v3.26.1
Revenue Recognition (Tables)
 9 Months Ended
Apr. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following table summarizes the revenue by region based on the shipping address of customers who have contracted to use our cloud platform:
Three Months Ended April 30,Nine Months Ended April 30,
2026202520262025
Amount% RevenueAmount% RevenueAmount% RevenueAmount% Revenue
(in thousands, except for percentage data)
United States$452,617 53 %$342,994 51 %$1,311,906 53 %$990,694 51 %
Europe, Middle East and Africa 236,364 28 %203,023 30 %677,034 28 %582,004 30 %
Asia Pacific132,072 16 %107,351 16 %378,730 15 %309,550 16 %
Other29,422 3 %24,666 3 %86,668 4 %71,641 3 %
Total$850,475 100 %$678,034 100 %$2,454,338 100 %$1,953,889 100 %
The following table summarizes the revenue from contracts by type of customer:
Three Months Ended April 30,Nine Months Ended April 30,
2026202520262025
Amount% RevenueAmount% RevenueAmount% RevenueAmount% Revenue
(in thousands, except for percentage data)
Channel partners$718,853 85 %$597,890 88 %$2,073,322 84 %$1,729,238 89 %
Direct customers131,622 15 %80,144 12 %381,016 16 %224,651 11 %
Total$850,475 100 %$678,034 100 %$2,454,338 100 %$1,953,889 100 %
Schedules of Significant Customers The following table summarizes the concentration of 10% or more of the total balance of accounts receivable, net:
April 30, 2026July 31, 2025
Channel partner A12%12%
Schedule of Capitalized Contract Cost
The activity of the deferred contract acquisition costs consisted of the following:
Three Months Ended April 30,Nine Months Ended April 30,
2026202520262025
(in thousands)
Beginning balance
$519,304 $440,365 $509,541 $445,398 
Capitalization of contract acquisition costs77,264 65,828 184,660 139,986 
Amortization of deferred contract acquisition costs(52,042)(42,308)(149,675)(121,499)
Ending balance
$544,526 $463,885 $544,526 $463,885 
The outstanding balance of the deferred contract acquisition costs consisted of the following:
April 30, 2026July 31, 2025
(in thousands)
Deferred contract acquisition costs, current$196,706 $180,819 
Deferred contract acquisition costs, noncurrent347,820 328,722 
Total deferred contract acquisition costs$544,526 $509,541