v3.26.1
SEGMENT INFORMATION, REVENUES BY GEOGRAPHY AND SIGNIFICANT CUSTOMERS
 12 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
SEGMENT INFORMATION, REVENUES BY GEOGRAPHY AND SIGNIFICANT CUSTOMERS SEGMENT INFORMATION, REVENUES BY GEOGRAPHY AND SIGNIFICANT CUSTOMERS
We have one reportable segment, which reflects how the chief operating decision maker (“CODM”), Chief Executive Officer, reviews and assesses performance of the business. The CODM assesses the performance of the Company and decides how to allocate resources based on consolidated net income reported in the consolidated statement of operations and comprehensive income. The CODM uses consolidated net income in deciding whether to reinvest profits into certain parts of the business or return a portion of such profits to shareholders through dividends and stock repurchases. Significant expense categories regularly provided to and reviewed by the CODM are those presented in the consolidated statement of operations and comprehensive income.

Revenue

The Company presents its revenue by product type in two primary categories: Service Provider Technology and Enterprise Technology.
Revenues by product type were as follows (in thousands, except percentages):                            
Year ended June 30,
202620252024
Enterprise Technology$2,972,302 91 %$2,254,254 88 %$1,617,665 84 %
Service Provider Technology301,860 9 %319,291 12 %310,825 16 %
Total revenues$3,274,162 100 %$2,573,545 100 %$1,928,490 100 %
Revenues by geography based on customer’s ship-to destinations were as follows (in thousands, except percentages):
Year ended June 30,
202620252024
North America (1)
$1,743,978 53 %$1,295,515 50 %$946,428 49 %
Europe, the Middle East and Africa1,179,174 36 %999,384 39 %740,113 38 %
Asia Pacific220,205 7 %168,843 7 %127,901 7 %
South America130,805 4 %109,803 4 %114,048 6 %
Total revenues$3,274,162 100 %$2,573,545 100 %$1,928,490 100 %

(1) Revenue for the United States was $1,569.0 million, $1,193.3 million and $881.0 million for fiscal 2026, 2025, and 2024, respectively.

Customers with an accounts receivable balance of 10% or greater of total accounts receivable are presented below for the periods indicated:

Percentage of Accounts Receivable
June 30,
20262025
Customer A10 %*
Customer B11 %*
* Denotes less than 10%

For all periods presented, there were no customers representing 10% or more of total net revenues.