| Schedule of Revenue Disaggregation |
Disaggregated revenue by primary geographical market and timing of revenue recognition for the Company’s single product line were as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended
June 30, | | Six Months Ended
June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | | | | | | | | | | | | | (In thousands) | | Primary geographical markets: | | | | | | | | | | | United States | $ | 226,846 | | | $ | 271,330 | | | $ | 460,751 | | | $ | 534,568 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | International | 65,008 | | | 91,823 | | | 114,003 | | | 184,669 | | | | | Total | $ | 291,854 | | | $ | 363,153 | | | $ | 574,754 | | | $ | 719,237 | | | | | | | | | | | | | | | Timing of revenue recognition: | | | | | | | | | | | Products delivered at a point in time | $ | 262,796 | | | $ | 329,065 | | | $ | 516,778 | | | $ | 651,951 | | | | | Products and services delivered over time | 29,058 | | | 34,088 | | | 57,976 | | | 67,286 | | | | | Total | $ | 291,854 | | | $ | 363,153 | | | $ | 574,754 | | | $ | 719,237 | | | |
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| Schedule of Contract Assets and Contract Liabilities, and Changes in Balances from Contracts with Customers |
Accounts receivable, and contract assets and contract liabilities from contracts with customers, were as follows: | | | | | | | | | | | | | June 30,
2026 | | December 31,
2025 | | | | | | (In thousands) | | Accounts receivable | $ | 273,607 | | | $ | 229,881 | | | Long-term accounts receivable (Other assets) | $ | 46,131 | | | $ | — | | | | | | | Short-term contract assets (Prepaid expenses and other current assets) | $ | 34,814 | | | $ | 35,976 | | | Long-term contract assets (Other assets) | $ | 135,150 | | | $ | 115,067 | | | | | | | | | | | Short-term contract liabilities (Deferred revenues, current) | $ | 224,272 | | | $ | 180,524 | | | Long-term contract liabilities (Deferred revenues, non-current) | $ | 358,233 | | | $ | 337,923 | | | | | |
Significant changes in the balances of contract assets (prepaid expenses and other assets) in the six months ended June 30, 2026 were as follows (in thousands): | | | | | | | Contract Assets | | | Contract assets, beginning of period | $ | 151,043 | | | Amount recognized | (19,477) | | | Increased due to billings | 38,398 | | | Contract assets, end of period | $ | 169,964 | |
Significant changes in contract liabilities (deferred revenue) in the six months ended June 30, 2026 were as follows (in thousands): | | | | | | | Contract Liabilities | | | Contract liabilities, beginning of period | $ | 518,447 | | | Revenue recognized | (123,141) | | | | | Increased due to billings | 187,199 | | | | | Contract liabilities, end of period | $ | 582,505 | | | | | |
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| Schedule of Estimated Revenue Expected to be Recognized in Future Periods |
Estimated revenue expected to be recognized in future periods related to performance obligations that were unsatisfied or partially unsatisfied at the end of the reporting period were as follows: | | | | | | | June 30,
2026 | | (In thousands) | | Fiscal year: | | | 2026 (remaining six months) | $ | 167,786 | | | 2027 | 110,291 | | | 2028 | 110,644 | | | 2029 | 91,655 | | | 2030 | 60,268 | | | Thereafter | 41,861 | | | Total | $ | 582,505 | | | | | | | | | | | |
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