Quarterly report [Sections 13 or 15(d)]

EQUITY AND LONG-TERM INCENTIVE COMPENSATION PLANS - Share-based Compensation Expense (Details)

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EQUITY AND LONG-TERM INCENTIVE COMPENSATION PLANS - Share-based Compensation Expense (Details) - USD ($)
$ in Thousands
 3 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Jun. 30, 2025
Stock-based compensation expense      
Total SBC expense $ 70,182 $ 61,700  
Stock-based compensation capitalized as inventory 26,900   $ 26,300
Costs of revenues      
Stock-based compensation expense      
Total SBC expense 12,235 9,789  
R&D      
Stock-based compensation expense      
Total SBC expense 21,358 17,380  
SG&A      
Stock-based compensation expense      
Total SBC expense $ 36,589 $ 34,531