v3.26.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
May 02, 2026
May 03, 2025
Current assets:    
Cash and cash equivalents $ 1,164,952 $ 236,328
Short-term investments 278,334 195,010
Accounts receivable 233,377 162,144
Inventories 250,831 90,029
Other current assets 73,576 30,023
Total current assets 2,001,070 713,534
Property and equipment, net 101,605 63,631
Right of use assets 24,640 15,234
Goodwill 92,798 0
Intangible assets, net 29,262 0
Other non-current assets 46,244 16,858
Total assets 2,295,619 809,257
Current liabilities:    
Accounts payable 107,345 56,158
Accrued compensation and benefits 21,626 16,097
Other current liabilities 68,120 35,456
Total current liabilities 197,091 107,711
Non-current operating lease liabilities 20,617 12,693
Other non-current liabilities 14,299 7,271
Total liabilities 232,007 127,675
Commitments and contingencies (Note 9)
Shareholders' equity:    
Ordinary shares, $0.00005 par value; 1,000,000 shares authorized; 185,419 and 171,169 shares issued and outstanding at May 2, 2026 and May 3, 2025, respectively 9 8
Additional paid in capital 1,672,060 765,173
Accumulated other comprehensive income (loss) 2,426 (437)
Retained earnings (accumulated deficit) 389,117 (83,162)
Total shareholders' equity 2,063,612 681,582
Total liabilities and shareholders' equity $ 2,295,619 $ 809,257