v3.26.1
Segment Information
9 Months Ended
Apr. 30, 2026
Segment Reporting [Abstract]  
Segment Information

NOTE 12. SEGMENT INFORMATION

Our chief operating decision maker ("CODM") is our Chief Executive Officer, who reviews financial information presented on a consolidated basis. Accordingly, we have a single operating and reportable segment. The CODM uses net income, as reported on our condensed consolidated statements of operations, as the measure of segment profit or loss to allocate resources and evaluate financial performance. The significant expenses regularly provided to the CODM are those expenses presented in our condensed consolidated statements of operations and related notes to condensed consolidated financial statements. There is no expense or asset information that is supplemental to the information disclosed in these condensed consolidated financial statements.

The following table sets forth revenue by geographic location based on bill-to location:

 

 

 

Three Months Ended
April 30,

 

 

Nine Months Ended
April 30,

 

 

 

2025

 

 

2026

 

 

2025

 

 

2026

 

 

 

(in thousands)

 

United States

 

$

346,102

 

 

$

377,046

 

 

$

1,046,105

 

 

$

1,128,064

 

Europe, the Middle East and Africa

 

 

172,415

 

 

 

201,115

 

 

 

504,954

 

 

 

607,602

 

Asia Pacific

 

 

106,902

 

 

 

103,278

 

 

 

294,926

 

 

 

302,336

 

Other Americas

 

 

13,564

 

 

 

21,627

 

 

 

38,675

 

 

 

58,465

 

Total revenue

 

$

638,983

 

 

$

703,066

 

 

$

1,884,660

 

 

$

2,096,467

 

For the three and nine months ended April 30, 2025 and 2026, no individual country, other than the United States, accounted for more than 10% of total revenue.

The following table sets forth long-lived assets, which primarily include property and equipment, net, by geographic location:

 

 

As of

 

 

 

July 31,
2025

 

 

April 30,
2026

 

 

 

(in thousands)

 

United States

 

$

108,921

 

 

$

89,545

 

International

 

 

33,893

 

 

 

37,771

 

Total long-lived assets

 

$

142,814

 

 

$

127,316