v3.26.1
Condensed Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
9 Months Ended
Apr. 30, 2026
Apr. 30, 2025
Net cash provided by (used in) operating activities    
Net income (loss) $ 107,888 $ 17,853
Adjustments to reconcile net income (loss) to net cash provided by (used in) operating activities:    
Depreciation and amortization 20,632 17,538
Amortization of debt issuance costs 2,947 2,782
Amortization of contract costs 25,812 22,518
Stock-based compensation 135,015 119,365
Changes to allowance for credit losses and revenue reserves 2,542 1,107
Deferred income tax 922 (15,851)
Amortization of premium (accretion of discount) on available-for-sale securities, net (5,377) (8,613)
Realized gains (losses), net on sales of strategic investments 632 3,671
Changes in fair value of strategic investments (554) 341
Retirement of debt 0 (53,565)
Other non-cash items affecting net income (loss) 18 56
Adjustment to Reconcile Net Income to Cash Provided by (Used in) Operating Activity, Increase (Decrease) in Operating Capital [Abstract]    
Accounts receivable 276 (10,609)
Unbilled accounts receivable (93,214) (74,471)
Prepaid expenses and other assets (33,815) (29,305)
Operating lease assets 2,866 1,983
Accounts payable 7,910 13,589
Accrued employee compensation (23,578) (20,600)
Deferred revenue (40,781) (24,876)
Lease liabilities (3,572) (1,121)
Other liabilities 525 (5,544)
Cash Provided by (Used in) Operating Activity, Including Discontinued Operation, Total 105,830 56,036
Cash Provided by (Used in) Investing Activity, Including Discontinued Operation [Abstract]    
Purchases of available-for-sale securities (644,915) (672,330)
Maturities and sales of available-for-sale securities 582,638 529,887
Purchases of property and equipment (9,934) (2,336)
Capitalized software development costs (13,939) (10,972)
Acquisition of strategic investments (14,590) (1,772)
Proceeds from Sale of Equity Method Investments 781 5,671
Net cash provided by (used in) investing activities (133,412) (178,576)
Cash Provided by (Used in) Financing Activity, Including Discontinued Operation [Abstract]    
Proceeds from issuance of convertible senior notes, net of issuance costs 0 671,840
Payment for the retirement of convertible senior notes 0 (353,535)
Payment for the maturity of convertible senior notes 0 (179,061)
Purchase of capped calls 0 (58,788)
Payment of revolving credit facility costs 0 2,065
Proceeds from issuance of common stock under employee stock purchase plan 13,364 0
Proceeds from issuance of common stock upon exercise of stock options 539 3,174
Repurchase and retirement of common stock (392,447) 0
Net cash provided by (used in) financing activities (378,544) 81,565
Effect of foreign exchange rate changes on cash, cash equivalents, and restricted cash 1,666 3,303
NET INCREASE (DECREASE) IN CASH, CASH EQUIVALENTS, AND RESTRICTED CASH (404,460) (37,672)
CASH, CASH EQUIVALENTS, AND RESTRICTED CASH—Beginning of period 699,094 549,184
CASH, CASH EQUIVALENTS, AND RESTRICTED CASH—End of period 294,634 511,512
SUPPLEMENTAL DISCLOSURES OF CASH FLOW INFORMATION:    
Cash paid for interest 4,824 7,000
Cash paid for income taxes, net of tax refunds 6,965 6,323
Accruals for purchase of property and equipment 929 802
Accruals for capitalized software development costs 1,096 807
Accruals for shares repurchased 5,201 0
Accrual for business acquisition purchase consideration holdback 878 1,011
Payments to Acquire Businesses, Net of Cash Acquired $ (33,453) $ (26,724)