v3.26.1
Stock-Based Compensation and Warrants (Tables)
9 Months Ended
Jun. 27, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock-Based Compensation Expense
The following two tables show stock-based compensation expense by award type and where the stock-based compensation expense is recorded in the Company’s condensed consolidated statements of operations (in thousands):
Three Months Ended
Nine Months Ended
June 27, 2026
June 28, 2025
June 27, 2026
June 28, 2025
RSUs (service-based and performance-based)
$
47,145 
$
37,716 
$
139,470 
$
95,102 
Employee stock purchase plan
1,266 
972 
3,432 
2,854 
Total stock-based compensation expense
$
48,411 
$
38,688 
$
142,902 
$
97,956 
Effect of stock-based compensation expense on income by line item (in thousands):
Three Months Ended
Nine Months Ended
June 27, 2026
June 28, 2025
June 27, 2026
June 28, 2025
Cost of revenue, Systems
$
16,511 
$
11,039 
$
38,752 
$
21,119 
Cost of revenue, Software maintenance and support
336 
143 
1,088 
397 
Cost of revenue, Operation services
698 
631 
2,712 
1,329 
Research and development
8,037 
9,950 
30,821 
30,929 
Selling, general, and administrative
22,829 
16,925 
69,529 
44,182 
Total stock-based compensation expense
$
48,411 
$
38,688 
$
142,902 
$
97,956