v3.26.1
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Millions, $ in Millions
Total
Replacement Equity Awards
Common stock
Common stock
Warrant
Common stock
Common stock
Common stock
Replacement Equity Awards
Common stock and additional paid in capital
Common stock and additional paid in capital
Common stock
Common stock and additional paid in capital
Replacement Equity Awards
Accumulated Other Comprehensive Income (Loss)
Retained Earnings (Accumulated Deficit)
Common stock, beginning balance (in shares) at Jul. 31, 2023     617                
Beginning balance at Jul. 31, 2023 $ 1,748           $ 3,019     $ (43) $ (1,228)
Net income 2,578                   2,578
Other comprehensive income (loss) 41                 41  
Issuance of common stock in connection with employee equity incentive plans (in shares)     18                
Issuance of common stock in connection with employee equity incentive plans 297           297        
Taxes paid related to net share settlement of equity awards (26)           (26)        
Share-based compensation for equity-based awards 1,079           1,079        
Reclassification of deferred compensation liability to (from) equity (5)           (5)        
Repurchase and retirement of common stock (in shares)     (4)                
Repurchase and retirement of common stock (567)           (567)        
Issuance of common and restricted common stock in connection with acquisitions (in shares)           1          
Replacement awards related to business acquisitions   $ 27             $ 27    
Settlement of convertible notes (in shares)     14                
Settlement of convertible notes (3)           (3)        
Settlement of note hedges (in shares)     (14)                
Settlement of warrants (in shares)     18                
Common stock, ending balance (in shares) at Jul. 31, 2024     650                
Ending balance at Jul. 31, 2024 5,169           3,821     (2) 1,350
Net income 1,134                   1,134
Other comprehensive income (loss) 50                 50  
Issuance of common stock in connection with employee equity incentive plans (in shares)     18                
Issuance of common stock in connection with employee equity incentive plans 370           370        
Taxes paid related to net share settlement of equity awards (184)           (184)        
Share-based compensation for equity-based awards 1,314           1,314        
Reclassification of deferred compensation liability to (from) equity (32)           (32)        
Repurchase and retirement of common stock $ 0                    
Replacement awards related to business acquisitions   3             $ 3    
Settlement of convertible notes (in shares)     14                
Settlement of note hedges (in shares)     (14)                
Common stock, ending balance (in shares) at Jul. 31, 2025 668   668                
Ending balance at Jul. 31, 2025 $ 7,824           5,292     48 2,484
Net income 307                   307
Other comprehensive income (loss) (119)                 (119)  
Issuance of common stock in connection with employee equity incentive plans (in shares)     13                
Issuance of common stock in connection with employee equity incentive plans 292           292        
Taxes paid related to net share settlement of equity awards (126)           (126)        
Share-based compensation for equity-based awards 1,787           1,787        
Reclassification of deferred compensation liability to (from) equity (335)           (335)        
Repurchase and retirement of common stock (in shares)     (7)                
Repurchase and retirement of common stock (1,000)           (1,000)        
Issuance of common and restricted common stock in connection with acquisitions (in shares)         112       2    
Replacement awards related to business acquisitions $ 18,488 $ 374           $ 18,488 $ 374    
Settlement of warrants (in shares)       27              
Common stock, ending balance (in shares) at Jul. 31, 2026 815   815                
Ending balance at Jul. 31, 2026 $ 27,492           $ 24,772     $ (71) $ 2,791