SEGMENT INFORMATION

6 Months Ended

Feb. 28, 2026

Segment Reporting [Abstract]

SEGMENT INFORMATION

SEGMENT INFORMATION

Operating segments are defined as components of an enterprise that have the following characteristics: (i) they engage in business activities from which they may earn revenue and incur expense, (ii) their operating results are regularly reviewed by the chief operating decision maker ("CODM") for resource allocation decisions and performance assessment, and (iii) their discrete financial information is available. Our CEO functions as our CODM.

We have three operating segments: Americas, EMEA and Asia Pacific. This is how our CODM manages our business and the geographic markets in which we operate. These operating segments are consistent with our reportable segments.

The Americas segment primarily sells to clients throughout North, Central, and South America. The EMEA segment primarily sells to clients in Europe, the Middle East, and Africa. The Asia Pacific segment primarily sells to clients in Asia and Australasia. Segment revenues reflect sales to our clients based on the geographic region where the sale originated.

Each segment records expenses related to its individual operations with the exception of expenditures associated with our data centers, third-party data costs and corporate headquarters charges, which are recorded by the Americas segment and are not allocated to the other segments. The expenses incurred at our global centers of excellence ("COEs"), primarily located in India and the Philippines, are allocated to each segment based on their respective percentage of revenues as this reflects the benefits provided to each segment.

Intercompany revenue and expense amounts have been eliminated within each segment in order to report on the basis that management uses internally for evaluating segment performance.

The following tables reflect the results of operations of our segments:

(in thousands)
For the three months ended February 28, 2026	Americas		EMEA		Asia Pacific		Total
Revenues	$	399,683	$	149,120	$	62,216	$	611,019
Operating expenses(1)	325,482		82,878		17,698		426,058
Operating income	$	74,201	$	66,242	$	44,518	$	184,961
Total other income (expense), net							(23,850)
Income before income taxes							$	161,111
Other segment disclosures
Depreciation and amortization	$	39,320	$	2,315	$	2,055	$	43,690
Stock-based compensation	$	16,732	$	2,776	$	1,359	$	20,867
Capital expenditures(2)	$	22,697	$	2,251	$	1,049	$	25,997
For the three months ended February 28, 2025	Americas		EMEA		Asia Pacific		Total
Revenues	$	369,661	$	143,387	$	57,612	$	570,660
Operating expenses(1)	296,534		72,819		15,815		385,168
Operating income	$	73,127	$	70,568	$	41,797	$	185,492
Total other income (expense), net							(13,172)
Income before income taxes							$	172,320
Other segment disclosures
Depreciation and amortization	$	34,775	$	1,746	$	1,889	$	38,410
Stock-based compensation	$	12,917	$	2,438	$	1,192	$	16,547
Capital expenditures(2)	$	22,074	$	117	$	1,545	$	23,736
For the six months ended February 28, 2026	Americas		EMEA		Asia Pacific		Total
Revenues	$	795,859	$	298,637	$	124,144	$	1,218,640
Operating expenses(1)	643,125		164,241		34,242		841,608
Operating income	$	152,734	$	134,396	$	89,902	$	377,032
Total other income (expense), net							(25,808)
Income before income taxes							$	351,224
Other segment disclosures
Depreciation and amortization	$	79,087	$	4,600	$	4,151	$	87,838
Stock-based compensation	$	31,497	$	5,235	$	2,592	$	39,324
Capital expenditures(2)	$	46,438	$	7,452	$	2,954	$	56,844
For the six months ended February 28, 2025	Americas		EMEA		Asia Pacific		Total
Revenues	$	736,903	$	287,112	$	115,312	$	1,139,327
Operating expenses(1)	581,978		147,506		33,016		762,500
Operating income	$	154,925	$	139,606	$	82,296	$	376,827
Total other income (expense), net							(24,768)
Income before income taxes							$	352,059
Other segment disclosures

Depreciation and amortization	$	66,706	$	3,677	$	3,744	$	74,127
Stock-based compensation	$	23,334	$	4,527	$	2,278	$	30,139
Capital expenditures(2)	$	47,028	$	492	$	2,090	$	49,610

(1) Operating expenses consist of Cost of services and SG&A costs.

(2) Capital expenditures include purchases of PPE and capitalized internal-use software.

Segment Total Assets

The following table reflects the total assets for our segments as of February 28, 2026 and August 31, 2025:

(in thousands)	February 28, 2026		August 31, 2025
Americas	$	3,501,897	$	3,523,467
EMEA	548,254		610,364
Asia Pacific	169,679		170,441
Total assets	$	4,219,830	$	4,304,272