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Segment Information and Revenue from Significant Customers | 12 Months Ended
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Sep. 30, 2025
Segment Reporting [Abstract] |
Segment Information and Revenue from Significant Customers | Note 22 — Segment Information and Revenue from Significant Customers The Company manages its operations as one operating segment, providing software products and services primarily for the communications, and media industry service providers. The Company’s Chief Operating Decision Maker (“CODM”) is the Company’s Chief Executive Officer. The CODM evaluates the operating results of the Company on a consolidated net income basis. Refer to the consolidated statements of income. The financial information is used by the CODM for purposes of making operating decisions, allocating resources and assessing performance. The Company’s significant segment expenses, which are the expenses included in the operating income, and other segment items, which includes interest and other expense, net and income taxes, are included in the consolidated statements of income. Segment assets provided to the CODM include accounts receivable billed, current and non-current accounts receivable unbilled and current and non-current deferred revenue. Geographic Information The following is a summary of revenue and long-lived assets by geographic area. Revenue is attributed to geographic region based on the location of the customers.
|  | Year Ended September 30, |
|  | 2025 (*) |  |  | 2024 |  |  | 2023 |
Revenue |  |  |  |  |  |  |  |  |
North America (mainly United States) |  | $ | 2,983,553 |  |  | $ | 3,325,967 |  |  | $ | 3,306,988 |
Europe |  |  | 705,107 |  |  |  | 726,226 |  |  |  | 703,141 |
Rest of the world |  |  | 844,253 |  |  |  | 952,796 |  |  |  | 877,421 |
Total |  | $ | 4,532,913 |  |  | $ | 5,004,989 |  |  | $ | 4,887,550 |
|  | As of September 30, |
|  | 2025 |  |  | 2024 |
Long-lived Assets(1) |  |  |  |  |  |
Europe |  | $ | 96,544 |  |  | $ | 104,153 |
North America |  |  | 58,807 |  |  |  | 72,362 |
Rest of the world: |  |  |  |  |  |
Israel |  |  | 524,584 |  |  |  | 508,328 |
India |  |  | 79,910 |  |  |  | 59,589 |
Others |  |  | 8,712 |  |  |  | 11,169 |
Total |  | $ | 768,557 |  |  | $ | 755,601 |
(1) Property and equipment, net. Revenue by nature of activities
|  | Year Ended September 30, |
|  | 2025 (*) |  |  | 2024 |  |  | 2023 |
Managed services arrangements |  | $ | 2,995,763 |  |  | $ | 2,904,924 |  |  | $ | 2,856,621 |
Others |  |  | 1,537,150 |  |  |  | 2,100,065 |  |  |  | 2,030,929 |
Total |  | $ | 4,532,913 |  |  | $ | 5,004,989 |  |  | $ | 4,887,550 |
Revenue from Significant Customers The following table summarizes the percentage of revenue from significant customer groups which accounted for at least ten percent of its total revenue in each of fiscal years 2025, 2024 and 2023.
|  | Year Ended September 30, |
|  | 2025 |  |  | 2024 |  |  | 2023 |
Revenue |  |  |  |  |  |  |  |  |
Customer 1 (*) |  |  | 25.9 | % |  |  | 24.5 | % |  |  | 23.8 | %
Customer 2 (*) |  |  | 19.9 | % |  |  | 22.6 | % |  |  | 23.1 | %
*During the first quarter of fiscal year 2025, the Company phased out several low-margin, non-core business activities, which were included in fiscal year 2024, for more details see ‘Item 5. Operating and Financial Review and Prospects’. Excluding the phase out, the percentage of revenue of customer 1 and customer 2 for fiscal year 2025 remained roughly stable as compared to fiscal year 2024.

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- Definition The entire disclosure for reporting segments including data and tables. 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