v3.26.1
Segment Information and Geographic Areas
 6 Months Ended
Aug. 02, 2026
Segment Reporting [Abstract]  
Segment Information and Geographic Areas Segment Information and Geographic Areas
Segment Information
Our chief operating decision maker (CODM), the Chief Executive Officer, manages business activities as a single operating and reportable segment at the consolidated level. The CODM reviews and utilizes consolidated financial information, including revenue, gross profit, operating income (loss) and net income as reported on the condensed consolidated statements of operations, to assess performance and allocate resources to support strategic priorities. Condensed consolidated net income is our segment’s primary measure of profit. The measure of segment assets is reported on the condensed consolidated balance sheets as total consolidated assets.
Our CODM reviews the following significant segment expenses, which are each separately disclosed and presented in the condensed consolidated statements of operations: cost of revenue for product, cost of revenue for subscription services, research and development expenses, sales and marketing expenses, and general and administrative expenses. Other segment items within condensed consolidated net income include other income (expense), net and income tax provision (benefit). Other significant noncash segment expenses include stock-based compensation and depreciation and amortization.
Disaggregation of Revenue
The following table depicts the disaggregation of revenue by geographic area based on the billing address of our customers and is consistent with how we evaluate our financial performance (in thousands):
Second Quarter of Fiscal
First Two Quarters of Fiscal
2026202720262027
United States$577,036 $688,409 $1,107,694 $1,427,799 
Rest of the world283,966 497,489 531,793 810,995 
Total revenue$861,002 $1,185,898 $1,639,487 $2,238,794 

Long-Lived Assets by Geographic Area
Long-lived assets, which are comprised of property and equipment, net, by geographic area are summarized as follows (in thousands):
 
At the End of
Fiscal 2026
Second Quarter of Fiscal 2027
United States$569,932 $661,089 
Rest of the world17,090 26,861 
Total long-lived assets$587,022 $687,950