Accounts receivable, net of allowance of 3 and 807, respectively
83,528
55,833
43,320
38,952
Inventories
6,118
-
-
-
Prepaid expenses and other current assets
44,984
17,719
19,564
27,943
Total current assets
775,362
302,225
370,151
475,655
Property and equipment, net
150,573
121,749
113,429
108,091
Capitalized internal-use software, net
21,475
18,974
14,973
11,417
Goodwill
143,452
136,349
136,256
112,748
Intangible assets, net
26,633
27,452
32,448
14,831
Restricted cash and cash equivalents, non-current
5,471
5,348
9,972
5,657
Operating lease right-of-use assets
14,588
19,752
22,339
20,403
Other non-current assets
8,132
1,947
2,429
3,921
Total assets
1,145,686
633,796
701,997
752,723
Accounts payable
10,612
2,604
2,601
6,900
Accrued and other current liabilities
55,874
42,600
44,779
46,022
Deferred revenue
220,572
82,275
72,327
51,900
Deferred rent
-
-
-
0
Liability from early exercise of stock options
1,793
5,378
8,964
12,550
Operating lease liabilities, current
7,296
9,221
7,978
17,145
Operating lease liabilities, current
-
-
-
4,885
Public and private placement warrant liabilities
173,308
-
-
-
Total current liabilities
469,455
142,078
136,649
122,257
Deferred revenue
27,522
11,182
5,293
2,882
Deferred hosting costs
4,034
5,368
7,101
8,679
Public and private placement warrant liabilities
0
18,077
2,961
16,670
Operating lease liabilities, non-current
8,300
12,392
16,952
-
Contingent consideration
0
2,883
5,885
7,499
Convertible notes
446,884
-
-
-
Other non-current liabilities
1,060
530
9,138
1,487
Total liabilities
957,255
192,510
183,979
176,619
Common stock, 0.0001 par value, 570,000,000, 30,000,000 and 30,000,000 class a, class b and class c shares authorized at january 31, 2026 and 2025, 312,421,506 and 278,937,702 class a shares issued and outstanding at january 31, 2026 and 2025, respectively, 22,909,742 and 21,157,586 class b shares issued and outstanding at january 31, 2026 and 2025, 0 class c shares issued and outstanding at january 31, 2026 and 2025
34
28
28
27
Additional paid-in capital
1,631,896
1,645,356
1,596,201
1,513,102
Accumulated other comprehensive income (loss)
6,362
-1,097
1,594
2,271
Accumulated deficit
-1,449,861
-1,203,001
-1,079,805
-939,296
Total stockholders equity
188,431
441,286
518,018
576,104
Total liabilities and stockholders equity
1,145,686
633,796
701,997
752,723
Unit: Thousand (K) dollars (except for numbers of shares and EPS).
Time Plot
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