v3.26.1
SEGMENT INFORMATION, REVENUES BY GEOGRAPHY AND SIGNIFICANT CUSTOMERS
 9 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
SEGMENT INFORMATION, REVENUES BY GEOGRAPHY AND SIGNIFICANT CUSTOMERS SEGMENT INFORMATION, REVENUES BY GEOGRAPHY AND SIGNIFICANT CUSTOMERS
We have one reportable segment, which reflects how the chief operating decision maker (“CODM”), our Chief Executive Officer, reviews and assesses performance of the business. The CODM assesses the performance of the Company and decides how to allocate resources based on consolidated net income reported in the consolidated statement of operations. The CODM uses consolidated net income in deciding whether to reinvest profits into certain parts of the business or return a portion of such profits to shareholders through dividends and stock repurchases. Significant expense categories regularly provided to and reviewed by the CODM are those presented in the consolidated statement of operations.

Revenue

The Company presents its revenue by product type in two primary categories: Service Provider Technology and Enterprise Technology.
Revenues by product type are as follows (in thousands, except percentages):
 Three Months Ended March 31,
Nine Months Ended March 31,
 2026202520262025
Enterprise technology$717,850 91%$585,723 88%$2,103,988 90%$1,574,108 87%
Service provider technology70,349 9%78,447 12%232,851 10%240,285 13%
Total revenues$788,199 100%$664,170 100%$2,336,839 100%$1,814,393 100%

Revenues by geography based on customer’s ship-to destinations were as follows (in thousands, except percentages):
 Three Months Ended March 31,
Nine Months Ended March 31,
 2026202520262025
North America (1)
$410,206 52%$322,726 49%$1,236,598 53%$915,615 50%
Europe, the Middle East and Africa (“EMEA”)303,761 39%282,121 42%847,593 36%695,589 38%
Asia Pacific43,170 5%37,480 6%150,759 7%121,499 7%
South America31,062 4%21,843 3%101,889 4%81,690 5%
Total revenues$788,199 100%$664,170 100%$2,336,839 100%$1,814,393 100%
 (1) Revenue for the United States was $374.1 million and $298.5 million for the three months ended March 31, 2026 and 2025, respectively. Revenue for the United States was $1,113.7 million and $843.3 million for the nine months ended March 31, 2026 and 2025, respectively.

Customers with an accounts receivable balance of 10% or greater of total accounts receivable are presented below for the periods indicated:

 Percentage of Accounts Receivable
 March 31,June 30,
 20262025
Customer A10 %*
* Denotes less than 10%

For all periods presented, there were no customers representing net revenues of 10% or greater of the Company's total revenues.