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Segments (Tables)
6 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Schedule of significant expenses and net income for reportable segment

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

(in thousands)

 

Three months ended

 

 

Six months ended

 

 

 

March 31, 2026

 

 

March 31, 2025

 

 

March 31, 2026

 

 

March 31, 2025

 

Revenue

 

$

774,303

 

 

$

636,366

 

 

$

1,460,128

 

 

$

1,201,494

 

Costs and expenses:

 

 

 

 

 

 

 

 

 

 

 

 

      Cost of revenue, adjusted(1)

 

 

98,711

 

 

 

92,624

 

 

 

202,563

 

 

 

190,208

 

      Operating expenses, adjusted(2)

 

 

264,939

 

 

 

244,432

 

 

 

537,279

 

 

 

520,646

 

      Other segment items(3)

 

 

(180,070

)

 

 

136,666

 

 

 

(36,955

)

 

 

245,764

 

Consolidated net income

 

$

590,723

 

 

$

162,644

 

 

$

757,241

 

 

$

244,876

 

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