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Segment Information | 3 Months Ended
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Oct. 31, 2025
Segment Reporting [Abstract] |
Segment Information | Segment Information The Company has one reportable segment that conducts business globally and is managed, operated, and organized on a consolidated basis. The Company’s chief executive officer is the chief operating decision maker. Since the Company operates in one segment, financial information, revenue by type, and revenue by geographic area presented in the condensed consolidated financial statements represents the operations of the Company’s single segment. The following table presents selected financial information for the Company’s single operating segment (in thousands):
| Three Months Ended October 31, |  |
| 2025 |  | 2024 |  |
Total revenue | $ | 332,639 |  |  | $ | 262,901 |  |  |
Adjusted cost of revenue(1) | 113,159 |  |  | 96,046 |  |  |
Stock-based compensation expense | 9,150 |  |  | 7,978 |  |  |
Amortization of intangible assets | 808 |  |  | 485 |  |  |
Total cost of revenue | 123,117 |  |  | 104,509 |  |  |
Gross profit | 209,522 |  |  | 158,392 |  |  |
Gross profit margin | 63 | % |  | 60 | % |  |
Adjusted operating expenses(2) | 156,054 |  |  | 132,148 |  |  |
Stock-based compensation expense | 34,166 |  |  | 30,082 |  |  |
Amortization of intangible assets | 647 |  |  | 882 |  |  |
Acquisition holdback expense | 177 |  |  | — |  |  |
Total operating expenses | 191,044 |  |  | 163,112 |  |  |
Income (loss) from operations | 18,478 |  |  | (4,720) |  |  |
Income (loss) from operations margin | 6 | % |  | (2) | % |  |
Adjusted interest income (expense) and other income (expense)(3) | 7,064 |  |  | 8,281 |  |  |
Changes in fair value of strategic investment | (60) |  |  | 53 |  |  |
Amortization of debt issuance cost | (980) |  |  | (545) |  |  |
Retirement of debt | — |  |  | (300) |  |  |
Income (loss) before provision for (benefit from) income taxes | 24,502 |  |  | 2,769 |  |  |
Provision for (benefit from) income taxes | (6,806) |  |  | (6,370) |  |  |
Net income (loss) | $ | 31,308 |  |  | $ | 9,139 |  |  |
(1) Adjusted cost of revenue excludes stock-based compensation expense and amortization of intangible assets (2) Adjusted operating expenses excludes stock-based compensation expense, amortization of intangible assets, and acquisition holdback expense (3) Adjusted interest income (expense) and other income (expense) excludes changes in fair value of strategic investment, amortization of debt issuance cost, and retirement of debt

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- Definition The entire disclosure for reporting segments including data and tables. Reportable segments include those that meet any of the following quantitative thresholds a) it's reported revenue, including sales to external customers and intersegment sales or transfers is 10 percent or more of the combined revenue, internal and external, of all operating segments b) the absolute amount of its reported profit or loss is 10 percent or more of the greater, in absolute amount of 1) the combined reported profit of all operating segments that did not report a loss or 2) the combined reported loss of all operating segments that did report a loss c) its assets are 10 percent or more of the combined assets of all operating segments. + References Reference 1: http://www.xbrl.org/2003/role/disclosureRef -Topic 280 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 21 -Subparagraph (b) -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-21 Reference 2: http://www.xbrl.org/2003/role/disclosureRef -Topic 280 -SubTopic 10 -Name 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