v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 9 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Revenues:        
Total revenues $ 69,587 $ 62,236 $ 248,855 $ 191,142
Cost of revenues:        
Total cost of revenues 16,673 16,348 49,295 52,001
Gross profit 52,914 45,888 199,560 139,141
Operating expenses:        
Research and development 29,237 27,152 84,235 71,353
Sales and marketing 5,829 5,916 17,905 15,612
General and administrative 14,714 12,340 59,497 36,293
Amortization of intangible assets 0 578 0 1,668
Restructuring and other costs, net 1,259 850 9,180 14,744
Total operating expenses 51,039 46,836 170,817 139,670
Income (loss) from operations 1,875 (948) 28,743 (529)
Interest income 710 895 2,230 3,250
Interest expense (1,450) (2,409) (4,592) (8,518)
Other income, net 413 1,673 2,250 2,444
Income (loss) before income taxes 1,548 (789) 28,631 (3,353)
Provision for income taxes 15 1,932 30,664 2,000
Net income (loss) $ 1,533 $ (2,721) $ (2,033) $ (5,353)
Net income (loss) per share:        
Basic (in dollars per share) $ 0.03 $ (0.06) $ (0.05) $ (0.12)
Diluted (in dollars per share) $ 0.03 $ (0.06) $ (0.05) $ (0.12)
Weighted-average common shares outstanding:        
Basic (in shares) 45,184 43,262 45,077 43,127
Diluted (in shares) 47,744 43,262 45,077 43,127
License        
Revenues:        
Total revenues $ 41,600 $ 34,176 $ 166,935 $ 108,361
Cost of revenues:        
Total cost of revenues 1,362 1,074 4,291 5,288
Connected services        
Revenues:        
Total revenues 15,465 12,842 45,307 39,197
Cost of revenues:        
Total cost of revenues 4,906 4,805 14,860 16,095
Professional services        
Revenues:        
Total revenues 12,522 15,218 36,613 43,584
Cost of revenues:        
Total cost of revenues $ 10,405 $ 10,469 $ 30,144 $ 30,618