Exhibit 99.1 July 17, 2025 Fellow shareholders, | (in millions except per share data) | | Q2'24 | | Q3'24 | | Q4'24 | | Q1'25 | | Q2'25 | | Q3'25 Forecast | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Revenue | $| 9,559 |$ | 9,825 | $| 10,247 |$ | 10,543 | $| 11,079 |$ | 11,526 | | Y/Y % Growth | | 16.8 % | | 15.0 % | | 16.0 % | | 12.5 % | | 15.9 % | | 17.3 % | | Operating Income | $| 2,603 |$ | 2,909 | $| 2,273 |$ | 3,347 | $| 3,775 |$ | 3,625 | | Operating ...