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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Aug. 02, 2025
Feb. 01, 2025
Current assets:    
Cash and cash equivalents $ 258,472 $ 227,576
Short-term investments 443,327 467,222
Accounts receivable, net 246,084 234,016
Inventories 47,576 38,911
Connected device costs, current 126,719 119,323
Prepaid expenses and other current assets 63,772 58,106
Total current assets 1,185,950 1,145,154
Restricted cash 23,037 18,218
Long-term investments 386,266 282,652
Property and equipment, net 70,438 58,151
Operating lease right-of-use assets 63,970 64,864
Connected device costs, non-current 247,864 242,928
Deferred commissions 226,215 209,341
Other assets 3,359 2,994
Total assets 2,207,099 2,024,302
Current liabilities:    
Accounts payable 30,121 64,017
Accrued expenses and other current liabilities 86,172 74,976
Accrued compensation and benefits 51,170 43,443
Deferred revenue, current 611,314 563,254
Operating lease liabilities, current 12,809 15,656
Total current liabilities 791,586 761,346
Deferred revenue, non-current 129,198 122,516
Operating lease liabilities, non-current 64,369 64,622
Other liabilities 7,173 6,622
Total liabilities 992,326 955,106
Commitments and contingencies (Note 9)
Stockholders’ equity:    
Preferred stock, $0.0001 par value—400,000,000 shares authorized as of August 2, 2025 and February 1, 2025; zero shares issued and outstanding as of August 2, 2025 and February 1, 2025 0 0
Additional paid-in capital 2,861,440 2,680,012
Accumulated other comprehensive income (loss) 2,224 (846)
Accumulated deficit (1,648,926) (1,610,005)
Total stockholders’ equity 1,214,773 1,069,196
Total liabilities and stockholders’ equity 2,207,099 2,024,302
Common Class A    
Stockholders’ equity:    
Common stock 12 12
Common Class B    
Stockholders’ equity:    
Common stock 23 23
Common Class C    
Stockholders’ equity:    
Common stock $ 0 $ 0