v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 9 Months Ended
Aug. 01, 2026
Aug. 02, 2025
Aug. 01, 2026
Aug. 02, 2025
Revenue:        
Total revenue $ 1,671,129 $ 1,219,385 $ 4,668,910 $ 3,417,523
Cost of goods sold:        
Total cost of goods sold 911,864 716,306 2,592,571 1,989,785
Gross profit 759,265 503,079 2,076,339 1,427,738
Operating expenses:        
Research and development 236,673 211,898 696,036 619,429
Selling and marketing 153,969 148,724 452,875 424,911
General and administrative 62,844 60,596 183,308 171,450
Significant asset impairments and restructuring costs 887 1,770 3,190 5,262
Amortization of intangible assets 3,713 6,556 12,162 19,646
Acquisition and integration costs 0 0 306 0
Total operating expenses 458,086 429,544 1,347,877 1,240,698
Income from operations 301,179 73,535 728,462 187,040
Interest and other income, net 22,388 15,090 49,456 34,539
Interest expense (5,803) (22,806) (47,979) (67,421)
Loss on extinguishment and modification of debt (7,143) 0 (7,143) (729)
Income before income taxes 310,621 65,819 722,796 153,429
Provision for income taxes 44,203 15,511 87,875 49,580
Net income $ 266,418 $ 50,308 $ 634,921 $ 103,849
Basic net income per common share (in dollars per share) $ 1.88 $ 0.35 $ 4.46 $ 0.73
Diluted net income per potential common share (in dollars per share) $ 1.83 $ 0.35 $ 4.34 $ 0.72
Weighted average basic common shares outstanding (in shares) 142,061 141,846 142,229 142,437
Weighted average dilutive potential common shares outstanding (in shares) 145,967 144,499 146,227 145,158
Products        
Revenue:        
Total revenue $ 1,390,274 $ 976,801 $ 3,881,632 $ 2,730,167
Cost of goods sold:        
Total cost of goods sold 768,661 580,028 2,171,342 1,620,816
Services        
Revenue:        
Total revenue 280,855 242,584 787,278 687,356
Cost of goods sold:        
Total cost of goods sold $ 143,203 $ 136,278 $ 421,229 $ 368,969