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Revenue | 3 Months Ended
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Oct. 31, 2025
Revenue from Contract with Customer [Abstract] |
Revenue | Revenue Disaggregation of Revenue Revenue by product type is as follows (in thousands):
| Three Months Ended |  |
| October 31, |  |
| 2025 |  | 2024 |  |  |  |
Subscription and support |  |  |  |  |  |  |
Subscription | $ | 207,459 |  |  | $ | 152,858 |  |  |  |  |
Support | 14,744 |  |  | 16,884 |  |  |  |  |
License |  |  |  |  |  |  |
Term license | 41,967 |  |  | 37,370 |  |  |  |  |
Services | 68,469 |  |  | 55,789 |  |  |  |  |
Total revenue | $ | 332,639 |  |  | $ | 262,901 |  |  |  |  |
Revenue by product type and by geography is as follows (in thousands):
| Three Months Ended October 31, 2025
| Subscription and support |  | License |  | Services |  | Total
United States | $ | 147,627 |  |  | $ | 20,472 |  |  | $ | 45,906 |  |  | $ | 214,005 |
Canada | 28,321 |  |  | 5,597 |  |  | 9,245 |  |  | 43,163 |
Other Americas | 3,379 |  |  | — |  |  | 754 |  |  | 4,133 |
Total Americas | 179,327 |  |  | 26,069 |  |  | 55,905 |  |  | 261,301 |
Total EMEA | 28,288 |  |  | 8,746 |  |  | 9,582 |  |  | $ | 46,616 |
Total APAC | 14,588 |  |  | 7,152 |  |  | 2,982 |  |  | 24,722 |
Total revenue | $ | 222,203 |  |  | $ | 41,967 |  |  | $ | 68,469 |  |  | $ | 332,639 |
| Three Months Ended October 31, 2024
| Subscription and support |  | License |  | Services |  | Total
United States | $ | 112,814 |  |  | $ | 12,858 |  |  | $ | 37,574 |  |  | $ | 163,246 |
Canada | 24,986 |  |  | 5,234 |  |  | 6,581 |  |  | 36,801 |
Other Americas | 1,510 |  |  | 336 |  |  | 485 |  |  | 2,331 |
Total Americas | 139,310 |  |  | 18,428 |  |  | 44,640 |  |  | 202,378 |
Total EMEA | 17,999 |  |  | 9,018 |  |  | 8,179 |  |  | 35,196 |
Total APAC | 12,433 |  |  | 9,924 |  |  | 2,970 |  |  | 25,327 |
Total revenue | $ | 169,742 |  |  | $ | 37,370 |  |  | $ | 55,789 |  |  | $ | 262,901 |
No country or region other than those listed above accounted for more than 10% of revenue during the three months ended October 31, 2025 and 2024. Customer Contract – Related Balance Sheet Amounts Amounts related to customer contract-related arrangements are included in the condensed consolidated balance sheets as follows (in thousands):
| October 31, 2025 |  | July 31, 2025
Unbilled accounts receivable, net | $ | 163,099 |  |  | $ | 131,629 |
Contract acquisition costs, net | $ | 64,178 |  |  | $ | 67,922 |
Costs to fulfill a contract, net | $ | 9,115 |  |  | $ | 9,415 |
Deferred revenue, net | $ | 256,001 |  |  | $ | 344,786 |
Contract acquisition costs The current portion of contract acquisition costs of $20.5 million and $21.1 million is included in prepaid and other current assets in the Company’s condensed consolidated balance sheets as of October 31, 2025 and July 31, 2025, respectively. The non-current portion of contract acquisition costs of $43.7 million and $46.8 million is included in other assets in the Company’s condensed consolidated balance sheets as of October 31, 2025 and July 31, 2025, respectively. The Company amortized $5.7 million and $5.1 million of contract acquisition costs during the three months ended October 31, 2025 and 2024, respectively. Costs to fulfill a contract The current portion of costs to fulfill a contract of $6.0 million and $5.9 million is included in prepaid and other current assets in the Company’s condensed consolidated balance sheets as of October 31, 2025 and July 31, 2025, respectively. The non-current portion of costs to fulfill a contract of $3.1 million and $3.5 million is included in other assets in the Company’s condensed consolidated balance sheets as of October 31, 2025 and July 31, 2025, respectively. The Company amortized $3.1 million and $2.6 million of costs to fulfill a contract during the three months ended October 31, 2025 and 2024, respectively. Deferred revenue During the three months ended October 31, 2025, the Company recognized revenue of approximately $163.7 million related to the Company’s gross deferred revenue balance as of July 31, 2025. Remaining Performance Obligations The aggregate amount of consideration allocated to remaining performance obligations either not satisfied or partially satisfied was approximately $3.2 billion as of October 31, 2025. Subscription services are typically satisfied over five years and support services and professional services are generally satisfied within one year. Professional services under time and material contracts are not included in the remaining performance obligations calculation as these arrangements can be cancelled at any time.

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- Definition The entire disclosure of revenue from contract with customer to transfer good or service and to transfer nonfinancial asset. Includes, but is not limited to, disaggregation of revenue, credit loss recognized from contract with customer, judgment and change in judgment related to contract with customer, and asset recognized from cost incurred to obtain or fulfill contract with customer. Excludes insurance and lease contracts. + References Reference 1: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 7 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-7 Reference 2: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 9 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-9 Reference 3: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 10 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-10 Reference 4: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 15 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-15 Reference 5: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 12 -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-12 Reference 6: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 12 -Subparagraph (b) -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-12 Reference 7: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 12 -Subparagraph (c) -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-12 Reference 8: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 12 -Subparagraph (d) -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-12 Reference 9: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 12 -Subparagraph (e) -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-12 Reference 10: http://www.xbrl.org/2003/role/disclosureRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 13 -Subparagraph (b)(2) -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-13 Reference 11: http://www.xbrl.org/2003/role/disclosureRef -Name Accounting Standards Codification -Topic 606 -Publisher FASB -URI https://asc.fasb.org/606/tableOfContent + Details
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