Accounts receivable, net of allowances of 2,379 and 1,166, respectively
193,720
140,639
Unbilled accounts receivable, net
140,832
130,959
Prepaid expenses and other current assets
99,363
86,374
Total current assets
1,186,977
1,507,415
Long-term investments
462,223
333,754
Unbilled accounts receivable, net
0
670
Property and equipment, net
67,800
60,436
Operating lease assets
34,404
39,309
Intangible assets, net
16,406
12,042
Goodwill
423,267
393,978
Deferred tax assets, net
286,585
297,234
Other assets
99,283
76,261
Total assets
2,576,946
2,721,099
Accounts payable
38,074
28,797
Accrued employee compensation
146,331
140,613
Deferred revenue, net
437,181
340,253
Convertible senior notes, net
-
0
Other current liabilities
42,911
35,139
Total current liabilities
664,497
544,802
Lease liabilities
25,206
30,687
Convertible senior notes, net
678,094
674,568
Deferred revenue, net
1,633
4,533
Other liabilities
13,828
9,279
Total liabilities
1,383,258
1,263,869
Common stock, par value 0.0001 per share500,000,000 shares authorized as of july31, 2026 and 2025 81,992,467 and 84,530,418 shares issued and outstanding as of july31, 2026 and 2025, respectively
8
8
Additional paid-in capital
2,230,308
2,020,393
Accumulated other comprehensive income (loss)
-12,233
-8,922
Retained earnings (accumulated deficit)
-1,024,396
-554,249
Total stockholders equity
1,193,687
1,457,230
Total liabilities and stockholders equity
2,576,946
2,721,099
Unit: Thousand (K) dollars (except for numbers of shares and EPS).
Time Plot
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