v3.26.1
Segment Information
 9 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Segment Information Segment Information
Operating segments are defined as components of an enterprise for which separate financial information is available and evaluated regularly by the chief operating decision-maker ("CODM"), or decision-making group, in deciding how to allocate resources and in assessing performance. Management has determined that the Company is organized as, and operates in, one reportable operating segment.
The Company's Chief Executive Officer, who is the CODM, regularly assesses performance and decides how to allocate resources primarily based on consolidated net income reported in the consolidated income statements. The CODM uses consolidated net income to assess performance and make operating decisions by monitoring consolidated net income actual results compared to forecasted results, as well as reviewing historical performance trends. The CODM also manages the Company’s operations by reviewing consolidated net revenues by products and services and consolidated expense information consistent with the financial statement line items reported in the consolidated income statements. Significant expenses include cost of net revenues by products and services, sales and marketing expenses, research and development expenses, general and administrative expenses, restructuring charges, and provision for income taxes, all of which are presented in the consolidated income statements. Other segment items primarily include interest income, interest expense, and foreign currency transactions gains and losses, which are presented in other income, net in the consolidated income statements. The measure of segment assets is reported on the consolidated balance sheets as total assets.
Revenues by Geographic Location and Other Information
The Company does business in three main geographic regions: the Americas (primarily the United States); Europe, the Middle East, and Africa ("EMEA"); and the Asia Pacific region ("APAC"). The Company's CODM reviews financial information presented on a consolidated basis accompanied by information about net product revenues and revenues by geographic region. The Company’s foreign offices conduct sales, marketing, research and development, and support activities. Revenues are attributed by geographic location based on the location of the end-user customer.
The following presents revenues by geographic region (in thousands): 
Three Months Ended
June 30,		Nine Months Ended
June 30,
2026202520262025
Americas:
United States$453,985 $411,093 $1,251,500 $1,192,270 
Other24,578 19,878 73,722 66,800 
Total Americas478,563 430,971 1,325,222 1,259,070 
EMEA256,030 202,073 770,600 620,431 
APAC130,484 147,326 403,420 398,481 
Total net revenues
$865,077 $780,370 $2,499,242 $2,277,982 
The Company continues to offer its products through a range of consumption models, from physical systems to software solutions and managed services. The following presents net product revenues by systems and software (in thousands):
Three Months Ended
June 30,		Nine Months Ended
June 30,
2026202520262025
Net product revenues
Systems revenue$239,519 $180,855 $684,264 $519,968 
Software revenue223,310 207,983 599,363 574,563 
Total net product revenue$462,829 $388,838 $1,283,627 $1,094,531 
The following distributor customers accounted for more than 10% of total net revenue:
Three Months Ended
June 30,		Nine Months Ended
June 30,
2026202520262025
Customer A16.4 %17.0 %17.2 %16.7 %
Customer B18.4 %18.4 %23.1 %17.6 %
No end-user customers accounted for more than 10% of total net revenue. No other distributor customers accounted for more than 10% of total net revenue, other than those noted above.
The Company tracks assets by physical location. Long-lived assets consist of property and equipment, net, and are shown below (in thousands):
June 30,
2026		September 30,
2025
Americas:
United States$156,347 $118,414 
Other1,960 1,696 
Total Americas158,307 120,110 
EMEA24,350 20,985 
APAC14,627 15,852 
Total property and equipment, net
$197,284 $156,947