| Schedule of segment results |
| | | | | | | | | | | | Year Ended April 30, 2026 | | | AxS | | SCDE | | Total | Revenue: | | | | | | | | | | Product sales | | $ | 1,142,762 | | $ | 272,587 | | $ | 1,415,349 | Contract services | | | 215,315 | | | 346,181 | | | 561,496 | | | | 1,358,077 | | | 618,768 | | | 1,976,845 | Less: | | | | | | | | | | Cost of sales less intangible amortization and other purchase accounting adjustments | | | 837,367 | | | 546,127 | | | 1,383,494 | Intangible amortization included in cost of sales | | | 48,901 | | | 43,808 | | | 92,709 | SG&A less intangible amortization | | | 208,673 | | | 104,147 | | | 312,820 | Intangible amortization included in SG&A | | | 41,688 | | | 88,743 | | | 130,431 | Research and development | | | 113,063 | | | 14,615 | | | 127,678 | Impairment of goodwill | | | — | | | 240,708 | | | 240,708 | Other expense (income) | | | (7,547) | | | (3,439) | | | (10,986) | Add: | | | | | | | | | | Depreciation | | | 28,848 | | | 13,049 | | | 41,897 | Amortization | | | 90,589 | | | 132,551 | | | 223,140 | Impairment of goodwill | | | — | | | 240,708 | | | 240,708 | Acquisition-related expenses | | | 29,782 | | | 18,388 | | | 48,170 | Amortization of cloud computing arrangement implementation | | | 5,522 | | | 14 | | | 5,536 | Equity securities investments activity, net | | | (9,941) | | | (1,779) | | | (11,720) | Stock-based compensation | | | 27,920 | | | 10,414 | | | 38,334 | Segment adjusted EBITDA | | $ | 288,652 | | $ | (2,596) | | $ | 286,056 |
| | | | | | | | | | | | Year Ended April 30, 2025 | | | AxS | | SCDE | | Total | Revenue: | | | | | | | | | | Product sales | | $ | 692,722 | | $ | — | | $ | 692,722 | Contract services | | | 127,905 | | | — | | | 127,905 | | | | 820,627 | | | — | | | 820,627 | Less: | | | | | | | | | | Cost of sales less intangible amortization and other purchase accounting adjustments | | | 482,586 | | | — | | | 482,586 | Intangible amortization included in cost of sales | | | 19,405 | | | — | | | 19,405 | SG&A less intangible amortization | | | 154,752 | | | — | | | 154,752 | Intangible amortization included in SG&A | | | 4,001 | | | — | | | 4,001 | Research and development | | | 100,729 | | | — | | | 100,729 | Impairment of goodwill | | | 18,359 | | | — | | | 18,359 | Other expense (income) | | | (1,057) | | | — | | | (1,057) | Add: | | | | | | | | | | Depreciation | | | 17,592 | | | — | | | 17,592 | Amortization | | | 23,406 | | | — | | | 23,406 | Impairment of goodwill | | | 18,359 | | | — | | | 18,359 | Acquisition-related expenses | | | 19,290 | | | — | | | 19,290 | Amortization of cloud computing arrangement implementation | | | 2,541 | | | — | | | 2,541 | Equity securities investments activity, net | | | (177) | | | — | | | (177) | Legal expense | | | 2,100 | | | — | | | 2,100 | Stock-based compensation | | | 21,461 | | | — | | | 21,461 | Segment adjusted EBITDA | | $ | 146,424 | | $ | — | | $ | 146,424 |
| | | | | | | | | | | | Year Ended April 30, 2024 | | | AxS | | SCDE | | Total | Revenue: | | | | | | | | | | Product sales | | $ | 585,771 | | $ | — | | $ | 585,771 | Contract services | | | 130,949 | | | — | | | 130,949 | | | | 716,720 | | | — | | | 716,720 | Less: | | | | | | | | | | Cost of sales less intangible amortization and other purchase accounting adjustments | | | 419,241 | | | — | | | 419,241 | Intangible amortization included in cost of sales | | | 13,548 | | | — | | | 13,548 | SG&A less intangible amortization | | | 109,410 | | | — | | | 109,410 | Intangible amortization included in SG&A | | | 5,010 | | | — | | | 5,010 | Research and development | | | 97,687 | | | — | | | 97,687 | Other expense (income) | | | 4,373 | | | — | | | 4,373 | Add: | | | | | | | | | | Depreciation | | | 17,191 | | | — | | | 17,191 | Amortization | | | 18,558 | | | — | | | 18,558 | Acquisition-related expenses | | | 2,095 | | | — | | | 2,095 | Amortization of cloud computing arrangement implementation | | | 1,444 | | | — | | | 1,444 | Equity securities investments activity, net | | | 3,945 | | | — | | | 3,945 | Stock-based compensation | | | 17,069 | | | — | | | 17,069 | Segment adjusted EBITDA | | $ | 127,753 | | $ | — | | $ | 127,753 |
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| Schedule of reconciliation from segment adjusted income from operations to income (loss) before taxes |
| | | | | | | | | | | | Year Ended | | | | | | April 30, | | April 30, | | April 30, | | | 2026 | | 2025 | | 2024 | Segment adjusted EBITDA | | $ | 286,056 | | $ | 146,424 | | $ | 127,753 | Depreciation and amortization | | | (265,037) | | | (40,998) | | | (35,749) | Impairment of goodwill | | | (240,708) | | | (18,359) | | | — | Acquisition-related expenses | | | (48,170) | | | (19,290) | | | (2,095) | Amortization of cloud computing arrangement implementation | | | (5,536) | | | (2,541) | | | (1,444) | Legal expense | | | — | | | (2,100) | | | — | Stock-based compensation | | | (38,334) | | | (21,461) | | | (17,069) | Equity securities investments activity, net | | | 11,720 | | | 177 | | | (3,945) | Interest expense, net | | | (5,613) | | | (2,188) | | | (4,220) | (Loss) income before income taxes | | $ | (305,622) | | $ | 39,664 | | $ | 63,231 |
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| Schedule of segment assets and capital expenditures by segment |
| | | | | | | | | | | | | | | AxS | | SCDE | | Corporate | | Total | As of April 30, 2026 | | $ | 2,604,511 | | $ | 2,032,663 | | $ | 1,079,568 | | $ | 5,716,742 | As of April 30, 2025 | | $ | 872,530 | | $ | — | | $ | 248,037 | | $ | 1,120,567 |
Capital expenditures are summarized in the table below (in thousands): | | | | | | | | | | | | | | | AxS | | SCDE | | Corporate | | Total | Year Ended April 30, 2026 | | $ | 50,780 | | $ | 29,380 | | $ | 6,058 | | $ | 86,218 | Year Ended April 30, 2025 | | $ | 21,212 | | $ | — | | $ | 1,604 | | $ | 22,816 | Year Ended April 30, 2024 | | $ | 19,229 | | $ | — | | $ | 3,754 | | $ | 22,983 |
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