CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Sep. 30, 2026	Dec. 31, 2025
Current assets:
Cash and cash equivalents	$ 1,458,817	$ 1,201,147
Short-term investments	181,587	505,417
Marketable securities	14,751	27,213
Accounts and notes receivable, net of allowance of $4,451 and $4,198 as of September 30, 2026 and December 31, 2025, respectively	838,294	777,486
Contract assets, net	866,856	582,630
Inventory	579,225	341,811
Prepaid expenses	201,603	149,800
Other current assets	141,084	127,548
Total current assets	4,282,217	3,713,052
Property and equipment, net	357,342	330,979
Deferred tax assets, net	333,585	359,803
Intangible assets, net	268,817	196,972
Goodwill	1,885,348	1,370,189
Long-term notes receivable, net	1,704	6,066
Long-term contract assets, net	298,906	178,249
Strategic investments	924,934	416,833
Other long-term assets	479,924	428,170
Total assets	8,832,777	7,000,313
Current liabilities:
Accounts payable	249,940	139,086
Accrued liabilities	398,475	510,538
Current portion of deferred revenue	742,247	714,708
Current portion of notes payable, net	0	80,552
Customer deposits	17,020	16,156
Other current liabilities	19,220	9,107
Total current liabilities	1,426,902	1,470,147
Deferred revenue, net of current portion	435,326	359,902
Liability for unrecognized tax benefits	26,517	24,376
Long-term deferred compensation	34,573	23,675
Long-term lease liabilities	100,861	98,942
Long-term notes payable, net	2,868,037	1,730,170
Other long-term liabilities	177,633	50,443
Total liabilities	5,069,849	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 September 30, 2026 and December 31, 2025, respectively	0	0
Common stock, $0.00001 par value; 200,000,000 shares authorized, 101,686,312 shares issued and 81,411,739 shares outstanding as of September 30, 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	2,764,868	2,475,035
Treasury stock at cost, 20,274,573 shares and 20,233,434 shares as of September 30, 2026 and December 31, 2025, respectively	(180,164)	(157,242)
Retained earnings	1,192,415	936,670
Accumulated other comprehensive loss	(14,192)	(11,806)
Total stockholders’ equity	3,762,928	3,242,658
Total liabilities and stockholders’ equity	$ 8,832,777	$ 7,000,313