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CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2025
Sep. 30, 2024
Current assets:    
Cash and cash equivalents $ 154,153 $ 93,456
Short-term investments 38,858 36,884
Accounts receivable, net 36,811 31,682
Contract assets, current portion 12,687 15,818
Prepaid expenses 3,050 4,514
Other current assets 2,935 2,697
Total current assets 248,494 185,051
Long-term investments 3,464 11,410
Property and equipment, net 2,314 2,564
Right-of-use assets 2,624 4,662
Intangible assets, net 39,799 54,137
Goodwill 133,457 131,574
Deferred income tax assets 25,334 19,145
Contract assets, non-current portion 1,405 3,620
Other non-current assets 2,218 1,590
Total assets 459,109 413,753
Current liabilities:    
Accounts payable 3,874 7,236
Accrued payroll and related taxes 16,837 10,324
Accrued liabilities [1] 343 424
Deferred revenue, current portion 29,061 21,231
Lease liabilities, current portion 890 805
Convertible senior notes 152,216 0
Other current liabilities [1] 5,813 2,127
Total current liabilities 209,034 42,147
Convertible senior notes 0 143,601
Deferred revenue, non-current portion 1,085 753
Lease liabilities, non-current portion 2,080 4,230
Deferred income tax liabilities 295 3,889
Other non-current liabilities 6,357 4,332
Total liabilities 218,851 198,952
Commitments and contingencies (Note 9)
Stockholders’ equity:    
Preferred stock, $0.001 par value, 1,000,000 shares authorized, none issued and outstanding, as of September 30, 2025 and 2024 0 0
Common stock, $0.001 par value, 120,000,000 shares authorized, 45,636,531 and 44,998,939 issued and outstanding, as of September 30, 2025 and 2024, respectively 46 45
Additional paid-in capital 265,835 247,326
Accumulated other comprehensive income (loss) 586 (2,302)
Accumulated deficit (26,209) (30,268)
Total stockholders’ equity 240,258 214,801
Total liabilities and stockholders’ equity $ 459,109 $ 413,753
[1] September 30, 2024 consolidated balance sheet reflects reclassifications to conform to the current year presentation.