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CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 27, 2026
Jun. 28, 2025
Jun. 27, 2026
Jun. 28, 2025
Total revenue $ 293,329 $ 241,882 $ 573,313 $ 462,124
Total cost of revenue 133,205 105,587 253,893 203,121
Gross profit 160,124 136,295 319,420 259,003
Operating expenses:        
Sales and marketing 62,338 63,653 125,824 121,712
Research and development 52,754 45,787 107,400 89,767
General and administrative 23,183 26,464 51,631 53,214
Total operating expenses 138,275 135,904 284,855 264,693
Operating income (loss) 21,849 391 34,565 (5,690)
Interest income and other income (expense), net:        
Interest income 1,950 2,959 4,808 6,246
Other income (expense), net (204) 77 (546) (119)
Total interest income and other income (expense), net 1,746 3,036 4,262 6,127
Income before income taxes 23,595 3,427 38,827 437
Income taxes 6,484 3,626 10,506 5,423
Net income (loss) $ 17,111 $ (199) $ 28,321 $ (4,986)
Net income (loss) per common share:        
Basic (in dollars per share) $ 0.27 $ 0.00 $ 0.44 $ (0.08)
Diluted (in dollars per share) $ 0.26 $ 0.00 $ 0.42 $ (0.08)
Weighted-average number of shares used to compute net income (loss) per common share:        
Basic (in shares) 63,516 64,525 64,579 65,321
Diluted (in shares) 65,507 64,525 66,956 65,321
Net income (loss) $ 17,111 $ (199) $ 28,321 $ (4,986)
Other comprehensive income (loss), net of tax:        
Unrealized gain (loss) on available-for-sale marketable securities, net 29 41 (572) 213
Foreign currency translation adjustments, net 92 189 (41) 284
Total other comprehensive income (loss), net of tax 121 230 (613) 497
Comprehensive income (loss) 17,232 31 27,708 (4,489)
Appliance        
Total revenue 242,783 198,126 475,626 377,869
Total cost of revenue 114,497 90,274 213,633 173,019
Software and service        
Total revenue 50,546 43,756 97,687 84,255
Total cost of revenue $ 18,708 $ 15,313 $ 40,260 $ 30,102