v3.26.1
NATURE OF OPERATIONS AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Tables)
 9 Months Ended
Jun. 30, 2026
Accounting Policies [Abstract]  
Schedule of Potentially Dilutive Common Shares Excluded from Calculation of Net Income per Share
For the three and nine months ended June 30, 2026 and 2025, the following potentially dilutive common shares were excluded from the calculation of net income per share, as they would have been antidilutive (amounts in thousands):
Three Months Ended June 30,Nine Months Ended June 30,
2026202520262025
Stock options1 352 62 361 
RSUs1,787 2,458 1,864 2,077 
ESPP common stock equivalents51 125 25 40 
Performance options— 759 — 729 
Performance RSUs1,325 1,545 1,425 1,154 
Convertible senior notes— 7,448 3,383 7,448 
Warrants6,121 7,448 7,005 7,448 
Total potentially dilutive common shares outstanding9,285 20,135 13,764 19,257 
Schedule of Calculation of Basic and Diluted Net Income per Share
The calculation of basic and diluted net income per share is as follows (amounts in thousands, except per share data):
Three Months Ended June 30,Nine Months Ended June 30,
2026202520262025
Net income$8,367 $2,396 $20,675 $6,936 
Weighted-average shares outstanding—basic45,175 45,894 45,311 45,632 
Common stock equivalents3,534 954 3,265 1,158 
Weighted-average shares outstanding—diluted48,709 46,848 48,576 46,790 
Net income per share:
Basic$0.19 $0.05 $0.46 $0.15 
Diluted$0.17 $0.05 $0.43 $0.15 
Schedules of Revenue Concentration From the Company’s Largest Customers
The following table presents revenue concentration from customers accounting for over 10% of total revenue for each period presented. Two different customers accounted for over 10% of total revenue for the three and nine months ended June 30, 2026, respectively and only one customer accounted for over 10% of total revenue for the three and nine months ended June 30, 2025, as presented in each period (amounts in thousands, except percentages):
PeriodRevenue from Largest CustomersPercentage of Total Revenue
Three Months Ended June 30, 2026$6,542 12 %
Three Months Ended June 30, 2025$6,134 13 %
Nine Months Ended June 30, 2026$20,846 14 %
Nine Months Ended June 30, 2025$22,640 17 %