v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 6 Months Ended
May 02, 2026
May 03, 2025
May 02, 2026
May 03, 2025
Revenue:        
Total revenue $ 1,570,739 $ 1,125,878 $ 2,997,781 $ 2,198,138
Cost of goods sold:        
Total cost of goods sold 879,185 673,040 1,680,707 1,273,479
Gross profit 691,554 452,838 1,317,074 924,659
Operating expenses:        
Research and development 237,905 214,868 459,363 407,531
Selling and marketing 150,039 139,683 298,906 276,187
General and administrative 61,221 56,952 120,464 110,854
Significant asset impairments and restructuring costs 805 1,948 2,303 3,492
Amortization of intangible assets 3,713 6,545 8,449 13,090
Acquisition and integration costs 0 0 306 0
Total operating expenses 453,683 419,996 889,791 811,154
Income from operations 237,871 32,842 427,283 113,505
Interest and other income, net 14,111 7,871 27,068 19,449
Interest expense (20,922) (21,697) (42,176) (44,615)
Loss on extinguishment and modification of debt 0 0 0 (729)
Income before income taxes 231,060 19,016 412,175 87,610
Provision for income taxes 12,840 10,047 43,672 34,069
Net income $ 218,220 $ 8,969 $ 368,503 $ 53,541
Basic net income per common share (in dollars per share) $ 1.54 $ 0.06 $ 2.60 $ 0.38
Diluted net income per potential common share (in dollars per share) $ 1.49 $ 0.06 $ 2.52 $ 0.37
Weighted average basic common shares outstanding (in shares) 141,949 142,503 141,834 142,704
Weighted average dilutive potential common shares outstanding (in shares) 146,314 144,972 146,078 145,470
Products        
Revenue:        
Total revenue $ 1,311,488 $ 898,581 $ 2,491,358 $ 1,753,366
Cost of goods sold:        
Total cost of goods sold 736,107 549,984 1,402,681 1,040,788
Services        
Revenue:        
Total revenue 259,251 227,297 506,423 444,772
Cost of goods sold:        
Total cost of goods sold $ 143,078 $ 123,056 $ 278,026 $ 232,691