Segment and Geographic Information

12 Months Ended

Sep. 30, 2025

Segment Reporting [Abstract]

Segment and Geographic Information

17. Segments

We operate as a single operating and reportable segment. Operating segments are defined as components of an enterprise about which separate financial information is evaluated regularly by the chief operating decision maker ("CODM") in deciding how to allocate resources and in assessing performance. Our CODM is our Chief Executive Officer. The CODM evaluates financial performance and allocates resources based on consolidated results, including consolidated net income. The total assets of the segment are reported on the Consolidated Balance Sheets.

See Note 3. Revenue from Contracts with Customers for additional information about our revenue by geographic region and Note 4. Property and Equipment for additional information about our long-lived assets by geographic region.

The following table presents revenue, significant expenses, and consolidated net income for our reportable segment:

(in thousands)	Year ended September 30,
	2025		2024		2023
Revenue	$	2,739,226	$	2,298,472	$	2,097,053
Costs and expenses:
Cost of revenue, adjusted(1)		389,465		384,882		384,438
Operating expenses, adjusted(2)		1,047,636		1,019,250		953,720
Other segment items(3)		568,128		518,007		513,355
Consolidated net income	$	733,997	$	376,333	$	245,540

(1)Cost of revenue, adjusted excludes stock-based compensation and amortization of acquired intangible assets.

(2)Operating expenses, adjusted excludes stock-based compensation, amortization of acquired intangible assets, acquisition and transaction-related charges, and Impairment and other charges (credits), net.

(3)Other segment items include stock-based compensation; amortization of acquired intangible assets; acquisition and transaction-related charges; Impairment and other charges (credits), net; Other income (expense), net; and Provision for income taxes.