v3.26.1
Consolidated Statements of Stockholders' Equity - USD ($)
$ in Thousands
Total
Common stock
Additional paid-in capital
Accumulated other comprehensive income (loss)
Retained earnings (accumulated deficit)
Common stock
Common stock
Balance (in shares) at Jul. 31, 2023           81,440,669
Balance, beginning at Jul. 31, 2023 $ 1,199,466   $ 1,831,267 $ (13,859) $ (617,950) $ 8
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) $ (6,103)       (6,103)  
Issuance of common stock upon exercise of stock options (in shares) 15,517         15,517
Issuance of common stock upon exercise of stock options $ 1,054   1,054      
Issuance of common stock upon vesting of restricted stock units ("RSUs") (in shares)           1,569,451
Stock-based compensation 146,700   146,700      
Foreign currency translation adjustment (1,640)     (1,640)    
Unrealized gains (losses) on available-for-sale securities, net of tax 3,948     3,948    
Reclassification adjustment for realized gains (losses) on available-for-sale securities, included in net income (loss) (693)     (693)    
Balance (in shares) at Jul. 31, 2024           83,025,637
Balance, ending at Jul. 31, 2024 1,342,732   1,979,021 (12,244) (624,053) $ 8
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) $ 69,804       69,804  
Issuance of common stock upon exercise of stock options (in shares) 56,880         56,880
Issuance of common stock upon exercise of stock options $ 3,902   3,902      
Issuance of common stock upon vesting of restricted stock units ("RSUs") (in shares)           1,473,839
Stock-based compensation 161,678   161,678      
Purchase of capped calls (58,788)   (58,788)      
Retirement of convertible senior notes (79,366)   (79,366)      
Deferred tax asset related to debt issuance of convertible senior notes 13,952   13,952      
Settlement of convertible senior notes (in shares)           671,202
Settlement of convertible senior notes (6)   (6)      
Settlement of capped calls           (697,140)
Foreign currency translation adjustment 3,668     3,668    
Unrealized gains (losses) on available-for-sale securities, net of tax (500)     (500)    
Reclassification adjustment for realized gains (losses) on available-for-sale securities, included in net income (loss) 154     154    
Balance (in shares) at Jul. 31, 2025           84,530,418
Balance, ending at Jul. 31, 2025 1,457,230   2,020,393 (8,922) (554,249) $ 8
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) $ 139,283       139,283  
Issuance of common stock upon exercise of stock options (in shares) 13,385          
Issuance of common stock under employee stock purchase plan ("ESPP") and upon exercise of stock options (in shares)   213,780        
Issuance of common stock under employee stock purchase plan ("ESPP") and upon exercise of stock options     27,332      
Issuance of common stock upon vesting of restricted stock units ("RSUs") (in shares)           1,333,619
Issuance of common stock upon vesting of RSUs $ 0 $ 0        
Stock-based compensation $ 182,583   182,583      
Repurchase and retirement of common stock (in shares) (4,085,350) (4,085,350)        
Repurchase and retirement of common stock, including excise tax $ (609,430) $ 0     (609,430)  
Foreign currency translation adjustment (1,791)     (1,791)    
Unrealized gains (losses) on available-for-sale securities, net of tax (1,741)     (1,741)    
Reclassification adjustment for realized gains (losses) on available-for-sale securities, included in net income (loss) 221     221    
Balance (in shares) at Jul. 31, 2026           81,992,467
Balance, ending at Jul. 31, 2026 $ 1,193,687   $ 2,230,308 $ (12,233) $ (1,024,396) $ 8