v3.25.2
Segment and Geographic Information
 6 Months Ended
Jul. 31, 2025
Segment Reporting [Abstract]  
Segment and Geographic Information Segment and Geographic Information
The Company has determined that it operates in one operating and reportable segment as the Chief Operating Decision Maker (“CODM”), its Chief Executive Officer, reviews financial information on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance. The CODM uses consolidated net loss, as reported on our Condensed Consolidated Statements of Operations, in evaluating performance of the Company’s single segment and determining how to allocate resources of the Company as a whole.
Financial information for the Company’s reportable segment was as follows:
 Three Months Ended July 31,Six Months Ended July 31,
(in thousands)2025202420252024
Revenue$73,386 $61,092 $139,651 $121,532 
Less: Significant and other segment expenses
Cost of revenue (1)
20,590 16,134 39,741 33,190 
Research and development (1)
18,375 18,990 35,751 37,848 
Sales and marketing (1)
15,432 16,367 29,719 35,232 
General and administrative (1)
12,583 13,968 26,834 28,025 
Depreciation and amortization10,622 13,145 21,704 26,248 
Stock-based compensation13,456 11,566 25,998 24,638 
Restructuring costs— 10,499 20 10,499 
Certain litigation expenses (2)
288 — 615 — 
Other segment items (3)
4,632 (909)(5,511)(6,187)
Consolidated net loss(22,592)(38,668)(35,220)(67,961)
(1) Exclusive of the following items shown separately; Depreciation and amortization, stock-based compensation, restructuring costs, and certain litigation expenses.
(2) Expenses relating to the Delaware class action lawsuit. Refer to Note 9 “Commitments and Contingencies”.
(3) Includes interest income, change in fair value of warrant liabilities, other income (expense), net and provision for income taxes. Refer to the Condensed Consolidated Statements of Operations.
Capital expenditures, which consists of purchases of property and equipment and capitalized internal-use software costs, for the three and six months ended July 31, 2025 were $21.5 million and $30.8 million, respectively. Capital expenditures, which consists of purchases of property and equipment and capitalized internal-use software costs, for the three and six months ended July 31, 2024 were $16.6 million and $28.0 million, respectively.
The Company’s long-lived assets by geographic region are as follows:
(in thousands)July 31, 2025January 31, 2025
United States$123,543 $116,042 
Rest of world
7,7455,707
Total property and equipment, net$131,288 $121,749 
The Company concluded that satellites in service continue to be owned by the U.S. entity and accordingly are classified as U.S. assets in the table above. No single country other than the U.S. accounted for more than 10% of total property and equipment, net, as of July 31, 2025 and January 31, 2025.