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Segment Information (Tables) | 3 Months Ended
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Oct. 31, 2025
Segment Reporting [Abstract] |
Schedule of Segment Reporting Information, by 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 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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