v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Millions, $ in Millions
Total
Common stock
Replacement Equity Awards
Common stock
Common stock
Common stock
Common stock
Replacement Equity Awards
Additonal Paid-In-Capital
Additonal Paid-In-Capital
Common stock
Additonal Paid-In-Capital
Replacement Equity Awards
Accumulated Other Comprehensive Income (Loss)
Retained Earnings (Accumulated Deficit)
Common stock, beginning balance (in shares) at Jul. 31, 2024       650.0              
Beginning balance at Jul. 31, 2024 $ 5,169           $ 3,821     $ (2) $ 1,350
Increase (decrease) in stockholders' equity                      
Net income (loss) 880                   880
Other comprehensive (loss) income 50                 50  
Issuance of common stock in connection with employee equity incentive plans (in shares)       16.0              
Issuance of common stock in connection with employee equity incentive plans 360           360        
Taxes paid related to net share settlement of equity awards (183)           (183)        
Share-based compensation for equity-based awards 954           954        
Settlement of convertible notes (in shares)       8.0              
Settlement of note hedges (in shares)       (8.0)              
Common stock, ending balance (in shares) at Apr. 30, 2025       666.0              
Ending balance at Apr. 30, 2025 7,230           4,952     48 2,230
Common stock, beginning balance (in shares) at Jan. 31, 2025       660.0              
Beginning balance at Jan. 31, 2025 6,375           4,421     (14) 1,968
Increase (decrease) in stockholders' equity                      
Net income (loss) 262                   262
Other comprehensive (loss) income 62                 62  
Issuance of common stock in connection with employee equity incentive plans (in shares)       6.0              
Issuance of common stock in connection with employee equity incentive plans 202           202        
Taxes paid related to net share settlement of equity awards (5)           (5)        
Share-based compensation for equity-based awards 334           334        
Settlement of convertible notes (in shares)       2.0              
Settlement of note hedges (in shares)       (2.0)              
Common stock, ending balance (in shares) at Apr. 30, 2025       666.0              
Ending balance at Apr. 30, 2025 $ 7,230           4,952     48 2,230
Common stock, beginning balance (in shares) at Jul. 31, 2025 668.0     668.0              
Beginning balance at Jul. 31, 2025 $ 7,824           5,292     48 2,484
Increase (decrease) in stockholders' equity                      
Net income (loss) 589                   589
Other comprehensive (loss) income (61)                 (61)  
Issuance of common stock in connection with employee equity incentive plans (in shares)       11.0              
Issuance of common stock in connection with employee equity incentive plans 264           264        
Taxes paid related to net share settlement of equity awards (125)           (125)        
Share-based compensation for equity-based awards 1,315           1,315        
Repurchase and retirement of common stock (in shares)       (7.0)              
Repurchase and retirement of common stock $ (1,000)           (1,000)        
Issuance of common stock in connection with a business acquisition (in shares)         112.0 2.0          
Issuance of common stock in connection with a business acquisition   $ 18,488 $ 374         $ 18,488 $ 374    
Settlement of warrants (in shares)       27.0              
Common stock, ending balance (in shares) at Apr. 30, 2026 813.0     813.0              
Ending balance at Apr. 30, 2026 $ 27,668           24,608     (13) 3,073
Common stock, beginning balance (in shares) at Jan. 31, 2026       703.0              
Beginning balance at Jan. 31, 2026 9,393           6,097     46 3,250
Increase (decrease) in stockholders' equity                      
Net income (loss) (177)                   (177)
Other comprehensive (loss) income (59)                 (59)  
Issuance of common stock in connection with employee equity incentive plans (in shares)       5.0              
Issuance of common stock in connection with employee equity incentive plans 126           126        
Taxes paid related to net share settlement of equity awards (16)           (16)        
Share-based compensation for equity-based awards 648           648        
Repurchase and retirement of common stock (in shares)       (7.0)              
Repurchase and retirement of common stock $ (1,000)           (1,000)        
Issuance of common stock in connection with a business acquisition (in shares)         112.0            
Issuance of common stock in connection with a business acquisition   $ 18,488 $ 265         $ 18,488 $ 265    
Common stock, ending balance (in shares) at Apr. 30, 2026 813.0     813.0              
Ending balance at Apr. 30, 2026 $ 27,668           $ 24,608     $ (13) $ 3,073