v3.26.1
Condensed Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Thousands
Jul. 31, 2026
Jan. 31, 2026
Current assets    
Cash and cash equivalents $ 415,130 $ 229,441
Restricted cash and cash equivalents, current 1,891 642
Short-term investments 450,288 410,649
Accounts receivable, net of allowance of $0 and $3, respectively 59,870 83,528
Inventories 8,852 6,118
Prepaid expenses and other current assets 62,759 44,984
Total current assets 998,790 775,362
Property and equipment, net 176,090 150,573
Capitalized internal-use software, net 22,051 21,475
Goodwill 142,701 143,452
Intangible assets, net 28,431 26,633
Restricted cash and cash equivalents, non-current 6,607 5,471
Operating lease right-of-use assets 48,871 14,588
Other non-current assets 7,423 8,132
Total assets 1,430,964 1,145,686
Current liabilities    
Accounts payable 10,355 10,612
Accrued and other current liabilities 56,078 55,874
Deferred revenue 281,215 220,572
Liability from early exercise of stock options 0 1,793
Operating lease liabilities, current 3,622 7,296
Public and private placement warrant liabilities 0 173,308
Total current liabilities 351,270 469,455
Deferred revenue 17,364 27,522
Deferred hosting costs 1,885 4,034
Operating lease liabilities, non-current 46,746 8,300
Convertible notes 448,255 446,884
Other non-current liabilities 1,093 1,060
Total liabilities 866,613 957,255
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 July 31, 2026 and January 31, 2026, 340,163,832 and 312,421,506 Class A shares issued and outstanding at July 31, 2026 and January 31, 2026, respectively, 21,157,586 Class B shares issued and outstanding at July 31, 2026 and January 31, 2026, 0 Class C shares issued and outstanding at July 31, 2026 and January 31, 2026 36 34
Additional paid-in capital 2,159,029 1,631,896
Accumulated other comprehensive income 3,372 6,362
Accumulated deficit (1,598,086) (1,449,861)
Total stockholders’ equity 564,351 188,431
Total liabilities and stockholders’ equity $ 1,430,964 $ 1,145,686