v3.26.1
Segment and Geographic Information
 9 Months Ended
Jun. 27, 2026
Segment Reporting [Abstract]  
Segment and Geographic Information Segment and Geographic Information
The Company operates as one operating segment. Operating segments are defined as components of an enterprise for which separate financial information is regularly evaluated by the Company’s chief operating decision maker (“CODM”), which is the Company’s chief executive officer, in deciding how to allocate resources and assess performance. The Company’s CODM evaluates the Company’s financial information and resources and assesses the performance of these resources on a consolidated basis. There is no expense or asset information, that are supplemental to those disclosed in these consolidated financial statements, that are regularly provided to the CODM. The allocation of resources and assessment of performance of the operating segment is based on consolidated net income (loss) and gross margin as shown in our consolidated statements of operations. The CODM considers net income (loss) and gross margin in the annual forecasting process and reviews actual results when making decisions about allocating resources. Since the Company operates as one operating segment, financial segment information, including profit or loss and asset information, can be found in the consolidated financial statements.
Geographic Information
Revenue and property and equipment, net by geographic region, based on physical location of the operations recording the sale or the assets are as follows:
Revenue by geographical region for the three and nine months ended June 27, 2026 and June 28, 2025 is as follows (in thousands):
Three Months Ended
Nine Months Ended
June 27, 2026
June 28, 2025
June 27, 2026
June 28, 2025
United States
$
637,359 
$
584,885 
$
1,870,917 
$
1,594,674 
International
83,479 
7,236 
156,386 
33,791 
Total revenue
$
720,838 
$
592,121 
$
2,027,303 
$
1,628,465 
Percentage of revenue generated outside of the United States
12 
%
1 
%
8 
%
2 
%
Total property and equipment, net by geographical region at June 27, 2026 and at September 27, 2025 are as follows (in thousands):
June 27, 2026
September 27, 2025
United States
$
158,403 
$
117,640 
International
172 
9 
Total property and equipment, net
$
158,575 
$
117,649 
Percentage of property and equipment, net held outside of the United States
nil
nil