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CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Revenues:    
Total revenues $ 115,076 $ 50,896
Cost of revenues:    
Total cost of revenues 15,726 17,824
Gross profit 99,350 33,072
Operating expenses:    
Research and development 24,701 20,869
Sales and marketing 5,557 4,766
General and administrative 31,987 12,754
Amortization of intangible assets 0 554
Restructuring and other costs, net 7,794 11,062
Total operating expenses 70,039 50,005
Income (loss) from operations 29,311 (16,933)
Interest income 865 1,437
Interest expense (1,665) (3,393)
Other income, net 1,550 272
Income (loss) before income taxes 30,061 (18,617)
Provision for income taxes 35,300 5,671
Net loss $ (5,239) $ (24,288)
Net loss per share:    
Basic (in dollars per share) $ (0.12) $ (0.57)
Diluted (in dollars per share) $ (0.12) $ (0.57)
Weighted-average common shares outstanding:    
Basic (in shares) 44,953 42,897
Diluted (in shares) 44,953 42,897
License    
Revenues:    
Total revenues $ 87,758 $ 22,725
Cost of revenues:    
Total cost of revenues 1,323 1,782
Connected services    
Revenues:    
Total revenues 14,532 13,707
Cost of revenues:    
Total cost of revenues 4,911 6,311
Professional services    
Revenues:    
Total revenues 12,786 14,464
Cost of revenues:    
Total cost of revenues $ 9,492 $ 9,731