REVENUE (Tables)

9 Months Ended

Sep. 30, 2025

Revenue from Contract with Customer [Abstract]

Schedule of Contract Balances

The contract balances include the following (in thousands):

	As of
	September 30, 2025		December 31, 2024
Accounts receivable, net	$	745,405	$	812,510
Contract assets (included in Prepaid expenses and other current assets)	1,593		1,687
Deferred revenue:
Deferred revenue, current portion	122,309		105,718
Deferred revenue, non-current portion	28,046		25,050
Total deferred revenue	$	150,355	$	130,768

Deferred revenue consisted of the following (in thousands):

	As of
	September 30, 2025		December 31, 2024
Platform, current	$	91,890	$	75,026
Devices, current	30,419		30,692
Total deferred revenue, current	122,309		105,718
Platform, non-current	2,560		—
Devices, non-current	25,486		25,050
Total deferred revenue, non-current	28,046		25,050
Total Deferred revenue	$	150,355	$	130,768