Balance Sheet Components (Tables)

9 Months Ended

Sep. 30, 2026

The components of inventories consisted of the following (in thousands):


	September 30, 2026		December 31, 2025
Raw materials	$	116,352	$	117,101
Work in process	48,000		46,275
Finished goods	294,780		268,173
Inventories	$	459,132	$	431,549

Schedule of Accrued Liabilities

The components of accrued liabilities consisted of the following (in thousands):


	September 30, 2026		December 31, 2025
Payroll and employee-related expenses	$	90,824	$	85,396
Accrued accounts payable	32,452		12,804







Leasehold improvement expenditures	10,631		4,485

Other accrued liabilities	40,860		29,478
Total accrued liabilities	$	174,767	$	132,163

Schedule of Estimated Product Warranty Accrual

The following table shows the changes in the Company’s estimated product warranty accrual, included in accrued liabilities, for the nine months ended September 30, 2026 and twelve months ended December 31, 2025, respectively (in thousands):


	September 30, 2026		December 31, 2025
Balance at the beginning of the period	$	2,474	$	2,033
Accruals of warranties issued, net	2,092		2,553
Settlements of warranty claims	(1,778)		(2,112)
Balance at the end of the period	$	2,788	$	2,474