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Segment Information (Tables) | 9 Months Ended
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Nov. 01, 2025
Segment Reporting [Abstract] |
Schedule of Segment Information | The table below presents selected financial information for the single operating segment for the nine months ended November 1, 2025 and November 2, 2024 (in thousands):
| Three Months Ended |  | Nine Months Ended
| November 1, 2025 |  | November 2, 2024 |  | November 1, 2025 |  | November 2, 2024 |  |
Revenue | $ | 415,975 |  |  | $ | 321,981 |  |  | $ | 1,174,339 |  |  | $ | 902,909 |  |  |
Cost of revenue (1) (2) | 27,649 |  |  | 23,725 |  |  | 78,293 |  |  | 67,966 |  |  |
Research and development (1) | 55,323 |  |  | 50,091 |  |  | 167,298 |  |  | 150,164 |  |  |
Sales and marketing (1) (3) | 126,922 |  |  | 112,222 |  |  | 381,290 |  |  | 341,671 |  |  |
General and administrative (1) | 43,268 |  |  | 42,016 |  |  | 132,415 |  |  | 115,908 |  |  |
Stock-based compensation expense | 77,843 |  |  | 72,592 |  |  | 236,057 |  |  | 208,852 |  |  |
Amortization of connected device costs | 37,129 |  |  | 30,298 |  |  | 105,652 |  |  | 88,570 |  |  |
Cloud and cellular costs | 28,633 |  |  | 18,963 |  |  | 76,269 |  |  | 52,292 |  |  |
Sales commissions | 20,929 |  |  | 15,835 |  |  | 58,660 |  |  | 45,438 |  |  |
Other segment items (4) | — |  |  | 3,609 |  |  | — |  |  | 3,609 |  |  |
Segment operating loss | $ | (1,721) |  |  | $ | (47,370) |  |  | $ | (61,595) |  |  | $ | (171,561) |  |  |
Interest income and other income, net (5) | 10,816 |  |  | 10,057 |  |  | 34,965 |  |  | 29,767 |  |  |
Provision for income taxes | 1,329 |  |  | 493 |  |  | 4,525 |  |  | 1,911 |  |  |
Segment net income (loss) | $ | 7,766 |  |  | $ | (37,806) |  |  | $ | (31,155) |  |  | $ | (143,705) |  |  |
__________ (1)These segment expenses exclude stock-based compensation expense, which is presented separately. (2)Cost of revenue also excludes amortization of connected device costs and cloud and cellular costs, which are presented separately. (3)Sales and marketing also excludes sales commissions, which is presented separately. (4)Other segment items consist of lease modification, impairment, and related charges. (5)This includes interest income of $11.6 million and $34.3 million for the three and nine months ended November 1, 2025, respectively, and $10.7 million and $31.7 million for the three and nine months ended November 2, 2024, respectively.
Schedule of Disaggregation of Revenue | The following table presents the Company’s revenue disaggregated by geography, based on the location of the Company’s customers (in thousands):
| Three Months Ended |  | Nine Months Ended
| November 1, 2025 |  | November 2, 2024 |  | November 1, 2025 |  | November 2, 2024 |  |
United States | $ | 355,188 |  |  | $ | 278,979 |  |  | $ | 1,007,241 |  |  | $ | 782,429 |  |  |
Other (1) | 60,787 |  |  | 43,002 |  |  | 167,098 |  |  | 120,480 |  |  |
Total revenue | $ | 415,975 |  |  | $ | 321,981 |  |  | $ | 1,174,339 |  |  | $ | 902,909 |  |  |
__________ (1)No individual country other than the United States exceeded 10% of the Company’s total revenue for any period presented.
Schedule of Long-lived Assets by Geographic Areas | The following table presents the Company’s long-lived assets, net, disaggregated by geography, which consist of property and equipment, net, and operating lease ROU assets (in thousands):
| As of
| November 1, 2025 |  | February 1, 2025
United States | $ | 130,635 |  |  | $ | 118,808 |
Other (1) | 10,080 |  |  | 4,207 |
Total long-lived assets, net | $ | 140,715 |  |  | $ | 123,015 |
__________ (1)No individual country other than the United States exceeded 10% of the Company’s total long-lived assets, net, for any period presented.

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- Definition Tabular disclosure of revenue from external customers by geographic areas attributed to the entity's country of domicile and to foreign countries from which the entity derives revenue. + References Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef -Topic 280 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 41 -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-41 + Details
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- Definition Tabular disclosure of the profit or loss and total assets for each reportable segment. An entity discloses certain information on each reportable segment if the amounts (a) are included in the measure of segment profit or loss reviewed by the chief operating decision maker or (b) are otherwise regularly provided to the chief operating decision maker, even if not included in that measure of segment profit or loss. + References Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 25 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-25 Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 22 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-22 Reference 3: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 30 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-30 + Details
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