v3.26.1
Condensed Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Thousands
Apr. 30, 2026
Jan. 31, 2026
Current assets    
Cash and cash equivalents $ 368,090 $ 229,441
Restricted cash and cash equivalents, current 896 642
Short-term investments 362,745 410,649
Accounts receivable, net of allowance of $8 and $3, respectively 61,605 83,528
Inventories 9,343 6,118
Prepaid expenses and other current assets 46,299 44,984
Total current assets 848,978 775,362
Property and equipment, net 159,145 150,573
Capitalized internal-use software, net 20,980 21,475
Goodwill 143,111 143,452
Intangible assets, net 25,156 26,633
Restricted cash and cash equivalents, non-current 6,610 5,471
Operating lease right-of-use assets 39,507 14,588
Other non-current assets 7,944 8,132
Total assets 1,251,431 1,145,686
Current liabilities    
Accounts payable 9,040 10,612
Accrued and other current liabilities 58,539 55,874
Deferred revenue 230,682 220,572
Liability from early exercise of stock options 896 1,793
Operating lease liabilities, current 3,392 7,296
Public and private placement warrant liabilities 0 173,308
Total current liabilities 302,549 469,455
Deferred revenue 16,240 27,522
Deferred hosting costs 3,210 4,034
Operating lease liabilities, non-current 37,074 8,300
Convertible notes 447,569 446,884
Other non-current liabilities 1,085 1,060
Total liabilities 807,727 957,255
Commitments and contingencies (Note 8)
Stockholders’ equity    
Common stock, $0.0001 par value, 570,000,000, 30,000,000 and 30,000,000 Class A, Class B and Class C shares authorized at April 30, 2026 and January 31, 2026, 332,899,400 and 312,421,506 Class A shares issued and outstanding at April 30, 2026 and January 31, 2026, respectively, 23,493,796 and 22,909,742 Class B shares issued and outstanding at April 30, 2026 and January 31, 2026, respectively, 0 Class C shares issued and outstanding at April 30, 2026 and January 31, 2026 36 34
Additional paid-in capital 2,027,480 1,631,896
Accumulated other comprehensive income (loss) 4,921 6,362
Accumulated deficit (1,588,733) (1,449,861)
Total stockholders’ equity 443,704 188,431
Total liabilities and stockholders’ equity $ 1,251,431 $ 1,145,686