v3.26.1
Segment Information - Schedule of Segments (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Apr. 30, 2026
Jan. 31, 2026
Oct. 31, 2025
Apr. 30, 2025
Jan. 31, 2025
Oct. 31, 2024
Apr. 30, 2026
Apr. 30, 2025
Segment Reporting Information [Line Items]                
Total revenue $ 372,541     $ 293,508     $ 1,064,276 $ 845,889
Total cost of revenue 135,896     110,810     386,587 325,647
Total gross profit 236,645     182,698     677,689  
Total operating expenses 206,008     178,230     590,133 508,771
Income (loss) from operations 30,637     4,468     87,556 11,471
Changes in fair value of strategic investments 599     (103)     554 (341)
Realized gains (losses), net on sales of strategic investments 632     0     632 3,671
Retirement of debt             0 (53,565)
Income (loss) before provision for (benefit from) income taxes 19,760     48,668     118,814 8,410
Provision for (benefit from) income taxes 3,289     2,677     10,926 (9,443)
Net income (loss) 16,471 $ 60,110 $ 31,308 45,991 $ (37,277) $ 9,139 107,888 17,853
Reportable Segment                
Segment Reporting Information [Line Items]                
Total revenue 372,541     293,508     1,064,276 845,889
Adjusted cost of revenue 125,217     101,640     354,902 298,359
Stock-based compensation expense 9,498     8,685     28,639 25,833
Amortization of intangible assets 1,180     485     3,045 1,455
Total cost of revenue 135,896     110,810     386,587 325,647
Total gross profit $ 236,645     $ 182,698     $ 677,689 $ 520,242
Gross profit margin 64.00%     62.00%     64.00% 62.00%
Adjusted operating expenses(2) $ 169,540     $ 145,809     $ 480,769 $ 412,815
Stock-based compensation expense 35,443     31,672     106,376 93,532
Amortization of intangible assets 584     749     1,923 2,424
Acquisition holdback expense 440     0     1,065 0
Total operating expenses 206,008     178,230     590,133 508,771
Income (loss) from operations $ 30,637     $ 4,468     $ 87,556 $ 11,471
Income (loss) from operations margin 8.00%     1.00%     8.00% 2.00%
Adjusted interest income (expense) and other income (expense)(3) $ 9,017     $ 11,185     $ 31,506 $ 35,990
Changes in fair value of strategic investments 599     (103)     554 (341)
Realized gains (losses), net on sales of strategic investments 632     0     632 3,671
Amortization of debt issuance costs (984)     (1,058)     (2,947) (2,782)
Retirement of debt 0     0     0 (53,565)
Unrealized foreign exchange rate gains (losses) (20,141)     34,176     1,513 13,967
Income (loss) before provision for (benefit from) income taxes 19,760     48,668     118,814 8,410
Provision for (benefit from) income taxes 3,289     2,677     10,926 (9,443)
Net income (loss) $ 16,471     $ 45,991     $ 107,888 $ 17,853