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REVENUE RECOGNITION (Tables) | 9 Months Ended
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Sep. 30, 2025
Revenue from Contract with Customer [Abstract] |
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,
| 2025 |  | 2024 |  | 2025 |  | 2024 |  |
| (In thousands)
Primary geographical markets: |  |  |  |  |  |  |  |  |
United States | $ | 349,982 |  |  | $ | 284,033 |  |  | $ | 884,550 |  |  | $ | 632,719 |  |  |
International | 60,445 |  |  | 96,840 |  |  | 245,114 |  |  | 314,951 |  |  |
Total | $ | 410,427 |  |  | $ | 380,873 |  |  | $ | 1,129,664 |  |  | $ | 947,670 |  |  |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products delivered at a point in time | $ | 383,001 |  |  | $ | 348,669 |  |  | $ | 1,034,952 |  |  | $ | 854,406 |  |  |
Products and services delivered over time | 27,426 |  |  | 32,204 |  |  | 94,712 |  |  | 93,264 |  |  |
Total | $ | 410,427 |  |  | $ | 380,873 |  |  | $ | 1,129,664 |  |  | $ | 947,670 |  |  |
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, 2025 |  | December 31, 2024
| (In thousands)
Accounts receivable | $ | 265,513 |  |  | $ | 223,749 |
Long-term accounts receivable (Other assets) | 15,297 |  |  | — |
Short-term contract assets (Prepaid expenses and other current assets) | 34,659 |  |  | 42,001 |
Long-term contract assets (Other assets) | 112,268 |  |  | 110,954 |
Short-term contract liabilities (Deferred revenues, current) | 111,493 |  |  | 237,225 |
Long-term contract liabilities (Deferred revenues, non-current) | 345,710 |  |  | 341,982 |
Significant changes in the balances of contract assets (prepaid expenses and other assets) as of September 30, 2025 were as follows (in thousands):
Contract Assets |
Contract assets, beginning of period | $ | 152,955 |
Amount recognized | (26,144) |
Increased due to billings | 20,116 |
Contract assets, end of period | $ | 146,927 |
Significant changes in contract liabilities (deferred revenue) as of September 30, 2025 were as follows (in thousands):
Contract Liabilities |
Contract liabilities, beginning of period | $ | 579,207 |
Revenue recognized | (204,984) |
Increased due to billings | 82,980 |
Contract liabilities, end of period | $ | 457,203 |
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 are unsatisfied or partially unsatisfied at the end of the reporting period were as follows:
| September 30, 2025
| (In thousands)
Fiscal year: |
2025 (remaining three months) | $ | 28,936 |
2026 | 109,542 |
2027 | 101,155 |
2028 | 88,202 |
2029 | 70,858 |
Thereafter | 58,510 |
Total | $ | 457,203 |

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- Definition Tabular disclosure of receivable, contract asset, and contract liability from contract with customer. Includes, but is not limited to, change in contract asset and contract liability. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 10 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-10 + Details
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- Definition Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 5 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-5 + Details
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- Definition Tabular disclosure of expected timing for satisfying remaining performance obligation. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Name Accounting Standards Codification -Section 50 -Paragraph 13 -Subparagraph (b)(1) -SubTopic 10 -Topic 606 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-13 + Details
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