sep. 30, 2025 | Sep. 30, 2024
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 4,742 | $ 4,151 | $ 13,259 | $ 11,634
Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 4,742 | $ 4,151 | $ 13,259 | $ 11,634
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 |  | $ 1,859 | $ 1,639 | $ 5,084 | $ 4,335
Concentration risk, percentage |  | 39.00% | 39.00% | 38.00% | 37.00%
China | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 1,019 | $ 823 | $ 2,830 | $ 2,191
Concentration risk, percentage |  | 21.00% | 20.00% | 21.00% | 19.00%
Rest of Asia | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 505 | $ 431 | $ 1,430 | $ 1,249
Concentration risk, percentage |  | 11.00% | 10.00% | 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] | $ 972 | $ 880 | $ 2,799 | $ 2,733
Concentration risk, percentage | [1] | 20.00% | 21.00% | 21.00% | 23.00%
Japan | Revenue from Contract with Customer, Product and Service Benchmark | Geographic Concentration Risk |  |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |  |
Revenue |  | $ 313 | $ 313 | $ 883 | $ 935
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 |  | $ 74 | $ 65 | $ 233 | $ 191
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 third quarters of 2025 and 2024, respectively, and 10% and 12% in the first nine months of 2025 and 2024, respectively.

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