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Consolidated Income Statements - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Net revenues        
Revenue from contract with customer, excluding assessed tax $ 780,370 $ 695,495 $ 2,277,982 $ 2,069,446
Cost of net revenues        
Cost of net revenues 148,628 136,425 430,097 413,927
Gross profit 631,742 559,070 1,847,885 1,655,519
Operating expenses        
Sales and marketing 220,428 205,550 644,524 615,277
Research and development 136,345 124,387 403,424 366,169
General and administrative 78,652 65,950 228,320 197,852
Restructuring charges 0 93 11,321 8,655
Total 435,425 395,980 1,287,589 1,187,953
Income from operations 196,317 163,090 560,296 467,566
Other income, net 16,706 8,529 32,971 24,385
Income before income taxes 213,023 171,619 593,267 491,951
Provision for income taxes 23,111 27,540 91,380 90,469
Net income $ 189,912 $ 144,079 $ 501,887 $ 401,482
Net income per share — basic (dollars per share) $ 3.29 $ 2.46 $ 8.65 $ 6.82
Weighted average shares — basic (shares) 57,772 58,584 57,989 58,832
Net income per share — diluted (dollars per share) $ 3.25 $ 2.44 $ 8.54 $ 6.75
Weighted average shares — diluted (shares) 58,492 59,147 58,773 59,461
Product        
Net revenues        
Revenue from contract with customer, excluding assessed tax $ 388,838 $ 308,489 $ 1,094,531 $ 914,510
Cost of net revenues        
Cost of net revenues 88,782 80,813 252,905 248,834
Service        
Net revenues        
Revenue from contract with customer, excluding assessed tax 391,532 387,006 1,183,451 1,154,936
Cost of net revenues        
Cost of net revenues $ 59,846 $ 55,612 $ 177,192 $ 165,093