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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Nov. 02, 2024
Feb. 03, 2024
Current assets:    
Cash and cash equivalents $ 160,348 $ 135,536
Short-term investments 511,564 412,126
Accounts receivable, net 178,723 161,829
Inventories 39,366 22,238
Connected device costs, current 115,093 104,008
Prepaid expenses and other current assets 34,321 51,221
Total current assets 1,039,415 886,958
Restricted cash 20,241 19,202
Long-term investments 241,131 276,166
Property and equipment, net 56,418 54,969
Operating lease right-of-use assets 69,215 81,974
Connected device costs, non-current 234,825 230,782
Deferred commissions 196,013 177,562
Other assets, non-current 6,610 7,232
Total assets 1,863,868 1,734,845
Current liabilities:    
Accounts payable 31,522 46,281
Accrued expenses and other current liabilities 63,028 61,437
Accrued compensation and benefits 36,013 37,068
Deferred revenue, current 505,557 426,369
Operating lease liabilities, current 18,000 20,661
Total current liabilities 654,120 591,816
Deferred revenue, non-current 134,165 139,117
Operating lease liabilities, non-current 67,954 78,830
Other liabilities, non-current 8,494 9,935
Total liabilities 864,733 819,698
Commitments and contingencies (Note 9)
Stockholders’ equity:    
Preferred stock, $0.0001 par value—400,000,000 shares authorized as of November 2, 2024 and February 3, 2024; zero shares issued and outstanding as of November 2, 2024 and February 3, 2024 0 0
Additional paid-in capital 2,597,904 2,368,597
Accumulated other comprehensive income 0 1,616
Accumulated deficit (1,598,803) (1,455,098)
Total stockholders’ equity 999,135 915,147
Total liabilities and stockholders’ equity 1,863,868 1,734,845
Common Class A    
Stockholders’ equity:    
Common stock 11 9
Common Class B    
Stockholders’ equity:    
Common stock 23 23
Common Class C    
Stockholders’ equity:    
Common stock $ 0 $ 0