v3.26.1
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Apr. 30, 2026
Jul. 31, 2025
Current assets:    
Cash and cash equivalents $ 2,364 $ 2,269
Short-term investments 747 635
Accounts receivable, net of allowance for credit losses of $6 and $10 as of April 30, 2026 and July 31, 2025, respectively 2,852 2,965
Short-term financing receivables, net 591 715
Short-term deferred contract costs 454 419
Prepaid expenses and other current assets 705 520
Total current assets 7,713 7,523
Property and equipment, net 506 387
Operating lease right-of-use assets 678 347
Long-term investments 3,881 5,555
Long-term financing receivables, net 779 1,002
Long-term deferred contract costs 551 586
Goodwill 21,902 4,567
Intangible assets, net 7,283 763
Deferred tax assets 2,380 2,424
Other assets 593 422
Total assets 46,266 23,576
Current liabilities:    
Accounts payable 293 232
Accrued compensation 680 608
Accrued and other liabilities 760 846
Deferred revenue 7,113 6,302
Short-term convertible senior notes 160 0
Total current liabilities 9,006 7,988
Long-term convertible senior notes 1,192 0
Long-term deferred revenue 6,492 6,450
Deferred tax liabilities 259 89
Long-term operating lease liabilities 719 338
Other long-term liabilities 930 887
Total liabilities 18,598 15,752
Commitments and contingencies (Note $11)
Stockholders’ equity:    
Preferred stock; $0.0001 par value; 100 shares authorized; none issued and outstanding as of April 30, 2026 and July 31, 2025 0 0
Common stock and additional paid-in capital; $0.0001 par value; 2,000 shares authorized; 813 and 668 shares issued and outstanding as of April 30, 2026 and July 31, 2025, respectively 24,608 5,292
Accumulated other comprehensive income (loss) (13) 48
Retained earnings 3,073 2,484
Total stockholders’ equity 27,668 7,824
Total liabilities and stockholders’ equity $ 46,266 $ 23,576