v3.26.1
Unaudited Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jun. 27, 2026
Sep. 27, 2025
Current assets:    
Cash and cash equivalents $ 1,746,446 $ 1,244,993
Accounts receivable 288,533 186,705
Unbilled accounts receivable 459,843 181,658
Inventories 220,841 164,390
Deferred expenses 59,063 20,532
Prepaid expenses and other current assets 83,060 86,582
Total current assets 2,857,786 1,884,860
Property and equipment, net 158,575 117,649
Intangible assets, net 83,245 79,149
Goodwill 59,871 59,871
Equity method investment 140,468 123,034
Other assets 224,174 131,166
Total assets 3,524,119 2,395,729
Current liabilities:    
Accounts payable 327,807 286,669
Accrued expenses and other current liabilities 265,517 200,442
Deferred revenue 1,553,749 1,242,312
Total current liabilities 2,147,073 1,729,423
Deferred revenue 182,810 124,932
Other liabilities 60,270 63,629
Total liabilities 2,390,153 1,917,984
Commitments and contingencies (Note 15) 0 0
Equity:    
Additional paid-in capital 2,028,978 1,556,611
Accumulated deficit (1,317,539) (1,333,783)
Accumulated other comprehensive loss (2,732) (2,695)
Total stockholders’ equity 708,769 220,193
Noncontrolling interest 425,197 257,552
Total equity 1,133,966 477,745
Total liabilities and equity 3,524,119 2,395,729
Class A Common Stock    
Equity:    
Common stock, value, issued 15 13
Class V-1 Common Stock    
Equity:    
Common stock, value, issued 7 7
Class V-3 Common Stock    
Equity:    
Common stock, value, issued $ 40 $ 40