Revenue, Deferred Revenue and Deferred Commissions (Tables)

9 Months Ended

Apr. 30, 2026

Revenue Recognition and Deferred Revenue [Abstract]

The following table depicts the disaggregation of revenue by revenue type, consistent with how we evaluate our financial performance:


	Three Months Ended April 30,				Nine Months Ended April 30,
	2025		2026		2025		2026
	(in thousands)
Subscription	$	609,663	$	664,792	$	1,794,777	$	1,993,163
Professional services and other (1)		29,320		38,274		89,883		103,304
Total revenue	$	638,983	$	703,066	$	1,884,660	$	2,096,467

(1)

Prior to fiscal 2026, these amounts were presented as separate line items, Professional services and Other non-subscription product, as described below. Prior period amounts have been updated to conform to the current period presentation.

Deferred Revenue, by Arrangement, Disclosure

Significant changes in the balance of deferred revenue (contract liability) and deferred commissions (contract cost asset) for the periods presented are as follows:


	Deferred Revenue			Deferred Commissions
	(in thousands)
Balance as of July 31, 2025	$	2,112,754		$	342,293
Additions		728,816			45,653
Revenue/commissions recognized		(670,576	)		(61,049	)
Balance as of October 31, 2025		2,170,994			326,897
Additions		748,929			66,827
Revenue/commissions recognized		(722,825	)		(59,223	)
Balance as of January 31, 2026		2,197,098			334,501
Additions		812,946			60,295
Revenue/commissions recognized		(703,066	)		(57,374	)
Balance as of April 30, 2026	$	2,306,978		$	337,422