v3.26.1
Consolidated Income Statements - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 6 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Mar. 31, 2026
Mar. 31, 2025
Net revenues        
Revenue from contract with customer, excluding assessed tax $ 811,700 $ 731,123 $ 1,634,165 $ 1,497,612
Cost of net revenues        
Cost of net revenues 150,900 140,959 302,685 281,469
Gross profit 660,800 590,164 1,331,480 1,216,143
Operating expenses        
Sales and marketing 239,411 218,061 464,188 424,096
Research and development 151,039 136,561 292,200 267,079
General and administrative 91,647 76,645 182,245 149,668
Restructuring charges, net (315) 0 (358) 11,321
Total 481,782 431,267 938,275 852,164
Income from operations 179,018 158,897 393,205 363,979
Other income, net 10,199 12,303 18,934 16,265
Income before income taxes 189,217 171,200 412,139 380,244
Provision for income taxes 41,462 25,670 84,330 68,269
Net income $ 147,755 $ 145,530 $ 327,809 $ 311,975
Net income per share — basic (dollars per share) $ 2.61 $ 2.51 $ 5.73 $ 5.37
Weighted average shares — basic (shares) 56,708 57,886 57,184 58,098
Net income per share — diluted (dollars per share) $ 2.58 $ 2.48 $ 5.68 $ 5.30
Weighted average shares — diluted (shares) 57,298 58,764 57,736 58,913
Product        
Net revenues        
Revenue from contract with customer, excluding assessed tax $ 410,515 $ 337,196 $ 820,798 $ 705,693
Cost of net revenues        
Cost of net revenues 90,890 81,287 183,161 164,123
Service        
Net revenues        
Revenue from contract with customer, excluding assessed tax 401,185 393,927 813,367 791,919
Cost of net revenues        
Cost of net revenues $ 60,010 $ 59,672 $ 119,524 $ 117,346