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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
9 Months Ended
Nov. 01, 2025
Nov. 02, 2024
Operating activities    
Net loss $ (31,155) $ (143,705)
Adjustments to reconcile net loss to net cash provided by operating activities:    
Depreciation and amortization 16,616 15,845
Stock-based compensation expense 236,057 208,852
Net accretion of discounts on investments (7,781) (12,173)
Lease modification, impairment, and related charges 0 3,609
Other 3,756 3,992
Changes in operating assets and liabilities:    
Accounts receivable, net (34,890) (23,192)
Inventories (25,159) (20,181)
Prepaid expenses and other current assets 5,643 16,899
Connected device costs (29,321) (15,127)
Deferred commissions (28,922) (18,451)
Other assets (3,181) 822
Accounts payable and other liabilities (2,014) (13,791)
Deferred revenue 65,769 74,236
Operating lease right-of-use assets and liabilities, net 1,059 165
Net cash provided by operating activities 166,477 77,800
Investing activities    
Purchases of property and equipment (20,748) (14,830)
Purchases of investments (643,124) (526,086)
Proceeds from sales of investments 0 1,247
Proceeds from maturities and redemptions of investments 530,360 472,766
Other investing activities (1,200) (200)
Net cash used in investing activities (134,712) (67,103)
Financing activities    
Proceeds from issuance of common stock in connection with equity compensation plans 18,745 16,959
Other financing activities (841) (1,347)
Net cash provided by financing activities 17,904 15,612
Effect of foreign exchange rate changes on cash, cash equivalents, and restricted cash 917 (458)
Net increase in cash, cash equivalents, and restricted cash 50,586 25,851
Cash, cash equivalents, and restricted cash, beginning of period 245,794 154,738
Cash, cash equivalents, and restricted cash, end of period 296,380 180,589
Supplemental disclosure of cash flow information    
Cash paid for income taxes, net of refunds 2,345 2,369
Supplemental disclosure of non-cash investing and financing activities    
Property and equipment accrued but not yet paid $ 863 $ 376