| Schedule of Revenue Disaggregation |
Disaggregated revenue by primary geographical market and timing of revenue recognition for the Company’s single product line were as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended
September 30, | | Nine Months Ended
September 30, | | 2026 | | 2025 | | 2026 | | 2025 | | | | | | | | | | | | | | (In thousands) | | Primary geographical markets: | | | | | | | | | | | United States | $ | 233,491 | | | $ | 349,982 | | | $ | 694,242 | | | $ | 884,550 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | International | 59,838 | | | 60,445 | | | 173,841 | | | 245,114 | | | | | Total | $ | 293,329 | | | $ | 410,427 | | | $ | 868,083 | | | $ | 1,129,664 | | | | | | | | | | | | | | | Timing of revenue recognition: | | | | | | | | | | | Products delivered at a point in time | $ | 264,039 | | | $ | 383,001 | | | $ | 780,817 | | | $ | 1,034,952 | | | | | Products and services delivered over time | 29,290 | | | 27,426 | | | 87,266 | | | 94,712 | | | | | Total | $ | 293,329 | | | $ | 410,427 | | | $ | 868,083 | | | $ | 1,129,664 | | | |
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| Schedule of Contract Assets and Contract Liabilities, and Changes in Balances from Contracts with Customers |
Accounts receivable, and contract assets and contract liabilities from contracts with customers were, as follows: | | | | | | | | | | | | | September 30,
2026 | | December 31,
2025 | | | | | | (In thousands) | | Accounts receivable | $ | 249,939 | | | $ | 229,881 | | | Long-term accounts receivable (Other assets) | $ | 71,640 | | | $ | — | | | | | | | Short-term contract assets (Prepaid expenses and other current assets) | $ | 35,420 | | | $ | 35,976 | | | Long-term contract assets (Other assets) | $ | 141,525 | | | $ | 115,067 | | | | | | | | | | | Short-term contract liabilities (Deferred revenues, current) | $ | 170,565 | | | $ | 180,524 | | | Long-term contract liabilities (Deferred revenues, non-current) | $ | 355,141 | | | $ | 337,923 | | | | | |
Significant changes in the balances of contract assets (prepaid expenses and other assets) in the nine months ended September 30, 2026 were as follows (in thousands): | | | | | | | Contract Assets | | | Contract assets, beginning of period | $ | 151,043 | | | Amount recognized | (28,918) | | | Increased due to billings | 54,820 | | | Contract assets, end of period | $ | 176,945 | |
Significant changes in contract liabilities (deferred revenue) in the nine months ended September 30, 2026 were as follows (in thousands): | | | | | | | Contract Liabilities | | | Contract liabilities, beginning of period | $ | 518,447 | | | Revenue recognized | (205,319) | | | | | Increased due to billings | 212,578 | | | | | Contract liabilities, end of period | $ | 525,706 | | | | | |
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| Schedule of Estimated Revenue Expected to be Recognized in Future Periods |
Estimated revenue expected to be recognized in future periods related to performance obligations that were unsatisfied or partially unsatisfied at the end of the reporting period were as follows: | | | | | | | September 30,
2026 | | (In thousands) | | Fiscal year: | | | 2026 (remaining three months) | $ | 83,621 | | | 2027 | 115,288 | | | 2028 | 114,187 | | | 2029 | 95,198 | | | 2030 | 63,855 | | | Thereafter | 53,557 | | | Total | $ | 525,706 | | | | | | | | | | | |
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