v3.26.1
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Jul. 31, 2026
Jul. 31, 2025
Current assets:    
Cash and cash equivalents $ 2,514 $ 2,269
Short-term investments 557 635
Accounts receivable, net of allowance for credit losses of $4 and $10 as of July 31, 2026 and July 31, 2025, respectively 3,629 2,965
Short-term financing receivables, net 592 715
Short-term deferred contract costs 544 419
Prepaid expenses and other current assets 807 520
Total current assets 8,643 7,523
Property and equipment, net 523 387
Operating lease right-of-use assets 700 347
Long-term investments 4,835 5,555
Long-term financing receivables, net 944 1,002
Long-term deferred contract costs 667 586
Goodwill 22,010 4,567
Intangible assets, net 7,017 763
Deferred tax assets 2,443 2,424
Other assets 678 422
Total assets 48,460 23,576
Current liabilities:    
Accounts payable 290 232
Accrued compensation 1,048 608
Accrued and other liabilities 838 846
Deferred revenue 7,747 6,302
Total current liabilities 9,923 7,988
Long-term convertible senior notes 1,774 0
Long-term deferred revenue 7,009 6,450
Deferred tax liabilities 251 89
Long-term operating lease liabilities 726 338
Other long-term liabilities 1,285 887
Total liabilities 20,968 15,752
Commitments and contingencies (Note 13)
Stockholders’ equity:    
Preferred stock; $0.0001 par value; 100 shares authorized; none issued and outstanding as of July 31, 2026 and July 31, 2025 0 0
Common stock and additional paid-in capital; $0.0001 par value; 2,000 shares authorized; 815 and 668 shares issued and outstanding as of July 31, 2026 and July 31, 2025, respectively 24,772 5,292
Accumulated other comprehensive income (loss) (71) 48
Retained earnings 2,791 2,484
Total stockholders’ equity 27,492 7,824
Total liabilities and stockholders’ equity $ 48,460 $ 23,576