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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 3 Months Ended
Sep. 30, 2024
Sep. 30, 2023
OPERATING ACTIVITIES:    
Net income $ 424,327 $ 156,995
Reconciliation of net income to net cash provided by operating activities:    
Depreciation, amortization and non-cash interest 14,080 9,155
Stock-based compensation expense 64,014 57,379
Share of loss from equity investee 19 50
Unrealized foreign currency exchange loss (gain) 924 (6,192)
Deferred income taxes, net (46,552) (23,021)
Other (3,346) 2,657
Changes in operating assets and liabilities:    
Accounts receivable, net (including changes in related party balances of $(1,797) and $4,138 during the three months ended September 30, 2024 and 2023, respectively) 15,288 302,501
Inventories (597,717) (607,241)
Prepaid expenses and other assets (including changes in related party balances of $(3,135) and $2,827 during the three months ended September 30, 2024 and 2023, respectively) 86,774 19,990
Accounts payable (including changes in related party balances of $36,724 and $2,981 during the three months ended September 30, 2024 and 2023, respectively) 220,353 302,973
Accrued liabilities (including changes in related party balances of $230 and $2,487 during the three months ended September 30, 2024 and 2023, respectively) 25,974 (13,019)
Income taxes payable 61,440 32,229
Deferred revenue 141,806 36,055
Other long-term liabilities (including changes in related party balances of $237 and $(80) during the three months ended September 30, 2024 and 2023, respectively) 1,520 (46)
Net cash provided by operating activities 408,904 270,465
INVESTING ACTIVITIES:    
Purchases of property, plant and equipment (including payments to related parties of $3,129 and $826 during the three months ended September 30, 2024 and 2023, respectively) (44,300) (2,631)
Investment in equity securities 0 (5,000)
Net cash used in investing activities (44,300) (7,631)
FINANCING ACTIVITIES:    
Proceeds from lines of credit and term loans 1,185,034 0
Repayment of lines of credit and term loans (1,106,178) (138,938)
Proceeds from exercise of stock options 6,527 4,288
Payment for withholding taxes related to settlement of equity awards (35,537) (25,301)
Other 8 10
Net cash provided by (used in) financing activities 49,854 (159,941)
Effect of exchange rate fluctuations on cash 4,500 (203)
Net increase in cash, cash equivalents and restricted cash 418,958 102,690
Cash, cash equivalents and restricted cash at the beginning of the period 1,670,273 440,960
Cash, cash equivalents and restricted cash at the end of the period 2,089,231 543,650
Supplemental disclosure of cash flow information:    
Cash paid for interest 11,454 2,214
Cash paid for taxes, net of refunds 3,336 8,999
Non-cash investing and financing activities:    
Unpaid property, plant and equipment purchases (including due to related parties of $4,059 and $3,672 as of September 30, 2024 and 2023, respectively) 21,190 8,032
Right of use ("ROU") assets obtained in exchange for operating lease commitments 17,782 9,177
Transfer of inventory to property, plant and equipment, net $ 122 $ 0