BOX INC, 10-K filed on 3/9/2026
Annual Report
v3.25.4
Document and Entity Information - USD ($)
$ in Billions
12 Months Ended
Jan. 31, 2026
Feb. 27, 2026
Jul. 31, 2025
Cover [Abstract]      
Document Type 10-K    
Amendment Flag false    
Document Period End Date Jan. 31, 2026    
Document Fiscal Year Focus 2026    
Document Fiscal Period Focus FY    
Trading Symbol BOX    
Entity Registrant Name Box, Inc.    
Entity Central Index Key 0001372612    
Current Fiscal Year End Date --01-31    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Common Stock, Shares Outstanding   138,449,581  
Entity Public Float     $ 4.5
Entity Shell Company false    
Entity Small Business false    
Entity Emerging Growth Company false    
Title of 12(b) Security Class A Common Stock, $0.0001 par value per share    
Security Exchange Name NYSE    
Entity File Number 001-36805    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 20-2714444    
Entity Address, Address Line One 900 Jefferson Ave    
Entity Address, City or Town Redwood City    
Entity Address, State or Province CA    
Entity Address, Postal Zip Code 94063    
City Area Code 877    
Local Phone Number 729-4269    
Document Annual Report true    
Document Transition Report false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction Flag false    
Documents Incorporated by Reference

Portions of the registrant’s Definitive Proxy Statement relating to the Annual Meeting of Stockholders are incorporated by reference into Part III of this Annual Report on Form 10-K where indicated. Such Definitive Proxy Statement will be filed with the Securities and Exchange Commission within 120 days after the end of the registrant’s fiscal year ended January 31, 2026.

   
Auditor Firm ID 42    
Auditor Name Ernst & Young LLP    
Auditor Location San Francisco, California    
Auditor Opinion

Opinion on the Financial Statements

 

We have audited the accompanying consolidated balance sheets of Box, Inc. (the Company) as of January 31, 2026 and 2025, the related consolidated statements of operations, comprehensive income, convertible preferred stock and stockholders’ deficit and cash flows for each of the three years in the period ended January 31, 2026, and the related notes (collectively referred to as the “consolidated financial statements”). In our opinion, the consolidated financial statements present fairly, in all material respects, the financial position of the Company at January 31, 2026 and 2025, and the results of its operations and its cash flows for each of the three years in the period ended January 31, 2026, in conformity with U.S. generally accepted accounting principles.

 

We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the Company’s internal control over financial reporting as of January 31, 2026, based on criteria established in Internal Control-Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (2013 framework), and our report dated March 9, 2026 expressed an unqualified opinion thereon.

   
v3.25.4
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Current assets:    
Cash and cash equivalents $ 375,130 $ 624,575
Short-term investments 102,932 98,241
Accounts receivable, net 325,136 292,707
Deferred commissions 46,102 45,934
Other current assets 41,973 36,322
Total current assets 891,273 1,097,779
Property and equipment, net 23,847 24,979
Operating lease right-of-use assets, net 97,626 77,970
Goodwill 82,290 76,969
Deferred commissions, non-current 65,689 62,780
Deferred tax assets 283,997 245,417
Intangible assets, net 94,311 74,510
Other assets, non-current 7,027 7,116
Total assets 1,546,060 1,667,520
Current liabilities:    
Accounts payable, accrued expenses and other current liabilities 96,983 80,069
Accrued compensation and benefits 57,791 49,721
Debt, net, current 0 203,907
Deferred revenue 647,893 588,379
Total current liabilities 802,667 922,076
Debt, net, non-current 451,011 448,638
Operating lease liabilities, non-current 76,970 68,771
Other liabilities, non-current 18,314 30,759
Total liabilities 1,348,962 1,470,244
Commitments and contingencies (Note 8)
Series A convertible preferred stock, par value of $0.0001 per share; 500 shares authorized, issued and outstanding as of January 31, 2026 and 2025 496,376 494,238
Stockholders' deficit:    
Class A common stock, par value $0.0001 per share; 1,000,000 shares authorized; 140,911 and 144,113 shares issued and outstanding as of January 31, 2026 and 2025, respectively 14 14
Additional paid-in capital 547,610 677,088
Accumulated other comprehensive loss (142) (11,921)
Accumulated deficit (846,760) (962,143)
Total stockholders' deficit (299,278) (296,962)
Total liabilities, convertible preferred stock and stockholders' deficit $ 1,546,060 $ 1,667,520
v3.25.4
CONSOLIDATED BALANCE SHEETS (Parenthetical) - $ / shares
Jan. 31, 2026
Jan. 31, 2025
Statement of Financial Position [Abstract]    
Temporary equity, par value per share $ 0.0001 $ 0.0001
Temporary equity, shares authorized 500,000 500,000
Temporary equity, shares issued 500,000 500,000
Temporary equity, shares outstanding 500,000 500,000
Class A Common Stock, par value $ 0.0001 $ 0.0001
Class A Common Stock, shares authorized 1,000,000,000 1,000,000,000
Class A Common Stock, shares issued 140,911,000 144,113,000
Class A Common Stock, shares outstanding 140,911,000 144,113,000
v3.25.4
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Statement [Abstract]      
Revenue $ 1,177,253 $ 1,090,130 $ 1,037,741
Cost of revenue 244,647 228,105 260,612
Gross profit 932,606 862,025 777,129
Operating expenses:      
Research and development 294,542 264,853 248,767
Sales and marketing 403,992 380,154 348,638
General and administrative 150,883 137,384 128,971
Total operating expenses 849,417 782,391 726,376
Income from operations 83,189 79,634 50,753
Interest income 24,740 23,709 18,714
Interest expense (10,698) (6,075) (3,841)
Other income (expense), net 1,498 (12,108) (3,040)
Income before income taxes 98,729 85,160 62,586
Benefit from income taxes (16,654) (159,461) (66,446)
Net income 115,383 244,621 129,032
Accretion and dividend on series A convertible preferred stock (17,138) (17,143) (17,105)
Undistributed earnings attributable to preferred stockholders (11,192) (25,911) (12,780)
Net income attributable to common stockholders $ 87,053 $ 201,567 $ 99,147
Net income per share attributable to common stockholders, basic $ 0.6 $ 1.4 $ 0.69
Net income per share attributable to common stockholders, diluted $ 0.58 $ 1.36 $ 0.67
Weighted-average shares used to compute net income per share attributable to common stockholders, basic 144,195 144,228 144,203
Weighted-average shares used to compute net income per share attributable to common stockholders, diluted 149,155 148,643 148,586
v3.25.4
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Statement of Comprehensive Income [Abstract]      
Net income $ 115,383 $ 244,621 $ 129,032
Other comprehensive income (loss):      
Foreign currency translation gain (loss) 9,585 (3,696) (1,883)
Change in cash flow hedges, net of tax 2,168 1,446 (785)
Other, net of tax 26 15 47
Other comprehensive income (loss), net: 11,779 (2,235) (2,621)
Comprehensive income $ 127,162 $ 242,386 $ 126,411
v3.25.4
CONSOLIDATED STATEMENTS OF CONVERTIBLE PREFERRED STOCK AND STOCKHOLDERS' DEFICIT - USD ($)
$ in Thousands
Total
Series A Convertible Preferred Stock
Common Stock
Class A Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive (Loss) Income
Accumulated Deficit
Temporary equity, Balance at Jan. 31, 2023   $ 489,990        
Temporary equity, Beginning, Shares at Jan. 31, 2023   500,000        
Balance, Beginning at Jan. 31, 2023 $ (523,851)   $ 14 $ 818,996 $ (7,065) $ (1,335,796)
Balance, Beginning, Shares at Jan. 31, 2023     144,301,000      
Issuance of common stock under employee equity plans, net of shares withheld for employee payroll taxes (47,097)     (47,097)    
Issuance of common stock under employee equity plans, net of shares withheld for employee payroll taxes, (in shares)     6,606,000      
Stock-based compensation related to stock awards 207,711     207,711    
Accretion and dividend on series A convertible preferred stock, net of dividends paid (17,105) $ 2,105   (17,105)    
Repurchases of common stock (177,131)     (177,131)    
Repurchases of common stock (in shares)     (6,554,000)      
Other comprehensive income (loss), net (2,621)       (2,621)  
Net income 129,032         129,032
Temporary equity, Balance at Jan. 31, 2024   $ 492,095        
Temporary equity, Ending, Shares at Jan. 31, 2024   500,000        
Balance, Ending at Jan. 31, 2024 (431,062)   $ 14 785,374 (9,686) (1,206,764)
Balance, Ending, Shares at Jan. 31, 2024     144,353,000      
Issuance of common stock under employee equity plans, net of shares withheld for employee payroll taxes $ (34,295)   $ 1 (34,296)    
Issuance of common stock under employee equity plans, net of shares withheld for employee payroll taxes, (in shares)     7,340,000      
Issuance of common stock upon stock option exercises (in shares) 1,271,158          
Stock-based compensation related to stock awards $ 219,618     219,618    
Accretion and dividend on series A convertible preferred stock, net of dividends paid (17,143) $ 2,143   (17,143)    
Repurchases of common stock (211,692)   $ (1) (211,691)    
Repurchases of common stock (in shares)     (7,580,000)      
Induced conversion of convertible notes (42,601)     (42,601)    
Purchase of 2029 Capped Calls (52,486)     (52,486)    
Settlement of 2026 Capped Calls 30,313     30,313    
Other comprehensive income (loss), net (2,235)       (2,235)  
Net income 244,621         244,621
Temporary equity, Balance at Jan. 31, 2025 $ 494,238 $ 494,238        
Temporary equity, Ending, Shares at Jan. 31, 2025 500,000 500,000        
Balance, Ending at Jan. 31, 2025 $ (296,962)   $ 14 677,088 (11,921) (962,143)
Balance, Ending, Shares at Jan. 31, 2025     144,113,000      
Issuance of common stock under employee equity plans, net of shares withheld for employee payroll taxes $ (56,654)   $ 1 (56,655)    
Issuance of common stock under employee equity plans, net of shares withheld for employee payroll taxes, (in shares)     6,444,000      
Issuance of common stock upon stock option exercises (in shares) 83,033          
Stock-based compensation related to stock awards $ 238,322     238,322    
Accretion and dividend on series A convertible preferred stock, net of dividends paid 17,138 $ 2,138   (17,138)    
Repurchases of common stock (294,010)   $ (1) (294,009)    
Repurchases of common stock (in shares)     (9,652,000)      
Settlement of 2026 Convertible Notes upon maturity     1,141,000      
Exercise of 2026 Capped Calls     (1,135,000)      
Other comprehensive income (loss), net 11,779       11,779  
Net income 115,383         115,383
Temporary equity, Balance at Jan. 31, 2026 $ 496,376 $ 496,376        
Temporary equity, Ending, Shares at Jan. 31, 2026 500,000 500,000        
Balance, Ending at Jan. 31, 2026 $ (299,278)   $ 14 $ 547,610 $ (142) $ (846,760)
Balance, Ending, Shares at Jan. 31, 2026     140,911,000      
v3.25.4
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
CASH FLOWS FROM OPERATING ACTIVITIES:      
Net income $ 115,383 $ 244,621 $ 129,032
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation and amortization 32,908 22,103 51,241
Stock-based compensation expense 233,716 219,003 198,783
Amortization of deferred commissions 53,343 52,561 54,227
Deferred income taxes (31,544) (171,225) (75,292)
Induced conversion expense 0 10,139 0
Other (5,551) (2,101) 2,478
Changes in operating assets and liabilities      
Accounts receivable, net (31,215) (14,478) (21,876)
Deferred commissions (56,449) (52,333) (44,482)
Operating lease right-of-use assets, net 21,541 23,279 35,174
Other assets (3,313) (5,386) 7,256
Accounts payable, accrued expenses and other liabilities 6,805 6,391 (1,179)
Operating lease liabilities (26,111) (28,062) (49,349)
Deferred revenue 46,937 27,745 32,714
Net cash provided by operating activities 356,450 332,257 318,727
CASH FLOWS FROM INVESTING ACTIVITIES:      
Purchases of short-term investments (104,363) (121,338) (169,416)
Maturities of short-term investments 102,600 119,896 107,950
Sales of short-term investments 0 3,567 0
Purchases of property and equipment (6,074) (2,573) (4,703)
Proceeds from sales of property and equipment 309 8,395 2,860
Capitalized internal-use software costs (35,174) (27,633) (16,561)
Other 0 (3,525) (2,922)
Net cash used in investing activities (42,702) (23,211) (82,792)
CASH FLOWS FROM FINANCING ACTIVITIES:      
Proceeds from issuance of 2029 Convertible Notes, net of issuance costs 0 447,795 0
Partial repurchase of 2026 Convertible Notes 0 (191,713) 0
Purchase of 2029 Capped Calls 0 (52,486) 0
Settlement of 2026 Capped Calls 0 30,313 0
Principal payments on borrowings 0 (30,000) 0
Principal payments upon maturity of 2026 Convertible Notes (205,000) 0 0
Repurchases of common stock (289,845) (211,060) (177,131)
Payments of dividends to preferred stockholders (15,000) (15,000) (14,943)
Proceeds from exercise of stock options 1,455 19,050 1,343
Proceeds from issuances of common stock under employee stock purchase plan 27,168 25,910 26,860
Employee payroll taxes paid for net settlement of stock awards (85,278) (79,256) (74,651)
Principal payments of finance lease liabilities 0 (2,141) (30,176)
Other (3,022) (3,774) (4,198)
Net cash used in financing activities (569,522) (62,362) (272,896)
Effect of exchange rate changes on cash, cash equivalents, and restricted cash 6,352 (4,831) (7,822)
Net (decrease) increase in cash, cash equivalents, and restricted cash (249,422) 241,853 (44,783)
Cash, cash equivalents, and restricted cash, beginning of period [1] 626,110 384,257 429,040
Cash, cash equivalents, and restricted cash, end of period [1] $ 376,688 $ 626,110 $ 384,257
[1] Restricted cash is included in other current assets in the consolidated balance sheets for the periods presented.
v3.25.4
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Pay vs Performance Disclosure      
Net Income (Loss) $ 115,383 $ 244,621 $ 129,032
v3.25.4
Insider Trading Arrangements
3 Months Ended
Jan. 31, 2026
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.4
Cybersecurity Risk Management, Strategy, and Governance
12 Months Ended
Jan. 31, 2026
Cybersecurity Risk Management, Strategy, and Governance [Abstract]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

Item 1C. CYBERSECURITY

Cybersecurity Risk Management and Strategy

We have developed and implemented a cybersecurity risk management program intended to protect the confidentiality, integrity, and availability of our critical systems and information. Our cybersecurity risk management program includes a cybersecurity incident response and reporting plan.

We design and assess our program based on the National Institute of Standards and Technology Cybersecurity Framework (NIST CSF). This does not imply that we meet any particular technical standards, specifications, or requirements, only that we use the NIST CSF as a guide to help us identify, assess, and manage cybersecurity risks relevant to our business.

Our cybersecurity risk management program is integrated into our overall enterprise risk management program and shares common methodologies, reporting channels and governance processes that apply across the enterprise risk management program to other legal, compliance, strategic, operational, and financial risk areas.

Our cybersecurity risk management program includes:

periodic risk assessments designed to help identify material cybersecurity risks to our critical systems, information, products, services, and our broader enterprise IT environment;
teams principally responsible for managing (1) our cybersecurity risk assessment and mitigation processes, (2) our security controls, and (3) our response to cybersecurity incidents;
cybersecurity awareness training of our employees, incident response personnel, and senior management;
a cybersecurity incident response and reporting plan that includes procedures for responding to cybersecurity incidents;
a team responsible for compliance with security and regulatory standards including, but not limited to, Service Organization Controls (SOC) reporting, International Organization for Standardization (ISO) frameworks 27001/27017/27018/27701, FedRAMP, and HIPAA;
the use of external service providers, where appropriate, to audit, assess, test or otherwise assist with aspects of our security controls, and to assist with the design and implementation of our cybersecurity policies and procedures; and
a third-party risk management process for service providers, suppliers, and vendors.

While we have technology and processes in place to detect and respond to cybersecurity threats, we are continually at risk from the evolving cybersecurity threat landscape. We do not believe our business strategy, results of operations or financial condition have been materially affected by risks from cybersecurity threats, but we cannot provide assurance that they will not be materially affected in the future by such risks. For additional information regarding risks from cybersecurity threats, please refer to Item 1A, “Risk Factors,” in this Annual Report on Form 10-K.

Cybersecurity Governance

One of the key functions of our Board of Directors is informed oversight of our risk management process, including risks from cybersecurity threats. Our Board of Directors is responsible for monitoring and assessing strategic risk exposure, and our officers are responsible for the day-to-day management of the material risks we face. Our Board of Directors administers its cybersecurity risk oversight function directly as a whole, as well as through the Audit Committee. The Audit Committee and our Board Chair oversee management’s implementation of our cybersecurity risk management program.

The Audit Committee receives quarterly reports from management on our cybersecurity risks. In addition, management updates the Audit Committee, as necessary, regarding any material cybersecurity incidents, as well as any incidents with lesser impact potential.

The Audit Committee reports to our full Board regarding its activities, including those related to cybersecurity. Our Board of Directors also receives briefings from management on our cyber risk management program. Board members receive presentations on cybersecurity topics from our chief information security officer or external experts as part of the Board of Directors’ continuing education on topics that impact public companies.

Senior leaders of global cybersecurity, governance, risk and compliance teams, including our Chief Information Security Officer, are responsible for assessing and managing our material risks from cybersecurity threats. They also have primary responsibility for our overall cybersecurity risk management program and supervise both our internal cybersecurity personnel and our retained external cybersecurity consultants. Our Chief Information Security Officer brings 15 years of cybersecurity and risk management experience to her work at Box. She has built and led security teams across regulated industries in technology, healthcare, and financial services. Our management team’s experience includes industry-specific expertise in SaaS technology, regulatory compliance knowledge, previous leadership roles in cybersecurity or related fields, as well as a track record of successfully implementing effective cyber risk mitigation strategies.

Our management team supervises efforts to prevent, detect, mitigate, and remediate cybersecurity risks and incidents through various means, which may include briefings from internal security personnel; threat intelligence and other information obtained from governmental, public or private sources, including external consultants engaged by us; and alerts and reports produced by security tools deployed in the IT environment.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

Our cybersecurity risk management program is integrated into our overall enterprise risk management program and shares common methodologies, reporting channels and governance processes that apply across the enterprise risk management program to other legal, compliance, strategic, operational, and financial risk areas.

Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

Cybersecurity Governance

One of the key functions of our Board of Directors is informed oversight of our risk management process, including risks from cybersecurity threats. Our Board of Directors is responsible for monitoring and assessing strategic risk exposure, and our officers are responsible for the day-to-day management of the material risks we face. Our Board of Directors administers its cybersecurity risk oversight function directly as a whole, as well as through the Audit Committee. The Audit Committee and our Board Chair oversee management’s implementation of our cybersecurity risk management program.

The Audit Committee receives quarterly reports from management on our cybersecurity risks. In addition, management updates the Audit Committee, as necessary, regarding any material cybersecurity incidents, as well as any incidents with lesser impact potential.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Our Board of Directors is responsible for monitoring and assessing strategic risk exposure, and our officers are responsible for the day-to-day management of the material risks we face. Our Board of Directors administers its cybersecurity risk oversight function directly as a whole, as well as through the Audit Committee. The Audit Committee and our Board Chair oversee management’s implementation of our cybersecurity risk management program.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The Audit Committee receives quarterly reports from management on our cybersecurity risks.
Cybersecurity Risk Role of Management [Text Block]

Senior leaders of global cybersecurity, governance, risk and compliance teams, including our Chief Information Security Officer, are responsible for assessing and managing our material risks from cybersecurity threats. They also have primary responsibility for our overall cybersecurity risk management program and supervise both our internal cybersecurity personnel and our retained external cybersecurity consultants. Our Chief Information Security Officer brings 15 years of cybersecurity and risk management experience to her work at Box. She has built and led security teams across regulated industries in technology, healthcare, and financial services. Our management team’s experience includes industry-specific expertise in SaaS technology, regulatory compliance knowledge, previous leadership roles in cybersecurity or related fields, as well as a track record of successfully implementing effective cyber risk mitigation strategies.

Our management team supervises efforts to prevent, detect, mitigate, and remediate cybersecurity risks and incidents through various means, which may include briefings from internal security personnel; threat intelligence and other information obtained from governmental, public or private sources, including external consultants engaged by us; and alerts and reports produced by security tools deployed in the IT environment.

Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Senior leaders of global cybersecurity, governance, risk and compliance teams, including our Chief Information Security Officer, are responsible for assessing and managing our material risks from cybersecurity threats.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our management team’s experience includes industry-specific expertise in SaaS technology, regulatory compliance knowledge, previous leadership roles in cybersecurity or related fields, as well as a track record of successfully implementing effective cyber risk mitigation strategies.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] They also have primary responsibility for our overall cybersecurity risk management program and supervise both our internal cybersecurity personnel and our retained external cybersecurity consultants. Our Chief Information Security Officer brings 15 years of cybersecurity and risk management experience to her work at Box. She has built and led security teams across regulated industries in technology, healthcare, and financial services.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
Description of Business and Basis of Presentation
12 Months Ended
Jan. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Description of Business and Basis of Presentation

Note 1. Description of Business and Basis of Presentation

Description of Business

We were incorporated in the state of Washington in April 2005, and were reincorporated in the state of Delaware in March 2008. Box provides the leading Intelligent Content Management (ICM) platform that enables organizations of all sizes to securely manage cloud content while allowing easy, secure access and sharing of this content from anywhere, on any device.

Basis of Presentation and Principles of Consolidation

The consolidated financial statements are prepared in accordance with GAAP and include the consolidated accounts of Box, Inc. and its wholly-owned subsidiaries. All intercompany accounts and transactions have been eliminated in consolidation.

Certain prior period amounts reported in our consolidated financial statements have been reclassified to conform to the current year presentation. Such reclassifications did not affect revenue, income from operations, or net income.

v3.25.4
Summary of Significant Accounting Policies
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies

Note 2. Summary of Significant Accounting Policies

Use of Estimates

The preparation of consolidated financial statements in conformity with GAAP requires management to make, on an ongoing basis, estimates and assumptions that affect the amounts reported and disclosed in the financial statements and the accompanying notes. Actual results could differ from these estimates. Such estimates include, but are not limited to, the fair value of acquired intangible assets, the useful lives of intangible assets, the incremental borrowing rate we use to determine our lease liabilities, uncertain tax positions and the valuation allowance of deferred income tax assets. Management bases its estimates on historical experience and on various other assumptions which management believes to be reasonable, the results of which form the basis for making judgments about the carrying values of assets and liabilities.

Segments

Our Chief Executive Officer is our chief operating decision maker (CODM). Our CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance. As such, we have a single reporting segment and operating unit structure. As part of the review, our CODM uses consolidated net income to measure segment profit or loss. Our CODM does not evaluate segment performance using asset or liability information. Since we operate as a single reporting segment and operating unit structure, financial segment information, including profit or loss information and significant segment expenses, can be found in the consolidated financial statements.

Revenue Recognition

We derive our revenue primarily from three sources: (1) subscription revenue, which is comprised of subscription fees from customers who have access to our content cloud platform which includes routine customer support; (2) revenue from customers purchasing our premier services package; and (3) revenue from professional services such as implementing best practice use cases, project management and implementation consulting services.

Revenue is recognized when control of these services is transferred to a customer. The amount of revenue recognized reflects the consideration we expect to be entitled to in exchange for those services.

We determine revenue recognition through the following steps:

Identification of the contract, or contracts, with a customer
Identification of the performance obligations in the contract
Determination of the transaction price
Allocation of the transaction price to the performance obligations in the contract
Recognition of revenue as we satisfy a performance obligation

Subscription and Premier Services Revenues

We recognize revenue as we satisfy our performance obligations. Accordingly, due to our subscription model, we recognize revenue for our subscription and premier services ratably over the contract term.

We typically invoice our customers at the beginning of the term, in annual, multi-year, quarterly or monthly installments. Our subscription and premier services contracts generally range from one to three years in length, are typically non-cancellable and do not contain refund-type provisions. Revenue is presented net of sales and other taxes we collect on behalf of governmental authorities.

Professional Services

Professional services are generally billed on a fixed price basis, for which revenue is recognized over time based on the proportion performed.

Contracts with Multiple Performance Obligations

Our contracts can include multiple performance obligations which may consist of some or all of subscription services, premier services, and professional services. For these contracts, we account for individual performance obligations separately if they are distinct. The transaction price is allocated to the separate performance obligations on a relative standalone selling price basis. We determine the standalone selling prices based on our overall pricing objectives, taking into consideration discounting practices, the size and volume of our transactions, the customer demographic, the geographic area where services are sold, price lists, our go-to-market strategy, historical standalone sales and contract prices.

Deferred Revenue

Deferred revenue consists of billings in advance of revenue recognition generated by our subscription services, premier services, and professional services described above.

Cost of Revenue

Cost of revenue consists primarily of costs related to providing our subscription services to our paying customers, including employee compensation and related expenses for data center operations, customer support and professional services personnel, public cloud hosting costs, depreciation of servers and equipment, security services and other tools, as well as amortization expense associated with acquired technology and capitalized software development. We allocate overhead such as facilities, information technology costs and employee benefit costs to all departments based on headcount.

Deferred Commissions

Sales commissions earned by our sales force are considered incremental and recoverable costs of obtaining a contract with a customer. Sales commissions for new contracts are deferred and then amortized on a straight-line basis over a period of benefit that we have estimated to be five years. We determined the period of benefit by taking into consideration the duration of our customer contracts, the life cycles of our technology and other factors. Sales commissions for renewal contracts are deferred and then amortized on a straight-line basis over the related

contractual renewal period. Amortization expense is included in sales and marketing expenses on the consolidated statements of operations.

We deferred sales commissions costs of $56.1 million, $52.0 million and $44.5 million during the years ended January 31, 2026, 2025 and 2024, respectively, and amortized $53.0 million, $52.5 million and $54.2 million of deferred commissions during the same periods respectively.

Certain Risks and Concentrations

Our financial instruments that are exposed to concentrations of credit risk consist primarily of cash and cash equivalents, short-term investments, and accounts receivable. Although we deposit our cash with multiple financial institutions, our deposits are often in excess of deposit insurance coverage limits.

We sell to a broad range of customers. Our revenue is derived primarily from the U.S. across a multitude of industries. Accounts receivable are derived from the delivery of our services to customers primarily located in the U.S. We accept and settle our accounts receivable using credit cards, electronic payments and checks. A majority of our lower dollar value invoices are settled by credit card on or near the date of the invoice. We do not require collateral from customers to secure accounts receivable. We believe collections of our accounts receivable are probable based on the size, industry diversification, financial condition and past transaction history of our customers. As of January 31, 2026, no customer accounted for more than 10% of total accounts receivable and as of January 31, 2025, two resellers, who are also customers, accounted for more than 10% of total accounts receivable. No single customer represented over 10% of revenue in the years ended January 31, 2026, 2025 and 2024.

We serve our customers and users from public cloud hosting operated by third parties. In order to reduce the risk of down time of our subscription services, we have public cloud hosting services established in various locations in the U.S. and abroad and we have internal procedures to restore services in the event of disaster. Even with these procedures for disaster recovery in place, our cloud services could be significantly interrupted during the implementation of the procedures to restore services.

Geographic Locations

For the years ended January 31, 2026, 2025 and 2024, revenue attributable to customers in the U.S. was 62%, 64% and 66%, respectively. For the years ended January 31, 2026, 2025 and 2024 revenue attributable to customers in Japan was 25%, 23% and 21%, respectively.

The following table summarizes long-lived assets by geographic location, which includes property and equipment, net and operating lease right-of-use assets, net (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

United States

 

$

56,488

 

 

$

70,065

 

Poland

 

 

47,717

 

 

 

22,255

 

United Kingdom

 

 

14,919

 

 

 

6,745

 

Other

 

 

2,349

 

 

 

3,884

 

Total long-lived assets

 

$

121,473

 

 

$

102,949

 

Foreign Currency Translation and Transactions

The functional currency of our foreign subsidiaries is the local currency in which the foreign subsidiary operates or the U.S. dollar. Adjustments resulting from translating foreign functional currency financial statements of our foreign subsidiaries into U.S. dollars are recorded as part of a separate component of the consolidated statements of comprehensive income. Foreign currency transaction gains and losses are included within other income (expense), net, in the consolidated statements of operations for the period. Monetary assets and liabilities denominated in a foreign currency are translated into U.S. dollars at the exchange rate on the balance sheet date and nonmonetary assets and liabilities denominated in foreign currency are translated into U.S. dollars using historical

exchange rates. Revenue and expenses are translated at the average exchange rate during the period. Equity transactions are translated using historical exchange rates.

Cash and Cash Equivalents

We consider all highly liquid investments with an initial maturity of 90 days or less at the date of purchase to be cash equivalents. We maintain such funds in overnight cash deposits, money market funds, and certificates of deposit.

Fair Value of Financial Instruments

We measure our financial assets and liabilities at fair value at each reporting period using a fair value hierarchy which requires us to maximize the use of observable inputs and minimize the use of unobservable inputs when measuring fair value. We define fair value as the exchange price that would be received from selling an asset or paid to transfer a liability in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. A financial instrument’s classification within the fair value hierarchy is based upon the lowest level of input that is significant to the fair value measurement. Three levels of inputs may be used to measure fair value:

Level 1—Observable inputs are unadjusted quoted prices in active markets for identical assets or liabilities.
Level 2—Observable inputs are quoted prices for similar assets and liabilities in active markets or inputs other than quoted prices which are observable for the assets or liabilities, either directly or indirectly through market corroboration, for substantially the full term of the financial instruments.
Level 3—Unobservable inputs that are supported by little or no market activity and are significant to the fair value of the assets or liabilities. These inputs are based on our own assumptions used to measure assets and liabilities at fair value and require significant management judgment or estimation. There were no level 3 financial assets or liabilities for the periods presented.

Short-Term Investments

Our short-term investments are primarily comprised of U.S. treasury securities and certificates of deposit. We determine the appropriate classification for our short-term investments at the time of purchase and reevaluate such designation at each balance sheet date. We have classified our short-term investments as available-for-sale securities as we may sell these securities at any time for use in operations or for other purposes. We record such securities at fair value in our consolidated balance sheet, with unrealized gains or losses reported as a component of accumulated other comprehensive loss. The amount of unrealized gains or losses reclassified into earnings is based on specific identification when the securities are sold. We periodically evaluate if any security has experienced credit-related declines in fair value, which are recorded against an allowance for credit losses with an offsetting entry to other income (expense), net on the consolidated statement of operations.

Derivative Instruments and Hedging

We use derivatives such as foreign currency forward contracts to protect our business against the impact of fluctuations in foreign exchange rates on future cash flows and earnings. These derivatives are designated as cash flow hedges. Gains or losses from derivatives designated as cash flow hedges are initially deferred to other comprehensive income (loss), net and are subsequently recognized in revenue in the same period the hedged item impacts earnings. The maturities of these forward contracts are generally no more than 24 months.

We also use derivatives to economically hedge gains and losses from remeasurement of monetary assets and liabilities denominated in non-functional currencies. These derivatives generally have maturities of 12 months or less. Gains or losses from derivatives not designated as cash flow hedges are recognized immediately in other income (expense), net in the consolidated statements of operations.

The fair value of all of our derivatives are classified in the consolidated balance sheets in other current assets and accounts payable, accrued expenses and other current liabilities for derivatives maturing within 12 months after the balance sheet date and other assets, non-current and other liabilities, non-current for derivatives maturing beyond 12 months after the balance sheet date. Cash flows arising from maturities of derivatives both designated as cash flow hedges and functioning as economic hedges are classified as operating activities in the consolidated statements of cash flows.

We executed master netting agreements with the respective counterparties of the foreign currency forward contracts, subject to applicable requirements, and are permitted to net settle transactions of the same currency with a single net amount payable by one party to the other. These derivatives are not subject to any credit contingent features negotiated with the respective counterparties. We are not required to pledge nor are we entitled to receive cash collateral related to these contracts. As of January 31, 2026, the potential effects of these rights of setoff associated with our foreign currency forward contracts were not material.

Accounts Receivable and Related Allowance

Accounts receivable are recorded at the invoiced amounts and do not bear interest. We maintain an allowance for accounts receivable based upon expected collectability. We assess the collectability of the accounts by taking into consideration the aging of our trade receivables, historical experience, reasonable and supportable forecasts of future economic conditions, and management judgment. We write off trade receivables against the allowance when management determines a balance is uncollectible and no longer intends to actively pursue collection of the receivable.

Property and Equipment

Property and equipment are stated at cost less accumulated depreciation. Depreciation is computed using the straight-line method over the estimated useful lives of the respective assets, generally three to five years. Leasehold improvements are amortized over the shorter of their estimated useful lives or the remaining lease term. Depreciation commences once the asset is ready to be placed in service. Construction in progress is primarily related to the construction or development of property and equipment which have not yet been placed in service for their intended use.

Leases

We determine whether an arrangement contains a lease at inception. A contract is or contains a lease if the contract conveys the right to control the use of an identified asset for a period of time in exchange for consideration. To determine whether a contract is or contains a lease, we consider all relevant facts and circumstances to assess whether the customer has both of the following:

The right to obtain substantially all of the economic benefits from use of the identified asset
The right to direct the use of the identified asset

We recognize lease liabilities and right-of-use assets at lease commencement. We measure lease liabilities based on the present value of lease payments over the lease term discounted using the rate implicit in the lease when that rate is readily determinable or our incremental borrowing rate. We estimate our incremental borrowing rate based on an analysis of publicly traded debt securities of companies with credit and financial profiles similar to our own and adjust our incremental borrowing rate to reflect the corresponding lease term. We do not include in the lease term options to extend or terminate the lease unless it is reasonably certain that we will exercise any such options. We account for the lease and non-lease components as a single lease component for all our leases.

We measure right-of-use assets based on the corresponding lease liabilities adjusted for (i) prepayments made to the lessor at or before the commencement date, (ii) initial direct costs we incur, and (iii) tenant incentives under the lease. We evaluate the recoverability of our right-of-use assets for possible impairment in accordance with our long-lived assets policy. We do not recognize right-of-use assets or lease liabilities for short-term leases, which have a lease term of twelve months or less, and recognize the associated lease payments in the consolidated statements of operations on a straight-line basis over the lease term. Operating leases are reflected in operating lease right-of-use assets, accounts payable, accrued expenses, and other current liabilities, and operating lease liabilities, non-current on our consolidated balance sheets.

We begin recognizing rent expense when the lessor makes the underlying asset available to us. We recognize rent expense under our operating leases on a straight-line basis. Variable lease payments are expensed as incurred and are not included within the lease liabilities and right-of-use assets calculation. We generally recognize sublease income on a straight-line basis over the sublease term.

Business Combinations

We allocate the fair value of purchase consideration to the tangible assets acquired, liabilities assumed and intangible assets acquired based on their estimated fair values. The excess of the fair value of purchase consideration over the fair values of these identifiable assets and liabilities is recorded as goodwill. Such valuations require management to make significant estimates and assumptions, especially with respect to intangible assets. Significant estimates in valuing certain intangible assets include, but are not limited to, future expected cash flows from acquired users, acquired technology, and trade names from a market participant perspective, useful lives and discount rates. Management’s estimates of fair value are based upon assumptions believed to be reasonable, but which are inherently uncertain and unpredictable and, as a result, actual results may differ from estimates. During the measurement period, which is one year from the acquisition date, we may record adjustments to the assets acquired and liabilities assumed, with the corresponding offset to goodwill. Upon the conclusion of the measurement period, any subsequent adjustments are recorded to earnings.

Impairment Assessment of Long-Lived Assets, Including Goodwill and Other Acquired Intangible Assets

We evaluate the recoverability of property and equipment for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be recoverable. Recoverability of these assets is measured by a comparison of the carrying amounts to the future undiscounted cash flows the assets are expected to generate. If such review indicates that the carrying amount of property and equipment is not recoverable, the carrying amount of such assets is reduced to fair value. We have not recorded any significant impairment charges during the years presented.

Acquired finite-lived intangible assets are typically amortized over the estimated useful lives of the assets, which is generally two to seven years. We evaluate the recoverability of our intangible assets for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be recoverable. Recoverability of these assets is measured by a comparison of the carrying amounts to the future undiscounted cash flows the assets are expected to generate. If such review indicates that the carrying amount of intangible assets is not recoverable, the carrying amount of such assets is reduced to fair value. We have not recorded any such impairment charges during the years presented.

We review goodwill for impairment at least annually or more frequently if events or changes in circumstances indicate that the carrying value of goodwill may not be recoverable. We have elected to first assess the qualitative factors to determine whether it is more likely than not that the fair value of our single reporting unit is less than its carrying amount as a basis for determining whether it is necessary to perform the quantitative goodwill impairment test. If we determine that it is more likely than not that its fair value is less than its carrying amount, then the quantitative goodwill impairment test will be performed. The quantitative goodwill impairment test identifies goodwill impairment and measures the amount of goodwill impairment loss to be recognized by comparing the fair value of our single reporting unit with its carrying amount. If the fair value exceeds its carrying amount, no further analysis is required; otherwise, any excess of the goodwill carrying amount over the implied fair value is recognized as an impairment loss, and the carrying value of goodwill is written down to fair value. No impairment of goodwill has been identified during the years presented.

Legal Contingencies

From time to time, we are subject to litigation and claims that arise in the ordinary course of business. We investigate litigation and claims as they arise and accrue estimates for resolution of legal and other contingencies when losses are probable and estimable. Because the results of litigation and claims cannot be predicted with certainty, we base our loss accruals on the best information available at the time. As additional information becomes available, we reassess our potential liability and may revise our estimates. Such revisions could have a material impact on future quarterly or annual results of operations.

Research and Development Costs

Research and development costs include personnel costs, including stock-based compensation expense, associated with our engineering personnel and consultants responsible for the design, development and testing of the product, and allocated overhead for facilities, information technology, and employee benefit costs.

Capitalized Software Development Costs

We capitalize costs to develop software for internal use incurred during the application development stage. Costs related to preliminary project activities and post implementation activities are expensed as incurred. Once an application has reached the development stage, qualifying internal and external costs are capitalized until the application is substantially complete and ready for its intended use. Capitalized qualifying costs are amortized on a straight-line basis when the software is ready for its intended use over an estimated useful life, which is generally three years. Internal-use software costs also include third-party on-premises software, which is amortized over the license term. We evaluate the useful lives of these assets on an annual basis and test for impairment whenever events or changes in circumstances occur that could impact the recoverability of these assets.

Advertising Costs

Advertising costs are expensed as incurred and are included in sales and marketing expense. Advertising costs for the years ended January 31, 2026, 2025 and 2024 were $28.7 million, $27.1 million and $17.5 million, respectively.

Stock-Based Compensation

We determine the fair value of stock options and purchase rights issued to employees under our 2015 Equity Incentive Plan (2015 Plan) and 2015 Employee Stock Purchase Plan (2015 ESPP) on the date of grant using the Black-Scholes option pricing model, which is impacted by the fair value of our common stock as well as changes in assumptions regarding a number of variables, which include, but are not limited to, the expected common stock price volatility over the term of the awards, the expected term of the awards, risk-free interest rates and the expected dividend yield. We use the market closing price of our Class A common stock as reported on the New York Stock Exchange for the fair value of restricted stock units granted after our initial public offering (IPO).

We recognize compensation expense for stock options and restricted stock units, net of estimated forfeitures, on a straight-line basis over the period during which an employee is required to provide services in exchange for the award (generally the vesting period of the award). We estimate future forfeitures at the date of grant and revise the estimates, if necessary, in subsequent periods if actual forfeitures differ from those estimates. We recognize compensation expense of purchase rights granted under our 2015 ESPP on a straight-line basis over the offering period.

For performance-based restricted stock units that vest based upon continued service and achievement of certain performance conditions established by the Board of Directors for a predetermined period, the fair value is determined based upon the market closing price of our Class A common stock on the date of the grant; compensation expense is recognized over the requisite service period if it is probable that the performance condition will be satisfied based on the accelerated attribution method.

For market-based restricted stock units that vest based upon continued service and achievement of certain market conditions established by the Board of Directors for a predetermined period, the fair value is determined using a Monte Carlo simulation model. The Monte Carlo simulation model requires the use of various assumptions,

including the stock price volatility and risk-free interest rate as of the valuation date corresponding to the length of time remaining in the performance period. Compensation expense is recognized over the requisite service period based on the accelerated attribution method.

Income Taxes

We account for income taxes under the asset and liability method, which requires the recognition of deferred tax assets and liabilities for the temporary differences between the financial statement and tax basis of assets and liabilities using the enacted tax rates in effect for the years in which the differences are expected to reverse. The effect on deferred taxes of a change in income tax rates is recognized in the consolidated statements of operations in the period that includes the enactment date. Valuation allowances are established when necessary to reduce deferred tax assets to the amounts we believe are more likely than not to be realized.

We elected to account for the income tax effects of global intangible low-taxed income (GILTI) as a period cost in the year the tax is incurred.

We recognize tax benefits from uncertain tax positions only if we believe that it is more likely than not that the tax position will be sustained on examination by the taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such positions are then measured based on the largest benefit that has a greater than 50% likelihood of being realized upon settlement.

On July 4, 2025, the OBBBA was enacted, which includes provisions for the immediate expensing of domestic research and development costs, enhanced deductions for capital expenditures, and modifications to U.S. tax on foreign earnings. Our ability to immediately expense domestic-incurred research and experimental (R&E) costs as reinstated by OBBBA resulted in a reduction in the U.S. taxation of profits derived from our foreign operations, which benefited our effective tax rate.

Workforce Reorganization

During fiscal year 2026, we conducted a workforce reorganization effort to better align our resources with our strategic priorities. This resulted in charges of approximately $10.6 million for the year ended January 31, 2026, primarily consisting of severance and termination benefits, continuation of employee health benefits, and other personnel related costs.

Recently Adopted and Issued Accounting Pronouncements

In September 2025, the FASB issued Accounting Standards Update (ASU) 2025-06, Targeted Improvements to the Accounting for Internal-Use Software, which clarifies and modernizes the accounting for costs related to internal-use software by eliminating project stages and requiring capitalization once a project is (1) authorized with committed funding and (2) is probable of completion. This ASU is effective for interim and annual reporting periods beginning after December 15, 2027, with early adoption permitted as of the beginning of an annual reporting period. We are currently evaluating the impact of this new standard on our consolidated financial statement disclosures.

In November 2024, the FASB issued ASU 2024-03, Disaggregation of Income Statement Expenses, which requires disclosure of disaggregated information about the types of expenses (including employee compensation, depreciation, and amortization) in commonly presented expense captions in the statement of operations. For interim and annual reporting periods, entities will be required to provide this information in tabular format in the notes to the financial statements. This ASU is effective for fiscal years beginning after December 15, 2026 and interim periods beginning after December 15, 2027, with early adoption permitted. We are currently evaluating the impact of this new standard on our consolidated financial statement disclosures.

In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures, which requires greater disaggregation of tax information on the rate reconciliation and income taxes paid disclosures. This ASU is effective for fiscal years beginning after December 15, 2024. We adopted this new standard, effective January 31,

2026, on a prospective basis. The adoption resulted in disclosures with additional disaggregated tax information. Refer to Note 13 in Part II, Item 8 of this Annual Report on Form 10-K for detailed income tax disclosures.

There were no other recently adopted or issued accounting pronouncements that had a material impact on our consolidated financial statements for the year ended January 31, 2026.

v3.25.4
Revenue
12 Months Ended
Jan. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue

Note 3. Revenue

Deferred Revenue

Deferred revenue was $656.7 million and $608.6 million as of January 31, 2026 and 2025, respectively. During the years ended January 31, 2026 and 2025, we recognized $588.4 million and $568.3 million of revenue that was included in the deferred revenue balance as of January 31, 2025 and 2024, respectively.

Contract Assets

Contract assets were $6.5 million and $4.2 million as of January 31, 2026 and 2025, respectively, and are included in accounts receivable, net in the consolidated balance sheets.

Transaction Price Allocated to the Remaining Performance Obligations

As of January 31, 2026, we had remaining performance obligations from contracts with customers of $1.71 billion. We expect to recognize revenue on approximately 53% and 78% of these remaining performance obligations over the next 12 and 24 months on a cumulative basis, respectively, with the balance recognized thereafter.

v3.25.4
Fair Value of Financial Instruments
12 Months Ended
Jan. 31, 2026
Fair Value Disclosures [Abstract]  
Fair Value Measurements

Note 4. Fair Value of Financial Instruments

Fair Value Measurements of Assets and Liabilities Measured at Fair Value on a Recurring Basis

Financial assets and liabilities subject to the fair value disclosure requirements were as follows (in thousands):

 

 

 

January 31, 2026

 

 

 

Level 1

 

 

Level 2

 

 

Total

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

Money market funds

 

$

68,169

 

 

$

 

 

$

68,169

 

Short-term investments:

 

 

 

 

 

 

 

 

U.S. treasury securities

 

 

102,932

 

 

 

 

 

102,932

 

Other current assets:

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

 

 

 

6,150

 

 

 

6,150

 

Total current assets

 

 

171,101

 

 

 

6,150

 

 

 

177,251

 

Other assets, non-current:

 

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

 

 

 

855

 

 

 

855

 

Total assets

 

$

171,101

 

 

$

7,005

 

 

$

178,106

 

 

 

 

 

 

 

 

 

 

 

Other current liabilities:

 

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

$

 

 

$

802

 

 

$

802

 

Forward contracts not designated as cash flow hedges

 

 

 

 

 

906

 

 

 

906

 

Total current liabilities

 

 

 

 

 

1,708

 

 

 

1,708

 

 Other liabilities, non-current:

 

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

 

 

 

 

185

 

 

 

185

 

Total liabilities

 

$

 

 

$

1,893

 

 

$

1,893

 

 

 

 

 

January 31, 2025

 

 

 

Level 1

 

 

Level 2

 

 

Total

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

Money market funds

 

$

188,307

 

 

$

 

 

$

188,307

 

Short-term investments:

 

 

 

 

 

 

 

 

 

U.S. treasury securities

 

 

98,241

 

 

 

 

 

 

98,241

 

Total cash equivalents and short-term investments

 

$

286,548

 

 

$

 

 

$

286,548

 

As of January 31, 2025, forward contracts were not material.

There were no material differences between the estimated fair value and amortized cost of our cash equivalents and short-term investments.

As of January 31, 2026, remaining contractual maturities of our cash equivalents and short-term investments were as follows (in thousands):

 

 

 

January 31, 2026

 

Due within one year

 

$

144,730

 

Due between one to five years

 

 

26,371

 

Total

 

$

171,101

 

As of January 31, 2026, we do not consider any portion of the unrealized losses to be credit losses.

Fair Value Measurements of Other Financial Instruments

The Convertible Notes are recorded at principal less unamortized issuance costs in the consolidated balance sheets but are measured at fair value on a quarterly basis for disclosure purposes. The estimated fair values of the Convertible Notes, which we have classified as Level 2 financial instruments, were determined using observable market prices. The net carrying amounts and estimated fair values of the Convertible Notes were as follows (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

 

 

Net Carrying Amount

 

 

Estimated Fair Value

 

 

Net Carrying Amount

 

 

Estimated Fair Value

 

2026 Convertible Notes

 

$

 

 

$

 

 

$

203,907

 

 

$

260,248

 

2029 Convertible Notes

 

 

451,011

 

 

 

434,378

 

 

 

448,638

 

 

 

458,103

 

Total

 

$

451,011

 

 

$

434,378

 

 

$

652,545

 

 

$

718,351

 

Refer to Note 9 for detailed calculations of the net carrying amounts of the Convertible Notes. We settled the 2026 Convertible Notes in full at maturity.

v3.25.4
Balance Sheet Components
12 Months Ended
Jan. 31, 2026
Balance Sheet Related Disclosures [Abstract]  
Balance Sheet Components

Note 5. Balance Sheet Components

Property and Equipment, Net

Property and equipment, net consisted of the following (in thousands):

 

 

January 31,

 

 

 

2026

 

 

2025

 

Leasehold improvements

 

$

69,344

 

 

$

68,039

 

Computer-related equipment and software

 

 

22,942

 

 

 

20,876

 

Furniture and fixtures

 

 

19,104

 

 

 

16,595

 

Construction in progress

 

 

1,232

 

 

 

967

 

Total property and equipment

 

 

112,622

 

 

 

106,477

 

Less: accumulated depreciation

 

 

(88,775

)

 

 

(81,498

)

Total property and equipment, net

 

$

23,847

 

 

$

24,979

 

Depreciation expense related to property and equipment was $8.3 million, $8.2 million and $37.0 million for the years ended January 31, 2026, 2025 and 2024, respectively.

Intangible Assets

Intangible assets, net consisted of the following (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

Internally developed software

 

$

116,942

 

 

 

104,633

 

Acquired developed technology

 

 

3,658

 

 

 

26,872

 

On-premises software

 

 

9,964

 

 

 

22,889

 

Total intangible assets

 

 

130,564

 

 

 

154,394

 

Less: accumulated amortization

 

 

(36,253

)

 

 

(79,884

)

Total intangible assets, net

 

$

94,311

 

 

$

74,510

 

Intangible assets are amortized on a straight-line basis over the useful life. Amortization expense for intangible assets was $31.2 million, $17.1 million, and $16.6 million for the years ending January 31, 2026, 2025, and 2024, respectively.

As of January 31, 2026, expected amortization expense for intangible assets was as follows (in thousands):

 

Years ending January 31:

 

 

 

2027

 

$

38,048

 

2028

 

 

35,720

 

2029

 

 

18,366

 

2030

 

 

2,177

 

Total

 

$

94,311

 

 

As of January 31, 2026, we capitalized internally developed software of $46.9 million for numerous projects that were not yet ready for their intended use. The majority of these projects, which generally have a useful life of three years, are expected to commence amortization in fiscal year 2027.

v3.25.4
Derivative Instruments
12 Months Ended
Jan. 31, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative Instruments

Note 6. Derivative Instruments

The notional amounts of our outstanding foreign currency forward contracts were as follows (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

Forward contracts designated as cash flow hedges

 

$

219,196

 

 

$

34,082

 

Forward contracts not designated as cash flow hedges

 

 

63,404

 

 

 

67,551

 

Total

 

$

282,600

 

 

$

101,633

 

Pre-tax gains (losses) associated with foreign currency forward contracts were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

Forward contracts designated as cash flow hedges

 

 

 

Gain recognized in other comprehensive income (loss), net

 

$

3,589

 

Gain reclassified from accumulated other comprehensive loss into net income

 

 

4,065

 

Total gain

 

$

7,654

 

 

 

 

 

Forward contracts not designated as cash flow hedges

 

 

 

Loss recognized in net income

 

$

(6,899

)

Net Gain

 

$

755

 

Pre-tax gains (losses) associated with foreign currency forward contracts were not material for the year ended January 31, 2025.

As of January 31, 2026, we expect to reclassify $5.3 million of pre-tax gains out of accumulated other loss into earnings within the next twelve months.

v3.25.4
Leases
12 Months Ended
Jan. 31, 2026
Leases [Abstract]  
Leases

Note 7. Leases

We have entered into various non-cancellable operating lease agreements for certain of our offices with lease periods expiring primarily between fiscal years 2028 and 2037. Certain of these arrangements have free or escalating rent payment provisions and optional renewal or termination clauses. Our operating leases typically include variable lease payments, which are primarily comprised of common area maintenance and utility charges for our offices, that are determined based on actual consumption. Our operating lease agreements do not contain any residual value guarantees, covenants, or other restrictions.

We sublease certain floors of our Redwood City and London offices. Our current subleases have total lease terms ranging from 24 to 39 months that will expire at various dates by fiscal year 2029.

The components of lease cost, which were included in operating expenses in our consolidated statements of operations, were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

Operating lease cost, gross

 

$

26,931

 

 

$

29,855

 

Variable lease cost, gross

 

 

7,717

 

 

 

6,871

 

Sublease income

 

 

(3,620

)

 

 

(5,567

)

Other

 

 

 

 

 

386

 

Total lease cost

 

$

31,028

 

 

$

31,545

 

 

Supplemental cash flow information related to leases was as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

Cash paid for amounts included in the measurement of operating lease liabilities

 

$

34,555

 

 

$

34,134

 

Right-of-use assets obtained in exchange of operating lease obligations

 

 

34,622

 

 

 

2,357

 

The weighted-average remaining term of operating leases was 5.38 years and 4.0 years as of January 31, 2026 and 2025, respectively. The weighted-average discount rate used to measure the present value of our operating lease liabilities was 6.01% and 6.03% as of January 31, 2026 and 2025, respectively.

As of January 31, 2026, maturities of our operating lease liabilities, which do not include short-term leases and variable lease payments, are as follows (in thousands):

 

Years ending January 31:

 

Operating Leases (1)

 

2027

 

$

32,960

 

2028

 

 

31,021

 

2029

 

 

17,850

 

2030

 

 

8,397

 

2031

 

 

7,377

 

Thereafter

 

 

26,288

 

Total lease payments

 

 

123,893

 

Less: imputed interest

 

 

(18,760

)

Present value of total lease liabilities

 

$

105,133

 

 

(1)
Non-cancellable sublease proceeds for the years ending January 31, 2027, 2028, and 2029 of $4.9 million, $5.1 million, and $1.8 million, respectively, are not included in the table above.

As of January 31, 2026, we had one operating lease for an office space that has not yet commenced. This operating lease has aggregated undiscounted future payments of $11.4 million and a lease term of approximately 10 years. This operating lease is estimated to commence during the first half of fiscal year 2027.

v3.25.4
Commitments and Contingencies
12 Months Ended
Jan. 31, 2026
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies

Note 8. Commitments and Contingencies

Letters of Credit

As of January 31, 2026 and 2025, we had letters of credit in the aggregate amount of $12.3 million and $11.2 million, respectively, in connection with our operating leases and voluntary disability insurance (VDI) program, which were primarily issued under the available sublimit for the issuance of letters of credit in conjunction with a secured credit agreement as disclosed in Note 9.

Purchase Obligations

Our purchase obligations relate primarily to public cloud hosting services and IT software and support services costs and have terms ranging from two to five years. As of January 31, 2026, future minimum payments under non-cancellable contractual purchases, which were not recognized on our consolidated balance sheet, are as follows, shown in accordance with the payment due date (in thousands):

 

Years ending January 31:

 

 

 

2027

 

$

22,396

 

2028

 

 

102,598

 

2029

 

 

128,860

 

2030

 

 

132,310

 

2031

 

 

176,346

 

Total

 

$

562,510

 

Legal Matters

From time to time, we are subject to litigation and claims that arise in the ordinary course of business. We investigate litigation and claims as they arise and accrue estimates for resolution of legal and other contingencies when losses are probable and estimable. Although the results of litigation and claims cannot be predicted with certainty, we believe there was not at least a reasonable possibility that we had incurred a material loss with respect to such loss contingencies as of January 31, 2026.

Indemnification

We include service level commitments to our customers warranting certain levels of uptime reliability and performance and permitting those customers to receive credits in the event that we fail to meet those levels. In addition, our customer contracts often include (i) specific obligations that we maintain the availability of the customer’s data through our service and that we secure customer content against unauthorized access or loss, and (ii) indemnity provisions whereby we indemnify our customers for third-party claims asserted against them that result from our failure to maintain the availability of their content or securing the same from unauthorized access or loss. To date, we have not incurred any material costs as a result of such commitments.

Our arrangements generally include certain provisions for indemnifying customers against liabilities if our products or services infringe a third party’s intellectual property rights. It is not possible to determine the maximum potential amount under these indemnification obligations due to the limited history of prior indemnification claims and the unique facts and circumstances involved in each particular agreement. To date, we have not incurred any material costs as a result of such obligations and have not accrued any material liabilities related to such obligations in the consolidated financial statements. In addition, we indemnify our officers, directors and certain key employees while they are serving in good faith in their respective capacities. To date, there have been no claims under any indemnification provisions.

v3.25.4
Debt
12 Months Ended
Jan. 31, 2026
Debt Disclosure [Abstract]  
Debt

Note 9. Debt

Convertible Senior Notes

2029 Convertible Notes

In September 2024, we issued $460.0 million aggregate principal amount of 1.50% convertible senior notes due September 15, 2029. The 2029 Convertible Notes are senior unsecured obligations and bear interest at a rate of 1.50% per year payable semiannually in arrears on March 15 and September 15 of each year, beginning on March 15, 2025. Each $1,000 principal amount of the 2029 Convertible Notes will be convertible into 23.0102 shares of our Class A common stock, which is equivalent to a conversion price of approximately $43.46 per share, subject to adjustment upon the occurrence of specified events.

The 2029 Convertible Notes are convertible at the option of the holders of the 2029 Convertible Notes at any time prior to the close of business on the business day immediately preceding June 15, 2029, only under the following circumstances: (1) during any fiscal quarter commencing after the fiscal quarter ending on January 31, 2025 (and only during such fiscal quarter), if the last reported sale price of our Class A common stock for at least 20 trading days (whether or not consecutive) during a period of 30 consecutive trading days ending on and including, the last trading day of the immediately preceding fiscal quarter is greater than or equal to 130% of the conversion price on each applicable trading day; (2) during the five-business day period after any five consecutive trading day period (the “measurement period”) in which the trading price per $1,000 principal amount of the 2029 Convertible Notes for each trading day of the measurement period was less than 98% of the product of the last reported sale price of our Class A common stock and the conversion rate for the 2029 Convertible Notes on each such trading day; (3) if we call the 2029 Convertible Notes for redemption, at any time prior to the close of business on the second scheduled trading day immediately preceding the redemption date; or (4) upon the occurrence of specified corporate events.

On or after June 15, 2029, holders of the 2029 Convertible Notes may convert all or any portion of the 2029 Convertible Notes at any time prior to the close of business on the second scheduled trading day immediately preceding the maturity date regardless of the foregoing conditions. Upon conversion, we will satisfy our conversion obligation by paying cash up to the aggregate principal amount of the 2029 Convertible Notes to be converted and we will pay or deliver, as the case may be, the conversion premium in cash, shares of common stock or a combination of cash and shares of common stock, at our election.

We may not redeem the 2029 Convertible Notes prior to September 20, 2027. We may redeem for cash all or any portion of the 2029 Convertible Notes, at our option, on or after September 20, 2027, if the last reported sale price of our common stock has been at least 130% of the conversion price then in effect for at least 20 trading days (whether or not consecutive) during any 30 consecutive trading day period (including the last trading day of such period) ending on and including, the trading day immediately preceding the date on which we provide notice of redemption at a redemption price equal to 100% of the principal amount of the 2029 Convertible Notes to be redeemed, plus accrued and unpaid interest to, but excluding, the redemption date. No sinking fund is provided for the 2029 Convertible Notes, which means we are not required to redeem or retire the 2029 Convertible Notes periodically.

Upon the occurrence of a fundamental change (as defined in the indenture governing the 2029 Convertible Notes) prior to the maturity date, subject to certain conditions, holders of the 2029 Convertible Notes may require us to repurchase all or a portion of the 2029 Convertible Notes for cash at a repurchase price equal to 100% of the principal amount of the 2029 Convertible Notes to be repurchased, plus accrued and unpaid interest to, but excluding, the fundamental change repurchase date.

As of January 31, 2026, the conditions allowing holders of the 2029 Convertible Notes to convert were not met.

2026 Convertible Notes

In January 2021, we issued $345.0 million aggregate principal amount of 0.00% convertible senior notes due January 15, 2026. In September 2024, using proceeds from the issuance of the 2029 Convertible Notes, we entered into separate and privately negotiated transactions with certain holders of the 2026 Convertible Notes to repurchase $140.0 million aggregate principal amount of the 2026 Convertible Notes for an aggregate amount of $191.7 million of cash. The repurchase was accounted for as an induced conversion. We recognized $10.1 million of induced conversion expense, representing the fair value of the consideration paid to certain holders of the 2026 Convertible Notes in excess of the value to which they were entitled to receive pursuant to the original conversion terms. This expense was recognized in other income (expense), net on our consolidated statements of operations. The remaining consideration of $42.6 million, after accounting for the induced conversion expense and carrying value of the 2026 Convertible Notes on the date of repurchase, including unamortized debt issuance costs of $1.0 million, was recorded as a reduction to additional paid-in capital.

The 2026 Convertible Notes became convertible at the option of the holders on October 15, 2025, in accordance with the conversion privilege in the indenture governing the 2026 Convertible Notes. On January 15, 2026, we settled the outstanding $205.0 million aggregate principal amount in cash and the conversion premium by issuing 1.1 million shares of our Class A common stock.

The net carrying amount of the Convertible Notes consisted of the following (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

 

 

2029 Convertible Notes

 

 

2026 Convertible Notes

 

 

2029 Convertible Notes

 

 

2026 Convertible Notes

 

Principal

 

$

460,000

 

 

$

 

 

$

460,000

 

 

$

205,000

 

Unamortized issuance costs

 

 

(8,989

)

 

 

 

 

 

(11,362

)

 

 

(1,093

)

Net carrying amount

 

$

451,011

 

 

$

 

 

$

448,638

 

 

$

203,907

 

Issuance costs are being amortized to interest expense over the term of the Convertible Notes using the effective interest rate method. The effective interest rate used to amortize the issuance costs of the 2029 Convertible Notes is 2.06%. The effective interest rate used to amortize the issuance costs of the 2026 Convertible Notes remained was 0.56% through the maturity date. Interest expense recognized related to the Convertible Notes for the year ended January 31, 2026 was $10.4 million, and was not material for the years ended January 31, 2025 and 2024.

Capped Calls

In connection with the pricing of the 2029 Convertible Notes, we entered into privately negotiated capped call transactions with certain counterparties. The 2029 Capped Calls each have a strike price of approximately $43.46 per share, subject to certain adjustments, which correspond to the initial conversion price of the 2029 Convertible Notes. The 2029 Capped Calls have initial cap prices of $66.86 per share, subject to certain adjustments. The 2029 Capped Calls cover, subject to anti-dilution adjustments, approximately 10.6 million shares of our Class A common stock. The cost of $52.5 million incurred in connection with the 2029 Capped Calls was recorded as a reduction to additional paid-in capital.

The Capped Calls are generally intended to reduce or offset the potential dilution to our common stock upon any conversion of the Convertible Notes (or, in the event a conversion of the Convertible Notes is settled in cash, to offset our cash payment obligation) with such reduction or offset, as the case may be, subject to a cap based on the cap price. The Capped Calls are separate transactions, and not part of the terms of the Convertible Notes. As these transactions meet certain accounting criteria, the Capped Calls are recorded in stockholders’ deficit and are not accounted for as derivatives.

In connection with the pricing of the 2026 Convertible Notes, we entered into privately negotiated capped call transactions with certain counterparties. In September 2024, in connection with the repurchase of the 2026 Convertible Notes, we entered into agreements to unwind a portion of the 2026 Capped Calls and received approximately $30.3 million, which was recorded as an increase to additional paid-in capital. Upon maturity of the 2026 Convertible Notes, we exercised the remaining outstanding 2026 Capped Calls, which offset the shares issued from settling the conversion premium by 1.1 million shares.

Line of Credit

On June 30, 2023, we entered into an amended and restated credit agreement and on December 19, 2024, we entered into Amendment No. 1 to the June 2023 Facility. The amendment, among other changes, (a) decreases the revolving commitments from $150.0 million to $75.0 million and (b) amends the conditions that prevent early maturity of the revolving loan facility so that the maturity date is the earlier of (i) June 30, 2028, (ii) October 16, 2025, except to the extent that our liquidity (as determined in accordance with the June 2023 Facility) is greater than or equal to the outstanding principal amount of our existing 2026 Convertible Notes as of such date, and (iii)

February 11, 2028, only in the event that any of our Series A Convertible Preferred Stock remains outstanding as of such date.

The revolving loans accruing interest at a rate per annum equal to, at our option, (a) an adjusted term Secured Overnight Financing Rate (SOFR) (based on one, three, or six-month interest periods) plus a margin ranging from 1.35% to 1.85%, (b) a daily simple SOFR rate plus a margin ranging from 1.35% to 1.85%, or (c) a prime rate plus a margin of 0.35% to 0.85%. The June 2023 Facility provides for a commitment fee of 0.15% to 0.25% per annum, determined based upon our senior secured leverage ratio, on the average daily unused amount of the revolving committed amount, payable quarterly in arrears. Borrowings under the June 2023 Facility are collateralized by substantially all of our assets. The June 2023 Facility requires us to comply with a maximum leverage ratio and a minimum liquidity requirement. Additionally, the June 2023 Facility contains customary affirmative and negative covenants.

As of January 31, 2026, we had no debt outstanding on the June 2023 Facility and were in compliance with all financial covenants.

v3.25.4
Redeemable Convertible Preferred stock and Stockholders' Deficit
12 Months Ended
Jan. 31, 2026
Stockholders' Equity Note [Abstract]  
Redeemable Convertible Preferred stock and Stockholders' Deficit

Note 10. Redeemable Convertible Preferred Stock and Stockholders’ Deficit

Common Stock

The holder of each share of Class A common stock is entitled to 1 vote per share. As of January 31, 2026 and 2025, we had authorized 1,000,000,000 shares of Class A common stock, par value of $0.0001 per share. 140,910,671 and 144,112,756 shares of Class A common stock were issued and outstanding as of January 31, 2026 and 2025, respectively.

Preferred Stock

As of January 31, 2026 and 2025, we had authorized 100,000,000 shares of undesignated preferred stock, par value of $0.0001 per share. 500,000 shares of Series A Convertible Preferred Stock were issued and outstanding as of January 31, 2026 and 2025.

Treasury Stock

As of January 31, 2026 and 2025, we held an aggregate of 3,107,809 shares of common stock as treasury stock.

Series A Convertible Preferred Stock

On April 7, 2021, we entered into an Investment Agreement with KKR relating to the issuance and sale of 500,000 shares of our Series A Convertible Preferred Stock, par value $0.0001 per share, for an aggregate purchase price of $500 million, or $1,000 per share. The closing of the Issuance occurred on May 12, 2021 (the “Closing Date”).

The Series A Preferred Stock rank senior to our Class A common stock with respect to dividend rights and rights on the distribution of assets on any voluntary or involuntary liquidation, dissolution or winding up of the affairs of Box. The Series A Preferred Stock initially have a liquidation preference of $1,000 per share. Holders of the Series A Preferred Stock are entitled to a cumulative dividend (the “Dividend”) at the rate of 3.0% per annum, compounding quarterly, paid-in-kind or paid in cash, at our election. For any quarter in which we elect not to pay the Dividend in cash with respect to a share of Series A Preferred Stock, such Dividend will become part of the liquidation preference of such share, as set forth in the Certificate of Designations designating the Series A Preferred Stock (the “Certificate of Designations”).

The Series A Preferred Stock is convertible at the option of the holders thereof at any time into shares of Class A common stock at an initial conversion price of $27.00 per share. At any time after the third anniversary of the Closing Date, if the volume weighted average price of our Class A common stock exceeds 200% of the conversion price set forth in the Certificate of Designations, for at least 20 trading days in any period of 30 consecutive trading

days, including the last day of such trading period, at our election, all of the Series A Preferred Stock will be convertible into the applicable number of shares of Class A common stock.

Holders of the Series A Preferred Stock are entitled to vote with the holders of our Class A common stock on an as-converted basis. Holders of the Series A Preferred Stock are entitled to a separate class vote with respect to, among other things, amendments to our organizational documents that have an adverse effect on the Series A Preferred Stock, authorizations or issuances by us of securities that are senior to, or equal in priority with, the Series A Preferred Stock, increases or decreases in the number of authorized shares of Series A Preferred Stock, and payments of special dividends in excess of an agreed upon amount.

At any time following the fifth anniversary of the Closing Date, we may redeem some or all of the Series A Preferred Stock for a per share amount in cash equal to: (i) the sum of (x) 100% of the then-current liquidation preference thereof, plus (y) all accrued and unpaid dividends, multiplied by (ii) (A) 105% if the redemption occurs at any time on or after the fifth anniversary of the Closing Date and prior to the sixth anniversary of the Closing Date, (B) 102% if the redemption occurs at any time on or after the sixth anniversary of the Closing Date and prior to the seventh anniversary of the Closing Date, and (C) 100% if the redemption occurs at any time on or after the seventh anniversary of the Closing Date.

At any time following the seventh anniversary of the Closing Date, each holder of the Series A Preferred Stock will have the right to cause us to redeem, ratably, in whole or, from time to time, in part, the shares of Series A Preferred Stock held by such holder for a per share amount in cash equal to the sum of (x) 100% of the then-current liquidation preference thereof, plus (y) all accrued and unpaid dividends.

Upon prior written notice of certain change of control events involving Box, the shares of the Series A Preferred Stock shall automatically be redeemed by us for a repurchase price equal to the greater of (i) the value of the shares of Series A Preferred Stock as converted into Class A common stock at the then-current conversion price and (ii) an amount in cash equal to 100% of the then-current liquidation preference thereof plus all accrued but unpaid dividends. In the case of clause (ii) above, we will also be required to pay the holders of the Series A Preferred Stock a “make-whole” premium consisting of dividends that would have otherwise accrued from the effective date of such change of control through the fifth anniversary of the Closing Date.

We have applied the guidance in ASC 480‑10‑S99‑3A, SEC Staff Announcement: Classification and Measurement of Redeemable Securities and have therefore classified the Series A Preferred Stock as mezzanine equity. The Series A Preferred Stock was recorded outside of stockholders’ deficit because the shares may be redeemed at the option of the holders and that redemption option is not solely within our control. Upon issuance, we recorded the Series A Preferred Stock, net of issuance costs. We have elected to accrete the issuance costs through the date the shares can first be redeemed at the option of the holders, which is the seventh anniversary of the Closing Date using the effective interest rate method. During the years ended January 31, 2026 and 2025, accretion recognized was not material.

During the years ended January 31, 2026 and 2025, we paid cash dividends to our Series A Preferred Stockholders in the amount of $15.0 million in both periods. As of January 31, 2026, we had accrued dividends of $1.3 million on the Series A Preferred Stock. Accrued dividends are recorded against additional paid-in capital due to our accumulated deficit.

Share Repurchase Plan

Our Board of Directors has authorized a share repurchase plan to opportunistically repurchase shares of our outstanding Class A common stock in open market transactions. On December 2, 2025, we announced that our Board of Directors authorized a $150 million expansion of the share repurchase plan. We periodically enter into pre-set trading plans adopted in accordance with Rule 10b5-1 to effect repurchases under our share repurchase plan.

During the year ended January 31, 2026, we repurchased 9.7 million shares at a weighted average price of $30.35 per share for a total amount of $292.9 million. During the year ended January 31, 2025, we repurchased 7.6

million shares at a weighted average price of $27.90 for a total amount of $211.5 million. As of January 31, 2026, $59.2 million remained authorized and available for additional repurchases.

v3.25.4
Stock-Based Compensation
12 Months Ended
Jan. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Stock-Based Compensation

Note 11. Stock-Based Compensation

Employee Equity Plans

In January 2015, our Board of Directors adopted the 2015 Plan, which became effective prior to the completion of our IPO. Awards granted under the 2015 Plan may be (i) incentive stock options, (ii) nonstatutory stock options, (iii) restricted stock units, (iv) restricted stock awards or (v) stock appreciation rights, as determined by our Board of Directors at the time of grant. Generally, our restricted stock units vest over four years and, (a) for employee new hire restricted stock unit grants, twenty-five percent vest one year from the vesting commencement date and continue to vest 1/16th per quarter thereafter; or (b) for employee refresh restricted stock unit grants, 1/16th per quarter vest from the vesting commencement date. On July 2, 2024, our stockholders approved the amended and restated 2015 Plan. Subject to the adjustment provisions, the maximum number of shares that may be issued under the 2015 Plan is (a) 9,000,000 shares of our Class A common stock, plus (b) any shares subject to awards granted under our 2011 Equity Incentive Plan, as amended, and the 2015 Plan that were outstanding on or prior to the approval of the amended and restated 2015 Plan, and that subsequently expire, are forfeited to or repurchased, or otherwise terminate without having been exercised or issued in full, up to a maximum of 20,228,040 shares. As of January 31, 2026, 9,021,758 shares were reserved for future issuance under the 2015 Plan.

In January 2015, our Board of Directors adopted the 2015 ESPP, which became effective prior to the completion of our IPO. The 2015 ESPP allows eligible employees to purchase shares of our Class A common stock at a discount of up to 15% through payroll deductions of their eligible compensation, subject to any plan limitations. The 2015 ESPP provides for 24-month offering periods beginning March 16 and September 16 of each year, and each offering period consists of four six-month purchase periods.

On each purchase date, eligible employees may purchase our stock at a price per share equal to 85% of the lesser of (1) the fair market value of our stock on the offering date or (2) the fair market value of our stock on the purchase date. In the event the price is lower on the last day of any purchase price period, in addition to using that price as the basis for that purchase period, the offering period resets and the new lower price becomes the new offering price for a new 24 month offering period. As of January 31, 2026, 7,591,319 shares were reserved for future issuance under the 2015 ESPP.

Stock Options

The following table summarizes the stock option activity under the equity incentive plans and related information:

 

 

 

Shares Subject to Options Outstanding

 

 

Weighted-

 

 

 

 

 

 

 

 

 

Weighted-

 

 

Average Remaining

 

 

 

 

 

 

 

 

 

Average Exercise

 

 

Contractual Life

 

 

Aggregate

 

 

 

Shares

 

 

Price

 

 

(Years)

 

 

Intrinsic Value

 

 

 

 

 

 

 

 

 

 

 

 

(in thousands)

 

Balance as of January 31, 2024

 

 

2,283,543

 

 

$

17.69

 

 

 

2.93

 

 

$

18,975

 

Options exercised

 

 

(1,271,158

)

 

 

17.52

 

 

 

 

 

 

 

Balance as of January 31, 2025

 

 

1,012,385

 

 

 

17.90

 

 

 

2.80

 

 

 

15,679

 

Options exercised

 

 

(83,033

)

 

 

17.52

 

 

 

 

 

 

 

Balance as of January 31, 2026

 

 

929,352

 

 

$

17.94

 

 

 

2.02

 

 

$

6,954

 

Exercisable as of January 31, 2026

 

 

929,352

 

 

$

17.94

 

 

 

2.02

 

 

$

6,954

 

Shares Subject to Options Outstanding Weighted-Average Weighted-Remaining Average Exercise Contractual Life Aggregate Shares Price (Years) Intrinsic Value (in thousands) Balance as of January 31, 2019 Options granted Option exercised Options forfeited/cancelled Balance as of January 31, 2020 Options granted Option exercised Options forfeited/cancelled Balance as of January 31, 2021 Vested and expected to vest as of January 31, 2021 Exercisable as of January 31, 2021 9,096,961 $9.01 4.97 $ 108,731 577,082 19.89 (659,34) 9.05 (242,110) 17.63 8,772,585 $ 9.48 4.27 $ 60,221 31,666 12.48 (1,994,667) 5.14 (192,547) 10.73 6,617,037 $ 10.773.77 $ 48,098 6,554,892 $ 10.68 3.74 $ 48,092 5,348,780 $ 8.59 2.87 $ 47,974

The aggregate intrinsic value of exercisable options as of January 31, 2026 is calculated based on the difference between the exercise price and the current fair value of our common stock. The aggregate intrinsic value of exercised options for the years ended January 31, 2026, 2025 and 2024 was $1.5 million, $14.8 million, and $1.6 million, respectively. During the years ended January 31, 2026, 2025, and 2024, realized tax benefits in connection with stock options exercised were not material. No stock options vested during the years ended January 31, 2026

and 2025 and the aggregate estimated fair value of stock options that vested during the year ended January 31, 2024 was not material. There were no options granted to employees during the years ended January 31, 2026, 2025 and 2024.

Restricted Stock Units

The following table summarizes the restricted stock unit activity, inclusive of performance-based and market-based restricted stock units, under the equity incentive plans and related information:

 

 

Number of

 

 

Weighted-

 

 

 

Restricted

 

 

Average

 

 

 

Stock Units

 

 

Grant Date

 

 

 

Outstanding

 

 

Fair Value

 

Unvested balance - January 31, 2024

 

 

14,079,595

 

 

$

26.17

 

Granted

 

 

10,058,585

 

 

 

29.05

 

Vested

 

 

(7,628,341

)

 

 

26.15

 

Forfeited/cancelled

 

 

(1,833,465

)

 

 

27.02

 

Unvested balance - January 31, 2025

 

 

14,676,374

 

 

 

28.04

 

Granted

 

 

9,061,638

 

 

 

30.87

 

Vested

 

 

(7,796,622

)

 

 

28.22

 

Forfeited/cancelled

 

 

(1,809,177

)

 

 

28.25

 

Unvested balance - January 31, 2026

 

 

14,132,213

 

 

$

29.74

 

er of Weighted- Restricted Average Stock Units Grant Date Outstanding Fair Value Unvested balance - January 31, 2019 18,098,707 $ 19.35 Granted 12,436,586 18.81 Vested, net of shares withheld for employee payroll taxes (4,166,907 ) 19.92 Forfeited/cancelled (4,560,279 ) 19.77 Unvested balance - January 31, 2020 21,808,107 $ 18.85 Granted 10,702,574 15.82 Vested, net of shares withheld for employee payroll taxes (5,100,239 ) 18.28 Forfeited/cancelled (13,079,764 ) 17.87 Unvested balance - January 31, 2021 14,330,678 $ 17.68

The total fair value of vested restricted stock units for the years ended January 31, 2026, 2025 and 2024 was $249.4 million, $226.9 million, and $214.6 million. During the years ended January 31, 2026 and 2025, we realized tax benefits in connection with the vesting and issuance of restricted stock units of $46.2 million and $42.1 million, respectively. The tax benefits realized in connection with the vesting and issuance of restricted stock units during the year ended January 31, 2024 were not material. As of January 31, 2026, there was $366.4 million of unrecognized stock-based compensation expense related to outstanding restricted stock units, inclusive of performance-based and market-based restricted stock units, granted to employees that is expected to be recognized over a weighted-average period of 2.54 years.

Executive Bonus Plan

We use performance-based incentives for certain employees, including our named executive officers, to achieve our annual financial and operational objectives, while making progress towards our longer-term strategic and growth goals (the “Executive Bonus Plan”). Based on a review of our actual achievement of the pre-established corporate financial objectives and additional inputs from our Compensation Committee, the Executive Bonus Plan for fiscal year 2025 was determined, settled and paid out in the first quarter of fiscal year 2026 in the form of fully vested restricted stock units and cash. During the first quarter of fiscal year 2026, our Compensation Committee also adopted and approved the performance criteria and targets for the Executive Bonus Plan for fiscal year 2026, which is expected to be paid out in the form of fully vested restricted stock units and cash in the first quarter of fiscal year 2027.

During the years ended January 31, 2026 and 2025, we recognized stock-based compensation expense related to Executive Bonus Plans in the amount of $15.9 million and $13.4 million, respectively. The unrecognized compensation expense related to the ungranted and unvested Executive Bonus Plan for fiscal year 2026 is $3.4 million, based on the expected performance against the pre-established corporate financial objectives as of January 31, 2026, which is expected to be recognized during the first quarter of fiscal year 2027.

Performance-Based and Market-Based Restricted Stock Units

During the years ended January 31, 2026, 2025 and 2024, we granted performance-based restricted stock units to our named executive officers. The performance-based restricted stock units are subject to vesting based on the achievement of both performance-based and service-based conditions. The performance-based restricted stock units vest annually over a period of three years from the date of grant, subject to the executive's continued employment.

The number of shares that can be earned ranges from 0% to 150% of the target number of shares granted based on the relative performance of the company compared to the specific performance metrics. In order to vest, the performance condition is only required to be met in the first year following the grant date.

In December 2024, we granted 600,000 market-based restricted stock units, subject to vesting based on the achievement of both market-based and service-based conditions. The market-based restricted stock units are eligible to vest based on the achievement of stock price goals over a performance period that ends on the fourth anniversary of the grant date. The total number of market-based restricted stock units is divided into three equal tranches with each tranche subject to both a stock price goal and a minimum service requirement.

The $20.59 average grant date fair value per market-based restricted stock unit was determined using a Monte Carlo simulation model and stock-based compensation expense is recognized over the requisite service period based on the accelerated attribution method, even if the Price Hurdles are not met.

During the years ended January 31, 2026, 2025, and 2024, stock-based compensation expense related to performance-based and market-based restricted stock units was $11.7 million, $5.5 million, and $2.8 million, respectively.

2015 ESPP

As of January 31, 2026, there was $14.3 million of unrecognized stock-based compensation expense related to the 2015 ESPP that is expected to be recognized over a weighted-average period of 1.53 years.

Stock-Based Compensation

The following table summarizes the components of stock-based compensation expense recognized in the consolidated statements of operations (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

 

 

 

 

 

 

 

 

 

 

Cost of revenue

 

$

21,831

 

 

$

18,656

 

 

$

19,111

 

Research and development

 

 

81,364

 

 

 

77,557

 

 

 

70,240

 

Sales and marketing

 

 

76,568

 

 

 

75,281

 

 

 

65,886

 

General and administrative

 

 

53,953

 

 

 

47,509

 

 

 

43,546

 

Total stock-based compensation

 

$

233,716

 

 

$

219,003

 

 

$

198,783

 

Year Ended January 31, 2021 2020 2019 Cost of revenue $ 18,936 $ 16,769 $ 14,065 Research and development 61,145 62,565 45,189 Sales and marketing 42,015 38,030 36,864 General and administrative 32,196 28,624 23,178 Total stock-based compensation $ 154,292 $ 145,988 $ 119,296

During the years ended January 31, 2026, 2025 and 2024, we capitalized $13.3 million, $10.6 million, and $7.0 million, respectively, of stock-based compensation expense related to eligible capitalized software development projects.

Determination of Fair Value

We estimated the fair value of 2015 ESPP purchase rights using a Black-Scholes option pricing model with the following assumptions:

 

 

Year Ended January 31,

 

 

2026

 

 

2025

 

 

2024

 

Employee Stock Purchase Plan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Expected term (in years)

 

0.5

 

 

2.0

 

 

 

0.5

 

 

2.0

 

 

 

0.5

 

 

2.0

 

Risk-free interest rate

 

3.5

%

 

4.3

%

 

 

3.6

%

 

5.4

%

 

 

4.1

%

 

5.5

%

Volatility

 

23

%

 

32

%

 

 

28

%

 

35

%

 

 

27

%

 

40

%

Dividend yield

 

 

 

 

0

%

 

 

 

 

 

0

%

 

 

 

 

 

0

%

 

Year Ended January 31, 2021 2020 2019 Employee Stock Options Expected term (in years) 5.8 5.5 – 5.8 5.5 – 5.8 Risk-free interest rate 0.6% 1.8% 2.8% – 3.1% Volatility 46% 45% 45% Dividend yield 0% 0% 0% Employee Stock Purchase Plan Expected term (in years) 0.5 – 2.0 0.5 – 2.0 0.5 – 2.0 Risk-free interest rate 0.1% – 0.4% 1.7% – 2.5% 2.0% – 2.8% Volatility 44% – 54% 34% – 55% 37% – 50% Dividend yield 0% 0% 0%

The assumptions used in the Black-Scholes option pricing model were determined as follows:

Fair Value of Common Stock. We use the market closing price for our Class A common stock as reported on the New York Stock Exchange to determine the fair value of our common stock at each grant date.

Expected Term. The expected term represents the period that our share-based awards are expected to be outstanding. The expected term assumptions were determined based on the vesting terms, exercise terms and contractual lives of the options and 2015 ESPP purchase rights.

Expected Volatility. We estimate the expected volatility of the stock option grants and 2015 ESPP purchase rights based on the historical volatility of our Class A common stock over a period equivalent to the expected term of the stock option grants and 2015 ESPP purchase rights, respectively.

Risk-free Interest Rate. The risk-free rate that we use is based on the implied yield available on U.S. Treasury zero-coupon issues with remaining terms similar to the expected term on the options and 2015 ESPP purchase rights.

Dividend Yield. We have never declared or paid any cash dividends on our Class A common stock and do not plan to pay cash dividends on our Class A common stock in the foreseeable future, and, therefore, use an expected dividend yield of zero.

v3.25.4
Net Income per Share Attributable to Common Stockholders
12 Months Ended
Jan. 31, 2026
Earnings Per Share [Abstract]  
Net Income per Share Attributable to Common Stockholders

Note 12. Net Income per Share Attributable to Common Stockholders

The following table sets forth the computation of basic and diluted net income per share attributable to common stockholders (in thousands, except per share amounts):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Numerator:

 

 

 

 

 

 

 

 

 

Net income

 

$

115,383

 

 

$

244,621

 

 

$

129,032

 

Accretion and dividend on series A convertible preferred stock

 

 

(17,138

)

 

 

(17,143

)

 

 

(17,105

)

Undistributed earnings attributable to preferred stockholders

 

 

(11,192

)

 

 

(25,911

)

 

 

(12,780

)

Net income attributable to common stockholders, basic and diluted

 

$

87,053

 

 

$

201,567

 

 

$

99,147

 

 

 

 

 

 

 

 

 

 

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted-average number of shares used to compute net income per share attributable to common stockholders, basic

 

 

144,195

 

 

 

144,228

 

 

 

144,203

 

Dilutive effect of awards issued under employee equity plans

 

 

3,460

 

 

 

3,434

 

 

 

3,549

 

Dilutive effect of shares related to the convertible senior notes

 

 

1,500

 

 

 

981

 

 

 

834

 

Weighted-average number of shares used to compute net income per share attributable to common stockholders, diluted

 

 

149,155

 

 

 

148,643

 

 

 

148,586

 

 

 

 

 

 

 

 

 

 

 

Net income per share attributable to common stockholders, basic

 

$

0.60

 

 

$

1.40

 

 

$

0.69

 

Net income per share attributable to common stockholders, diluted

 

$

0.58

 

 

$

1.36

 

 

$

0.67

 

 

The dilutive effect was computed using the if-converted method for convertible instruments and the treasury stock method for all other potential common shares.

The following weighted-average outstanding shares of common stock equivalents were excluded from the computation of diluted net income per share attributable to common stockholders for the periods presented because the impact of including them would have been antidilutive (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Options to purchase common stock

 

 

 

 

 

 

 

 

7

 

Restricted stock units

 

 

210

 

 

 

3

 

 

 

57

 

Employee stock purchase plan

 

 

 

 

 

107

 

 

 

664

 

Shares related to convertible preferred stock

 

 

18,566

 

 

 

18,540

 

 

 

18,587

 

Shares related to the convertible senior notes

 

 

 

 

 

227

 

 

 

 

Total

 

 

18,776

 

 

 

18,877

 

 

 

19,315

 

v3.25.4
Income Taxes
12 Months Ended
Jan. 31, 2026
Income Tax Disclosure [Abstract]  
Income Taxes

Note 13. Income Taxes

The components of income before income taxes were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

United States

 

$

21,047

 

 

$

13,890

 

 

$

14,174

 

Foreign

 

 

77,682

 

 

 

71,270

 

 

 

48,412

 

Total

 

$

98,729

 

 

$

85,160

 

 

$

62,586

 

The components of benefit from income taxes were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Current:

 

 

 

 

 

 

 

 

 

Federal

 

$

20

 

 

$

 

 

$

 

State

 

 

1,330

 

 

 

1,196

 

 

 

1,887

 

Foreign

 

 

13,540

 

 

 

10,568

 

 

 

6,959

 

Total

 

 

14,890

 

 

 

11,764

 

 

 

8,846

 

Deferred:

 

 

 

 

 

 

 

 

 

Federal

 

 

(38,611

)

 

 

(154,032

)

 

 

(91

)

State

 

 

855

 

 

 

(23,614

)

 

 

59

 

Foreign

 

 

6,212

 

 

 

6,421

 

 

 

(75,260

)

Total

 

 

(31,544

)

 

 

(171,225

)

 

 

(75,292

)

Benefit from income taxes

 

$

(16,654

)

 

$

(159,461

)

 

$

(66,446

)

 

A reconciliation of the benefit from income taxes to the amount computed by applying the 21% statutory U.S. federal income tax rate to income before income taxes for the year ended January 31, 2026, after the adoption of ASU 2023-09, is as follows (in thousands):

 

 

 

 

Year Ended January 31, 2026

 

 

 

 

$

 

 

%

 

Tax at statutory federal rate

 

 

$

20,763

 

 

 

21.0

%

State and local income taxes, net of federal benefit (1)

 

 

 

1,883

 

 

 

1.9

%

Foreign tax effects:

 

 

 

 

 

 

 

Japan

 

 

 

 

 

 

 

Statutory rate difference between Japan and United States

 

 

 

1,544

 

 

 

1.6

%

Other

 

-

 

 

(498

)

 

 

(0.5

)%

United Kingdom

 

 

 

 

 

 

 

Statutory rate difference between United Kingdom and United States

 

 

 

2,314

 

 

 

2.3

%

Stock-based compensation windfalls

 

 

 

(2,065

)

 

 

(2.1

)%

Intra-group transfer of intellectual property

 

 

 

(1,318

)

 

 

(1.3

)%

Other

 

 

 

(99

)

 

 

(0.1

)%

Netherlands

 

 

 

 

 

 

 

Prior period examination adjustment

 

 

 

3,173

 

 

 

3.2

%

Other

 

 

 

57

 

 

 

0.1

%

Other foreign jurisdictions

 

 

 

320

 

 

 

0.3

%

Effect of cross-border tax laws:

 

 

 

 

 

 

 

Global intangible low-taxed income

 

 

 

3,498

 

 

 

3.5

%

Subpart F income inclusion

 

 

 

1,473

 

 

 

1.5

%

Tax credits:

 

 

 

 

 

 

 

Research and development tax credits

 

 

 

(22,258

)

 

 

(22.5

)%

Nontaxable or nondeductible items:

 

 

 

 

 

 

 

Non-deductible stock-based compensation

 

 

 

12,626

 

 

 

12.8

%

Stock-based compensation windfalls

 

 

 

(6,448

)

 

 

(6.5

)%

Other

 

 

 

1,041

 

 

 

1.1

%

Changes in unrecognized tax benefits

 

 

 

(32,703

)

 

 

(33.1

)%

Other Adjustments

 

 

 

43

 

 

 

0.0

%

Total benefit from income taxes

 

 

$

(16,654

)

 

 

(16.8

)%

 

(1)
The states that contribute to the majority (greater than 50%) of the tax effect in this category include Illinois, New Jersey, New York, and Massachusetts.

A reconciliation of the benefit from income taxes to the amount computed by applying the 21% statutory U.S. federal income tax rate to income before income taxes for the years ended January 31, 2025 and 2024, prior to the adoption of ASU 2023-09, is as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2025

 

 

2024

 

Tax at statutory federal rate

 

$

17,884

 

 

$

13,139

 

State taxes, net of federal benefit

 

 

2,782

 

 

 

3,792

 

U.S. tax on foreign earnings

 

 

17,389

 

 

 

14,569

 

Foreign rate difference

 

 

2,022

 

 

 

819

 

Nondeductible expenses

 

 

828

 

 

 

701

 

Induced conversion expense

 

 

2,129

 

 

 

 

Research and development credit

 

 

(7,880

)

 

 

(7,916

)

Change in reserve for unrecognized tax benefits

 

 

7,880

 

 

 

7,916

 

Stock-based compensation

 

 

1,032

 

 

 

3,555

 

Change in valuation allowance, including the effect of tax rate change

 

 

(203,542

)

 

 

(102,573

)

Other

 

 

15

 

 

 

(448

)

Total benefit from income taxes

 

$

(159,461

)

 

$

(66,446

)

The significant components of our deferred tax assets and liabilities were as follows (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

Deferred tax assets:

 

 

 

 

 

 

Net operating loss carryover

 

$

119,976

 

 

$

149,519

 

Capitalized research and development

 

 

104,649

 

 

 

93,398

 

Depreciation and amortization

 

 

14,787

 

 

 

11,218

 

Operating lease liabilities

 

 

20,550

 

 

 

20,582

 

Tax credit carryover

 

 

97,879

 

 

 

4,058

 

Other

 

 

14,976

 

 

 

16,319

 

Total deferred tax assets

 

 

372,817

 

 

 

295,094

 

Valuation allowance

 

 

(66,601

)

 

 

(28,526

)

Total deferred tax assets, net of valuation allowance

 

 

306,216

 

 

 

266,568

 

Deferred tax liabilities:

 

 

 

 

 

 

Operating lease right-of-use assets, net

 

 

(17,033

)

 

 

(15,307

)

Deferred commissions

 

 

(4,273

)

 

 

(3,502

)

Goodwill with indefinite life amortization

 

 

(2,302

)

 

 

(1,932

)

Other

 

 

(1,499

)

 

 

(57

)

Total deferred tax liabilities

 

 

(25,107

)

 

 

(20,798

)

Net deferred tax assets

 

$

281,109

 

 

$

245,770

 

We assess the realizability of deferred tax assets by considering whether it is more likely than not that some portion or all the deferred tax assets will not be realized. As a result, we continue to maintain a valuation allowance against our California deferred tax assets to the extent they are not offset by liabilities from uncertain tax positions.

During the year ended January 31, 2026, the valuation allowance increased by $38.1 million, primarily due to the increase in our California research and development tax credits. During the year ended January 31, 2025, the valuation allowance decreased by $202.2 million.

Provisions enacted in the 2017 Tax Cuts and Jobs Act related to the capitalization for tax purposes of R&E expenditures became effective for tax years beginning after December 31, 2021. For the years ended January 31, 2023 through January 31, 2025, we capitalized and amortized R&E expenditures over five years for domestic research and 15 years for international research rather than expensing these costs as incurred. On July 4, 2025, OBBBA was enacted, which includes provisions for the immediate expensing of domestic R&E costs. As a result, we immediately expensed domestic R&E costs incurred in the current year. Additionally, our ability to immediately expense domestic-incurred R&E costs as reinstated by OBBBA resulted in a reduction in the U.S. taxation of profits derived from our foreign operations, which benefited our effective tax rate. We recorded a net deferred tax asset of $64.0 million and $90.2 million, respectively, related to the capitalization requirement during the years ended January 31, 2026 and 2025.

As of January 31, 2026, we had federal, state, and foreign net operating loss carryforwards of $111.1 million, $462.6 million and $239.9 million, respectively, available to offset future taxable income. The federal net operating loss carryforwards generated prior to fiscal year 2019 will expire at various dates beginning in 2037, if not utilized. We have federal net operating loss carryforwards of $119.2 million, which can be carried forward indefinitely. The state net operating loss carryforwards will expire at various dates beginning in 2027, if not utilized. The foreign net operating loss carryforwards do not expire. In addition, as of January 31, 2026, we had federal and state research and development tax credit carryforwards of $93.3 million and $79.8 million, respectively. The federal research and development tax credit carryforwards will expire beginning in 2027, if not utilized. The state research and development tax credit carryforwards do not expire.

Utilization of the federal and state net operating loss may be subject to substantial annual limitation due to the ownership change limitations provided by Section 382 of the Internal Revenue Code of 1986, as amended, and similar state provisions. The annual limitation may result in the expiration of net operating losses and credits before utilization. We completed a Section 382 ownership change analysis through fiscal year 2026 tax periods, which concluded that our net operating losses are not permanently limited. Subsequent ownership changes may further affect the limitation in future years but we do not expect that the annual limitations will significantly impact our ability to utilize net operating loss or tax credit carryforward.

We evaluate tax positions for recognition using a more-likely-than-not recognition threshold, and those tax positions eligible for recognition are measured as the largest amount of tax benefit that is greater than 50% likely of being realized upon the effective settlement with a taxing authority that has full knowledge of all relevant information. We believe that we have provided adequate reserves for our income tax uncertainties in all open tax years.

A reconciliation of the gross unrecognized tax benefits is as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Unrecognized tax benefits—beginning of period

 

$

132,574

 

 

$

118,981

 

 

$

103,636

 

Reductions for tax positions related to prior year

 

 

(69,833

)

 

 

(49

)

 

 

 

Additions for tax positions related to prior year

 

 

 

 

 

 

 

 

1,733

 

Additions for tax positions related to current year

 

 

3,764

 

 

 

13,642

 

 

 

13,612

 

Unrecognized tax benefits—end of period

 

$

66,505

 

 

$

132,574

 

 

$

118,981

 

As of January 31, 2026, the balance of unrecognized tax benefits was $66.5 million of which $38.1 million, if recognized, would affect the effective tax rate and $28.4 million would result in an adjustment to deferred tax assets with corresponding adjustments to the valuation allowance. As of January 31, 2025, the balance of unrecognized tax benefits was $132.6 million, of which $69.1 million, if recognized, would affect the effective tax rate and $63.5 million would result in an adjustment to deferred tax assets with corresponding adjustments to the valuation allowance. The gross unrecognized tax benefits, if recognized, would not materially affect the effective tax rate as of January 31, 2024.

In the year ended January 31, 2026, we recognized a $48.4 million net benefit from adjusting our federal R&D credits carryforwards and related UTP.

Our policy is to classify interest and penalties associated with uncertain tax positions, if any, as a component of our income tax provision. Interest and penalties were not significant during the years ended January 31, 2026, 2025 and 2024.

We file tax returns in the U.S. for federal, California, and other states. All tax years remain open to examination for both federal and state purposes as a result of our net operating loss and credit carryforwards. We file tax returns in the U.K. and other foreign jurisdictions in which we operate. Tax years ending on January 31, 2022 and onwards remain open to examination for the U.K. Certain tax years remain open to examination under the statute of limitations of the respective countries in which our other foreign subsidiaries are located.

The amounts of cash paid for income taxes, net of refunds received, were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

State

 

$

1,327

 

Foreign:

 

 

 

United Kingdom

 

 

7,866

 

Japan

 

 

1,148

 

Netherlands

 

 

808

 

Poland

 

 

796

 

Other

 

 

565

 

Cash paid for income taxes, net of refunds received

 

$

12,510

 

The amount of cash paid for income taxes, net of refunds received, for the years ended January 31, 2025 and 2024 was $13.6 million and $8.5 million, respectively.

v3.25.4
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Use of Estimates

Use of Estimates

The preparation of consolidated financial statements in conformity with GAAP requires management to make, on an ongoing basis, estimates and assumptions that affect the amounts reported and disclosed in the financial statements and the accompanying notes. Actual results could differ from these estimates. Such estimates include, but are not limited to, the fair value of acquired intangible assets, the useful lives of intangible assets, the incremental borrowing rate we use to determine our lease liabilities, uncertain tax positions and the valuation allowance of deferred income tax assets. Management bases its estimates on historical experience and on various other assumptions which management believes to be reasonable, the results of which form the basis for making judgments about the carrying values of assets and liabilities.

Segments

Segments

Our Chief Executive Officer is our chief operating decision maker (CODM). Our CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance. As such, we have a single reporting segment and operating unit structure. As part of the review, our CODM uses consolidated net income to measure segment profit or loss. Our CODM does not evaluate segment performance using asset or liability information. Since we operate as a single reporting segment and operating unit structure, financial segment information, including profit or loss information and significant segment expenses, can be found in the consolidated financial statements.

Revenue Recognition

Revenue Recognition

We derive our revenue primarily from three sources: (1) subscription revenue, which is comprised of subscription fees from customers who have access to our content cloud platform which includes routine customer support; (2) revenue from customers purchasing our premier services package; and (3) revenue from professional services such as implementing best practice use cases, project management and implementation consulting services.

Revenue is recognized when control of these services is transferred to a customer. The amount of revenue recognized reflects the consideration we expect to be entitled to in exchange for those services.

We determine revenue recognition through the following steps:

Identification of the contract, or contracts, with a customer
Identification of the performance obligations in the contract
Determination of the transaction price
Allocation of the transaction price to the performance obligations in the contract
Recognition of revenue as we satisfy a performance obligation

Subscription and Premier Services Revenues

We recognize revenue as we satisfy our performance obligations. Accordingly, due to our subscription model, we recognize revenue for our subscription and premier services ratably over the contract term.

We typically invoice our customers at the beginning of the term, in annual, multi-year, quarterly or monthly installments. Our subscription and premier services contracts generally range from one to three years in length, are typically non-cancellable and do not contain refund-type provisions. Revenue is presented net of sales and other taxes we collect on behalf of governmental authorities.

Professional Services

Professional services are generally billed on a fixed price basis, for which revenue is recognized over time based on the proportion performed.

Contracts with Multiple Performance Obligations

Our contracts can include multiple performance obligations which may consist of some or all of subscription services, premier services, and professional services. For these contracts, we account for individual performance obligations separately if they are distinct. The transaction price is allocated to the separate performance obligations on a relative standalone selling price basis. We determine the standalone selling prices based on our overall pricing objectives, taking into consideration discounting practices, the size and volume of our transactions, the customer demographic, the geographic area where services are sold, price lists, our go-to-market strategy, historical standalone sales and contract prices.

Deferred Revenue

Deferred revenue consists of billings in advance of revenue recognition generated by our subscription services, premier services, and professional services described above.

Cost of Revenue

Cost of Revenue

Cost of revenue consists primarily of costs related to providing our subscription services to our paying customers, including employee compensation and related expenses for data center operations, customer support and professional services personnel, public cloud hosting costs, depreciation of servers and equipment, security services and other tools, as well as amortization expense associated with acquired technology and capitalized software development. We allocate overhead such as facilities, information technology costs and employee benefit costs to all departments based on headcount.

Deferred Commissions

Deferred Commissions

Sales commissions earned by our sales force are considered incremental and recoverable costs of obtaining a contract with a customer. Sales commissions for new contracts are deferred and then amortized on a straight-line basis over a period of benefit that we have estimated to be five years. We determined the period of benefit by taking into consideration the duration of our customer contracts, the life cycles of our technology and other factors. Sales commissions for renewal contracts are deferred and then amortized on a straight-line basis over the related

contractual renewal period. Amortization expense is included in sales and marketing expenses on the consolidated statements of operations.

We deferred sales commissions costs of $56.1 million, $52.0 million and $44.5 million during the years ended January 31, 2026, 2025 and 2024, respectively, and amortized $53.0 million, $52.5 million and $54.2 million of deferred commissions during the same periods respectively.

Certain Risks and Concentrations

Certain Risks and Concentrations

Our financial instruments that are exposed to concentrations of credit risk consist primarily of cash and cash equivalents, short-term investments, and accounts receivable. Although we deposit our cash with multiple financial institutions, our deposits are often in excess of deposit insurance coverage limits.

We sell to a broad range of customers. Our revenue is derived primarily from the U.S. across a multitude of industries. Accounts receivable are derived from the delivery of our services to customers primarily located in the U.S. We accept and settle our accounts receivable using credit cards, electronic payments and checks. A majority of our lower dollar value invoices are settled by credit card on or near the date of the invoice. We do not require collateral from customers to secure accounts receivable. We believe collections of our accounts receivable are probable based on the size, industry diversification, financial condition and past transaction history of our customers. As of January 31, 2026, no customer accounted for more than 10% of total accounts receivable and as of January 31, 2025, two resellers, who are also customers, accounted for more than 10% of total accounts receivable. No single customer represented over 10% of revenue in the years ended January 31, 2026, 2025 and 2024.

We serve our customers and users from public cloud hosting operated by third parties. In order to reduce the risk of down time of our subscription services, we have public cloud hosting services established in various locations in the U.S. and abroad and we have internal procedures to restore services in the event of disaster. Even with these procedures for disaster recovery in place, our cloud services could be significantly interrupted during the implementation of the procedures to restore services.

Geographic Locations

For the years ended January 31, 2026, 2025 and 2024, revenue attributable to customers in the U.S. was 62%, 64% and 66%, respectively. For the years ended January 31, 2026, 2025 and 2024 revenue attributable to customers in Japan was 25%, 23% and 21%, respectively.

The following table summarizes long-lived assets by geographic location, which includes property and equipment, net and operating lease right-of-use assets, net (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

United States

 

$

56,488

 

 

$

70,065

 

Poland

 

 

47,717

 

 

 

22,255

 

United Kingdom

 

 

14,919

 

 

 

6,745

 

Other

 

 

2,349

 

 

 

3,884

 

Total long-lived assets

 

$

121,473

 

 

$

102,949

 

Foreign Currency Translation and Transactions

Foreign Currency Translation and Transactions

The functional currency of our foreign subsidiaries is the local currency in which the foreign subsidiary operates or the U.S. dollar. Adjustments resulting from translating foreign functional currency financial statements of our foreign subsidiaries into U.S. dollars are recorded as part of a separate component of the consolidated statements of comprehensive income. Foreign currency transaction gains and losses are included within other income (expense), net, in the consolidated statements of operations for the period. Monetary assets and liabilities denominated in a foreign currency are translated into U.S. dollars at the exchange rate on the balance sheet date and nonmonetary assets and liabilities denominated in foreign currency are translated into U.S. dollars using historical

exchange rates. Revenue and expenses are translated at the average exchange rate during the period. Equity transactions are translated using historical exchange rates.

Cash and Cash Equivalents

Cash and Cash Equivalents

We consider all highly liquid investments with an initial maturity of 90 days or less at the date of purchase to be cash equivalents. We maintain such funds in overnight cash deposits, money market funds, and certificates of deposit.

Fair Value of Financial Instruments

Fair Value of Financial Instruments

We measure our financial assets and liabilities at fair value at each reporting period using a fair value hierarchy which requires us to maximize the use of observable inputs and minimize the use of unobservable inputs when measuring fair value. We define fair value as the exchange price that would be received from selling an asset or paid to transfer a liability in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. A financial instrument’s classification within the fair value hierarchy is based upon the lowest level of input that is significant to the fair value measurement. Three levels of inputs may be used to measure fair value:

Level 1—Observable inputs are unadjusted quoted prices in active markets for identical assets or liabilities.
Level 2—Observable inputs are quoted prices for similar assets and liabilities in active markets or inputs other than quoted prices which are observable for the assets or liabilities, either directly or indirectly through market corroboration, for substantially the full term of the financial instruments.
Level 3—Unobservable inputs that are supported by little or no market activity and are significant to the fair value of the assets or liabilities. These inputs are based on our own assumptions used to measure assets and liabilities at fair value and require significant management judgment or estimation. There were no level 3 financial assets or liabilities for the periods presented.

Short-Term Investments

Our short-term investments are primarily comprised of U.S. treasury securities and certificates of deposit. We determine the appropriate classification for our short-term investments at the time of purchase and reevaluate such designation at each balance sheet date. We have classified our short-term investments as available-for-sale securities as we may sell these securities at any time for use in operations or for other purposes. We record such securities at fair value in our consolidated balance sheet, with unrealized gains or losses reported as a component of accumulated other comprehensive loss. The amount of unrealized gains or losses reclassified into earnings is based on specific identification when the securities are sold. We periodically evaluate if any security has experienced credit-related declines in fair value, which are recorded against an allowance for credit losses with an offsetting entry to other income (expense), net on the consolidated statement of operations.

Derivative Instruments and Hedging

We use derivatives such as foreign currency forward contracts to protect our business against the impact of fluctuations in foreign exchange rates on future cash flows and earnings. These derivatives are designated as cash flow hedges. Gains or losses from derivatives designated as cash flow hedges are initially deferred to other comprehensive income (loss), net and are subsequently recognized in revenue in the same period the hedged item impacts earnings. The maturities of these forward contracts are generally no more than 24 months.

We also use derivatives to economically hedge gains and losses from remeasurement of monetary assets and liabilities denominated in non-functional currencies. These derivatives generally have maturities of 12 months or less. Gains or losses from derivatives not designated as cash flow hedges are recognized immediately in other income (expense), net in the consolidated statements of operations.

The fair value of all of our derivatives are classified in the consolidated balance sheets in other current assets and accounts payable, accrued expenses and other current liabilities for derivatives maturing within 12 months after the balance sheet date and other assets, non-current and other liabilities, non-current for derivatives maturing beyond 12 months after the balance sheet date. Cash flows arising from maturities of derivatives both designated as cash flow hedges and functioning as economic hedges are classified as operating activities in the consolidated statements of cash flows.

We executed master netting agreements with the respective counterparties of the foreign currency forward contracts, subject to applicable requirements, and are permitted to net settle transactions of the same currency with a single net amount payable by one party to the other. These derivatives are not subject to any credit contingent features negotiated with the respective counterparties. We are not required to pledge nor are we entitled to receive cash collateral related to these contracts. As of January 31, 2026, the potential effects of these rights of setoff associated with our foreign currency forward contracts were not material.

Accounts Receivable and Related Allowance

Accounts Receivable and Related Allowance

Accounts receivable are recorded at the invoiced amounts and do not bear interest. We maintain an allowance for accounts receivable based upon expected collectability. We assess the collectability of the accounts by taking into consideration the aging of our trade receivables, historical experience, reasonable and supportable forecasts of future economic conditions, and management judgment. We write off trade receivables against the allowance when management determines a balance is uncollectible and no longer intends to actively pursue collection of the receivable.

Property and Equipment

Property and Equipment

Property and equipment are stated at cost less accumulated depreciation. Depreciation is computed using the straight-line method over the estimated useful lives of the respective assets, generally three to five years. Leasehold improvements are amortized over the shorter of their estimated useful lives or the remaining lease term. Depreciation commences once the asset is ready to be placed in service. Construction in progress is primarily related to the construction or development of property and equipment which have not yet been placed in service for their intended use.

Leases

Leases

We determine whether an arrangement contains a lease at inception. A contract is or contains a lease if the contract conveys the right to control the use of an identified asset for a period of time in exchange for consideration. To determine whether a contract is or contains a lease, we consider all relevant facts and circumstances to assess whether the customer has both of the following:

The right to obtain substantially all of the economic benefits from use of the identified asset
The right to direct the use of the identified asset

We recognize lease liabilities and right-of-use assets at lease commencement. We measure lease liabilities based on the present value of lease payments over the lease term discounted using the rate implicit in the lease when that rate is readily determinable or our incremental borrowing rate. We estimate our incremental borrowing rate based on an analysis of publicly traded debt securities of companies with credit and financial profiles similar to our own and adjust our incremental borrowing rate to reflect the corresponding lease term. We do not include in the lease term options to extend or terminate the lease unless it is reasonably certain that we will exercise any such options. We account for the lease and non-lease components as a single lease component for all our leases.

We measure right-of-use assets based on the corresponding lease liabilities adjusted for (i) prepayments made to the lessor at or before the commencement date, (ii) initial direct costs we incur, and (iii) tenant incentives under the lease. We evaluate the recoverability of our right-of-use assets for possible impairment in accordance with our long-lived assets policy. We do not recognize right-of-use assets or lease liabilities for short-term leases, which have a lease term of twelve months or less, and recognize the associated lease payments in the consolidated statements of operations on a straight-line basis over the lease term. Operating leases are reflected in operating lease right-of-use assets, accounts payable, accrued expenses, and other current liabilities, and operating lease liabilities, non-current on our consolidated balance sheets.

We begin recognizing rent expense when the lessor makes the underlying asset available to us. We recognize rent expense under our operating leases on a straight-line basis. Variable lease payments are expensed as incurred and are not included within the lease liabilities and right-of-use assets calculation. We generally recognize sublease income on a straight-line basis over the sublease term.

Business Combinations

Business Combinations

We allocate the fair value of purchase consideration to the tangible assets acquired, liabilities assumed and intangible assets acquired based on their estimated fair values. The excess of the fair value of purchase consideration over the fair values of these identifiable assets and liabilities is recorded as goodwill. Such valuations require management to make significant estimates and assumptions, especially with respect to intangible assets. Significant estimates in valuing certain intangible assets include, but are not limited to, future expected cash flows from acquired users, acquired technology, and trade names from a market participant perspective, useful lives and discount rates. Management’s estimates of fair value are based upon assumptions believed to be reasonable, but which are inherently uncertain and unpredictable and, as a result, actual results may differ from estimates. During the measurement period, which is one year from the acquisition date, we may record adjustments to the assets acquired and liabilities assumed, with the corresponding offset to goodwill. Upon the conclusion of the measurement period, any subsequent adjustments are recorded to earnings.

Impairment Assessment of Long-Lived Assets, Including Goodwill and Other Acquired Intangible Assets

Impairment Assessment of Long-Lived Assets, Including Goodwill and Other Acquired Intangible Assets

We evaluate the recoverability of property and equipment for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be recoverable. Recoverability of these assets is measured by a comparison of the carrying amounts to the future undiscounted cash flows the assets are expected to generate. If such review indicates that the carrying amount of property and equipment is not recoverable, the carrying amount of such assets is reduced to fair value. We have not recorded any significant impairment charges during the years presented.

Acquired finite-lived intangible assets are typically amortized over the estimated useful lives of the assets, which is generally two to seven years. We evaluate the recoverability of our intangible assets for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be recoverable. Recoverability of these assets is measured by a comparison of the carrying amounts to the future undiscounted cash flows the assets are expected to generate. If such review indicates that the carrying amount of intangible assets is not recoverable, the carrying amount of such assets is reduced to fair value. We have not recorded any such impairment charges during the years presented.

We review goodwill for impairment at least annually or more frequently if events or changes in circumstances indicate that the carrying value of goodwill may not be recoverable. We have elected to first assess the qualitative factors to determine whether it is more likely than not that the fair value of our single reporting unit is less than its carrying amount as a basis for determining whether it is necessary to perform the quantitative goodwill impairment test. If we determine that it is more likely than not that its fair value is less than its carrying amount, then the quantitative goodwill impairment test will be performed. The quantitative goodwill impairment test identifies goodwill impairment and measures the amount of goodwill impairment loss to be recognized by comparing the fair value of our single reporting unit with its carrying amount. If the fair value exceeds its carrying amount, no further analysis is required; otherwise, any excess of the goodwill carrying amount over the implied fair value is recognized as an impairment loss, and the carrying value of goodwill is written down to fair value. No impairment of goodwill has been identified during the years presented.

Legal Contingencies

Legal Contingencies

From time to time, we are subject to litigation and claims that arise in the ordinary course of business. We investigate litigation and claims as they arise and accrue estimates for resolution of legal and other contingencies when losses are probable and estimable. Because the results of litigation and claims cannot be predicted with certainty, we base our loss accruals on the best information available at the time. As additional information becomes available, we reassess our potential liability and may revise our estimates. Such revisions could have a material impact on future quarterly or annual results of operations.

Research and Development Costs

Research and Development Costs

Research and development costs include personnel costs, including stock-based compensation expense, associated with our engineering personnel and consultants responsible for the design, development and testing of the product, and allocated overhead for facilities, information technology, and employee benefit costs.

Capitalized Software Development Costs

Capitalized Software Development Costs

We capitalize costs to develop software for internal use incurred during the application development stage. Costs related to preliminary project activities and post implementation activities are expensed as incurred. Once an application has reached the development stage, qualifying internal and external costs are capitalized until the application is substantially complete and ready for its intended use. Capitalized qualifying costs are amortized on a straight-line basis when the software is ready for its intended use over an estimated useful life, which is generally three years. Internal-use software costs also include third-party on-premises software, which is amortized over the license term. We evaluate the useful lives of these assets on an annual basis and test for impairment whenever events or changes in circumstances occur that could impact the recoverability of these assets.

Advertising Costs

Advertising Costs

Advertising costs are expensed as incurred and are included in sales and marketing expense. Advertising costs for the years ended January 31, 2026, 2025 and 2024 were $28.7 million, $27.1 million and $17.5 million, respectively.

Stock-Based Compensation

Stock-Based Compensation

We determine the fair value of stock options and purchase rights issued to employees under our 2015 Equity Incentive Plan (2015 Plan) and 2015 Employee Stock Purchase Plan (2015 ESPP) on the date of grant using the Black-Scholes option pricing model, which is impacted by the fair value of our common stock as well as changes in assumptions regarding a number of variables, which include, but are not limited to, the expected common stock price volatility over the term of the awards, the expected term of the awards, risk-free interest rates and the expected dividend yield. We use the market closing price of our Class A common stock as reported on the New York Stock Exchange for the fair value of restricted stock units granted after our initial public offering (IPO).

We recognize compensation expense for stock options and restricted stock units, net of estimated forfeitures, on a straight-line basis over the period during which an employee is required to provide services in exchange for the award (generally the vesting period of the award). We estimate future forfeitures at the date of grant and revise the estimates, if necessary, in subsequent periods if actual forfeitures differ from those estimates. We recognize compensation expense of purchase rights granted under our 2015 ESPP on a straight-line basis over the offering period.

For performance-based restricted stock units that vest based upon continued service and achievement of certain performance conditions established by the Board of Directors for a predetermined period, the fair value is determined based upon the market closing price of our Class A common stock on the date of the grant; compensation expense is recognized over the requisite service period if it is probable that the performance condition will be satisfied based on the accelerated attribution method.

For market-based restricted stock units that vest based upon continued service and achievement of certain market conditions established by the Board of Directors for a predetermined period, the fair value is determined using a Monte Carlo simulation model. The Monte Carlo simulation model requires the use of various assumptions,

including the stock price volatility and risk-free interest rate as of the valuation date corresponding to the length of time remaining in the performance period. Compensation expense is recognized over the requisite service period based on the accelerated attribution method.

Income Taxes

Income Taxes

We account for income taxes under the asset and liability method, which requires the recognition of deferred tax assets and liabilities for the temporary differences between the financial statement and tax basis of assets and liabilities using the enacted tax rates in effect for the years in which the differences are expected to reverse. The effect on deferred taxes of a change in income tax rates is recognized in the consolidated statements of operations in the period that includes the enactment date. Valuation allowances are established when necessary to reduce deferred tax assets to the amounts we believe are more likely than not to be realized.

We elected to account for the income tax effects of global intangible low-taxed income (GILTI) as a period cost in the year the tax is incurred.

We recognize tax benefits from uncertain tax positions only if we believe that it is more likely than not that the tax position will be sustained on examination by the taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such positions are then measured based on the largest benefit that has a greater than 50% likelihood of being realized upon settlement.

On July 4, 2025, the OBBBA was enacted, which includes provisions for the immediate expensing of domestic research and development costs, enhanced deductions for capital expenditures, and modifications to U.S. tax on foreign earnings. Our ability to immediately expense domestic-incurred research and experimental (R&E) costs as reinstated by OBBBA resulted in a reduction in the U.S. taxation of profits derived from our foreign operations, which benefited our effective tax rate.

Workforce Reorganization

Workforce Reorganization

During fiscal year 2026, we conducted a workforce reorganization effort to better align our resources with our strategic priorities. This resulted in charges of approximately $10.6 million for the year ended January 31, 2026, primarily consisting of severance and termination benefits, continuation of employee health benefits, and other personnel related costs.

Recently Adopted and Issued Accounting Pronouncements

Recently Adopted and Issued Accounting Pronouncements

In September 2025, the FASB issued Accounting Standards Update (ASU) 2025-06, Targeted Improvements to the Accounting for Internal-Use Software, which clarifies and modernizes the accounting for costs related to internal-use software by eliminating project stages and requiring capitalization once a project is (1) authorized with committed funding and (2) is probable of completion. This ASU is effective for interim and annual reporting periods beginning after December 15, 2027, with early adoption permitted as of the beginning of an annual reporting period. We are currently evaluating the impact of this new standard on our consolidated financial statement disclosures.

In November 2024, the FASB issued ASU 2024-03, Disaggregation of Income Statement Expenses, which requires disclosure of disaggregated information about the types of expenses (including employee compensation, depreciation, and amortization) in commonly presented expense captions in the statement of operations. For interim and annual reporting periods, entities will be required to provide this information in tabular format in the notes to the financial statements. This ASU is effective for fiscal years beginning after December 15, 2026 and interim periods beginning after December 15, 2027, with early adoption permitted. We are currently evaluating the impact of this new standard on our consolidated financial statement disclosures.

In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures, which requires greater disaggregation of tax information on the rate reconciliation and income taxes paid disclosures. This ASU is effective for fiscal years beginning after December 15, 2024. We adopted this new standard, effective January 31,

2026, on a prospective basis. The adoption resulted in disclosures with additional disaggregated tax information. Refer to Note 13 in Part II, Item 8 of this Annual Report on Form 10-K for detailed income tax disclosures.

There were no other recently adopted or issued accounting pronouncements that had a material impact on our consolidated financial statements for the year ended January 31, 2026.

v3.25.4
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Summary of Long-lived Assets by Geographic Location

The following table summarizes long-lived assets by geographic location, which includes property and equipment, net and operating lease right-of-use assets, net (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

United States

 

$

56,488

 

 

$

70,065

 

Poland

 

 

47,717

 

 

 

22,255

 

United Kingdom

 

 

14,919

 

 

 

6,745

 

Other

 

 

2,349

 

 

 

3,884

 

Total long-lived assets

 

$

121,473

 

 

$

102,949

 

v3.25.4
Fair Value of Financial Instruments (Tables)
12 Months Ended
Jan. 31, 2026
Fair Value Disclosures [Abstract]  
Summary of Estimated Fair Value of Securities Included in Cash Equivalents and Short-term Investments

Financial assets and liabilities subject to the fair value disclosure requirements were as follows (in thousands):

 

 

 

January 31, 2026

 

 

 

Level 1

 

 

Level 2

 

 

Total

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

Money market funds

 

$

68,169

 

 

$

 

 

$

68,169

 

Short-term investments:

 

 

 

 

 

 

 

 

U.S. treasury securities

 

 

102,932

 

 

 

 

 

102,932

 

Other current assets:

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

 

 

 

6,150

 

 

 

6,150

 

Total current assets

 

 

171,101

 

 

 

6,150

 

 

 

177,251

 

Other assets, non-current:

 

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

 

 

 

855

 

 

 

855

 

Total assets

 

$

171,101

 

 

$

7,005

 

 

$

178,106

 

 

 

 

 

 

 

 

 

 

 

Other current liabilities:

 

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

$

 

 

$

802

 

 

$

802

 

Forward contracts not designated as cash flow hedges

 

 

 

 

 

906

 

 

 

906

 

Total current liabilities

 

 

 

 

 

1,708

 

 

 

1,708

 

 Other liabilities, non-current:

 

 

 

 

 

 

 

 

 

Forward contracts designated as cash flow hedges

 

 

 

 

 

185

 

 

 

185

 

Total liabilities

 

$

 

 

$

1,893

 

 

$

1,893

 

 

 

 

 

January 31, 2025

 

 

 

Level 1

 

 

Level 2

 

 

Total

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

Money market funds

 

$

188,307

 

 

$

 

 

$

188,307

 

Short-term investments:

 

 

 

 

 

 

 

 

 

U.S. treasury securities

 

 

98,241

 

 

 

 

 

 

98,241

 

Total cash equivalents and short-term investments

 

$

286,548

 

 

$

 

 

$

286,548

 

As of January 31, 2025, forward contracts were not material
Summary of Contractual Maturities of Securities Included in Cash Equivalents and Short-Term Investment

As of January 31, 2026, remaining contractual maturities of our cash equivalents and short-term investments were as follows (in thousands):

 

 

 

January 31, 2026

 

Due within one year

 

$

144,730

 

Due between one to five years

 

 

26,371

 

Total

 

$

171,101

 

Summary of Net Carrying Amounts and Estimated Fair Values of Convertible Notes The net carrying amounts and estimated fair values of the Convertible Notes were as follows (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

 

 

Net Carrying Amount

 

 

Estimated Fair Value

 

 

Net Carrying Amount

 

 

Estimated Fair Value

 

2026 Convertible Notes

 

$

 

 

$

 

 

$

203,907

 

 

$

260,248

 

2029 Convertible Notes

 

 

451,011

 

 

 

434,378

 

 

 

448,638

 

 

 

458,103

 

Total

 

$

451,011

 

 

$

434,378

 

 

$

652,545

 

 

$

718,351

 

v3.25.4
Balance Sheet Components (Tables)
12 Months Ended
Jan. 31, 2026
Balance Sheet Related Disclosures [Abstract]  
Schedule of Property and Equipment, Net

Property and equipment, net consisted of the following (in thousands):

 

 

January 31,

 

 

 

2026

 

 

2025

 

Leasehold improvements

 

$

69,344

 

 

$

68,039

 

Computer-related equipment and software

 

 

22,942

 

 

 

20,876

 

Furniture and fixtures

 

 

19,104

 

 

 

16,595

 

Construction in progress

 

 

1,232

 

 

 

967

 

Total property and equipment

 

 

112,622

 

 

 

106,477

 

Less: accumulated depreciation

 

 

(88,775

)

 

 

(81,498

)

Total property and equipment, net

 

$

23,847

 

 

$

24,979

 

Summary of Intangible Assets, Net In Progress or Currently Amortizing

Intangible assets, net consisted of the following (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

Internally developed software

 

$

116,942

 

 

 

104,633

 

Acquired developed technology

 

 

3,658

 

 

 

26,872

 

On-premises software

 

 

9,964

 

 

 

22,889

 

Total intangible assets

 

 

130,564

 

 

 

154,394

 

Less: accumulated amortization

 

 

(36,253

)

 

 

(79,884

)

Total intangible assets, net

 

$

94,311

 

 

$

74,510

 

Schedule of Expected Amortization Expense for Intangible Assets

As of January 31, 2026, expected amortization expense for intangible assets was as follows (in thousands):

 

Years ending January 31:

 

 

 

2027

 

$

38,048

 

2028

 

 

35,720

 

2029

 

 

18,366

 

2030

 

 

2,177

 

Total

 

$

94,311

 

v3.25.4
Derivative Instruments (Tables)
12 Months Ended
Jan. 31, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Notional Amounts of Outstanding Foreign Currency Forward Contracts

The notional amounts of our outstanding foreign currency forward contracts were as follows (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

Forward contracts designated as cash flow hedges

 

$

219,196

 

 

$

34,082

 

Forward contracts not designated as cash flow hedges

 

 

63,404

 

 

 

67,551

 

Total

 

$

282,600

 

 

$

101,633

 

Schedule of Pre-tax Losses Associated with Foreign Currency Forward Contracts

Pre-tax gains (losses) associated with foreign currency forward contracts were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

Forward contracts designated as cash flow hedges

 

 

 

Gain recognized in other comprehensive income (loss), net

 

$

3,589

 

Gain reclassified from accumulated other comprehensive loss into net income

 

 

4,065

 

Total gain

 

$

7,654

 

 

 

 

 

Forward contracts not designated as cash flow hedges

 

 

 

Loss recognized in net income

 

$

(6,899

)

Net Gain

 

$

755

 

v3.25.4
Leases (Tables)
12 Months Ended
Jan. 31, 2026
Leases [Abstract]  
Summary of Components of Lease Cost, Supplemental Cash Flow Information and Supplemental Information Related to Remaining Lease Term and Discount Rate

The components of lease cost, which were included in operating expenses in our consolidated statements of operations, were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

Operating lease cost, gross

 

$

26,931

 

 

$

29,855

 

Variable lease cost, gross

 

 

7,717

 

 

 

6,871

 

Sublease income

 

 

(3,620

)

 

 

(5,567

)

Other

 

 

 

 

 

386

 

Total lease cost

 

$

31,028

 

 

$

31,545

 

 

Schedule of Supplemental Cash Flow Information Related to Leases

Supplemental cash flow information related to leases was as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

Cash paid for amounts included in the measurement of operating lease liabilities

 

$

34,555

 

 

$

34,134

 

Right-of-use assets obtained in exchange of operating lease obligations

 

 

34,622

 

 

 

2,357

 

Summary of Maturities of Operating and Finance Lease Liabilities

As of January 31, 2026, maturities of our operating lease liabilities, which do not include short-term leases and variable lease payments, are as follows (in thousands):

 

Years ending January 31:

 

Operating Leases (1)

 

2027

 

$

32,960

 

2028

 

 

31,021

 

2029

 

 

17,850

 

2030

 

 

8,397

 

2031

 

 

7,377

 

Thereafter

 

 

26,288

 

Total lease payments

 

 

123,893

 

Less: imputed interest

 

 

(18,760

)

Present value of total lease liabilities

 

$

105,133

 

 

(1)
Non-cancellable sublease proceeds for the years ending January 31, 2027, 2028, and 2029 of $4.9 million, $5.1 million, and $1.8 million, respectively, are not included in the table above.
v3.25.4
Commitments and Contingencies (Tables)
12 Months Ended
Jan. 31, 2026
Commitments and Contingencies Disclosure [Abstract]  
Future Minimum Payments under Non-cancellable Contractual Purchases As of January 31, 2026, future minimum payments under non-cancellable contractual purchases, which were not recognized on our consolidated balance sheet, are as follows, shown in accordance with the payment due date (in thousands):

 

Years ending January 31:

 

 

 

2027

 

$

22,396

 

2028

 

 

102,598

 

2029

 

 

128,860

 

2030

 

 

132,310

 

2031

 

 

176,346

 

Total

 

$

562,510

 

v3.25.4
Debt (Tables)
12 Months Ended
Jan. 31, 2026
Debt Disclosure [Abstract]  
Schedule of Net Carrying Amounts of Liability and Equity Component of Convertible Notes

The net carrying amount of the Convertible Notes consisted of the following (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

 

 

2029 Convertible Notes

 

 

2026 Convertible Notes

 

 

2029 Convertible Notes

 

 

2026 Convertible Notes

 

Principal

 

$

460,000

 

 

$

 

 

$

460,000

 

 

$

205,000

 

Unamortized issuance costs

 

 

(8,989

)

 

 

 

 

 

(11,362

)

 

 

(1,093

)

Net carrying amount

 

$

451,011

 

 

$

 

 

$

448,638

 

 

$

203,907

 

Issuance costs are being amortized to interest expense over the term of the Convertible Notes using the effective interest rate method. The effective interest rate used to amortize the issuance costs of the 2029 Convertible Notes is 2.06%. The effective interest rate used to amortize the issuance costs of the 2026 Convertible Notes remained was 0.56% through the maturity date.
v3.25.4
Stock-Based Compensation (Tables)
12 Months Ended
Jan. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Summary of Stock Option Activity Under Equity Incentive Plans and Related Information

The following table summarizes the stock option activity under the equity incentive plans and related information:

 

 

 

Shares Subject to Options Outstanding

 

 

Weighted-

 

 

 

 

 

 

 

 

 

Weighted-

 

 

Average Remaining

 

 

 

 

 

 

 

 

 

Average Exercise

 

 

Contractual Life

 

 

Aggregate

 

 

 

Shares

 

 

Price

 

 

(Years)

 

 

Intrinsic Value

 

 

 

 

 

 

 

 

 

 

 

 

(in thousands)

 

Balance as of January 31, 2024

 

 

2,283,543

 

 

$

17.69

 

 

 

2.93

 

 

$

18,975

 

Options exercised

 

 

(1,271,158

)

 

 

17.52

 

 

 

 

 

 

 

Balance as of January 31, 2025

 

 

1,012,385

 

 

 

17.90

 

 

 

2.80

 

 

 

15,679

 

Options exercised

 

 

(83,033

)

 

 

17.52

 

 

 

 

 

 

 

Balance as of January 31, 2026

 

 

929,352

 

 

$

17.94

 

 

 

2.02

 

 

$

6,954

 

Exercisable as of January 31, 2026

 

 

929,352

 

 

$

17.94

 

 

 

2.02

 

 

$

6,954

 

Shares Subject to Options Outstanding Weighted-Average Weighted-Remaining Average Exercise Contractual Life Aggregate Shares Price (Years) Intrinsic Value (in thousands) Balance as of January 31, 2019 Options granted Option exercised Options forfeited/cancelled Balance as of January 31, 2020 Options granted Option exercised Options forfeited/cancelled Balance as of January 31, 2021 Vested and expected to vest as of January 31, 2021 Exercisable as of January 31, 2021 9,096,961 $9.01 4.97 $ 108,731 577,082 19.89 (659,34) 9.05 (242,110) 17.63 8,772,585 $ 9.48 4.27 $ 60,221 31,666 12.48 (1,994,667) 5.14 (192,547) 10.73 6,617,037 $ 10.773.77 $ 48,098 6,554,892 $ 10.68 3.74 $ 48,092 5,348,780 $ 8.59 2.87 $ 47,974

Summary of Restricted Stock Unit Activity Under Equity Incentive Plans and Related Information

The following table summarizes the restricted stock unit activity, inclusive of performance-based and market-based restricted stock units, under the equity incentive plans and related information:

 

 

Number of

 

 

Weighted-

 

 

 

Restricted

 

 

Average

 

 

 

Stock Units

 

 

Grant Date

 

 

 

Outstanding

 

 

Fair Value

 

Unvested balance - January 31, 2024

 

 

14,079,595

 

 

$

26.17

 

Granted

 

 

10,058,585

 

 

 

29.05

 

Vested

 

 

(7,628,341

)

 

 

26.15

 

Forfeited/cancelled

 

 

(1,833,465

)

 

 

27.02

 

Unvested balance - January 31, 2025

 

 

14,676,374

 

 

 

28.04

 

Granted

 

 

9,061,638

 

 

 

30.87

 

Vested

 

 

(7,796,622

)

 

 

28.22

 

Forfeited/cancelled

 

 

(1,809,177

)

 

 

28.25

 

Unvested balance - January 31, 2026

 

 

14,132,213

 

 

$

29.74

 

er of Weighted- Restricted Average Stock Units Grant Date Outstanding Fair Value Unvested balance - January 31, 2019 18,098,707 $ 19.35 Granted 12,436,586 18.81 Vested, net of shares withheld for employee payroll taxes (4,166,907 ) 19.92 Forfeited/cancelled (4,560,279 ) 19.77 Unvested balance - January 31, 2020 21,808,107 $ 18.85 Granted 10,702,574 15.82 Vested, net of shares withheld for employee payroll taxes (5,100,239 ) 18.28 Forfeited/cancelled (13,079,764 ) 17.87 Unvested balance - January 31, 2021 14,330,678 $ 17.68

Summary of Components of Stock-Based Compensation Expense

The following table summarizes the components of stock-based compensation expense recognized in the consolidated statements of operations (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

 

 

 

 

 

 

 

 

 

 

Cost of revenue

 

$

21,831

 

 

$

18,656

 

 

$

19,111

 

Research and development

 

 

81,364

 

 

 

77,557

 

 

 

70,240

 

Sales and marketing

 

 

76,568

 

 

 

75,281

 

 

 

65,886

 

General and administrative

 

 

53,953

 

 

 

47,509

 

 

 

43,546

 

Total stock-based compensation

 

$

233,716

 

 

$

219,003

 

 

$

198,783

 

Summary of Estimated Fair Value of Employee Stock Options and 2015 ESPP

We estimated the fair value of 2015 ESPP purchase rights using a Black-Scholes option pricing model with the following assumptions:

 

 

Year Ended January 31,

 

 

2026

 

 

2025

 

 

2024

 

Employee Stock Purchase Plan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Expected term (in years)

 

0.5

 

 

2.0

 

 

 

0.5

 

 

2.0

 

 

 

0.5

 

 

2.0

 

Risk-free interest rate

 

3.5

%

 

4.3

%

 

 

3.6

%

 

5.4

%

 

 

4.1

%

 

5.5

%

Volatility

 

23

%

 

32

%

 

 

28

%

 

35

%

 

 

27

%

 

40

%

Dividend yield

 

 

 

 

0

%

 

 

 

 

 

0

%

 

 

 

 

 

0

%

 

Year Ended January 31, 2021 2020 2019 Employee Stock Options Expected term (in years) 5.8 5.5 – 5.8 5.5 – 5.8 Risk-free interest rate 0.6% 1.8% 2.8% – 3.1% Volatility 46% 45% 45% Dividend yield 0% 0% 0% Employee Stock Purchase Plan Expected term (in years) 0.5 – 2.0 0.5 – 2.0 0.5 – 2.0 Risk-free interest rate 0.1% – 0.4% 1.7% – 2.5% 2.0% – 2.8% Volatility 44% – 54% 34% – 55% 37% – 50% Dividend yield 0% 0% 0%

v3.25.4
Net Income per Share Attributable to Common Stockholders (Tables)
12 Months Ended
Jan. 31, 2026
Earnings Per Share [Abstract]  
Summary of Computation of Basic and Diluted Net Income Per Share Attributable to Common Stockholders

The following table sets forth the computation of basic and diluted net income per share attributable to common stockholders (in thousands, except per share amounts):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Numerator:

 

 

 

 

 

 

 

 

 

Net income

 

$

115,383

 

 

$

244,621

 

 

$

129,032

 

Accretion and dividend on series A convertible preferred stock

 

 

(17,138

)

 

 

(17,143

)

 

 

(17,105

)

Undistributed earnings attributable to preferred stockholders

 

 

(11,192

)

 

 

(25,911

)

 

 

(12,780

)

Net income attributable to common stockholders, basic and diluted

 

$

87,053

 

 

$

201,567

 

 

$

99,147

 

 

 

 

 

 

 

 

 

 

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted-average number of shares used to compute net income per share attributable to common stockholders, basic

 

 

144,195

 

 

 

144,228

 

 

 

144,203

 

Dilutive effect of awards issued under employee equity plans

 

 

3,460

 

 

 

3,434

 

 

 

3,549

 

Dilutive effect of shares related to the convertible senior notes

 

 

1,500

 

 

 

981

 

 

 

834

 

Weighted-average number of shares used to compute net income per share attributable to common stockholders, diluted

 

 

149,155

 

 

 

148,643

 

 

 

148,586

 

 

 

 

 

 

 

 

 

 

 

Net income per share attributable to common stockholders, basic

 

$

0.60

 

 

$

1.40

 

 

$

0.69

 

Net income per share attributable to common stockholders, diluted

 

$

0.58

 

 

$

1.36

 

 

$

0.67

 

 

Summary of Weighted Average Outstanding Shares Excluded from Computation of Diluted Net Income Per Share Attributable to Common Stockholders

The following weighted-average outstanding shares of common stock equivalents were excluded from the computation of diluted net income per share attributable to common stockholders for the periods presented because the impact of including them would have been antidilutive (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Options to purchase common stock

 

 

 

 

 

 

 

 

7

 

Restricted stock units

 

 

210

 

 

 

3

 

 

 

57

 

Employee stock purchase plan

 

 

 

 

 

107

 

 

 

664

 

Shares related to convertible preferred stock

 

 

18,566

 

 

 

18,540

 

 

 

18,587

 

Shares related to the convertible senior notes

 

 

 

 

 

227

 

 

 

 

Total

 

 

18,776

 

 

 

18,877

 

 

 

19,315

 

v3.25.4
Income Taxes (Tables)
12 Months Ended
Jan. 31, 2026
Income Tax Disclosure [Abstract]  
Schedule of Income Before Income Taxes

The components of income before income taxes were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

United States

 

$

21,047

 

 

$

13,890

 

 

$

14,174

 

Foreign

 

 

77,682

 

 

 

71,270

 

 

 

48,412

 

Total

 

$

98,729

 

 

$

85,160

 

 

$

62,586

 

Schedule of Components of Benefit from Income Taxes

The components of benefit from income taxes were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Current:

 

 

 

 

 

 

 

 

 

Federal

 

$

20

 

 

$

 

 

$

 

State

 

 

1,330

 

 

 

1,196

 

 

 

1,887

 

Foreign

 

 

13,540

 

 

 

10,568

 

 

 

6,959

 

Total

 

 

14,890

 

 

 

11,764

 

 

 

8,846

 

Deferred:

 

 

 

 

 

 

 

 

 

Federal

 

 

(38,611

)

 

 

(154,032

)

 

 

(91

)

State

 

 

855

 

 

 

(23,614

)

 

 

59

 

Foreign

 

 

6,212

 

 

 

6,421

 

 

 

(75,260

)

Total

 

 

(31,544

)

 

 

(171,225

)

 

 

(75,292

)

Benefit from income taxes

 

$

(16,654

)

 

$

(159,461

)

 

$

(66,446

)

 

Schedule of Reconciliation of the Statutory U.S. Federal Income Tax Rate and the Benefit from Income Taxes

A reconciliation of the benefit from income taxes to the amount computed by applying the 21% statutory U.S. federal income tax rate to income before income taxes for the year ended January 31, 2026, after the adoption of ASU 2023-09, is as follows (in thousands):

 

 

 

 

Year Ended January 31, 2026

 

 

 

 

$

 

 

%

 

Tax at statutory federal rate

 

 

$

20,763

 

 

 

21.0

%

State and local income taxes, net of federal benefit (1)

 

 

 

1,883

 

 

 

1.9

%

Foreign tax effects:

 

 

 

 

 

 

 

Japan

 

 

 

 

 

 

 

Statutory rate difference between Japan and United States

 

 

 

1,544

 

 

 

1.6

%

Other

 

-

 

 

(498

)

 

 

(0.5

)%

United Kingdom

 

 

 

 

 

 

 

Statutory rate difference between United Kingdom and United States

 

 

 

2,314

 

 

 

2.3

%

Stock-based compensation windfalls

 

 

 

(2,065

)

 

 

(2.1

)%

Intra-group transfer of intellectual property

 

 

 

(1,318

)

 

 

(1.3

)%

Other

 

 

 

(99

)

 

 

(0.1

)%

Netherlands

 

 

 

 

 

 

 

Prior period examination adjustment

 

 

 

3,173

 

 

 

3.2

%

Other

 

 

 

57

 

 

 

0.1

%

Other foreign jurisdictions

 

 

 

320

 

 

 

0.3

%

Effect of cross-border tax laws:

 

 

 

 

 

 

 

Global intangible low-taxed income

 

 

 

3,498

 

 

 

3.5

%

Subpart F income inclusion

 

 

 

1,473

 

 

 

1.5

%

Tax credits:

 

 

 

 

 

 

 

Research and development tax credits

 

 

 

(22,258

)

 

 

(22.5

)%

Nontaxable or nondeductible items:

 

 

 

 

 

 

 

Non-deductible stock-based compensation

 

 

 

12,626

 

 

 

12.8

%

Stock-based compensation windfalls

 

 

 

(6,448

)

 

 

(6.5

)%

Other

 

 

 

1,041

 

 

 

1.1

%

Changes in unrecognized tax benefits

 

 

 

(32,703

)

 

 

(33.1

)%

Other Adjustments

 

 

 

43

 

 

 

0.0

%

Total benefit from income taxes

 

 

$

(16,654

)

 

 

(16.8

)%

 

(1)
The states that contribute to the majority (greater than 50%) of the tax effect in this category include Illinois, New Jersey, New York, and Massachusetts.

A reconciliation of the benefit from income taxes to the amount computed by applying the 21% statutory U.S. federal income tax rate to income before income taxes for the years ended January 31, 2025 and 2024, prior to the adoption of ASU 2023-09, is as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2025

 

 

2024

 

Tax at statutory federal rate

 

$

17,884

 

 

$

13,139

 

State taxes, net of federal benefit

 

 

2,782

 

 

 

3,792

 

U.S. tax on foreign earnings

 

 

17,389

 

 

 

14,569

 

Foreign rate difference

 

 

2,022

 

 

 

819

 

Nondeductible expenses

 

 

828

 

 

 

701

 

Induced conversion expense

 

 

2,129

 

 

 

 

Research and development credit

 

 

(7,880

)

 

 

(7,916

)

Change in reserve for unrecognized tax benefits

 

 

7,880

 

 

 

7,916

 

Stock-based compensation

 

 

1,032

 

 

 

3,555

 

Change in valuation allowance, including the effect of tax rate change

 

 

(203,542

)

 

 

(102,573

)

Other

 

 

15

 

 

 

(448

)

Total benefit from income taxes

 

$

(159,461

)

 

$

(66,446

)

Schedule of Components of Deferred Tax Assets and Liabilities

The significant components of our deferred tax assets and liabilities were as follows (in thousands):

 

 

 

January 31,

 

 

 

2026

 

 

2025

 

Deferred tax assets:

 

 

 

 

 

 

Net operating loss carryover

 

$

119,976

 

 

$

149,519

 

Capitalized research and development

 

 

104,649

 

 

 

93,398

 

Depreciation and amortization

 

 

14,787

 

 

 

11,218

 

Operating lease liabilities

 

 

20,550

 

 

 

20,582

 

Tax credit carryover

 

 

97,879

 

 

 

4,058

 

Other

 

 

14,976

 

 

 

16,319

 

Total deferred tax assets

 

 

372,817

 

 

 

295,094

 

Valuation allowance

 

 

(66,601

)

 

 

(28,526

)

Total deferred tax assets, net of valuation allowance

 

 

306,216

 

 

 

266,568

 

Deferred tax liabilities:

 

 

 

 

 

 

Operating lease right-of-use assets, net

 

 

(17,033

)

 

 

(15,307

)

Deferred commissions

 

 

(4,273

)

 

 

(3,502

)

Goodwill with indefinite life amortization

 

 

(2,302

)

 

 

(1,932

)

Other

 

 

(1,499

)

 

 

(57

)

Total deferred tax liabilities

 

 

(25,107

)

 

 

(20,798

)

Net deferred tax assets

 

$

281,109

 

 

$

245,770

 

Schedule of Reconciliation of Unrecognized Tax Benefit

A reconciliation of the gross unrecognized tax benefits is as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

 

2025

 

 

2024

 

Unrecognized tax benefits—beginning of period

 

$

132,574

 

 

$

118,981

 

 

$

103,636

 

Reductions for tax positions related to prior year

 

 

(69,833

)

 

 

(49

)

 

 

 

Additions for tax positions related to prior year

 

 

 

 

 

 

 

 

1,733

 

Additions for tax positions related to current year

 

 

3,764

 

 

 

13,642

 

 

 

13,612

 

Unrecognized tax benefits—end of period

 

$

66,505

 

 

$

132,574

 

 

$

118,981

 

Summary of Cash Paid for Income Taxes Net of Refund Received

The amounts of cash paid for income taxes, net of refunds received, were as follows (in thousands):

 

 

 

Year Ended January 31,

 

 

 

2026

 

State

 

$

1,327

 

Foreign:

 

 

 

United Kingdom

 

 

7,866

 

Japan

 

 

1,148

 

Netherlands

 

 

808

 

Poland

 

 

796

 

Other

 

 

565

 

Cash paid for income taxes, net of refunds received

 

$

12,510

 

v3.25.4
Summary of Significant Accounting Policies - Additional Information (Details)
12 Months Ended
Jan. 31, 2026
USD ($)
Source
Segment
Jan. 31, 2025
USD ($)
Jan. 31, 2024
USD ($)
Significant Accounting Policies [Line Items]      
Segment Reporting, CODM, Individual Title and Position or Group Name [Extensible Enumeration] srt:ChiefExecutiveOfficerMember    
Segment reporting, expense information used by CODM, description Our CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance.    
Segment reporting, profit (loss) measure, how used by CODM, description our CODM uses consolidated net income to measure segment profit or loss.    
Number of reportable segments | Segment 1    
Number of operating segments | Segment 1    
Number of revenue sources | Source 3    
Sales commission estimated period of amortization on straight-line basis 5 years    
Deferred sales commissions costs $ 56,100,000 $ 52,000,000 $ 44,500,000
Amortized deferred commissions $ 53,000,000 52,500,000 54,200,000
Cash and cash equivalents liquid investments original maturity period 90 days    
Goodwill impairment $ 0 0 0
Advertising costs $ 28,700,000 27,100,000 17,500,000
Measured tax percentage of likelihood realized upon settlement 50.00%    
Benefit from (provision for) income taxes $ 16,654,000 $ 159,461,000 $ 66,446,000
Restructuring charges $ 10,600,000    
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Research and Development Expense    
Change in Accounting Principle, Accounting Standards Update, Adopted [true false] true    
Change in Accounting Principle, Accounting Standards Update, Adoption Date Jan. 31, 2026    
Accounting Standards Update [Extensible Enumeration] Accounting Standards Update 2023-09 [Member]    
Credit Concentration Risk | Accounts Receivable      
Significant Accounting Policies [Line Items]      
Number of major customers no two  
Credit Concentration Risk | Accounts Receivable | Significant Customer      
Significant Accounting Policies [Line Items]      
Concentration risk percentage 10.00%    
Credit Concentration Risk | Accounts Receivable | Customer One      
Significant Accounting Policies [Line Items]      
Concentration risk percentage   10.00%  
Credit Concentration Risk | Accounts Receivable | Customer Two      
Significant Accounting Policies [Line Items]      
Concentration risk percentage   10.00%  
Customer Concentration Risk | Revenue | Significant Customer      
Significant Accounting Policies [Line Items]      
Concentration risk percentage 10.00% 10.00% 10.00%
Geographic Concentration Risk | Revenue | United States      
Significant Accounting Policies [Line Items]      
Concentration risk percentage 62.00% 64.00% 66.00%
Geographic Concentration Risk | Revenue | Japan      
Significant Accounting Policies [Line Items]      
Concentration risk percentage 25.00% 23.00% 21.00%
Minimum      
Significant Accounting Policies [Line Items]      
Property and equipment, estimated useful lives 3 years    
Period of subscription and premier services contracts 1 year    
Finite-lived intangible assets estimated useful lives 2 years    
Maximum      
Significant Accounting Policies [Line Items]      
Property and equipment, estimated useful lives 5 years    
Period of subscription and premier services contracts 3 years    
Finite-lived intangible assets estimated useful lives 7 years    
Capitalized Software      
Significant Accounting Policies [Line Items]      
Finite-lived intangible assets estimated useful lives 3 years    
v3.25.4
Summary of Significant Accounting Policies - Summary of Long-lived Assets by Geographic Location (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets $ 121,473 $ 102,949
United States    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets 56,488 70,065
Poland    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets 47,717 22,255
United Kingdom    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets 14,919 6,745
Other    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets $ 2,349 $ 3,884
v3.25.4
Revenues - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Disaggregation of Revenue [Line Items]    
Deferred revenue $ 656.7 $ 608.6
Deferred revenue, revenue recognized out of beginning balance 588.4 568.3
Remaining performance obligation, revenue expected to be recognized 1,710.0  
Accounts Receivable, Net    
Disaggregation of Revenue [Line Items]    
Contract assets $ 6.5 $ 4.2
v3.25.4
Revenues - Additional Information (Details 1)
Jan. 31, 2026
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date: 2026-02-01  
Revenue Remaining Performance Obligation Expected Timing Of Satisfaction [Line Items]  
Revenue, remaining performance obligation, expected timing of satisfaction, period 12 months
Revenue remaining performance obligation, percentage 53.00%
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date: 2027-02-01  
Revenue Remaining Performance Obligation Expected Timing Of Satisfaction [Line Items]  
Revenue, remaining performance obligation, expected timing of satisfaction, period 24 months
Revenue remaining performance obligation, percentage 78.00%
v3.25.4
Fair Value of Financial Instruments - Summary of Estimated Fair Value Disclosure Requirements (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Other current assets, Estimated Fair Value $ 177,251  
Total 171,101 $ 286,548
Total assets, Estimated Fair Value 178,106  
Other current liabilities, Estimated Fair Value 1,708  
Total liabilities, Estimated Fair Value 1,893  
Forward Contracts | Designated | Cash Flow Hedges    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Other current assets, Estimated Fair Value 6,150  
Other Assets, Non Current, Estimated Fair Value 855  
Other current liabilities, Estimated Fair Value 802  
Other Liabilities, Non Current, Estimated Fair Value (185)  
Forward Contracts | Not Designated | Cash Flow Hedges    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Other current liabilities, Estimated Fair Value 906  
Money Market Funds    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Cash equivalents, Estimated Fair Value 68,169 188,307
U.S. Treasury Securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Short-term investments, Estimated Fair Value 102,932 98,241
Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Other current assets, Estimated Fair Value 171,101  
Total   286,548
Total assets, Estimated Fair Value 171,101  
Level 1 | Money Market Funds    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Cash equivalents, Estimated Fair Value 68,169 188,307
Level 1 | U.S. Treasury Securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Short-term investments, Estimated Fair Value 102,932 $ 98,241
Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Other current assets, Estimated Fair Value 6,150  
Total assets, Estimated Fair Value 7,005  
Other current liabilities, Estimated Fair Value 1,708  
Total liabilities, Estimated Fair Value 1,893  
Level 2 | Forward Contracts | Designated | Cash Flow Hedges    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Other current assets, Estimated Fair Value 6,150  
Other Assets, Non Current, Estimated Fair Value 855  
Other current liabilities, Estimated Fair Value 802  
Other Liabilities, Non Current, Estimated Fair Value (185)  
Level 2 | Forward Contracts | Not Designated | Cash Flow Hedges    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Other current liabilities, Estimated Fair Value $ 906  
v3.25.4
Fair Value of Financial Instruments - Summary of Contractual Maturities of Securities Included in Cash Equivalents and Short-Term Investment (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Cash, Cash Equivalents, and Short-Term Investments [Abstract]    
Due within one year $ 144,730  
Due between one to five years 26,371  
Total $ 171,101 $ 286,548
v3.25.4
Fair Value of Financial Instruments - Summary of Net Carrying Amounts and Estimated Fair Values of Convertible Notes (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Net Carrying Amount    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Convertible Notes $ 451,011 $ 652,545
Net Carrying Amount | 2026 Convertible Notes    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Convertible Notes   203,907
Net Carrying Amount | 2029 Convertible Notes    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Convertible Notes 451,011 448,638
Estimated Fair Value    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Convertible Notes 434,378 718,351
Estimated Fair Value | 2026 Convertible Notes    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Convertible Notes   260,248
Estimated Fair Value | 2029 Convertible Notes    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Convertible Notes $ 434,378 $ 458,103
v3.25.4
Balance Sheet Components - Schedule of Property and Equipment, Net (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Property Plant And Equipment [Line Items]    
Total property and equipment, gross $ 112,622 $ 106,477
Less: accumulated depreciation (88,775) (81,498)
Total property and equipment, net 23,847 24,979
Leasehold improvements    
Property Plant And Equipment [Line Items]    
Total property and equipment, gross 69,344 68,039
Computer-related equipment and software    
Property Plant And Equipment [Line Items]    
Total property and equipment, gross 22,942 20,876
Furniture and fixtures    
Property Plant And Equipment [Line Items]    
Total property and equipment, gross 19,104 16,595
Construction in progress    
Property Plant And Equipment [Line Items]    
Total property and equipment, gross $ 1,232 $ 967
v3.25.4
Balance Sheet Components - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Finite Lived Intangible Assets [Line Items]      
Depreciation expense $ 8.3 $ 8.2 $ 37.0
Amortization of intangible assets 31.2 $ 17.1 $ 16.6
Internally Developed Software      
Finite Lived Intangible Assets [Line Items]      
Capitalized computer software $ 46.9    
Finite-lived intangible assets estimated useful lives 3 years    
Estimated amortization starting year 2027    
v3.25.4
Balance Sheet Components - Summary of Intangible Assets, Net In Progress or Currently Amortizing (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Finite Lived Intangible Assets [Line Items]    
Total intangible assets $ 130,564 $ 154,394
Less: accumulated amortization (36,253) (79,884)
Total intangible assets, net 94,311 74,510
Internally developed software    
Finite Lived Intangible Assets [Line Items]    
Total intangible assets 116,942 104,633
Acquired developed technology    
Finite Lived Intangible Assets [Line Items]    
Total intangible assets 3,658 26,872
On-premises software    
Finite Lived Intangible Assets [Line Items]    
Total intangible assets $ 9,964 $ 22,889
v3.25.4
Balance Sheet Components - Schedule of Expected Amortization Expense for Intangible Assets (Details)
$ in Thousands
Jan. 31, 2026
USD ($)
Finite-Lived Intangible Assets, Net, Amortization Expense, Fiscal Year Maturity [Abstract]  
2027 $ 38,048
2028 35,720
2029 18,366
2030 2,177
Total $ 94,311
v3.25.4
Derivative Instruments - Schedule of Notional Amounts of Outstanding Foreign Currency Forward Contracts (Details) - Foreign Currency Forward Contracts - Cash Flow Hedges - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Notional amounts outstanding $ 282,600 $ 101,633
Designated    
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Notional amounts outstanding 219,196 34,082
Not Designated    
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Notional amounts outstanding $ 63,404 $ 67,551
v3.25.4
Derivative Instruments - Schedule of Pre-tax Losses Associated with Foreign Currency Forward Contracts (Details) - Foreign Currency Forward Contracts - Cash Flow Hedges
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
Derivative Instruments, Gain (Loss) [Line Items]  
Net Gain $ 755
Designated  
Derivative Instruments, Gain (Loss) [Line Items]  
Net Gain 7,654
Designated | Other Comprehensive Income (loss) [Member]  
Derivative Instruments, Gain (Loss) [Line Items]  
Net Gain 3,589
Designated | Accumulated Other Comprehensive Loss [Member]  
Derivative Instruments, Gain (Loss) [Line Items]  
Net Gain 4,065
Not Designated  
Derivative Instruments, Gain (Loss) [Line Items]  
Net Gain $ (6,899)
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Net Income (Loss)
v3.25.4
Derivative Instruments - Additional Information (Details)
$ in Millions
12 Months Ended
Jan. 31, 2026
USD ($)
Foreign Currency Forward Contracts | Accumulated Other Comprehensive Loss [Member]  
Derivative Instruments, Gain (Loss) [Line Items]  
Expected amount to reclassify out of accumulated other loss into earnings within the next twelve months $ 5.3
v3.25.4
Leases - Additional Information (Details)
$ in Millions
12 Months Ended
Jan. 31, 2026
USD ($)
Lease
Jan. 31, 2025
Lessee Lease Description [Line Items]    
Sublease expiration year 2029  
Undiscounted future payments | $ $ 11.4  
Operating lease term 10 years  
Operating lease not yet commenced, description As of January 31, 2026, we had one operating lease for an office space that has not yet commenced.  
Operating leases, not yet commenced | Lease 1  
Weighted average remaining lease term, Operating leases (in years) 5 years 4 months 17 days 0 years
Weighted average discount rate, Operating leases 6.01% 6.03%
Minimum    
Lessee Lease Description [Line Items]    
Operating lease expiration year 2028  
Total lease term of sublease arrangement 24 months  
Maximum    
Lessee Lease Description [Line Items]    
Operating lease expiration year 2037  
Total lease term of sublease arrangement 39 months  
v3.25.4
Leases - Schedule of Lease Cost Included In Operating Expenses in Consolidated Statements of Operations (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Finance lease cost:    
Operating lease cost, gross $ 26,931 $ 29,855
Variable lease cost, gross 7,717 6,871
Sublease income (3,620) (5,567)
Other 0 386
Total lease cost $ 31,028 $ 31,545
v3.25.4
Leases - Schedule of Supplemental Cash Flow Information Related to Leases (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Leases [Abstract]    
Cash paid for amounts included in the measurement of operating lease liabilities $ 34,555 $ 34,134
Right-of-use assets obtained in exchange of operating lease obligations $ 34,622 $ 2,357
v3.25.4
Leases - Summary of Maturities of Operating and Finance Lease Liabilities (Details)
$ in Thousands
Jan. 31, 2026
USD ($)
[1]
Leases [Abstract]  
Operating Leases, 2027 $ 32,960
Operating Leases, 2028 31,021
Operating Leases, 2029 17,850
Operating Leases, 2030 8,397
Operating Leases, 2031 7,377
Operating Leases, Thereafter 26,288
Operating Leases, Total lease payments 123,893
Less: Operating Leases imputed interest (18,760)
Operating Leases, Present value of total lease liabilities $ 105,133
[1] Non-cancellable sublease proceeds for the years ending January 31, 2027, 2028, and 2029 of $4.9 million, $5.1 million, and $1.8 million, respectively, are not included in the table above.
v3.25.4
Leases - Summary of Maturities of Operating and Finance Lease Liabilities (Parenthetical) (Details)
$ in Millions
Jan. 31, 2026
USD ($)
Leases [Abstract]  
Non-cancellable sublease proceeds for the year ending January 31, 2027 $ 4.9
Non-cancellable sublease proceeds for the year ending January 31, 2028 5.1
Non-cancellable sublease proceeds for the year ending January 31, 2029 $ 1.8
v3.25.4
Acquisitions - Additional Information (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Business Combination [Line Items]    
Total purchase price allocated to goodwill $ 82,290 $ 76,969
v3.25.4
Commitments and Contingencies - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Minimum    
Commitments And Contingencies [Line Items]    
Purchase obligation term 2 years  
Maximum    
Commitments And Contingencies [Line Items]    
Purchase obligation term 5 years  
June 2023 Facility | Wells Fargo Bank | Secured Debt | Letters of Credit    
Commitments And Contingencies [Line Items]    
Letters of credit facility $ 12.3 $ 11.2
v3.25.4
Commitments and Contingencies - Future Minimum Payments under Non-cancellable Contractual Purchases (Details)
$ in Thousands
Jan. 31, 2026
USD ($)
Purchase Obligation, Fiscal Year Maturity [Abstract]  
2027 $ 22,396
2028 102,598
2029 128,860
2030 132,310
2031 176,346
Purchase Obligations $ 562,510
v3.25.4
Debt - Additional Information (Details)
1 Months Ended 12 Months Ended
Jan. 15, 2026
USD ($)
shares
Jun. 30, 2021
USD ($)
$ / shares
shares
Sep. 30, 2024
USD ($)
TradingDay
shares
Jan. 31, 2021
USD ($)
Jan. 31, 2026
USD ($)
$ / shares
shares
Jan. 31, 2025
USD ($)
Jan. 31, 2024
USD ($)
Jan. 31, 2021
USD ($)
Jun. 30, 2023
USD ($)
Debt Instrument [Line Items]                  
Induced conversion expense         $ 0 $ 10,139,000 $ 0    
Convertible Senior Notes | 1.50% Convertible Senior Notes Due September 15, 2029                  
Debt Instrument [Line Items]                  
Aggregate principal amount     $ 460,000,000   $ 460,000,000 460,000,000      
Debt instrument interest rate stated percentage     1.50%            
Debt instrument due date     Sep. 15, 2029            
Date of first required payment     Mar. 15, 2025            
Principal amount of notes used in conversion rate   $ 1,000              
Initial conversion rate per $1,000 principal amount of notes | shares   23.0102              
Initial conversion price per share of common stock | $ / shares   $ 43.46              
Debt instrument, convertible, latest date     Jun. 15, 2029            
Debt instrument, effective interest rate         2.06%        
Strike price | $ / shares         43.46        
Initial cap prices | $ / shares         66.86        
Common stock shares covered under capped call transactions | shares         10,600,000        
Cost of purchased capped calls         $ 52,500,000        
Total debt outstanding with net carrying amount         $ 451,011,000 448,638,000      
Convertible Senior Notes | 1.50% Convertible Senior Notes Due September 15, 2029 | Debt Instrument Redemption Period Prior to September 20, 2027                  
Debt Instrument [Line Items]                  
Debt instrument, convertible, threshold trading days | TradingDay     20            
Debt instrument, convertible, threshold consecutive trading days | TradingDay     30            
Debt instrument, convertible, threshold percentage of stock price trigger     130.00%            
Debt instrument, redemption price, percentage of principal amount redeemed     100.00%            
Convertible Senior Notes | 1.50% Convertible Senior Notes Due September 15, 2029 | Debt Instrument, Convertible, Terms of Conversion Feature, Circumstances One                  
Debt Instrument [Line Items]                  
Debt instrument, convertible, threshold trading days | TradingDay     20            
Debt instrument, convertible, threshold consecutive trading days | TradingDay     30            
Debt instrument, convertible, threshold percentage of stock price trigger     130.00%            
Convertible Senior Notes | 1.50% Convertible Senior Notes Due September 15, 2029 | Debt Instrument, Convertible, Terms of Conversion Feature, Circumstances Two                  
Debt Instrument [Line Items]                  
Debt instrument, convertible, threshold trading days | TradingDay     5            
Debt instrument, convertible, threshold consecutive trading days | TradingDay     5            
Debt instrument, convertible, threshold maximum percentage of product of last reported sale price of common stock     98.00%            
Convertible Senior Notes | 0.00% Convertible Senior Notes Due January 15, 2026                  
Debt Instrument [Line Items]                  
Aggregate principal amount       $ 345,000,000   205,000,000   $ 345,000,000  
Debt instrument interest rate stated percentage       0.00%       0.00%  
Debt instrument due date               Jan. 15, 2026  
Repayment of Convertible Notes $ 205,000,000                
Initial conversion rate per $1,000 principal amount of notes | shares 1,100,000                
Debt instrument, convertible, latest date       Oct. 15, 2025          
Debt instrument, effective interest rate         0.56%        
Interest expense, debt           10,400,000 $ 0    
Cost of purchased capped calls     $ 30,300,000            
Debt conversion, offset converted instrument, shares issued | shares     1,100,000            
Total debt outstanding with net carrying amount           $ 203,907,000      
Repurchase of aggregate principal amount     $ 140,000,000            
Repurchase of aggregate amount     191,700,000            
Induced conversion expense     10,100,000            
Remaining consideration     42,600,000            
Unamortized debt issuance costs     $ 1,000,000            
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank                  
Debt Instrument [Line Items]                  
Total debt outstanding with net carrying amount         $ 0        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Maximum                  
Debt Instrument [Line Items]                  
Line of credit facility, maximum borrowing capacity                 $ 150,000,000
Commitment fee percentage         0.25%        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Minimum                  
Debt Instrument [Line Items]                  
Line of credit facility, maximum borrowing capacity                 $ 75,000,000
Commitment fee percentage         0.15%        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Prime Rate | Maximum                  
Debt Instrument [Line Items]                  
Line of credit facility, floating interest rate         0.85%        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Prime Rate | Minimum                  
Debt Instrument [Line Items]                  
Line of credit facility, floating interest rate         0.35%        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Adjusted Term SOFR | Maximum                  
Debt Instrument [Line Items]                  
Line of credit facility, floating interest rate         1.85%        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Adjusted Term SOFR | Minimum                  
Debt Instrument [Line Items]                  
Line of credit facility, floating interest rate         1.35%        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Daily Simple SOFR | Maximum                  
Debt Instrument [Line Items]                  
Line of credit facility, floating interest rate         1.85%        
Secured Debt | June 2023 Facility | Revolving Credit Facility | Wells Fargo Bank | Daily Simple SOFR | Minimum                  
Debt Instrument [Line Items]                  
Line of credit facility, floating interest rate         1.35%        
v3.25.4
Debt - Schedule of Net Carrying Amounts of Liability Component of Notes (Details) - Convertible Senior Notes - USD ($)
Jan. 31, 2026
Jan. 31, 2025
Sep. 30, 2024
Jan. 31, 2021
1.50% Convertible Senior Notes Due September 15, 2029        
Debt Instrument [Line Items]        
Aggregate principal amount $ 460,000,000 $ 460,000,000 $ 460,000,000  
Unamortized issuance costs (8,989,000) (11,362,000)    
Net carrying amount $ 451,011,000 448,638,000    
0.00% Convertible Senior Notes Due January 15, 2026        
Debt Instrument [Line Items]        
Aggregate principal amount   205,000,000   $ 345,000,000
Unamortized issuance costs   (1,093,000)    
Net carrying amount   $ 203,907,000    
v3.25.4
Redeemable Convertible Preferred Stock and Stockholders' Deficit - Additional Information (Details) - USD ($)
12 Months Ended
May 12, 2021
Apr. 07, 2021
Jan. 31, 2026
Jan. 31, 2025
Dec. 02, 2025
Class Of Stock [Line Items]          
Common Stock, shares authorized     1,000,000,000 1,000,000,000  
Common Stock, par value     $ 0.0001 $ 0.0001  
Common Stock, shares issued     140,911,000 144,113,000  
Common Stock, shares outstanding     140,911,000 144,113,000  
Preferred stock, shares authorized     100,000,000 100,000,000  
Shares issued, par value     $ 0.0001 $ 0.0001  
Series A convertible preferred stock issued     500,000 500,000  
Series A convertible preferred stock outstanding     500,000 500,000  
Treasury stock, shares     3,107,809 3,107,809  
Share Repurchase Plan          
Class Of Stock [Line Items]          
Remaining authorized purchase amount     $ 59,200,000    
Shares repurchased during period     9,700,000 7,600,000  
Purchase price per share     $ 30.35 $ 27.9  
Shares repurchased amount     $ 292,900,000 $ 211,500,000  
Class A Common Stock          
Class Of Stock [Line Items]          
Common stock, voting rights     1 vote per share    
Common Stock, shares authorized     1,000,000,000 1,000,000,000  
Common Stock, par value     $ 0.0001 $ 0.0001  
Common Stock, shares issued     140,910,671 144,112,756  
Common Stock, shares outstanding     140,910,671 144,112,756  
Percentage of redemption of preferred stock liquidation preference   100.00%      
Class A Common Stock | Share Repurchase Plan          
Class Of Stock [Line Items]          
Authorized purchase amount         $ 150,000,000
Series A Convertible Preferred Stock          
Class Of Stock [Line Items]          
Cash dividends paid     $ 15,000,000 $ 15,000,000  
Accrued divided     $ 1,300,000    
Series A Convertible Preferred Stock | KKR          
Class Of Stock [Line Items]          
Shares issued, par value   $ 0.0001      
Issuance and sale, number of shares   500,000      
Aggregate purchase price   $ 500,000,000      
Sale price per share   $ 1,000      
Sale of stock closing date May 12, 2021        
Series A Preferred Stock          
Class Of Stock [Line Items]          
Preferred stock, liquidation preference   $ 1,000      
Percentage of cash dividend payable on preferred stock   3.00%      
Initial conversion price of preferred stock per share of common stock   $ 27      
Percentage of volume weighted average price of common stock   200.00%      
Percentage of redemption of preferred stock liquidation preference   100.00%      
Series A Preferred Stock | Fifth Anniversary of Closing Date          
Class Of Stock [Line Items]          
Percentage of multiplied by redemption of preferred stock liquidation preference   105.00%      
Series A Preferred Stock | Sixth Anniversary of Closing Date          
Class Of Stock [Line Items]          
Percentage of multiplied by redemption of preferred stock liquidation preference   102.00%      
Series A Preferred Stock | Seventh Anniversary of Closing Date          
Class Of Stock [Line Items]          
Percentage of redemption of preferred stock liquidation preference   100.00%      
Percentage of multiplied by redemption of preferred stock liquidation preference   100.00%      
v3.25.4
Stock-Based Compensation - Additional Information (Details) - USD ($)
1 Months Ended 12 Months Ended
Jul. 02, 2024
Dec. 31, 2024
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Aggregate intrinsic value of exercised options     $ 1,500,000 $ 14,800,000 $ 1,600,000
Tax benefits realized from stock options exercise     $ 0   0
Aggregate estimated fair value of stock options vested         $ 0
Options granted to employees     0 0 0
Share-based compensation expense     $ 233,716,000 $ 219,003,000 $ 198,783,000
Stock options, vested in period     0 0  
Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Fair value of vested restricted stock units     $ 249,400,000 $ 226,900,000 214,600,000
Tax benefit from vesting and issuance of restricted stock units     46,200,000 $ 42,100,000  
Unrecognized stock-based compensation expense     $ 366,400,000    
Remaining weighted-average period     2 years 6 months 14 days    
Share based compensation, average grant date fair value     $ 30.87 $ 29.05  
Number of market based restricted stock units granted     9,061,638 10,058,585  
Employee Stock Option          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Dividend yield     0.00%    
Market-Based Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Share based compensation, average grant date fair value     $ 20.59    
Number of market based restricted stock units granted   600,000      
Performance-Based Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Vesting period     3 years    
Performance-Based Restricted Stock Units | Maximum          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Target number of shares earned ranges, percentage     150.00%    
Performance-Based Restricted Stock Units | Minimum          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Target number of shares earned ranges, percentage     0.00%    
Performance Based and Market Based Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Share-based compensation expense     $ 11,700,000 $ 5,500,000 2,800,000
Capitalized Internal-use Software costs          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Share-based compensation expense     $ 13,300,000 $ 10,600,000 $ 7,000,000
2015 Equity Incentive Plan | Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Vesting period     4 years    
2015 Equity Incentive Plan | Class A Common Stock          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Shares common stock reserved for issuance     9,021,758    
2015 Employee Stock Purchase Plan          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Percentage of eligible compensation allowed to employees to purchase shares at a discount         15.00%
Description of offering period excluding initial offering period         The 2015 ESPP provides for 24-month offering periods beginning March 16 and September 16 of each year, and each offering period consists of four six-month purchase periods.
Purchase price of common stock, percentage         85.00%
Description of offering period resets         the offering period resets and the new lower price becomes the new offering price for a new 24 month offering period.
Unrecognized stock-based compensation expense     $ 14,300,000    
Remaining weighted-average period     1 year 6 months 10 days    
Dividend yield     0.00% 0.00% 0.00%
2015 Employee Stock Purchase Plan | Maximum          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Number of additional shares to be issued 20,228,040        
2015 Employee Stock Purchase Plan | Class A Common Stock          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Shares common stock reserved for issuance     7,591,319    
Number of shares to be issued 9,000,000        
Executive Bonus Plans | Performance-Based Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Share-based compensation expense     $ 15,900,000 $ 13,400,000  
Fiscal 2026 Executive Bonus Plan | Performance-Based Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Unrecognized stock-based compensation expense     $ 3,400,000    
One Year from Vesting Commencement Date | 2015 Equity Incentive Plan | Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Vesting percentage     25.00%    
Per Month after One Year of Vesting Commencement Date | 2015 Equity Incentive Plan | Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Vesting percentage     6.25%    
Per Quarter after One Year of Vesting Commencement Date | 2015 Equity Incentive Plan | Restricted Stock Units          
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]          
Vesting percentage     6.25%    
v3.25.4
Stock-Based Compensation - Summary of Stock Option Activity Under Equity Incentive Plans and Related Information (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Share-based Compensation Arrangement by Share-based Payment Award, Options, Outstanding [Roll Forward]      
Shares Subject to Options Outstanding, Beginning balance 1,012,385 2,283,543  
Shares Subject to Options Outstanding, Options exercised (83,033) (1,271,158)  
Shares Subject to Options Outstanding, Ending balance 929,352 1,012,385 2,283,543
Shares Subject to Options Outstanding, Exercisable 929,352    
Share-based Compensation Arrangement by Share-based Payment Award, Options, Outstanding, Weighted Average Exercise Price [Abstract]      
Weighted-Average Exercise Price, Beginning Balance $ 17.9 $ 17.69  
Weighted-Average Exercise Price, Options exercised 17.52 17.52  
Weighted-Average Exercise Price, Ending Balance 17.94 $ 17.9 $ 17.69
Weighted-Average Exercise Price, Exercisable $ 17.94    
Share-based Compensation Arrangement by Share-based Payment Award, Options, Additional Disclosures [Abstract]      
Weighted-Average Remaining Contractual Life (Years) 2 years 7 days 2 years 9 months 18 days 2 years 11 months 4 days
Weighted-Average Remaining Contractual Life (Years), Exercisable 2 years 7 days    
Aggregate Intrinsic Value, Balance $ 6,954 $ 15,679 $ 18,975
Aggregate Intrinsic Value, Exercisable $ 6,954    
v3.25.4
Stock-Based Compensation - Summary of Restricted Stock Unit and Awards Activity Under Equity Incentive Plans and Related Information (Details) - Restricted Stock Units - $ / shares
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Nonvested, Number of Shares [Roll Forward]    
Number of Restricted Stock Units Outstanding, Unvested Beginning Balance 14,676,374 14,079,595
Number of Restricted Stock Units, Granted 9,061,638 10,058,585
Number of Restricted Stock Units, Vested (7,796,622) (7,628,341)
Number of Restricted Stock Units, Forfeited/cancelled (1,809,177) (1,833,465)
Number of Restricted Stock Units Outstanding, Unvested Ending Balance 14,132,213 14,676,374
Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Nonvested, Weighted Average Grant Date Fair Value [Abstract]    
Weighted-Average Grant Date Fair Value, Unvested Beginning Balance $ 28.04 $ 26.17
Weighted-Average Grant Date Fair Value, Granted 30.87 29.05
Weighted-Average Grant Date Fair Value, Vested 28.22 26.15
Weighted-Average Grant Date Fair Value, Forfeited/cancelled 28.25 27.02
Weighted-Average Grant Date Fair Value, Unvested Ending Balance $ 29.74 $ 28.04
v3.25.4
Stock-Based Compensation - Summary of Components of Stock-Based Compensation Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation expense $ 233,716 $ 219,003 $ 198,783
Cost of Revenue      
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation expense 21,831 18,656 19,111
Research and Development      
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation expense 81,364 77,557 70,240
Sales and Marketing      
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation expense 76,568 75,281 65,886
General and Administrative      
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation expense $ 53,953 $ 47,509 $ 43,546
v3.25.4
Stock-Based Compensation - Summary of Estimated Fair Value of Employee Stock Options and 2015 ESPP (Details)
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Employee Stock Option      
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]      
Dividend yield 0.00%    
2015 Employee Stock Purchase Plan      
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]      
Risk-free interest rate, Minimum 3.50% 3.60% 4.10%
Risk-free interest rate, Maximum 4.30% 5.40% 5.50%
Volatility, Minimum 23.00% 28.00% 27.00%
Volatility, Maximum 32.00% 35.00% 40.00%
Dividend yield 0.00% 0.00% 0.00%
2015 Employee Stock Purchase Plan | Minimum      
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]      
Expected term (in years) 6 months 6 months 6 months
2015 Employee Stock Purchase Plan | Maximum      
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]      
Expected term (in years) 2 years 2 years 2 years
v3.25.4
Net Income per Share Attributable to Common Stockholders - Summary of Computation of Basic and Diluted Net Income Per Share Attributable to Common Stockholders (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Numerator:      
Net Income (Loss) $ 115,383 $ 244,621 $ 129,032
Accretion and dividend on series A convertible preferred stock (17,138) (17,143) (17,105)
Undistributed earnings attributable to preferred stockholders (11,192) (25,911) (12,780)
Net income attributable to common stockholders, basic 87,053 201,567 99,147
Net income attributable to common stockholders, diluted $ 87,053 $ 201,567 $ 99,147
Denominator:      
Weighted-average shares used to compute net income per share attributable to common stockholders, basic 144,195 144,228 144,203
Dilutive effect of awards issued under employee equity plans 3,460 3,434 3,549
Dilutive effect of shares related to the convertible senior notes 1,500 981 834
Weighted-average shares used to compute net income per share attributable to common stockholders, diluted 149,155 148,643 148,586
Net income per share attributable to common stockholders, basic $ 0.6 $ 1.4 $ 0.69
Net income per share attributable to common stockholders, diluted $ 0.58 $ 1.36 $ 0.67
v3.25.4
Net Income per Share Attributable to Common Stockholders - Summary of Weighted Average Outstanding Shares Excluded from Computation of Diluted Net Income per Share Attributable to Common Stockholders (Details) - shares
shares in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount 18,776 18,877 19,315
Options to purchase common stock      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount     7
Restricted Stock Units      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount 210 3 57
Shares related to the convertible senior notes      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount   227  
Shares related to convertible preferred stock      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount 18,566 18,540 18,587
Employee stock purchase plan      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount   107 664
v3.25.4
Income Taxes - Schedule of Income Before Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Tax Disclosure [Abstract]      
United States $ 21,047 $ 13,890 $ 14,174
Foreign 77,682 71,270 48,412
Income before income taxes $ 98,729 $ 85,160 $ 62,586
v3.25.4
Income Taxes - Schedule of Components of Benefit from Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Current:      
Federal $ 20 $ 0 $ 0
State 1,330 1,196 1,887
Foreign 13,540 10,568 6,959
Total 14,890 11,764 8,846
Deferred:      
Federal (38,611) (154,032) (91)
State 855 (23,614) 59
Foreign 6,212 6,421 (75,260)
Total (31,544) (171,225) (75,292)
Total benefit from income taxes $ (16,654) $ (159,461) $ (66,446)
v3.25.4
Income Taxes - Schedule of Reconciliation of the Statutory U.S. Federal Income Tax Rate and the Benefit from Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Tax at statutory federal rate $ 20,763 $ 17,884 $ 13,139
State and local income taxes, net of federal benefit $ 1,883 2,782 3,792
Effective Income Tax Rate Reconciliation, State and Local Jurisdiction, Contribution Greater than 50 Percent, Tax Effect [Extensible Enumeration] stpr:IL, stpr:MA, stpr:NJ, stpr:NY    
U.S. tax on foreign earnings   17,389 14,569
Foreign rate effects/difference   2,022 819
Nondeductible expenses   828 701
Induced conversion expense   2,129 0
Change in reserve for unrecognized tax benefits   7,880 7,916
Stock-based compensation $ (6,448) 1,032 3,555
Change in valuation allowance, including the effect of tax rate change   (203,542) (102,573)
Other   15 (448)
Effect of cross-border tax laws:      
Global intangible low-taxed income 3,498    
Subpart F income inclusion 1,473    
Tax credits:      
Research and development tax credits (22,258) (7,880) (7,916)
Nontaxable or nondeductible items:      
Non-deductible stock-based compensation 12,626    
Other 1,041    
Changes in unrecognized tax benefits (32,703)    
Other Adjustments 43    
Total benefit from income taxes $ (16,654) $ (159,461) $ (66,446)
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Tax at statutory federal rate 21.00% 21.00% 21.00%
State and local income taxes, net of federal benefit 1.90%    
Effect of cross-border tax laws:      
Global intangible low-taxed income 3.50%    
Subpart F income inclusion 1.50%    
Tax credits:      
Research and development tax credits (22.50%)    
Nontaxable or nondeductible items:      
Non-deductible stock-based compensation 12.80%    
Other 1.10%    
Stock-based compensation (6.50%)    
Changes in unrecognized tax benefits (33.10%)    
Other Adjustments 0.00%    
Total benefit from income taxes (16.80%)    
Japan      
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Foreign rate effects/difference $ 1,544    
Other $ (498)    
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Foreign tax effects 1.60%    
Other (0.50%)    
United Kingdom      
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Foreign rate effects/difference $ 2,314    
Stock-based compensation (2,065)    
Intra-group transfer of intellectual property (1,318)    
Other $ (99)    
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Foreign tax effects 2.30%    
Intra-group transfer of intellectual property (1.30%)    
Other (0.10%)    
Nontaxable or nondeductible items:      
Stock-based compensation (2.10%)    
Netherlands      
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Other $ 57    
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Other 0.10%    
Other foreign jurisdictions      
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Foreign rate effects/difference $ 320    
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Foreign tax effects 0.30%    
v3.25.4
Income Taxes - Additional Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Jan. 31, 2023
Income Tax Disclosure [Line Items]        
Statutory U.S. federal income tax rate 21.00% 21.00% 21.00%  
Valuation allowance increase (decrease), amount $ 38,100 $ (202,200)    
Valuation allowance 66,601 28,526    
Net deferred tax asset 372,817 295,094    
Benefit from (provision for) income taxes 16,654 159,461 $ 66,446  
Cash paid for income taxes, net of tax refunds 12,510 13,600 8,500  
Unrecognized tax benefits 66,505 132,574 $ 118,981 $ 103,636
Unrecognized tax benefits that would impact effective tax rate 38,100      
Unrecognized tax benefits that would impact deferred tax assets adjustment $ 28,400      
UK        
Income Tax Disclosure [Line Items]        
Open tax year 2022      
Capitalization Requirement in Current Year        
Income Tax Disclosure [Line Items]        
Net deferred tax asset $ 64,000 $ 90,200    
Foreign        
Income Tax Disclosure [Line Items]        
Net operating loss carry forwards $ 239,900      
Research and experimental capitalized and amortized over period 15 years      
Federal        
Income Tax Disclosure [Line Items]        
Net operating loss carry forwards $ 111,100      
Tax credit carry forward $ 93,300      
Operating loss carryforwards expiration year 2037      
Research and development tax credit carryforwards expiration year 2027      
Net operating loss carry forwards with indefinite expiration $ 119,200      
Research and experimental capitalized and amortized over period 5 years      
State        
Income Tax Disclosure [Line Items]        
Net operating loss carry forwards $ 462,600      
Tax credit carry forward $ 79,800      
Operating loss carryforwards expiration year 2027      
v3.25.4
Income Taxes - Schedule of Components of Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Deferred tax assets:    
Net operating loss carryover $ 119,976 $ 149,519
Capitalized research and development 104,649 93,398
Depreciation and amortization 14,787 11,218
Operating lease liabilities 20,550 20,582
Tax credit carryover 97,879 4,058
Other 14,976 16,319
Total deferred tax assets 372,817 295,094
Valuation allowance (66,601) (28,526)
Total deferred tax assets, net of valuation allowance 306,216 266,568
Deferred tax liabilities:    
Operating lease right-of-use assets, net (17,033) (15,307)
Deferred commissions (4,273) (3,502)
Goodwill with indefinite life amortization (2,302) (1,932)
Other (1,499) (57)
Total deferred tax liabilities (25,107) (20,798)
Net deferred tax assets $ 281,109 $ 245,770
v3.25.4
Income Taxes - Schedule of Reconciliation of Unrecognized Tax Benefit (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Tax Disclosure [Abstract]      
Unrecognized tax benefits—beginning of period $ 132,574 $ 118,981 $ 103,636
Reductions for tax positions related to prior year (69,833) (49)  
Additions for tax positions related to prior year     1,733
Additions for tax positions related to current year 3,764 13,642 13,612
Unrecognized tax benefits—end of period $ 66,505 $ 132,574 $ 118,981
v3.25.4
Income Taxes - Summary of Cash Paid for Income Taxes Net of Refund Received (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Tax Paid, by Individual Jurisdiction [Line Items]      
State $ 1,327    
Cash paid for income taxes, net of refunds received 12,510 $ 13,600 $ 8,500
United Kingdom      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign 7,866    
Japan      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign 1,148    
Netherlands      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign 808    
Poland      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign 796    
Other foreign jurisdictions      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign $ 565    
v3.25.4
Segments - Additional Information (Details)
12 Months Ended
Jan. 31, 2026
Segment
Segment Reporting [Abstract]  
Number of operating segments 1