v3.26.1
Revenue
 9 Months Ended
Apr. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue Revenue
Disaggregation of Revenue
Revenue by product type is as follows (in thousands):
Three Months EndedNine Months Ended
April 30,April 30,
2026202520262025
Subscription and support
Subscription$232,129 $166,464 $662,312 $480,981 
Support12,609 15,359 41,838 48,422 
License (1)
55,996 57,233 157,491 158,297 
Services71,807 54,452 202,634 158,189 
 Total revenue$372,541 $293,508 $1,064,276 $845,889 
(1) License revenue for the three and nine months ended April 30, 2025 includes perpetual license revenue of $0.1 million and $0.1 million, respectively.
Revenue by product type and by geography is as follows (in thousands):
Three Months Ended April 30, 2026
Subscription and supportLicenseServicesTotal
United States$161,641 $32,105 $48,533 $242,279 
Canada31,797 2,302 6,093 40,193 
Other Americas3,497 565 753 4,815 
Total Americas196,935 34,972 55,380 287,287 
Total EMEA31,962 11,050 9,778 52,790 
Total APAC15,842 9,974 6,648 32,464 
Total revenue$244,738 $55,996 $71,807 $372,541 
Three Months Ended April 30, 2025
Subscription and supportLicenseServicesTotal
United States$119,966 $33,402 $38,319 $191,687 
Canada25,068 2,249 3,917 31,234 
Other Americas1,958 626 267 2,851 
Total Americas146,992 36,277 42,503 225,772 
Total EMEA22,461 11,024 8,868 42,353 
Total APAC12,370 9,932 3,081 25,383 
Total revenue$181,823 $57,233 $54,452 $293,508 
Nine Months Ended April 30, 2026
Subscription and supportLicenseServicesTotal
United States$466,239 $86,093 $131,153 $683,484 
Canada90,554 10,776 26,078 127,408 
Other Americas10,482 756 2,521 13,758 
Total Americas567,274 97,624 159,752 824,650 
Total EMEA90,471 38,917 29,087 158,476 
Total APAC46,405 20,950 13,795 81,150 
Total revenue$704,150 $157,491 $202,634 $1,064,276 

Nine Months Ended April 30, 2025
Subscription and supportLicenseServicesTotal
United States$351,424 $79,358 $109,313 $540,095 
Canada75,912 12,116 14,579 102,607 
Other Americas4,851 1,153 1,178 7,182 
Total Americas432,187 92,627 125,070 649,884 
Total EMEA59,568 38,822 24,455 122,845 
Total APAC37,648 26,848 8,664 73,160 
Total revenue$529,403 $158,297 $158,189 $845,889 

No country or region other than those listed above accounted for more than 10% of revenue during the three and nine months ended April 30, 2026 and 2025.
Customer Contract – Related Balance Sheet Amounts
Amounts related to customer contract-related arrangements are included in the condensed consolidated balance sheets as follows (in thousands):
April 30, 2026July 31, 2025
Unbilled accounts receivable, net$224,852 $131,629 
Contract acquisition costs, net
$65,028 $67,922 
Costs to fulfill a contract, net
$12,353 $9,415 
Deferred revenue, net$304,358 $344,786 
Contract acquisition costs
The current portion of contract acquisition costs of $21.1 million and $21.1 million is included in prepaid and other current assets in the Company’s condensed consolidated balance sheets as of April 30, 2026 and July 31, 2025, respectively. The non-current portion of contract acquisition costs of $43.9 million and $46.8 million is included in other assets in the Company’s condensed consolidated balance sheets as of April 30, 2026 and July 31, 2025, respectively. The Company amortized $5.6 million and $4.7 million of contract acquisition costs during the three months ended April 30, 2026 and 2025, respectively, and amortized $17.0 million and $14.6 million of contract acquisition costs during the nine months ended April 30, 2026 and 2025, respectively.
Costs to fulfill a contract
The current portion of costs to fulfill a contract of $8.5 million and $5.9 million is included in prepaid and other current assets in the Company’s condensed consolidated balance sheets as of April 30, 2026 and July 31, 2025, respectively. The non-current portion of costs to fulfill a contract of $3.8 million and $3.5 million is included in other assets in the Company’s condensed consolidated balance sheets as of April 30, 2026 and July 31, 2025, respectively. The Company amortized $2.9 million and $2.6 million of costs to fulfill a contract during the three months ended April 30, 2026 and 2025, respectively, and amortized $8.8 million and $7.9 million of costs to fulfill a contract during the nine months ended April 30, 2026 and 2025, respectively.
Deferred revenue
During the three and nine months ended April 30, 2026, the Company recognized revenue of approximately $51.8 million and $309.8 million related to the Company’s gross deferred revenue balance as of July 31, 2025.
Remaining Performance Obligations
The aggregate amount of consideration allocated to remaining performance obligations either not satisfied or partially satisfied was approximately $3.6 billion as of April 30, 2026. Subscription services are typically satisfied over five years and support services and professional services are generally satisfied within one year. Professional services under time and material contracts are not included in the remaining performance obligations calculation as these arrangements can be cancelled at any time.