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 6 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Jun. 30, 2025
Stock-based compensation expense          
Total SBC expense $ 73,947 $ 61,841 $ 144,129 $ 123,541  
Stock-based compensation capitalized as inventory 27,200   27,200   $ 26,300
Costs of revenues          
Stock-based compensation expense          
Total SBC expense 13,261 10,469 25,496 20,258  
R&D          
Stock-based compensation expense          
Total SBC expense 21,598 17,045 42,956 34,425  
SG&A          
Stock-based compensation expense          
Total SBC expense $ 39,088 $ 34,327 $ 75,677 $ 68,858