CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Mar. 31, 2026	Dec. 31, 2025
Current assets:
Cash and cash equivalents	$ 458,921	$ 1,201,147
Short-term investments	260,000	505,417
Marketable securities	18,052	27,213
Accounts and notes receivable, net of allowance of $3,771 and $4,198 as of March 31, 2026 and December 31, 2025, respectively	674,598	777,486
Contract assets, net	641,597	582,630
Inventory	408,010	341,811
Prepaid expenses	178,632	149,800
Other current assets	104,320	127,548
Total current assets	2,744,130	3,713,052
Property and equipment, net	336,443	330,979
Deferred tax assets, net	339,546	359,803
Intangible assets, net	295,069	196,972
Goodwill	1,894,376	1,370,189
Long-term notes receivable, net	1,933	6,066
Long-term contract assets, net	195,737	178,249
Strategic investments	838,243	416,833
Other long-term assets	421,372	428,170
Total assets	7,066,849	7,000,313
Current liabilities:
Accounts payable	175,135	139,086
Accrued liabilities	312,428	510,538
Current portion of deferred revenue	690,419	714,708
Current portion of notes payable, net	0	80,552
Customer deposits	18,125	16,156
Other current liabilities	12,190	9,107
Total current liabilities	1,208,297	1,470,147
Deferred revenue, net of current portion	362,242	359,902
Liability for unrecognized tax benefits	27,238	24,376
Long-term deferred compensation	29,313	23,675
Long-term lease liabilities	97,182	98,942
Long-term notes payable, net	1,730,987	1,730,170
Other long-term liabilities	77,477	50,443
Total liabilities	3,532,736	3,757,655
Commitments and contingencies (Note 11)
Stockholders’ equity:
Preferred stock, $0.00001 par value; 25,000,000 shares authorized; no shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively	0	0
Common stock, $0.00001 par value; 200,000,000 shares authorized, 100,846,774 shares issued and 80,572,201 shares outstanding as of March 31, 2026, and 200,000,000 shares authorized, 100,444,971 shares issued and 80,211,537 shares outstanding as of December 31, 2025	1	1
Additional paid-in capital	2,619,564	2,475,035
Treasury stock at cost, 20,274,573 shares and 20,233,434 shares as of March 31, 2026 and December 31, 2025, respectively	(180,164)	(157,242)
Retained earnings	1,105,982	936,670
Accumulated other comprehensive loss	(11,270)	(11,806)
Total stockholders’ equity	3,534,113	3,242,658
Total liabilities and stockholders’ equity	$ 7,066,849	$ 7,000,313