Consolidated Balance Sheets - USD ($) $ in Thousands	Sep. 30, 2023	Dec. 31, 2022
Current assets:
Cash and cash equivalents	$ 142,300	$ 185,595
Short-term investments	318,710	246,571
Accounts receivable, net	192,327	169,773
Inventories, net	312,223	242,406
Prepaid expenses and other current assets	49,481	33,300
Total current assets	1,015,041	877,645
Property, plant and equipment, net	47,169	39,664
Operating lease assets	31,082	12,146
Finance lease assets, net	16,981	17,942
Long-term restricted cash	6,650	752
Deferred income taxes	44,323	31,701
Other assets	40,448	33,791
Total assets	1,201,694	1,013,641
Current liabilities:
Accounts payable	60,061	62,346
Accrued compensation	26,535	35,540
Warranty	11,464	8,299
Income taxes	582	4,304
Deferred revenue	148,299	123,471
Current portion of finance lease obligation	1,438	1,229
Other current liabilities	12,799	12,943
Total current liabilities	261,178	248,132
Long-term finance lease obligation	44,070	45,185
Long-term deferred revenue	53,730	31,306
Other long-term liabilities	41,745	21,762
Total liabilities	400,723	346,385
Commitments and contingencies (Note 16)
Stockholders' equity:
Common stock, $0.001 par value, 75,000 shares authorized; 32,772 shares issued and outstanding at September 30, 2023; 32,775 shares issued and outstanding at December 31, 2022	33	33
Additional paid-in capital	543,577	550,299
Retained earnings	261,521	118,892
Accumulated other comprehensive loss	(4,160)	(1,968)
Total stockholders' equity	800,971	667,256
Total liabilities and stockholders' equity	$ 1,201,694	$ 1,013,641