v3.26.1
Segment Information (Tables)
9 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule of Revenues by Geographic Region
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 
Schedule of Product Revenues by Systems and Software 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 
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Customer, Extent of Reliance
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 %
Long-lived Assets by Geographic Areas
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