v3.26.1
Segment Information
 6 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Segment Information Segment Information
Operating segments are defined as components of an enterprise for which separate financial information is available and evaluated regularly by the chief operating decision-maker ("CODM"), or decision-making group, in deciding how to allocate resources and in assessing performance. Management has determined that the Company is organized as, and operates in, one reportable operating segment.
The Company's Chief Executive Officer, who is the CODM, regularly assesses performance and decides how to allocate resources primarily based on consolidated net income reported in the consolidated income statements. The CODM uses consolidated net income to assess performance and make operating decisions by monitoring consolidated net income actual results compared to forecasted results, as well as reviewing historical performance trends. The CODM also manages the Company’s operations by reviewing consolidated net revenues by products and services and consolidated expense information consistent with the financial statement line items reported in the consolidated income statements. Significant expenses include cost of net revenues by products and services, sales and marketing expenses, research and development expenses, general and administrative expenses, restructuring charges, and provision for income taxes, all of which are presented in the consolidated income statements. Other segment items primarily include interest income, interest expense, and foreign currency transactions gains and losses, which are presented in other income, net in the consolidated income statements. The measure of segment assets is reported on the consolidated balance sheets as total assets.
Revenues by Geographic Location and Other Information
The Company does business in three main geographic regions: the Americas (primarily the United States); Europe, the Middle East, and Africa ("EMEA"); and the Asia Pacific region ("APAC"). The Company's CODM reviews financial information presented on a consolidated basis accompanied by information about net product revenues and revenues by geographic region. The Company’s foreign offices conduct sales, marketing, research and development, and support activities. Revenues are attributed by geographic location based on the location of the end-user customer.
The following presents revenues by geographic region (in thousands): 
 Three Months Ended
March 31,		Six Months Ended
March 31,
 2026202520262025
Americas:
United States$384,318 $373,789 $797,514 $781,177 
Other22,552 22,337 49,144 46,922 
Total Americas406,870 396,126 846,658 828,099 
EMEA260,862 213,971 514,571 418,358 
APAC143,968 121,026 272,936 251,155 
Total net revenues
$811,700 $731,123 $1,634,165 $1,497,612 
The Company continues to offer its products through a range of consumption models, from physical systems to software solutions and managed services. The following presents net product revenues by systems and software (in thousands):
 Three Months Ended
March 31,		Six Months Ended
March 31,
 2026202520262025
Net product revenues
Systems revenue$226,389 $179,405 $444,745 $339,113 
Software revenue184,126 157,791 376,053 366,580 
Total net product revenue$410,515 $337,196 $820,798 $705,693 
The following distributor customers accounted for more than 10% of total net revenue:
 Three Months Ended
March 31,		Six Months Ended
March 31,
 2026202520262025
Customer A16.1 %16.9 %17.7 %16.5 %
Customer B15.3 %17.4 %15.4 %17.1 %
No end-user customers accounted for more than 10% of total net revenue. No other distributor customers accounted for more than 10% of total net revenue, other than those noted above.
The Company tracks assets by physical location. Long-lived assets consist of property and equipment, net, and are shown below (in thousands):
 March 31,
2026		September 30,
2025
Americas:
United States$137,023 $118,414 
Other1,765 1,696 
Total Americas138,788 120,110 
EMEA21,758 20,985 
APAC14,810 15,852 
Total property and equipment, net
$175,356 $156,947