Consolidated Balance Sheets - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 187,501	$ 123,512
Short-term investments	262,059	447,831
Accounts receivable, net	147,636	203,149
Inventories, net	324,342	282,225
Prepaid income taxes	4,687	6,420
Prepaid expenses and other current assets	57,804	60,471
Total current assets	984,029	1,123,608
Property, plant and equipment, net	57,979	53,784
Operating lease assets	29,499	29,621
Finance lease assets, net	14,440	15,346
Long-term restricted cash	7,626	7,552
Deferred income taxes	70,033	68,277
Long-term investments	143,214
Other assets	45,120	50,593
Total assets	1,351,940	1,348,781
Current liabilities:
Accounts payable	52,466	46,928
Accrued compensation	24,357	25,536
Warranty	9,258	13,022
Deferred revenue	81,486	94,673
Current portion of finance lease obligation	1,505	1,345
Other current liabilities	29,917	26,018
Total current liabilities	198,989	207,522
Long-term finance lease obligation	41,166	42,329
Long-term deferred revenue	47,434	43,501
Other long-term liabilities	44,207	42,639
Total liabilities	331,796	335,991
Commitments and contingencies (Note 17)
Stockholders' equity:
Common stock, $0.001 par value, 75,000 shares authorized; 30,998 shares issued and outstanding at September 30, 2025; 32,365 shares issued and outstanding at December 31, 2024	31	32
Additional paid-in capital	532,951	548,654
Retained earnings	488,771	470,318
Accumulated other comprehensive loss	(1,609)	(6,214)
Total stockholders' equity	1,020,144	1,012,790
Total liabilities and stockholders' equity	$ 1,351,940	$ 1,348,781