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Segment Information
9 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Segment Information Segment Information
Operating segments are defined as components of an enterprise for which separate financial information is available and evaluated regularly by the chief operating decision-maker, or decision-making group, in deciding how to allocate resources and in assessing performance. Management has determined that the Company is organized as, and operates in, one reportable operating segment.
Revenues by Geographic Location and Other Information
The Company does business in three main geographic regions: the Americas (primarily the United States); Europe, the Middle East, and Africa (EMEA); and the Asia Pacific region (APAC). The Company's chief operating decision-maker reviews financial information presented on a consolidated basis accompanied by information about net product revenues and revenues by geographic region. The Company's foreign offices conduct sales, marketing, research and development, and support activities. Revenues are attributed by geographic location based on the location of the end user customer.
The following presents revenues by geographic region (in thousands): 
 Three months ended
June 30,
Nine months ended
June 30,
 2025202420252024
Americas:
United States$411,093 $361,820 $1,192,270 $1,075,742 
Other19,878 21,026 66,800 69,059 
Total Americas430,971 382,846 1,259,070 1,144,801 
EMEA202,073 190,661 620,431 562,410 
APAC147,326 121,988 398,481 362,235 
$780,370 $695,495 $2,277,982 $2,069,446 
The Company continues to offer its products through a range of consumption models, from physical systems to software solutions and managed services. The following presents net product revenues by systems and software (in thousands):
 Three months ended
June 30,
Nine months ended
June 30,
 2025202420252024
Net product revenues
Systems revenue$180,855 $129,845 $519,968 $406,873 
Software revenue207,983 178,644 574,563 507,637 
Total net product revenue$388,838 $308,489 $1,094,531 $914,510 
The following customers accounted for more than 10% of total net revenue:
 Three months ended
June 30,
Nine months ended
June 30,
 2025202420252024
Ingram Micro, Inc.17.0 %15.7 %16.7 %16.5 %
Synnex Corporation18.4 %15.9 %17.6 %16.0 %
Carahsoft Technology Corporation— 10.5 %— — 
The Company tracks assets by physical location. Long-lived assets consist of property and equipment, net, and are shown below (in thousands):
 June 30,
2025
September 30,
2024
Americas:
United States$113,409 $112,420 
Other1,624 1,773 
Total Americas115,033 114,193 
EMEA20,801 21,970 
APAC16,613 14,780 
$152,447 $150,943