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CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Current assets:    
Cash and cash equivalents $ 227,576 $ 135,536
Short-term investments 467,222 412,126
Accounts receivable, net 234,016 161,829
Inventories 38,911 22,238
Connected device costs, current 119,323 104,008
Prepaid expenses and other current assets 58,106 51,221
Total current assets 1,145,154 886,958
Restricted cash 18,218 19,202
Long-term investments 282,652 276,166
Property and equipment, net 58,151 54,969
Operating lease right-of-use assets 64,864 81,974
Connected device costs, non-current 242,928 230,782
Deferred commissions 209,341 177,562
Other assets, non-current 2,994 7,232
Total assets 2,024,302 1,734,845
Current liabilities:    
Accounts payable 64,017 46,281
Accrued expenses and other current liabilities 74,976 61,437
Accrued compensation and benefits 43,443 37,068
Deferred revenue, current 563,254 426,369
Operating lease liabilities, current 15,656 20,661
Total current liabilities 761,346 591,816
Deferred revenue, non-current 122,516 139,117
Operating lease liabilities, non-current 64,622 78,830
Other liabilities, non-current 6,622 9,935
Total liabilities 955,106 819,698
Commitments and contingencies (Note 9)
Stockholders’ equity:    
Preferred stock, $0.0001 par value—400,000,000 shares authorized as of February 1, 2025 and February 3, 2024; zero shares issued and outstanding as of February 1, 2025 and February 3, 2024 0 0
Additional paid-in capital 2,680,012 2,368,597
Accumulated other comprehensive income (loss) (846) 1,616
Accumulated deficit (1,610,005) (1,455,098)
Total stockholders’ equity 1,069,196 915,147
Total liabilities and stockholders’ equity 2,024,302 1,734,845
Common Class A    
Stockholders’ equity:    
Common stock 12 9
Common Class B    
Stockholders’ equity:    
Common stock 23 23
Common Class C    
Stockholders’ equity:    
Common stock $ 0 $ 0