CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 1,423,871	$ 454,844
Short-term investments	952,786	333,235
Marketable securities	68,179	198,270
Accounts and notes receivable, net of allowance of $3,237 and $3,322 as of September 30, 2025 and December 31, 2024, respectively	700,742	547,572
Contract assets, net	537,198	367,929
Inventory	317,513	265,316
Prepaid expenses and other current assets	216,447	130,315
Total current assets	4,216,736	2,297,481
Property and equipment, net	283,208	247,324
Deferred tax assets, net	344,803	304,282
Intangible assets, net	159,048	175,157
Goodwill	773,386	756,838
Long-term notes receivable, net	2,893	3,460
Long-term contract assets, net	163,956	119,876
Strategic investments	386,947	332,550
Other long-term assets	326,388	237,620
Total assets	6,657,365	4,474,588
Current liabilities:
Accounts payable	114,995	71,955
Accrued liabilities	293,344	279,193
Current portion of deferred revenue	639,087	612,955
Current portion of notes payable, net	279,560	680,289
Customer deposits	15,045	20,626
Other current liabilities	7,699	12,857
Total current liabilities	1,349,730	1,677,875
Deferred revenue, net of current portion	364,519	360,685
Liability for unrecognized tax benefits	22,354	25,007
Long-term deferred compensation	22,675	15,877
Long-term lease liabilities	90,209	41,383
Long-term notes payable, net	1,729,366	0
Other long-term liabilities	50,762	26,096
Total liabilities	3,629,615	2,146,923
Commitments and contingencies (Note 14)
Stockholders’ equity:
Preferred stock	0	0
Common stock	1	1
Additional paid-in capital	2,262,306	1,689,781
Treasury stock at cost, 20,220,282 shares and 20,220,227 shares as of September 30, 2025 and December 31, 2024, respectively	(155,952)	(155,947)
Retained earnings	933,925	812,014
Accumulated other comprehensive loss	(12,530)	(18,184)
Total stockholders’ equity	3,027,750	2,327,665
Total liabilities and stockholders’ equity	$ 6,657,365	$ 4,474,588