Balance Sheet Components (Tables)
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9 Months Ended |
Mar. 31, 2026 |
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| Balance Sheet Related Disclosures [Abstract] |
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| Schedule of Cash, Cash Equivalents and Restricted Cash |
The following tables provide details of the selected balance sheet items (in thousands):
Cash, Cash Equivalents, and Restricted Cash
| | | | | | | | | | | | | | March 31, 2026 | | June 30, 2025 | | Cash and cash equivalents | $ | 1,290,324 | | | $ | 5,169,911 | | | Restricted cash included in prepaid expenses and other current assets and other assets | 49,642 | | | 2,390 | | | Total cash, cash equivalents and restricted cash | $ | 1,339,966 | | | $ | 5,172,301 | |
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| Schedule of Inventories |
Inventories
| | | | | | | | | | | | | March 31, 2026 | | June 30, 2025 | | Finished goods | $ | 8,154,074 | | | $ | 3,465,352 | | | Work in process | 1,991,524 | | | 674,613 | | | Purchased parts and raw materials | 957,778 | | | 540,410 | | | Total inventories | $ | 11,103,376 | | | $ | 4,680,375 | |
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| Schedule of Property, Plant, and Equipment, Net |
Property, Plant, and Equipment, net
| | | | | | | | | | | | | | March 31, 2026 | | June 30, 2025 | | Land | $ | 193,417 | | | $ | 162,848 | | | Buildings | 186,860 | | | 182,466 | | | Machinery and equipment | 141,458 | | | 111,331 | | | Building and leasehold improvements | 136,018 | | | 121,665 | | | Construction in progress | 55,705 | | | 1,038 | | | Furniture and fixtures | 42,607 | | | 36,268 | | | Software | 7,419 | | | 7,117 | | | Property, plant, and equipment, gross | 763,484 | | | 622,733 | | | Accumulated depreciation and amortization | (155,825) | | | (118,245) | | | Property, plant, and equipment, net | $ | 607,659 | | | $ | 504,488 | |
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| Schedule of Other Assets |
Other Assets
| | | | | | | | | | | | | | | | March 31, 2026 | | June 30, 2025 | Operating lease ROU asset | $ | 361,437 | | | $ | 293,692 | | | Long-term investments | 139,593 | | | 112,367 | | | Tariff receivable* | 64,539 | | | — | | | Non-current accounts receivable | 23,194 | | | 166,405 | | | Deferred service costs, non-current | 11,164 | | | 10,713 | | | Deposits | 3,896 | | | 4,980 | | | Restricted cash, non-current | 2,642 | | | 2,390 | | | Other | 36,904 | | | 14,324 | | | Total other assets | $ | 643,369 | | | $ | 604,871 | |
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| Schedule of Accrued Liabilities |
Accrued Liabilities
| | | | | | | | | | | | | March 31, 2026 | | June 30, 2025 | | Customer deposits | $ | 203,570 | | | $ | 260,131 | | | Customer-related liabilities | 139,084 | | 32,858 | | | Accrued payroll and related expenses | 122,983 | | 82,156 | | | Import tax and tariff liabilities | 56,323 | | 20,883 | | | Accrued cooperative marketing expenses | 51,939 | | 26,775 | | | Input tax payable | 45,493 | | 39,161 | | | Accrued interest - lines of credit and term loans | 35,606 | | 146 | | | Accrued withholding tax | 38,653 | | 6 | | | Operating lease liability | 32,703 | | 21,189 | | | Accrued warranty costs | 15,363 | | 9,753 | | | Accrued professional fees | 11,694 | | 8,098 | | Accrued interest - convertible notes | 8,356 | | 27,701 | | | Other | 68,240 | | 36,780 | | | Total accrued liabilities | $ | 830,007 | | | $ | 565,637 | |
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| Schedule of Product Warranties |
Product Warranties
| | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended
March 31, | | Nine Months Ended
March 31, | | | 2026 | | 2025 | | 2026 | | 2025 | | Balance, beginning of the period | $ | 23,012 | | | $ | 18,288 | | | $ | 16,954 | | | $ | 17,815 | | | Provision for warranty | 17,043 | | | 25,253 | | | 88,258 | | | 53,949 | | | Costs utilized | (16,895) | | | (24,277) | | | (82,430) | | | (51,131) | | | Change in estimated liability for pre-existing warranties | 607 | | | (337) | | | 985 | | | (1,706) | | | Balance, end of the period | $ | 23,767 | | | $ | 18,927 | | | $ | 23,767 | | | $ | 18,927 | | | Current portion | $ | 15,363 | | | $ | 10,740 | | | $ | 15,363 | | | $ | 10,740 | | | Non-current portion | $ | 8,404 | | | $ | 8,187 | | | $ | 8,404 | | | $ | 8,187 | |
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