v3.26.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Jul. 31, 2026
Jul. 31, 2025
CURRENT ASSETS:    
Cash and cash equivalents $ 372,887 $ 697,902
Short-term investments 380,175 451,541
Accounts receivable, net of allowances of $2,379 and $1,166, respectively 193,720 140,639
Unbilled accounts receivable, net 140,832 130,959
Prepaid expenses and other current assets 99,363 86,374
Total current assets 1,186,977 1,507,415
Long-term investments 462,223 333,754
Unbilled accounts receivable, net 0 670
Property and equipment, net 67,800 60,436
Operating lease assets 34,404 39,309
Intangible assets, net 16,406 12,042
Goodwill 423,267 393,978
Deferred tax assets, net 286,585 297,234
Other assets 99,283 76,261
TOTAL ASSETS 2,576,946 2,721,099
CURRENT LIABILITIES:    
Accounts payable 38,074 28,797
Accrued employee compensation 146,331 140,613
Deferred revenue, net 437,181 340,253
Other current liabilities 42,911 35,139
Total current liabilities 664,497 544,802
Lease liabilities 25,206 30,687
Convertible senior notes, net 678,094 674,568
Deferred revenue, net 1,633 4,533
Other liabilities 13,828 9,279
Total liabilities 1,383,258 1,263,869
Commitments and contingencies (Note 9)
STOCKHOLDERS’ EQUITY:    
Common stock, par value $0.0001 per share—500,000,000 shares authorized as of July 31, 2026 and 2025; 81,992,467 and 84,530,418 shares issued and outstanding as of July 31, 2026 and 2025, respectively 8 8
Additional paid-in capital 2,230,308 2,020,393
Accumulated other comprehensive income (loss) (12,233) (8,922)
Retained earnings (accumulated deficit) (1,024,396) (554,249)
Total stockholders’ equity 1,193,687 1,457,230
TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY $ 2,576,946 $ 2,721,099