ELASTIC N.V., 10-K filed on 6/10/2025
Annual Report
v3.25.1
Cover - USD ($)
$ in Billions
12 Months Ended
Apr. 30, 2025
May 31, 2025
Oct. 31, 2024
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Apr. 30, 2025    
Current Fiscal Year End Date --04-30    
Document Transition Report false    
Entity File Number 001-38675    
Entity Registrant Name Elastic N.V.    
Entity Incorporation, State or Country Code P7    
Entity Tax Identification Number 98-1756035    
Title of 12(b) Security Ordinary shares, Par Value €0.01 Per Share    
Trading Symbol ESTC    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction false    
Entity Shell Company false    
Entity Public Float     $ 8.3
Entity Common Stock, Shares Outstanding   105,534,887  
Documents Incorporated by Reference
DOCUMENTS INCORPORATED BY REFERENCE
Portions of the registrant’s definitive proxy statement relating to the registrant’s 2025 annual general meeting of shareholders 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 U.S. Securities and Exchange Commission within 120 days after the end of the registrant’s fiscal year ended April 30, 2025.
   
Entity Central Index Key 0001707753    
Amendment Flag false    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
v3.25.1
Audit Information
12 Months Ended
Apr. 30, 2025
Audit Information [Abstract]  
Auditor Firm ID 238
Auditor Name PricewaterhouseCoopers LLP
Auditor Location San Jose, California
v3.25.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Current assets:    
Cash and cash equivalents $ 727,543 $ 540,397
Restricted cash 3,671 2,692
Marketable securities 669,717 544,002
Accounts receivable, net of allowance for credit losses of $5,510 and $4,979 as of April 30, 2025 and April 30, 2024, respectively 375,613 323,011
Deferred contract acquisition costs 86,205 78,030
Prepaid expenses and other current assets 68,258 42,765
Total current assets 1,931,007 1,530,897
Property and equipment, net 6,589 5,453
Goodwill 319,417 319,380
Operating lease right-of-use assets 22,334 20,506
Intangible assets, net 11,404 20,620
Deferred contract acquisition costs, non-current 117,762 114,509
Deferred tax assets 168,045 225,544
Other assets 16,295 5,657
Total assets 2,592,853 2,242,566
Current liabilities:    
Accounts payable 17,150 26,075
Accrued expenses and other liabilities 86,347 75,292
Accrued compensation and benefits 93,714 93,691
Operating lease liabilities 8,928 12,187
Deferred revenue 802,117 663,846
Total current liabilities 1,008,256 871,091
Deferred revenue, non-current 50,340 30,293
Long-term debt, net 569,729 568,612
Operating lease liabilities, non-current 16,357 12,898
Other liabilities, non-current 20,937 21,487
Total liabilities 1,665,619 1,504,381
Commitments and contingencies (Notes 8 and 9)
Shareholders’ equity:    
Preference shares, €0.01 par value; 165,000,000 shares authorized, 0 shares issued and outstanding as of April 30, 2025 and April 30, 2024 0 0
Ordinary shares, par value €0.01 per share: 165,000,000 shares authorized; 105,534,887 shares issued and outstanding as of April 30, 2025 and 101,705,935 shares issued and outstanding as of April 30, 2024 1,112 1,070
Treasury stock (369) (369)
Additional paid-in capital 2,049,416 1,750,729
Accumulated other comprehensive loss (23,204) (21,638)
Accumulated deficit (1,099,721) (991,607)
Total shareholders’ equity 927,234 738,185
Total liabilities and shareholders’ equity $ 2,592,853 $ 2,242,566
v3.25.1
Consolidated Balance Sheets (Parenthetical)
$ in Thousands
Apr. 30, 2025
USD ($)
shares
Apr. 30, 2025
€ / shares
Apr. 30, 2024
USD ($)
shares
Apr. 30, 2024
€ / shares
Allowance for credit losses | $ $ 5,510   $ 4,979  
Ordinary shares, shares authorized (in shares) 165,000,000      
Convertible Preference Shares        
Preference shares, par value ( in € / shares) | € / shares   € 0.01   € 0.01
Preference shares, shares authorized (in shares) 165,000,000   165,000,000  
Preference shares, shares issued (in shares) 0   0  
Preference shares, shares outstanding (in shares) 0   0  
Ordinary Shares, Par Value of €0.01        
Ordinary shares, par value (in € / shares) | € / shares   € 0.01   € 0.01
Ordinary shares, shares authorized (in shares) 165,000,000   165,000,000  
Ordinary shares, shares issued (in shares) 105,534,887   101,705,935  
Ordinary shares, shares outstanding (in shares) 105,534,887   101,705,935  
v3.25.1
Consolidated Statements of Operations - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Revenue      
Total revenue $ 1,483,296 $ 1,267,321 $ 1,068,989
Cost of revenue      
Total cost of revenue 379,873 330,079 296,626
Gross profit 1,103,423 937,242 772,363
Operating expenses      
Research and development 365,758 341,951 313,454
Sales and marketing 617,176 559,648 503,537
General and administrative 175,186 160,628 143,247
Restructuring and other related charges 225 4,917 31,297
Total operating expenses 1,158,345 1,067,144 991,535
Operating loss (54,922) (129,902) (219,172)
Interest expense (25,307) (26,132) (25,159)
Other income, net 48,660 33,278 27,454
Loss before income taxes (31,569) (122,756) (216,877)
Provision for (benefit from) income taxes 76,545 (184,476) 19,284
Net (loss) income $ (108,114) $ 61,720 $ (236,161)
Net (loss) earnings per share attributable to ordinary shareholders      
Basic (in dollars per share) $ (1.04) $ 0.62 $ (2.47)
Diluted (in dollars per share) $ (1.04) $ 0.59 $ (2.47)
Weighted-average shares used to compute net (loss) earnings per share attributable to ordinary shareholders      
Basic (in shares) 103,661,704 99,646,231 95,729,844
Diluted (in shares) 103,661,704 103,980,132 95,729,844
Subscription      
Revenue      
Total revenue $ 1,384,520 $ 1,176,606 $ 984,762
Cost of revenue      
Total cost of revenue 282,585 246,285 219,306
Services      
Revenue      
Total revenue 98,776 90,715 84,227
Cost of revenue      
Total cost of revenue $ 97,288 $ 83,794 $ 77,320
v3.25.1
Consolidated Statements of Comprehensive (Loss) Income - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Statement of Comprehensive Income [Abstract]      
Net (loss) income $ (108,114) $ 61,720 $ (236,161)
Other comprehensive loss:      
Unrealized gain (loss) on available-for-sale securities, net of taxes 3,995 (1,728) (71)
Foreign currency translation adjustments (5,561) 105 (1,814)
Other comprehensive loss (1,566) (1,623) (1,885)
Total comprehensive (loss) income $ (109,680) $ 60,097 $ (238,046)
v3.25.1
Consolidated Statements of Shareholders’ Equity - USD ($)
$ in Thousands
Total
Ordinary Shares
Treasury Shares
Additional Paid-in Capital
Accumulated Other Comprehensive Loss
Accumulated Deficit
Beginning balance (in shares) at Apr. 30, 2022   94,174,914        
Beginning balance at Apr. 30, 2022 $ 415,433 $ 990 $ (369) $ 1,250,108 $ (18,130) $ (817,166)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of ordinary shares upon exercise of stock options (in shares)   1,127,036        
Issuance of ordinary shares upon exercise of stock options 17,471 $ 12   17,459    
Issuance of ordinary shares upon release of restricted stock units (in shares)   2,064,997        
Issuance of ordinary shares upon release of restricted stock units 0 $ 22   (22)    
Stock-based compensation 204,039     204,039    
Net (loss) income (236,161)         (236,161)
Other comprehensive loss (1,885)       (1,885)  
Ending balance (in shares) at Apr. 30, 2023   97,366,947        
Ending balance at Apr. 30, 2023 398,897 $ 1,024 (369) 1,471,584 (20,015) (1,053,327)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of ordinary shares upon exercise of stock options (in shares)   1,292,375        
Issuance of ordinary shares upon exercise of stock options 20,919 $ 14   20,905    
Issuance of ordinary shares upon release of restricted stock units (in shares)   2,701,448        
Issuance of ordinary shares upon release of restricted stock units 0 $ 28   (28)    
Issuance of ordinary shares under employee stock purchase plan (in shares)   345,165        
Issuance of ordinary shares under employee stock purchase plan 19,135 $ 4   19,131    
Stock-based compensation 239,137     239,137    
Net (loss) income 61,720         61,720
Other comprehensive loss (1,623)       (1,623)  
Ending balance (in shares) at Apr. 30, 2024   101,705,935        
Ending balance at Apr. 30, 2024 738,185 $ 1,070 (369) 1,750,729 (21,638) (991,607)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of ordinary shares upon exercise of stock options (in shares)   791,874        
Issuance of ordinary shares upon exercise of stock options 17,854 $ 9   17,845    
Issuance of ordinary shares upon release of restricted stock units (in shares)   2,672,842        
Issuance of ordinary shares upon release of restricted stock units 0 $ 29   (29)    
Issuance of ordinary shares under employee stock purchase plan (in shares)   364,236        
Issuance of ordinary shares under employee stock purchase plan 23,093 $ 4   23,089    
Stock-based compensation 257,782     257,782    
Net (loss) income (108,114)         (108,114)
Other comprehensive loss (1,566)       (1,566)  
Ending balance (in shares) at Apr. 30, 2025   105,534,887        
Ending balance at Apr. 30, 2025 $ 927,234 $ 1,112 $ (369) $ 2,049,416 $ (23,204) $ (1,099,721)
v3.25.1
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Cash flows from operating activities      
Net (loss) income $ (108,114) $ 61,720 $ (236,161)
Adjustments to reconcile net (loss) income to cash provided by operating activities:      
Depreciation and amortization 12,315 17,999 20,233
Amortization of premium and accretion of discount on marketable securities, net (7,186) (8,808) (772)
Amortization of deferred contract acquisition costs 96,688 78,549 68,900
Amortization of debt issuance costs 1,117 1,069 1,023
Non-cash operating lease cost 10,040 11,010 10,880
Asset impairment charges 0 0 6,242
Stock-based compensation expense 257,782 239,137 204,039
Deferred income taxes 57,431 (217,195) (2,007)
Unrealized foreign currency transaction loss (gain) 2,211 1,930 (1,386)
Other 39 (34) 44
Changes in operating assets and liabilities, net of impact of business acquisitions:      
Accounts receivable, net (48,903) (63,519) (46,353)
Deferred contract acquisition costs (106,691) (119,834) (102,017)
Prepaid expenses and other current assets (25,320) (2,875) 1,323
Other assets (10,794) 1,906 8,525
Accounts payable (8,952) (9,998) 6,304
Accrued expenses and other liabilities 9,845 18,144 4,310
Accrued compensation and benefits (546) 17,357 8,324
Operating lease liabilities (11,906) (12,391) (11,405)
Deferred revenue 147,112 134,595 95,616
Net cash provided by operating activities 266,168 148,762 35,662
Cash flows from investing activities      
Purchases of property and equipment (4,345) (3,450) (2,684)
Business acquisitions, net of cash acquired 0 (19,100) 0
Purchases of marketable securities (549,574) (536,833) (270,268)
Sales, maturities, and redemptions of marketable securities 435,251 271,423 0
Net cash used in investing activities (118,668) (287,960) (272,952)
Cash flows from financing activities      
Proceeds from issuance of ordinary shares under employee stock purchase plan 23,093 19,135 0
Proceeds from issuance of ordinary shares upon exercise of stock options 17,854 20,919 17,471
Net cash provided by financing activities 40,947 40,054 17,471
Effect of exchange rate changes on cash, cash equivalents, and restricted cash (322) (4,407) 2,822
Net increase (decrease) in cash, cash equivalents, and restricted cash 188,125 (103,551) (216,997)
Cash, cash equivalents, and restricted cash, beginning of period 543,089 646,640 863,637
Cash, cash equivalents, and restricted cash, end of period 731,214 543,089 646,640
Supplemental disclosures of cash flow information      
Cash paid for interest 24,191 25,063 24,136
Cash paid for income taxes, net 21,994 24,219 11,581
Cash paid for operating lease liabilities 13,127 14,000 13,136
Supplemental disclosures of non-cash investing and financing information      
Property and equipment included in accounts payable 305 398 121
Operating lease right-of-use assets for new lease obligations 11,771 11,539 10,902
Acquisition-related indemnity holdback $ 0 $ 3,000 $ 0
v3.25.1
Organization and Description of Business
12 Months Ended
Apr. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Organization and Description of Business Organization and Description of Business
Elastic N.V. (individually and together with its consolidated subsidiaries, “Elastic” or the “Company”) was incorporated under the laws of the Netherlands in 2012. The Company created Elastic’s Search AI Platform, a powerful set of software products that ingest and store data from any source and in any format, and perform search, analysis, and visualization on that data. Developers build on top of the Company’s platform to apply the power of search to their data and solve business problems. The Company offers three software solutions built into its platform: Elasticsearch, Elastic Observability, and Elastic Security. The Company’s platform and its solutions are designed to run across hybrid clouds, public or private clouds, and multi-cloud environments.
v3.25.1
Summary of Significant Accounting Policies
12 Months Ended
Apr. 30, 2025
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies Summary of Significant Accounting Policies
Basis of Presentation
The consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”) and include the financial statements of the Company and its wholly-owned subsidiaries. All intercompany transactions and accounts have been eliminated in consolidation.
Fiscal Year
The Company’s fiscal year ends on April 30. References to fiscal 2025, for example, refer to the fiscal year ended April 30, 2025.
Use of Estimates and Judgments
The preparation of the consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenue and expenses during the reporting period. Such estimates and assumptions include, but are not limited to, the standalone selling price (“SSP”) for each distinct performance obligation included in customer contracts with multiple performance obligations, the period of benefit for deferred contract acquisition costs, allowance for credit losses, valuation of stock-based compensation, fair value of acquired intangible assets and goodwill, useful lives of acquired intangible assets and property and equipment, whether an arrangement is or contains a lease, discount rate used for operating leases, and valuation allowance for deferred income taxes. The Company bases these estimates on historical and anticipated results, trends, and various other assumptions that it believes are reasonable under the circumstances, including assumptions as to future events.
Estimates and assumptions about future events and their effects cannot be determined with certainty and therefore require the exercise of judgment. As of the date of issuance of these consolidated financial statements, the Company is not aware of any specific event or circumstance that would require the Company to update its estimates or judgments or revise the carrying value of the Company’s assets or liabilities. These estimates may change, as new events occur and additional information is obtained, and are recognized in the consolidated financial statements as soon as they become known. Actual results could differ from those estimates and any such differences may be material to the Company’s consolidated financial statements.
Foreign Currency
The reporting currency of the Company is the U.S. dollar. The Company determines the functional currency of each subsidiary in accordance with ASC 830, Foreign Currency Matters, based on the currency of the primary economic environment in which each subsidiary operates. Items included in the financial statements of such subsidiaries are measured using that functional currency. The Company periodically re-assesses its operations to determine if previous conclusions are still valid. Changes in functional currencies are applied prospectively if the operations encounter a significant and permanent change.
For the subsidiaries where the U.S. dollar is the functional currency, foreign currency denominated monetary assets and liabilities are re-measured into U.S. dollars at current exchange rates and foreign currency denominated nonmonetary assets and liabilities are re-measured into U.S. dollars at historical exchange rates. Gains or losses from foreign currency re-measurement and settlements are included in other income, net in the consolidated statements of operations. For the years ended April 30, 2025, 2024, and 2023, the Company recognized re-measurement losses of $2.5 million, $3.4 million, and $0.4 million, respectively.
For subsidiaries where the functional currency is other than the U.S. dollar, the Company uses the period-end exchange rates to translate assets and liabilities, the average monthly exchange rates to translate revenue and expenses, and historical exchange rates to translate shareholders’ equity into U.S. dollars. The Company records foreign currency translation gains and losses in accumulated other comprehensive loss as a component of shareholders’ equity in the consolidated balance sheets.
Other Comprehensive Loss
The Company’s other comprehensive loss includes net (loss) income, unrealized gain (loss) on available-for-sale securities, net of taxes, and foreign currency translation adjustments.
Cash, Cash Equivalents, and Restricted Cash
The Company considers all highly liquid investments, including money market funds with an original maturity of three months or less at the date of purchase, to be cash equivalents. The carrying amount of the Company’s cash equivalents approximates fair value due to the short maturities of these instruments. The Company’s restricted cash consists primarily of cash deposits with financial institutions in support of letters of credit in favor of certain landlords for non-cancelable lease agreements.
Cash, cash equivalents, and restricted cash as reported in the Company’s consolidated statements of cash flows includes the aggregate amounts of cash and cash equivalents and the restricted cash as shown on the consolidated balance sheets. Cash, cash equivalents, and restricted cash as reported in the Company’s consolidated statements of cash flows consists of the following (in thousands):
As of April 30,
20252024
Cash and cash equivalents$727,543 $540,397 
Restricted cash3,671 2,692 
Cash, cash equivalents, and restricted cash
$731,214 $543,089 
Marketable Securities
The Company’s marketable securities consist of highly liquid investment-grade fixed-income securities. The Company determines the appropriate classification of its investments at the time of purchase and reevaluates such designation at each balance sheet date. The Company has classified and accounted for its marketable securities as available-for-sale debt securities as the Company may sell these securities at any time for use in its current operations or for other purposes, including prior to maturity. As a result, the Company has classified its marketable securities within current assets on the consolidated balance sheets.
Available-for-sale debt securities are recorded at fair value each reporting period. Premiums and discounts are amortized or accreted over the life of the related available-for-sale debt security as an adjustment to yield using the effective interest method. Interest income is recognized when earned. Unrealized gains and losses on these marketable securities are reported as a separate component of accumulated other comprehensive loss until realized. Realized gains and losses are determined based on the specific identification method and are reported in other income, net in the consolidated statements of operations.
For available-for-debt securities in an unrealized loss position, the Company first assesses whether it intends to sell the security or it is more likely than not that the Company will be required to sell the security before the recovery of its entire amortized cost basis. If either of these criteria is met, the security’s amortized cost basis is written down to fair value through other income, net in the consolidated statements of operations. If neither of these criteria are met, the Company evaluates whether the decline in fair value below amortized cost is due to credit or non-credit-related factors. In making this assessment, the Company considers the extent to which fair value is less than amortized cost, any changes to the rating of the security by a rating agency, and any adverse conditions specifically related to the security, among other factors. Credit-related unrealized losses are recognized as an allowance for expected credit losses of available-for-sale securities on the consolidated balance sheets with a corresponding charge in other income, net in the consolidated statements of operations. Non-credit-related unrealized losses are included in accumulated other comprehensive loss.
Fair Value of Financial Instruments
The Company follows ASC 820, Fair Value Measurements and Disclosures, with respect to assets and liabilities that are measured at fair value. Under this standard, fair value is defined as the price that would be received to sell an asset or paid to transfer a liability (an exit price) in an orderly transaction between market participants at the reporting date. The accounting guidance establishes a three-tiered hierarchy, which prioritizes the inputs used in the valuation methodologies in measuring fair value as follows:
Level 1:   Observable inputs, such as unadjusted quoted prices in active markets for identical assets or liabilities at the measurement date.
Level 2:   Observable inputs, other than Level 1 prices, such as quoted prices in active markets for similar assets and liabilities, quoted prices in markets that are not active, or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities.
Level 3:   Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities.
The Company’s financial instruments consist of cash equivalents, marketable securities, mutual fund investments held in a rabbi trust, accounts receivable, accounts payable, and accrued liabilities. Cash equivalents are stated at amortized cost, which approximates fair value at the balance sheet dates, due to the short period of time to maturity. Marketable securities and mutual fund investments are recorded at fair value. Accounts receivable, accounts payable, and accrued liabilities are stated at their carrying value, which approximates fair value due to the short time to the expected receipt or payment date.
Concentration of Credit Risk
Financial instruments that potentially subject the Company to concentrations of credit risk are primarily cash, cash equivalents, restricted cash, marketable securities, and accounts receivable. The primary focus of the Company’s investment strategy is to preserve capital and meet liquidity requirements. The Company maintains its cash accounts with financial institutions where, at times, deposits exceed federal insurance limits. The Company invests its excess cash in highly-rated money market funds and in short-term investments.
The Company extends credit to customers in the normal course of business. The Company performs credit analyses and monitors the financial health of its customers to reduce credit risk. Trade accounts receivable are recorded at the invoiced amount and do not bear interest. Management performs ongoing credit evaluations of customers and maintains allowances for potential credit losses on customers’ accounts when deemed necessary.
Accounts Receivable, Unbilled Accounts Receivable, and Allowance for Credit Losses
Accounts receivable primarily consists of amounts billed currently due from customers. The Company’s accounts receivable are subject to collection risk. Gross accounts receivable are reduced for this risk by an allowance for credit losses. This allowance is for estimated losses resulting from the inability of the Company’s customers to make required payments. The Company determines the need for an allowance for credit losses based on various factors, including past collection experience, credit quality of the customer, age of the receivable balance, and current economic conditions, as well as specific circumstances arising with individual customers. Accounts receivables are written off against the allowance when management determines a balance is uncollectible and the Company no longer actively pursues collection of the receivable. The Company does not typically offer right of refund in its contracts. The allowance for credit losses reflects the Company’s best estimate of probable losses inherent in the Company’s receivables portfolio. Unbilled accounts receivable represents amounts for which the Company has recognized revenue, pursuant to the Company’s revenue recognition policy for fulfilled obligations not yet billed.
Capitalized Software Development and Implementation Costs
Software development costs for software to be sold, leased, or otherwise marketed are expensed as incurred until the establishment of technological feasibility, at which time those costs are capitalized until the product is available for general release to customers and amortized over the estimated life of the product. Technological feasibility is established upon the completion of a working prototype that has been certified as having no critical bugs and is a release candidate. To date, costs to develop software that is marketed externally have not been capitalized as the current software development process is essentially completed concurrently with the establishment of technological feasibility. As such, all related software development costs are expensed as incurred and included in research and development expense in the consolidated statements of operations.
Costs related to software acquired, developed, or modified solely to meet the Company’s internal requirements, with no substantive plans to market such software at the time of development, and costs related to the development of web-based product are capitalized during the application development stage. Costs incurred during the preliminary planning and evaluation stage of the project and during the post-implementation operational stage are expensed as incurred. Costs incurred during the application development stage of the project are capitalized.
The Company also capitalizes qualifying implementation costs incurred in a hosting arrangement that is a service contract. These costs are amortized on a straight-line basis over the expected life of the service contract, including consideration of the reasonably certain renewal periods, and are presented in the same income statement line-items as the service for the related hosting arrangement. The Company did not capitalize any costs during the years ended April 30, 2025 and 2024. All previously capitalized costs are recorded in other assets, non-current on the consolidated balance sheets.
Property and Equipment
Property and equipment are recorded at cost and depreciated over their estimated useful lives using the straight-line method. Upon retirement or sale, the cost of assets disposed of and the related accumulated depreciation are removed from the financial statements and any resulting gain or loss is reflected within the consolidated statements of operations. There was no material gain or loss incurred as a result of retirement or sale in the periods presented. Repair and maintenance costs are expensed as incurred.
Leases
Leases arise from contractual obligations that convey the right to control the use of identified property, plant, or equipment for a period of time in exchange for consideration. The Company determines whether an arrangement is or contains a lease at inception, based on whether there is an identified asset and whether the Company controls the use of the identified asset throughout the period of use. At the lease commencement date, the Company determines the lease classification between finance and operating, and recognizes a right-of-use asset and corresponding lease liability for each lease component. A right-of-use asset represents the Company’s right to use an underlying asset and a lease liability represents the Company’s obligation to make payments during the lease term. The operating lease right-of-use asset also includes any lease payments made and excludes lease incentives. Lease terms may include options to extend or terminate the lease when it is reasonably certain that the Company will exercise that option. Lease expense for minimum lease payments is recognized on a straight-line basis over the lease term. The Company accounts for lease components and non-lease components as a single lease component. Leases with an initial term of twelve months or less are classified as short-term leases and, therefore, are not recognized on the consolidated balance sheets and are expensed on a straight-line basis within the consolidated statements of operations.
The lease liability is initially measured as the present value of the remaining lease payments over the lease term. The discount rate used to determine the present value is the Company’s incremental borrowing rate, unless the interest rate implicit in the lease is readily determinable. The Company estimates its incremental borrowing rate based on the information available at the lease commencement date for borrowings with a similar term. The right-of-use asset is initially measured as the present value of the lease payments, adjusted for initial direct costs, prepaid lease payments to lessors, and lease incentives.
Acquisitions
When the Company acquires a business, the Company allocates the purchase price, which is the sum of the consideration provided and may consist of cash, equity, or a combination of the two, in a business combination to the identifiable assets and liabilities of the acquired business at their estimated respective fair values. The Company recognizes and measures contract assets and contract liabilities acquired in a business combination on the acquisition date in accordance with ASC 606, Revenue from Contracts with Customers. The excess of the purchase price over the amount allocated to the identifiable assets and liabilities, if any, is recorded as goodwill. Determining the fair value of assets acquired and liabilities assumed requires management to use significant judgment and estimates including, but not limited to, the selection of valuation methodologies, estimates of future revenue and cash flows, costs to rebuild developed technology, discount rates, and selection of comparable companies. The Company’s estimates of fair value are based on 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, the Company 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 other income, net in the consolidated statements of operations.
When the Company issues stock-based or cash awards to an acquired company’s shareholders, the Company evaluates whether the awards are consideration or compensation for post-acquisition services. The evaluation includes, among other things, whether the vesting of the awards is contingent on the continued employment of the acquired company’s shareholders beyond the acquisition date. If continued employment is required for vesting, the awards are treated as compensation for post- acquisition services and recognized as expense over the requisite service period.
Acquisition-related transaction costs incurred by the Company are not included as a component of consideration transferred, but are accounted for as an operating expense in the period in which the costs are incurred.
The results of businesses acquired in a business combination are included in the Company’s consolidated financial statements from the date of acquisition.
Goodwill
Goodwill represents the excess of the purchase price over the fair value of net assets acquired in business combinations accounted for using the acquisition method, and is not amortized. The Company tests goodwill for impairment at least annually, in the fourth quarter of each year, or more frequently if events or changes in circumstances indicate that goodwill may be impaired. For the purposes of impairment testing, the Company has determined that it has one operating segment and one reporting unit. The Company’s test of goodwill impairment starts with a qualitative assessment to determine whether it is necessary to perform a quantitative goodwill impairment test. If qualitative factors indicate that the fair value of the reporting unit is more likely than not less than its carrying amount, then a quantitative goodwill impairment test is performed. For the quantitative analysis, the Company compares the fair value of its reporting unit to its carrying value. If the estimated fair value exceeds book value, goodwill is considered not to be impaired and no additional steps are necessary. However, if the fair value of the reporting unit is less than book value, then goodwill will be impaired by the amount that the carrying amount exceeds the implied fair value. There was no impairment of goodwill recorded for the years ended April 30, 2025, 2024, and 2023.
Acquired Intangible Assets
Acquired amortizable intangible assets are amortized on a straight-line basis over the estimated useful lives of the assets.
Useful life
(in years)
Developed technology
4-5
Customer relationships
4
Trade names
4
Impairment of Long-Lived Assets
The Company evaluates the recoverability of long-lived assets, including property and equipment and amortizable acquired intangible assets, for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be fully recoverable. Such events and changes may include significant changes in performance relative to expected operating results, significant changes in asset use, significant negative industry or economic trends, and changes in the Company’s business strategy. 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 long-lived assets is not recoverable, the carrying amount of such assets is reduced to fair value. During the year ended April 30, 2023, the Company recorded asset impairment charges comprising impairment of operating lease right-of-use assets and the associated furniture, equipment, and leasehold improvements of $5.1 million and $1.1 million, respectively, for exited leased office spaces associated with the Company’s restructuring plan. The Company determined that there were no events or changes in circumstances that indicated that its long-lived assets were impaired during the years ended April 30, 2025 and 2024.
In addition to the recoverability assessment, the Company periodically reviews the remaining estimated useful lives of property and equipment and amortizable intangible assets. If the estimated useful life assumption for any asset is changed, the remaining unamortized balance would be depreciated or amortized over the revised estimated useful life on a prospective basis.
Revenue Recognition
The Company generates revenue primarily from the sale of self-managed subscriptions (which include licenses for proprietary features, support, and maintenance) and from the sale of software-as-a-service (“SaaS”) subscriptions. The Company also generates revenue from services, which consist of consulting and training.
Under ASC 606, the Company recognizes revenue when its customer obtains control of promised goods or services in an amount that reflects the consideration that the Company expects to receive in exchange for those goods and services. The Company’s contracts include varying terms and conditions, and identifying and evaluating the impact of these terms and conditions on revenue recognition requires significant judgment. In determining the appropriate amount of revenue to be recognized as it fulfills its obligations under each of its agreements, the Company performs the following steps:
(i)    identification of the contract with a customer;
The Company contracts with its customers through order forms which, in some cases, are governed by master sales agreements. The Company determines that it has a contract with a customer when the order form has been approved, each party’s rights regarding the products or services to be transferred can be identified, the payment terms for the services can be identified, the Company has determined the customer has the ability and intent to pay, and the contract has commercial substance. The Company applies judgment in determining the customer’s ability and intent to pay, which is based on a variety of factors, including the customer’s historical payment experience or, in the case of a new customer, the customer’s credit, reputation, and financial or other pertinent information. At contract inception, the Company evaluates whether two or more contracts should be combined and accounted for as a single contract and whether the combined or single contract includes more than one performance obligation. The Company has concluded that its contracts with customers generally do not contain warranties that give rise to a separate performance obligation.
(ii)    identification of the performance obligations in the contract;
Performance obligations promised in a contract are identified based on the products and services that will be transferred to the customer that are both capable of being distinct, whereby the customer can benefit from the products or services, either on their own or together with other resources that are readily available from third parties or from the Company, and are distinct in the context of the contract, whereby the transfer of the products and services is separately identifiable from other promises in the contract.
The Company’s self-managed subscriptions include both a license providing the right to use proprietary features in its software, as well as an obligation to provide support (on both open source and proprietary features) and maintenance. The Company’s SaaS products provide access to hosted software as well as support, which the Company considers to be a single performance obligation.
Services-related performance obligations relate to the provision of consulting and training services. These services are distinct from subscriptions and do not result in significant customization of the software.
(iii)    determination of the transaction price;
The transaction price is the total amount of consideration the Company expects to be entitled to in exchange for the subscriptions and services in a contract. Variable consideration is included in the transaction price if, in the Company’s judgment, it is probable that a significant future reversal of cumulative revenue under the contract will not occur. None of the Company’s contracts contain a significant financing component.
(iv)    allocation of the transaction price to the performance obligations; and
If the contract contains a single performance obligation, the entire transaction price is allocated to the single performance obligation. For contracts that contain multiple performance obligations, the Company allocates the transaction price to each performance obligation based on a relative SSP. The SSP is determined based on the prices at which the Company separately sells these products assuming the majority of such prices fall within a pricing range. For instances in which the SSP is not directly observable, such as when the Company does not sell the software license separately, the Company derives the SSP using information that may include market conditions and other observable and unobservable inputs, which can require significant judgment. Individual products and services typically have more than one SSP due to the stratification of such products and services by quantity, subscription term, sales channel, and other circumstances. If one of the performance obligations is outside of the SSP range, the Company allocates the transaction price considering the midpoint of the SSP range. The Company also considers whether there are any additional material rights inherent in a contract and, if so, the Company allocates a portion of the transaction price to such rights based on the relative SSP.
(v)    recognition of revenue when the Company satisfies each performance obligation;
Revenue is recognized at the time the related performance obligation is satisfied by transferring the promised product or service to the customer. Revenue for SaaS offerings that relate to a specified amount of services is recognized on a consumption basis as the customer utilizes the services. Revenue from SaaS offerings that are stand-ready arrangements is recognized ratably over the contract period as the Company satisfies the performance obligation. The Company’s self-managed subscriptions include both upfront revenue recognition when the license is delivered, as well as revenue recognized ratably over the contract period for support and maintenance based on the stand-ready nature of these subscription elements.
Services comprise consulting services as well as public and private training. Revenue from services is recognized as these services are delivered.
The Company generates sales directly through its sales team and through its channel partners. Sales to channel partners are made at a discount and revenues are recorded at this discounted price once all the revenue recognition criteria above are met. To the extent that the Company offers rebates, incentives, or joint marketing funds to such channel partners, recorded revenues are reduced by this amount. Channel partners generally receive an order from an end customer prior to placing an order with the Company. Payment from channel partners is not contingent on the partner’s collection from end customers.
Contract Balances
The timing of revenue recognition may differ from the timing of invoicing to customers. For annual contracts, the Company typically invoices customers at the time of entering into the contract. For multi-year agreements, the Company generally invoices customers on an annual basis prior to each anniversary of the contract start date. The Company records unbilled accounts receivable related to revenue recognized in excess of amounts invoiced as the Company has an unconditional right to invoice and receive payment in the future related to those fulfilled obligations. Contract liabilities consist of deferred revenue, which is recognized over the contractual period.
Deferred Contract Acquisition Costs
Deferred contract acquisition costs represent costs that are incremental to the acquisition of customer contracts, which consist mainly of sales commissions and associated payroll taxes. The Company determines whether costs should be deferred based on sales compensation plans if the commissions are, in fact, incremental and would not have occurred absent the customer contract.
Sales commissions for renewal of a subscription contract are not considered commensurate with the commissions paid for contracts with new customers and incremental sales to existing customers given the substantive difference in commission rates in proportion to their respective contract values. Commissions paid for contracts with new customers and incremental sales to existing customers are amortized over an estimated period of benefit of five years, while commissions paid for renewal contracts are amortized based on the pattern of the associated revenue recognition over the related contractual renewal period for the pool of renewal contracts. The Company determines the period of benefit for commissions paid for contracts with new customers and incremental sales to existing customers by taking into consideration its initial estimated customer life and the technological life of its software and related significant features. Commissions paid on services are typically amortized in accordance with the associated revenue as the commissions paid on new and renewal services are commensurate with each other. Amortization of deferred contract acquisition costs is recognized in sales and marketing expense in the consolidated statements of operations.
The Company periodically reviews the carrying amount of deferred contract acquisition costs to determine whether events or changes in circumstances have occurred that could impact the period of benefit of these deferred costs.
Cost of Revenue
Cost of revenue consists primarily of costs related to providing subscriptions and services to the Company’s customers, including personnel costs (salaries, bonuses and benefits, and stock-based compensation) and related expenses for customer support and services personnel, as well as cloud infrastructure costs, third-party contractors, depreciation of fixed assets, amortization associated with acquired intangible assets, and allocated overhead.
Research and Development
Research and development costs are expensed as incurred and consist primarily of personnel costs including salaries, bonuses and benefits, and stock-based compensation. Research and development costs also include depreciation and allocated overhead.
Advertising
Advertising costs are charged to operations as incurred and recorded in sales and marketing expense in the consolidated statements of operations. Advertising costs were $22.5 million, $26.0 million, and $22.4 million for the years ended April 30, 2025, 2024, and 2023, respectively.
Stock-Based Compensation
Compensation expense related to stock awards issued to employees and directors, including stock options and restricted stock units (“RSUs”), which include performance share units (“PSUs”), is measured at the fair value on the date of the grant and recognized over the requisite service period. The fair value of stock options and purchase rights issued to employees under the 2022 Employee Stock Purchase Plan (“2022 ESPP”) is estimated on the date of the grant using the Black-Scholes option-pricing model. The fair value of RSUs is estimated on the date of the grant based on the fair value of the Company’s underlying ordinary shares. Compensation expense for stock options and RSUs is recognized on a straight-line basis over the requisite service period, and over the six-month offering period for ordinary shares purchased under the 2022 ESPP. Compensation expense relating to PSUs is recognized using the accelerated attribution method over the requisite service period when it is probable that the performance condition will be satisfied. The Company recognizes forfeitures as they occur.
Debt Issuance Costs
Costs incurred in connection with the issuance of debt are deferred and amortized as interest expense over the term of the related debt using the effective interest method. To the extent that the debt is outstanding, these amounts are reflected in the consolidated balance sheets as direct deductions from the carrying amount of the outstanding borrowings.
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders
The Company calculates basic net (loss) earnings per share by dividing the net (loss) income by the weighted-average number of ordinary shares outstanding during the period, less shares subject to repurchase. Diluted net (loss) earnings per share is computed by giving effect to all potentially dilutive ordinary share equivalents outstanding for the period, including stock options, RSUs, and ESPP shares.
Treasury Shares
Ordinary shares of the Company that are repurchased are recorded as treasury shares at cost and are included as a component of shareholders’ equity. As of April 30, 2025 and 2024, the Company had 35,937 treasury shares that were repurchased at an average price of $10.30 per share.
Segments
The Company’s Chief Executive Officer is its chief operating decision maker (“CODM”). The Company’s CODM reviews discrete financial information at the consolidated level to make operating decisions, allocate resources, and evaluate financial performance. The Company operates in one operating segment and, therefore, one reportable segment.
The CODM uses consolidated net (loss) income to measure segment profit or loss to evaluate the Company's overall performance and identify any underlying trends in the business to facilitate the allocation of resources to support strategic priorities and capital allocation needs (including personnel-related and other financial or capital resources).
Significant segment expenses that are reviewed and utilized by the CODM at the consolidated level to manage the Company’s operations include cost of revenue, research and development, sales and marketing, and general and administrative expenses, which are presented in the Company’s consolidated statements of operations. Other segment items that impact net loss (income) include interest expense, other income, net, and the provision for (benefit from) income taxes, which are presented in the Company’s consolidated statements of operations.
The Company presents financial information about its operating segment and geographical areas in Note 15.
Income Taxes
The Company is subject to income taxes in the Netherlands and numerous foreign jurisdictions. These foreign jurisdictions may have different statutory rates than the Netherlands. The Company records a provision for (benefit from) income taxes for the anticipated tax consequences of the reported results of operations using the asset and liability method. Under this method, the Company recognizes deferred tax assets and liabilities for the expected future tax consequences of temporary differences between the financial reporting and the tax basis of assets and liabilities, as well as for operating losses and tax credit carryforwards. Deferred tax assets and liabilities are measured using the tax rates that are expected to apply to taxable income for the years in which those tax assets and liabilities are expected to be realized or settled. The Company records a valuation allowance to reduce its deferred tax assets to the net amount that it believes is more likely than not to be realized.
The calculation of the Company’s tax obligations involves dealing with uncertainties in the application of complex tax laws and regulations. ASC 740, Income Taxes, provides that a tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, on the basis of the technical merits. The Company has assessed its income tax positions and recorded tax benefits for all years subject to examination, based on the Company’s evaluation of the facts, circumstances and information available at each period end. For those tax positions where the Company has determined there is a greater than 50% likelihood that a tax benefit will be sustained, the Company has recorded the largest amount of tax benefit that may potentially be realized upon ultimate settlement with a taxing authority that has full knowledge of all relevant information. For those income tax positions where it is determined there is less than a 50% likelihood that a tax benefit will be sustained, no tax benefit has been recognized.
Although the Company believes that it has adequately reserved for its uncertain tax positions, the Company can provide no assurance that the final tax outcome of these matters will not be materially different. As the Company expands internationally, it will face increased complexity and the Company’s unrecognized tax benefits may increase in the future. The Company makes adjustments to its reserves when facts and circumstances change, such as the closing of a tax audit or the refinement of an estimate. To the extent that the final tax outcome of these matters is different than the amounts recorded, such differences will affect the provision for (benefit from) income taxes in the period in which such determination is made.
Recently Adopted Accounting Pronouncements
Segment Reporting: In November 2023, the Financial Accounting Standards Board (“FASB”) issued ASU No. 2023-07, Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures, which provides updates to qualitative and quantitative reportable segment disclosure requirements, including enhanced disclosures about significant segment expenses and increased interim disclosure requirements, among others. The Company adopted ASU No. 2023-07 during the fiscal year ended April 30, 2025 on a retrospective basis. The Company’s adoption of this ASU did not have a material impact on its consolidated financial statements.
New Accounting Pronouncements Not Yet Adopted
Income Taxes: In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, requiring enhancements and further transparency to certain income tax disclosures. The new guidance requires consistent categories and greater disaggregation of information in the tax rate reconciliation and information about income taxes paid disaggregated by jurisdiction. The guidance becomes effective for the Company for fiscal years beginning after April 30, 2025. Early adoption is permitted. Upon adoption, the guidance may be applied prospectively or retrospectively. The Company is currently evaluating the impact of adopting this standard on its consolidated financial statements.
Comprehensive Income: In November 2024, the FASB issued ASU No. 2024-03, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, requiring more detailed disclosures about specified categories of expenses included in certain expense captions presented on the face of the income statement. The guidance becomes effective for the Company for fiscal years beginning after April 30, 2027, and interim periods within fiscal years beginning after April 30, 2028. Early adoption is permitted. Upon adoption, the guidance may be applied prospectively or retrospectively. The Company is currently evaluating the impact of adopting this standard on its consolidated financial statements.
v3.25.1
Revenue
12 Months Ended
Apr. 30, 2025
Revenue from Contract with Customer [Abstract]  
Revenue Revenue
Disaggregation of Revenue
The following table presents revenue by category (in thousands):
Year Ended April 30,
202520242023
Amount% of
Total
Revenue
Amount% of
Total
Revenue
Amount% of
Total
Revenue
Elastic Cloud$687,619 46 %$547,520 43 %$424,053 40 %
Other subscription696,901 47 %629,086 50 %560,709 52 %
Total subscription1,384,520 93 %1,176,606 93 %984,762 92 %
Services98,776 %90,715 %84,227 %
Total revenue$1,483,296 100 %$1,267,321 100 %$1,068,989 100 %
Concentration of Credit Risk
No customer accounted for 10% or more of net accounts receivable as of April 30, 2025. One customer, a channel partner, accounted for 13% of net accounts receivable as of April 30, 2024. The same customer accounted for 12% and 11% of total revenue during the years ended April 30, 2025 and 2024, respectively. No customer accounted for 10% or more of the Company’s total revenue for the year ended April 30, 2023.
Deferred Revenue
The Company recognized revenue of $660.9 million, $522.8 million, and $430.7 million for the years ended April 30, 2025, 2024, and 2023, respectively, that was included in the deferred revenue balance at the beginning of each of the respective periods.
Unbilled Accounts Receivable
Unbilled accounts receivable is recorded as part of accounts receivable, net in the Company’s consolidated balance sheets. As of April 30, 2025 and April 30, 2024, unbilled accounts receivable was $2.5 million.
Remaining Performance Obligations
Remaining performance obligations (RPO) represent the amount of contracted future revenue that has not been recognized, including deferred revenue and non-cancelable contracted amounts that will be invoiced and recognized as revenue in future periods. The Company’s RPO excludes performance obligations from on-demand arrangements as there are no minimum purchase commitments associated with such arrangements.
As of April 30, 2025, the Company had $1.545 billion of RPO, of which the Company expects to recognize approximately 65% as revenue over the next twelve months, approximately 90% over the next twenty-four months, and the remainder thereafter.
Deferred Contract Acquisition Costs
Amortization expense with respect to deferred contract acquisition costs was $96.7 million, $78.5 million, and $68.9 million for the years ended April 30, 2025, 2024, and 2023, respectively. The Company did not recognize any impairment of deferred contract acquisition costs for the years ended April 30, 2025, 2024, and 2023.
v3.25.1
Fair Value Measurements
12 Months Ended
Apr. 30, 2025
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
Financial Assets
The following table summarizes assets that are measured at fair value on a recurring basis as of April 30, 2025 (in thousands):
Level 1Level 2Level 3Total
Financial Assets:
Cash equivalents:
Money market funds$197,710 $— $— $197,710 
U.S. treasury securities90,642 — — 90,642 
U.S. agency securities— 20,001 — 20,001 
Commercial paper— 9,462 — 9,462 
Certificates of deposit
— 6,020 — 6,020 
Corporate debt securities
— 3,128 — 3,128 
Total included in cash equivalents
288,352 38,611 — 326,963 
Marketable securities:
U.S. treasury securities113,440 — — 113,440 
Corporate debt securities— 390,077 — 390,077 
Certificates of deposit— 63,377 — 63,377 
International treasuries— 40,135 — 40,135 
Municipal securities— 34,966 — 34,966 
Commercial paper— 17,739 — 17,739 
U.S. agency securities
— 9,983 — 9,983 
Total marketable securities113,440 556,277 — 669,717 
Mutual fund investments (1)
2,646 — — 2,646 
Total financial assets$404,438 $594,888 $— $999,326 
(1) Mutual fund investments are held in an irrevocable rabbi trust for payment obligations to non-qualified deferred compensation plan participants. The investments are recorded as part of other assets in the Company’s consolidated balance sheets.
The following table summarizes assets that are measured at fair value on a recurring basis as of April 30, 2024 (in thousands):
Level 1Level 2Level 3Total
Financial Assets:
Cash equivalents:
Money market funds$180,248 $— $— $180,248 
U.S. treasury securities
35,407 — — 35,407 
Corporate debt securities
— 699 — 699 
Total included in cash equivalents
215,655 699 — 216,354 
Marketable securities:
U.S. treasury securities112,471 — — 112,471 
Corporate debt securities— 269,168 — 269,168 
Commercial paper— 43,051 — 43,051 
Certificates of deposit— 42,972 — 42,972 
U.S. agency securities
— 35,892 — 35,892 
Municipal securities
— 27,806 — 27,806 
International treasuries
— 12,642 — 12,642 
Total marketable securities112,471 431,531 — 544,002 
Mutual fund investments (1)
461 — — 461 
Total financial assets$328,587 $432,230 $— $760,817 
(1) Mutual fund investments are held in an irrevocable rabbi trust for payment obligations to non-qualified deferred compensation plan participants. The investments are recorded as part of other assets in the Company’s consolidated balance sheets.
Interest income from the Company’s cash, cash equivalents, and marketable securities was $48.3 million, $28.1 million, and $17.7 million for the years ended April 30, 2025, 2024, and 2023, respectively, and is included in other income, net in the consolidated statements of operations.
As of April 30, 2025 and April 30, 2024, gross unrealized gains and losses on the marketable securities were insignificant. The fluctuations in market interest rates impacted the unrealized losses or gains on these securities.
The fair value of available-for-sale securities, by remaining contractual maturity, are as follows (in thousands):
As of April 30,
20252024
Due within 1 year$368,374 $298,876 
Due between 1 year and 3 years299,522 245,126 
Due between 3 years and 5 years1,821 — 
Total marketable securities$669,717 $544,002 
Financial Liabilities
In July 2021, the Company issued $575.0 million aggregate principal amount of 4.125% Senior Notes due July 15, 2029 (the “Senior Notes”) in a private placement. Based on the trading prices of the Senior Notes, the fair value of the Senior Notes as of April 30, 2025 was approximately $543.3 million. While the Senior Notes are recorded at cost, the fair value of the Senior Notes was determined based on quoted prices in markets that are not active; accordingly, the Senior Notes are categorized as Level 2 for purposes of the fair value measurement hierarchy.
v3.25.1
Acquisitions
12 Months Ended
Apr. 30, 2025
Business Combinations [Abstract]  
Acquisitions Acquisitions
Opster Ltd.
On November 30, 2023, the Company acquired 100% of the share capital of Opster Ltd. (“Opster”) for a total purchase consideration of $23.0 million. The purchase consideration includes $3.0 million held back by the Company for indemnity obligations, which will be released upon the 18-month anniversary of the acquisition.
The acquisition was accounted for as a business combination in accordance with ASC 805, Business Combinations, and, accordingly, the total purchase consideration was allocated to the tangible and intangible assets acquired and liabilities assumed based on their estimated fair values on the acquisition date. The total purchase price allocated to developed technology and goodwill was $6.0 million and $15.9 million, respectively. The fair value assigned to developed technology was determined using the cost to recreate approach. The developed technology asset is being amortized on a straight-line basis over the useful life of 5 years, which approximates the pattern in which the developed technology is utilized. Goodwill resulted primarily from the expectation of enhancing the efficiency and management of Elastic’s Search AI Platform and is not deductible for income tax purposes.
The financial results of Opster have been included in the Company’s consolidated results of operations since the acquisition date. Pro forma and historical results of operations for this acquisition have not been presented as they were not material to the consolidated results of operations.
v3.25.1
Balance Sheet Components
12 Months Ended
Apr. 30, 2025
Balance Sheet Components [Abstract]  
Balance Sheet Components Balance Sheet Components
Property and Equipment, Net
The cost and accumulated depreciation of property and equipment were as follows (in thousands):
As of April 30,
Useful Life (in years)20252024
Leasehold improvementsLesser of estimated useful life or remaining lease term$14,780 $12,683 
Computer hardware and software34,390 3,464 
Furniture and fixtures
3-5
8,025 7,395 
Assets under construction33 428 
Total property and equipment27,228 23,970 
Less: accumulated depreciation(20,639)(18,517)
Property and equipment, net$6,589 $5,453 
Depreciation expense related to property and equipment was $3.1 million, $3.5 million, and $3.6 million for the years ended April 30, 2025, 2024, and 2023, respectively. During the year ended April 30, 2023, the Company recorded asset impairment charges related to the exit from leased office space, which included $1.1 million of furniture, equipment, and leasehold improvements.
Intangible Assets, Net
Intangible assets consisted of the following as of April 30, 2025 (in thousands):
Gross Fair ValueAccumulated AmortizationNet Book ValueWeighted Average
Remaining
Useful Life
(in years)
Developed technology$76,130 $64,702 $11,428 2.2
Foreign currency translation adjustment(24)
Total$11,404 
Intangible assets consisted of the following as of April 30, 2024 (in thousands):
Gross Fair ValueAccumulated AmortizationNet Book ValueWeighted Average
Remaining
Useful Life
(in years)
Developed technology$76,130 $55,489 $20,641 2.7
Foreign currency translation adjustment(21)
Total$20,620 
Amortization expense for the intangible assets for the years ended April 30, 2025, 2024, and 2023 was as follows (in thousands):
Year Ended April 30,
202520242023
Cost of revenue – subscription$9,213 $12,353 $11,781 
Sales and marketing— 2,143 4,887 
Total amortization of acquired intangible assets$9,213 $14,496 $16,668 
The expected future amortization expense related to the intangible assets as of April 30, 2025 was as follows (in thousands, by fiscal year):
2026$6,255 
20273,244 
20281,202 
2029703 
Total$11,404 
Goodwill
The following table represents the changes to goodwill (in thousands):
Carrying Amount
Balance as of April 30, 2023$303,642 
Addition from acquisition
15,854 
Foreign currency translation adjustment(116)
Balance as of April 30, 2024$319,380 
Foreign currency translation adjustment37 
Balance as of April 30, 2025$319,417 
There was no impairment of goodwill during the years ended April 30, 2025, 2024, and 2023.
Accrued Expenses and Other Liabilities
Accrued expenses and other liabilities consisted of the following (in thousands):
As of April 30,
20252024
Accrued expenses$36,585 $34,779 
Income taxes payable11,690 10,596 
Value added taxes payable9,872 8,849 
Accrued interest6,918 6,918 
Other21,282 14,150 
Total accrued expenses and other liabilities$86,347 $75,292 
Accrued Compensation and Benefits
Accrued compensation and benefits consisted of the following (in thousands):
As of April 30,
20252024
Accrued vacation$42,136 $35,005 
Accrued commissions28,051 34,339 
Accrued payroll and withholding taxes10,007 9,830 
Other13,520 14,517 
Total accrued compensation and benefits$93,714 $93,691 
Allowance for Credit Losses
The following is a summary of the changes in the Company’s allowance for credit losses (in thousands):
Year Ended April 30,
202520242023
Beginning balance$4,979 $3,409 $2,700 
Bad debt expense3,909 3,864 2,722 
Accounts written off(3,378)(2,294)(2,013)
Ending balance$5,510 $4,979 $3,409 
v3.25.1
Senior Notes
12 Months Ended
Apr. 30, 2025
Debt Disclosure [Abstract]  
Senior Notes Senior Notes
In July 2021, the Company issued $575.0 million aggregate principal amount of Senior Notes in a private placement.
Interest on the Senior Notes is payable semi-annually in arrears on January 15 and July 15 of each year. Total debt issuance costs of $9.3 million are being amortized to interest expense using the effective interest method over the term of the Senior Notes. The Company may at its election redeem all or a part of the Senior Notes, on any one or more occasions, at the redemption prices set forth in the indenture governing the Senior Notes (the “Indenture”), plus, in each case, accrued and unpaid interest thereon, if any, to, but excluding, the applicable redemption date. The Company may also at its election redeem the Senior Notes in whole, but not in part, at a price equal to 100% of the principal amount thereof plus accrued and unpaid interest, if any, if certain changes in tax law occur as set forth in the Indenture.
If the Company experiences a change of control triggering event (as defined in the Indenture), the Company must offer to repurchase the Senior Notes at a repurchase price equal to 101% of the principal amount of the Senior Notes to be repurchased, plus accrued and unpaid interest, if any, to the repurchase date.
The Indenture contains covenants limiting the Company’s ability and the ability of certain subsidiaries to create liens on certain assets to secure debt; grant a subsidiary guarantee of certain debt without also providing a guarantee of the Senior Notes; and consolidate or merge with or into, or sell or otherwise dispose of all or substantially all of its assets to, another person. These covenants are subject to a number of limitations and exceptions. Certain of these covenants will not apply during any period in which the Senior Notes are rated investment grade by Moody’s Investors Service, Inc. and Standard & Poor’s Ratings Services.
The net carrying amount of the Senior Notes was as follows (in thousands):
As of April 30,
20252024
Principal$575,000 $575,000 
Unamortized debt issuance costs(5,271)(6,388)
Net carrying amount$569,729 $568,612 
The following table sets forth the interest expense recognized related to the Senior Notes (in thousands):
Year Ended April 30,
202520242023
Contractual interest expense$23,719 $23,719 $23,719 
Amortization of debt issuance costs1,117 1,069 1,023 
Total interest expense related to the Senior Notes$24,836 $24,788 $24,742 
v3.25.1
Commitments and Contingencies
12 Months Ended
Apr. 30, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
Cloud Hosting Commitments
The table below reflects the Company’s future minimum purchase obligations relating to non-cancelable agreements for cloud hosting as of April 30, 2025 (in thousands):
Years Ending April 30,Purchase Obligations
2026$219,170 
2027213,776 
2028141,033 
2029130,000 
2030108,333 
Total$812,312 
Actual timing may vary depending on services used and total payments under these capacity commitments may be higher than the total minimum depending on services used.
Other Purchase Commitments
The Company has future purchase obligations related to general corporate services, subscription software, and sales and marketing contracts. As of April 30, 2025, the Company had purchase commitments of $73.2 million related to these contracts, primarily due within the next twelve months.
Letters of Credit
The Company had a total of $2.9 million in letters of credit outstanding in favor of certain landlords for office space as of April 30, 2025.
Legal Matters
From time to time, the Company has become involved in claims and other legal matters arising in the ordinary course of business. The Company investigates these claims as they arise. Although claims are inherently unpredictable, the Company is currently not aware of any matters that, if determined adversely to the Company, would individually or taken together have a material adverse effect on its business, results of operations, financial position or cash flows.
On February 11, 2025, an alleged shareholder of the Company filed a complaint in the United States District Court for the Eastern District of New York against the Company and one of its executive officers, Ashutosh Kulkarni, as well as a former executive officer of the Company, Janesh Moorjani, on behalf of a putative class of shareholders of the Company who purchased or otherwise acquired the Company’s ordinary shares during the period from May 31, 2024 to August 29, 2024. The complaint, captioned “In re Elastic N.V. Securities Litigation” alleges that the defendants made materially false and misleading statements and omitted material information about the Company’s business and financial results during the foregoing period in violation of Sections 10(b) and 20(a) of the Exchange Act and Exchange Act Rule 10b-5, which allegedly resulted in artificially inflated prices of the Company’s shares. The complaint states that plaintiffs seek damages and attorneys’ fees and costs. The Company intends to defend this case vigorously. At this early state of the proceedings, the Company can neither predict the ultimate outcome of the litigation nor estimate any range of possible losses.
The Company accrues estimates for resolution of legal and other contingencies when losses are probable and reasonably estimable.
Indemnification
The Company enters into indemnification provisions under its agreements with other companies in the ordinary course of business, including business partners, landlords, contractors and parties performing its research and development. Pursuant to these arrangements, the Company agrees to indemnify, hold harmless, and reimburse the indemnified party for certain losses suffered or incurred by the indemnified party as a result of the Company’s activities. The maximum potential amount of future payments the Company could be required to make under these agreements is not determinable. The Company to date has not incurred costs to defend lawsuits or settle claims related to these indemnification agreements. As a result, the Company believes the fair value of these agreements is not material. The Company maintains commercial general liability insurance and product liability insurance to offset certain of the Company’s potential liabilities under these indemnification provisions.
In addition, the Company indemnifies its officers, directors and certain key employees against certain liabilities that may arise as a result of their affiliation with the Company. To date, there have been no claims under any indemnification provisions.
Gain Contingencies
From time to time the Company may realize a gain contingency, although recognition will not occur until cash is received or the gain is deemed as realizable. In connection with a favorable settlement of a legal claim, the Company recognized a gain of $0.4 million and $10.4 million included in other income, net in the accompanying consolidated statements of operations for the years ended April 30, 2024 and 2023, respectively.
v3.25.1
Leases
12 Months Ended
Apr. 30, 2025
Leases [Abstract]  
Leases Leases
The Company’s leases provide for rental of corporate office space under non-cancelable operating lease agreements that expire at various dates through fiscal 2036. The Company does not have any finance leases.
Lease Costs
Components of lease costs included in the consolidated statements of operations were as follows (in thousands):
Year Ended April 30,
202520242023
Operating lease cost$11,102 $12,114 $12,411 
Short-term lease cost2,232 1,921 2,217 
Variable lease cost1,456 1,342 726 
Total lease cost$14,790 $15,377 $15,354 
Lease term and discount rate information are summarized as follows:
As of
April 30, 2025
Weighted average remaining lease term (in years)5.1
Weighted average discount rate5.5 %
Future minimum lease payments under non-cancelable operating leases on an undiscounted cash flow basis as of April 30, 2025 were as follows (in thousands, by fiscal year):
2026$10,151 
20275,483 
20283,732 
20292,279 
20301,264 
Thereafter7,007 
Total minimum lease payments29,916 
Less imputed interest(4,631)
Present value of future minimum lease payments25,285 
Less current lease liabilities(8,928)
Operating lease liabilities, non-current$16,357 
Future minimum lease payments as of April 30, 2025 include future cash payments on leases with corresponding right-of-use assets which were written down for impairment due to facilities-related cost optimization actions during the year ended April 30, 2023. During the year ended April 30, 2023, the Company recorded an impairment charge of $5.1 million related to the exit from leased office space.
v3.25.1
Ordinary Shares
12 Months Ended
Apr. 30, 2025
Equity [Abstract]  
Ordinary Shares Ordinary Shares
The Company’s authorized ordinary share capital pursuant to its articles of association amounts to 165 million ordinary shares at a par value per ordinary share of €0.01.
Each holder of ordinary shares has the right to one vote per ordinary share. The holders of ordinary shares are also entitled to receive dividends whenever funds are legally available and when proposed by the Company’s board of directors and adopted by the general meeting of shareholders, subject to the prior rights of holders of all classes of shares outstanding having priority rights to dividends. No dividends have been declared from the Company’s inception through April 30, 2025.
The board of directors has been authorized by the general meeting of shareholders, on the Company’s behalf, to issue the Company’s ordinary shares and grant rights to acquire the Company’s ordinary shares in an amount up to 20% of the issued share capital of the Company as of August 21, 2024. This authorization is valid for a period of 18 months from October 1, 2024, the date of such general meeting of shareholders, until April 1, 2026.
Ordinary Shares Reserved for Issuance
The Company has reserved ordinary shares for issuance as follows:
As of April 30,
20252024
Stock options issued and outstanding1,775,723 2,640,423 
Restricted stock units issued and outstanding
6,523,077 7,076,836 
Available for future grants
23,291,765 20,252,732 
Available for 2022 ESPP
5,290,599 5,654,835 
Total ordinary shares reserved
36,881,164 35,624,826 
Preference Shares
The Company’s authorized preference share capital pursuant to its articles of association amounts to 165 million preference shares at a par value per preference share of €0.01. Each holder of preference shares has rights and preferences, including the right to one vote per preference share. As of April 30, 2025, there were no preference shares issued or outstanding.
Preference shares in the capital of the Company may currently only be issued pursuant to a resolution adopted by the general meeting of shareholders at the proposal of the board of directors.
v3.25.1
Equity Incentive Plans
12 Months Ended
Apr. 30, 2025
Share-Based Payment Arrangement [Abstract]  
Equity Incentive Plans Equity Incentive Plans
2022 Employee Stock Purchase Plan
In August 2022, the Company’s board of directors adopted and, in October 2022, the Company’s shareholders approved the 2022 ESPP. The Company reserved 6.0 million of the Company’s ordinary shares for future purchase and issuance under the 2022 ESPP in January 2023. The 2022 ESPP allows eligible employees to acquire ordinary shares of the Company at a discount at periodic intervals through accumulated payroll deductions. Eligible employees purchase ordinary shares of the Company during a purchase period at 85% of the market value of the ordinary shares at either the beginning or end of an offering period, whichever is lower. Offering periods under the 2022 ESPP are approximately six months long and begin on each of March 16 or September 16 or the next trading day thereafter.
The Company issued 364,236 and 345,165 ordinary shares under the 2022 ESPP during the years ended April 30, 2025 and 2024, respectively. Stock-based compensation expense recognized related to the 2022 ESPP was $9.2 million, $7.1 million, and $0.9 million for the years ended April 30, 2025, 2024, and 2023, respectively.
The fair value of the 2022 ESPP offerings was estimated on the offering date using the Black-Scholes option pricing model with the following assumptions:
Year Ended April 30,
20252024
Expected term (in years)0.50.5
Expected stock price volatility
50.4% - 59.2%
47.3% - 63.3%
Risk-free interest rate
4.3% - 4.6%
5.4% - 5.5%
Dividend yield—%—%
2012 Stock Option Plan
In September 2012, the Company’s board of directors adopted and the Company’s shareholders approved the 2012 Stock Option Plan, which was amended and restated in September 2018 and further amended in December 2021 (as amended and restated, the “2012 Plan”). Under the 2012 Plan, the board of directors, the compensation committee, as administrator of the 2012 Plan, and any other duly authorized committee may grant stock options and other equity-based awards, such as RSUs (which include PSUs) to eligible employees, directors, and consultants to attract and retain talented personnel for positions of substantial responsibility, to provide additional incentive to employees, directors, and consultants, and to promote the success of the Company’s business.
The Company’s board of directors, compensation committee, or other duly authorized committee determines the vesting schedule for all equity-based awards. Stock options and RSUs granted to employees generally vest over four years, subject to the employees’ continued service to the Company. The Company’s compensation committee may explicitly deviate from the general vesting schedules in its approval of an equity-based award as it may deem appropriate. Stock options expire ten years after the date of grant. Stock options and RSUs that are canceled under certain conditions become available for future grant or sale under the 2012 Plan unless the 2012 Plan is terminated.
The equity awards available for grant were as follows: 
Year Ended April 30,
20252024
Available at beginning of fiscal year20,252,732 17,564,133 
Shares authorized
5,085,297 4,868,347 
Options canceled
72,819 104,137 
RSUs granted
(3,177,238)(3,399,494)
RSUs canceled
1,058,155 1,115,609 
Available at end of period23,291,765 20,252,732 
Stock Incentive Plans Assumed in Acquisitions
In connection with acquisitions completed in prior years, the Company assumed certain unvested stock options that were outstanding on the date of the respective acquisitions.
The assumed stock options will continue to be outstanding and will be governed by the provisions of their respective plans and are included in the stock option activity table below.
Stock Options
The following table summarizes stock option activity:
Stock Options Outstanding
Number of
Stock Options
Outstanding
Weighted-
Average
Exercise
Price
Remaining
Contractual
Term
(in years)
Aggregate
Intrinsic
Value
(in thousands)
Balance as of April 30, 20234,038,238 $32.74 5.35$134,778 
Stock options exercised(1,292,375)$16.19 
Stock options canceled(104,137)$98.35 
Stock options assumed in acquisition canceled(1,303)$76.12 
Balance as of April 30, 20242,640,423 $38.23 4.67$178,081 
Stock options exercised(791,874)$22.54 
Stock options canceled(72,819)$113.23 
Stock options assumed in acquisition canceled(7)$76.82 
Balance as of April 30, 20251,775,723 $42.16 3.88$88,617 
Exercisable as of April 30, 20251,692,783 $39.97 3.74$88,120 
Aggregate intrinsic value represents the difference between the exercise price of the stock options to purchase the Company’s ordinary shares and the fair value of the Company’s ordinary shares. No stock options were granted during the years ended April 30, 2025 and 2024.
As of April 30, 2025, the Company had unrecognized stock-based compensation expense of $3.8 million related to unvested stock options that the Company expects to recognize over a weighted-average period of 0.89 years.
RSUs
The following table summarizes RSU activity under the 2012 Plan:
Number of AwardsWeighted-Average Grant Date Fair Value
Outstanding and unvested at April 30, 20237,494,399 $74.52 
RSUs granted3,399,494 $102.23 
RSUs released(2,701,448)$80.51 
RSUs canceled(1,115,609)$75.60 
Outstanding and unvested at April 30, 20247,076,836 $85.38 
RSUs granted
3,177,238 $106.55 
RSUs released(2,672,842)$89.04 
RSUs canceled
(1,058,155)$86.87 
Outstanding and unvested at April 30, 20256,523,077 $93.95 
As of April 30, 2025, the Company had unrecognized stock-based compensation expense of $564.6 million related to RSUs that the Company expects to recognize over a weighted-average period of 2.54 years.
Determination of Fair Value
The determination of the fair value of stock-based options on the date of grant using an option pricing model is affected by the fair value of the Company’s ordinary shares, as well as assumptions regarding a number of complex and subjective variables. The Company uses the Black-Scholes option pricing model to calculate the fair value of stock options, which requires the use of assumptions including actual and projected employee stock option exercise behaviors, expected price volatility of the Company’s ordinary shares, the risk-free interest rate, and expected dividends.
Fair Value of Ordinary Shares:    The fair value of the underlying ordinary shares is determined by the closing price of the Company’s ordinary shares, which are traded publicly on the New York Stock Exchange, on the date of the grant.
Expected Term:    The expected term represents the period that options are expected to be outstanding. For option grants that are considered to be “plain vanilla,” the Company determines the expected term using the simplified method. The simplified method deems the term to be the average of the time-to-vesting and the contractual life of the options.
Expected Volatility:    Due to the fact that the Company has limited trading history of its ordinary shares, the expected volatility is derived from the average historical stock volatilities of several unrelated public companies within the Company’s industry that the Company considers to be comparable to its own business over a period equivalent to the option’s expected term.
Risk-Free Interest Rate:    The risk-free interest rate is based on the U.S. Treasury yield curve in effect at the time of grant for zero-coupon U.S. Treasury notes with maturities approximately equal to the option’s expected term.
Dividend Rate:    The expected dividend is assumed to be zero as the Company has never paid dividends and has no current plans to do so.
The Company’s expected volatility and expected term involve management’s best estimates, both of which impact the fair value of the option calculated under the Black-Scholes option pricing model and, ultimately, the expense that will be recognized over the life of the option.
The fair value of stock options granted and assumed was estimated on the date of grant using the Black-Scholes option pricing model with the following assumptions:
Year Ended April 30,
202520242023
Expected term (in years)
N/A
N/A
6.02
Expected stock price volatility
N/A
N/A
60.7% - 62.0%
Risk-free interest rate
N/A
N/A
3.1% - 3.4%
Dividend yield
N/A
N/A
—%
Stock-Based Compensation Expense
Total stock-based compensation expense recognized in the Company’s consolidated statements of operations was as follows (in thousands):
Year Ended April 30,
202520242023
Cost of revenue
Subscription$9,443 $8,774 $8,308 
Services14,747 12,539 9,435 
Research and development97,412 93,588 80,170 
Sales and marketing86,743 78,069 68,943 
General and administrative49,437 46,167 37,183 
Total stock-based compensation expense$257,782 $239,137 $204,039 
v3.25.1
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders
12 Months Ended
Apr. 30, 2025
Earnings Per Share [Abstract]  
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders
The following table sets forth the computation of basic and diluted net (loss) earnings per share attributable to ordinary shareholders (in thousands, except share and per share data):
Year Ended April 30,
202520242023
Numerator:
Net (loss) income$(108,114)$61,720 $(236,161)
Denominator:
Weighted-average shares used to compute net (loss) earnings per share attributable to ordinary shareholders
Basic103,661,704 99,646,231 95,729,844 
Diluted103,661,704 103,980,132 95,729,844 
Net (loss) earnings per share attributable to ordinary shareholders
Basic$(1.04)$0.62 $(2.47)
Diluted$(1.04)$0.59 $(2.47)
The following outstanding potentially dilutive ordinary shares were excluded from the computation of diluted net (loss) earnings per share attributable to ordinary shareholders for the periods presented because the impact of including them would have been antidilutive:
Year Ended April 30,
202520242023
Stock options1,775,723 634,519 4,038,238 
RSUs6,523,077 1,496,213 7,494,399 
2022 ESPP
147,488 4,010 197,077 
Total8,446,288 2,134,742 11,729,714 
v3.25.1
Income Taxes
12 Months Ended
Apr. 30, 2025
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
The Company is incorporated in the Netherlands but operates in various countries with differing tax laws and rates. The geographical breakdown of loss before provision for (benefit from) income taxes is summarized as follows (in thousands):
Year Ended April 30,
202520242023
Dutch$(135,145)$(233,089)$(283,010)
Foreign103,576 110,333 66,133 
Loss before income taxes$(31,569)$(122,756)$(216,877)
The components of the provision for (benefit from) income taxes were as follows (in thousands):
Year Ended April 30,
202520242023
Current:
Dutch$5,815 $4,297 $2,910 
Foreign15,540 24,558 17,042 
Total current tax expense21,355 28,855 19,952 
Deferred:
Dutch448 43 (71)
Foreign54,742 (213,374)(597)
Total deferred tax expense (income)55,190 (213,331)(668)
Total provision for (benefit from) income taxes
$76,545 $(184,476)$19,284 
The Company’s effective tax rate substantially differed from the Dutch statutory tax rate of 25.8% primarily due to the valuation allowance for the Netherlands and waiver of certain deductions subject to the BEAT. A reconciliation of income taxes at the statutory income tax rate to the provision for (benefit from) income taxes included in the consolidated statements of operations is as follows (in thousands, except for rates):
Year Ended April 30,
202520242023
Tax
Rate
Tax
Rate
Tax
Rate
Dutch statutory income tax$(8,145)25.8 %$(31,671)25.8 %$(55,954)25.8 %
Foreign income taxed at different rates(5,561)17.6 %(2,406)2.0 %(1,305)0.6 %
Tax credits(13,508)42.8 %(10,149)8.3 %(7,349)3.4 %
Stock-based compensation(9,282)29.4 %(10,296)8.4 %5,018 (2.3)%
Change in valuation allowance48,539 (153.8)%(186,166)151.6 %69,271 (31.9)%
Intellectual property migration
610 (1.9)%7,353 (6.0)%— — %
BEAT waiver election
45,321 (143.6)%40,141 (32.7)%— — %
Foreign-Derived Intangible Income (“FDII”) exclusion
(2,241)7.1 %(2,328)1.9 %— — %
Executive compensation
6,523 (20.7)%4,091 (3.3)%— — %
Foreign withholding taxes2,701 (8.6)%2,864 (2.3)%3,201 (1.5)%
State taxes
6,867 (21.8)%1,866 (1.5)%455 (0.2)%
Unrecognized tax benefit
6,713 (21.3)%1,406 (1.1)%1,414 (0.7)%
Tax credit add-back
1,215 (3.8)%950 (0.8)%809 (0.4)%
Meals and entertainment
598 (1.9)%566 (0.5)%454 (0.2)%
Prior-year true-ups
(3,680)11.7 %(846)0.7 %11 — %
Other(125)0.5 %149 (0.2)%3,259 (1.5)%
Provision for (benefit from) income taxes
$76,545 (242.5)%$(184,476)150.3 %$19,284 (8.9)%
Deferred Income Taxes
Deferred tax assets and liabilities are recognized for the expected future tax consequences of temporary differences between the carrying amounts and the tax basis of assets and liabilities. Management assesses whether it is more likely than not that some portion or all of the deferred tax assets will be realized. Deferred tax assets are reduced by a valuation allowance where management has concluded it is more likely than not that the deferred tax assets will not be realized. The ultimate realization of deferred tax assets is dependent upon the generation of future taxable income. Management makes estimates and judgments about future taxable income based on assumptions that are consistent with the Company’s plans and estimates.
Significant components of the Company’s deferred tax assets and liabilities are summarized as follows (in thousands):
As of April 30,
20252024
Deferred tax assets:
Accrued compensation$5,837 $5,324 
Net operating loss carryforwards
537,912 547,590 
Intangible assets
5,641 5,768 
Deferred revenue7,478 8,057 
Stock-based compensation20,613 18,858 
Tax credits32,271 31,373 
Disallowed interest expense13,183 12,380 
Lease liabilities4,727 3,706 
Other11,018 6,657 
Gross deferred tax assets638,680 639,713 
Less valuation allowance(437,497)(386,882)
Total deferred tax assets201,183 252,831 
Deferred tax liabilities:
Deferred contract acquisition costs(38,629)(37,005)
Right of use assets(4,133)(2,546)
Gross deferred tax liabilities(42,762)(39,551)
Net deferred tax assets
$158,421 $213,280 
The valuation allowance for deferred tax assets as of April 30, 2025 and 2024 was $437.5 million and $386.9 million, respectively. As the Company has generated losses since inception in the Netherlands and is anticipated to have cumulative losses for the foreseeable future, management maintains a full valuation allowance against the net deferred tax assets in this jurisdiction. In addition, the United Kingdom jurisdiction is also anticipated to have cumulative losses for the foreseeable future and, as such, a valuation allowance has been established for this jurisdiction. The valuation allowance for the Netherlands deferred tax assets as of April 30, 2025 and 2024 was $390.5 million and $344.5 million, respectively, and the valuation allowance for the United Kingdom deferred tax assets as of April 30, 2025 and 2024 was $24.3 million and $19.4 million, respectively. In addition, the Company carries a valuation allowance against certain United States state deferred tax assets, which was $22.7 million and $23.0 million as of April 30, 2025 and 2024, respectively. To the extent sufficient positive evidence becomes available, the Company may release all or a portion of the Netherlands valuation allowance in one or more future periods. A release of the valuation allowance, if any, would result in the recognition of certain deferred tax assets and a material income tax benefit for the period in which such release is recorded.
As of April 30, 2025, the Company had net operating loss carryforwards for Netherlands, United States (federal and state, respectively), and United Kingdom income tax purposes of $1.407 billion, $546.3 million, $551.2 million, and $97.9 million, respectively, with losses being carried forward indefinitely and beginning to expire in the year ending April 30, 2026 for the United States (federal and state, respectively), with Netherlands and United Kingdom losses being carried forward indefinitely. The Company also has research and development tax credit carryforwards for United States (federal and state, respectively), Canada, and Spain for income tax purposes of $34.6 million, $9.3 million, $1.1 million, and $1.4 million, respectively, which begin to expire on April 30, 2039, April 30, 2026, April 30, 2042, and April 30, 2041, respectively. The Company also has research and development tax credit carryforwards for Australia income tax purposes of $0.6 million being carried forward indefinitely. The deferred tax assets associated with the net operating loss carryforwards and other tax attributes in the Netherlands and the United Kingdom are subject to a full valuation allowance.
Uncertain Tax Positions
The calculation of the Company’s tax obligations involves dealing with uncertainties in the application of complex tax laws and regulations. ASC 740, Income Taxes, provides that a tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, on the basis of the technical merits. The Company has assessed its income tax positions and recorded tax benefits for all years subject to examination, based on the Company’s evaluation of the facts, circumstances, and information available at each period end.
Although the Company believes that it has adequately reserved for its uncertain tax positions, the Company can provide no assurance that the final tax outcome of these matters will not be materially different. As the Company continues to grow in size, it will face increased complexity, and the Company’s unrecognized tax benefits may increase in the future. The Company adjusts its reserves when facts and circumstances change, such as the closing of a tax audit or the refinement of an estimate. To the extent that the final tax outcome of these matters is different than the amounts recorded, such differences will affect the provision for income taxes in the period in which such determination is made.
The Company had unrecognized tax benefits of $29.6 million as of April 30, 2025, of which none would impact the effective tax rate before consideration of any valuation allowance. The activity within the Company’s unrecognized tax benefits is summarized as follows (in thousands):
As of April 30,
202520242023
Balance as of beginning of year$22,691 $18,157 $16,622 
Increase (decrease) related to tax positions taken in prior periods1,553 1,201 (1,050)
Increase related to tax positions taken in the current period5,381 3,333 2,585 
Balance as of end of year$29,625 $22,691 $18,157 
Approximately $1.6 million of the increase for the year ended April 30, 2025 for tax positions taken in prior periods is primarily due to the filing of tax returns during the fiscal year. Approximately $5.4 million of the increase in tax positions related to the current period is primarily from research and development tax credits generated for the year ended April 30, 2025.
The Company’s policy is to recognize penalties and interest accrued on any unrecognized tax benefits as a component of income tax expense. The Company recognized interest and penalties of $0.9 million for the year ended April 30, 2025, and $0.2 million for both of the years ended April 30, 2024 and 2023. The amount of accrued interest and penalties recorded on the consolidated balance sheets as of April 30, 2025 and 2024 was $1.3 million and $0.4 million, respectively.
The Company is subject to periodic examination of income tax returns by various domestic and international tax authorities. During the year ended April 30, 2025, the Company was subject to new audits by various tax authorities.
The Company does not anticipate any significant increases or decreases in its uncertain tax positions within the next twelve months. The Company files tax returns in multiple jurisdictions, including the Netherlands and United States. The Company’s tax filings for fiscal years starting with the year ended April 30, 2018 remain open in various tax jurisdictions.
Withholding taxes associated with the repatriation of earnings or for temporary differences related to investments in non-Dutch subsidiaries have not been provided for, as the Company intends to reinvest the earnings of such subsidiaries indefinitely. As of April 30, 2025, there were cumulative earnings of $213.4 million from the non-U.S. subsidiaries and a deficit from the U.S. subsidiaries of $825.6 million. If such earnings were to be repatriated, they would be exempt from taxation in the Netherlands and the amount of dividend withholding taxes from such foreign jurisdictions would be $5.7 million, due to the various income tax treaties between the Netherlands and the respective foreign jurisdictions.
In 2021, the Organization for Economic Cooperation and Development (“OECD”) published Pillar Two Model Rules defining a global minimum tax, which calls for the taxation of large corporations at a minimum rate of 15%. The OECD has since issued administrative guidance providing transition and safe harbor rules concerning the implementation of the Pillar Two global minimum tax. A number of countries have proposed or enacted legislation to implement core elements of the Pillar Two proposal. Pillar Two did not have a significant impact on the Company’s consolidated financial statements for the year ended April 30, 2025. The Company continues to monitor the impact of proposed and enacted global tax legislation.
v3.25.1
Employee Benefit Plans
12 Months Ended
Apr. 30, 2025
Retirement Benefits [Abstract]  
Employee Benefit Plans Employee Benefit Plans
The Company has a defined-contribution plan in the United States intended to qualify under Section 401 of the Internal Revenue Code (the “401(k) Plan”). The Company has contracted with a third-party provider to act as a custodian and trustee, and to process and maintain the records of participant data. Substantially all the expenses incurred for administering the 401(k) Plan are paid by the Company. The 401(k) Plan covers substantially all U.S. employees who meet minimum age and service requirements and allows participants to defer a portion of their annual compensation on a pre-tax basis. The Company makes contributions to the 401(k) Plan of up to 6% of the participating employee’s W-2 earnings and wages. The Company recorded $19.6 million, $18.4 million, and $17.9 million for the years ended April 30, 2025, 2024, and 2023, respectively, related to the 401(k) Plan.
The Company also has defined-contribution and other employee benefit plans in certain other countries for which the Company recorded $14.6 million, $12.7 million, and $9.4 million for the years ended April 30, 2025, 2024, and 2023, respectively.
v3.25.1
Segment Information
12 Months Ended
Apr. 30, 2025
Segment Reporting [Abstract]  
Segment Information Segment Information
The following table summarizes the Company’s total revenue by geographic area based on the location of customers (in thousands):
Year Ended April 30,
202520242023
United States$836,226 $730,488 $626,688 
Rest of world647,070 536,833 442,301 
Total revenue$1,483,296 $1,267,321 $1,068,989 
Other than the United States, no individual country accounted for 10% or more of total revenue during the periods presented.
The following table presents the Company’s long-lived assets, including property and equipment, net, and operating lease right-of-use assets, by geographic region (in thousands):
As of April 30,
20252024
United States$16,514 $10,571 
The Netherlands2,824 3,716 
United Kingdom2,817 3,470 
Rest of world6,768 8,202 
Total long-lived assets$28,923 $25,959 
v3.25.1
Subsequent Events
12 Months Ended
Apr. 30, 2025
Subsequent Events [Abstract]  
Subsequent Events Subsequent Events
On May 21, 2025, the Company acquired 100% of the share capital of Keep Alerting Ltd., an open source AIOps company, for cash consideration of approximately $10.0 million. Headquartered in Israel, Keep Alerting Ltd. unifies alerts and automates incident remediation, helping users manage alerts to improve operational efficiency and service reliability.
The acquisition will be accounted for as a business combination and, accordingly, the purchase price will be allocated to tangible and intangible assets acquired and liabilities assumed based on their respective fair values on the acquisition date. The Company is in the process of finalizing the purchase price allocation for the transaction.
v3.25.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Pay vs Performance Disclosure      
Net (loss) income $ (108,114) $ 61,720 $ (236,161)
v3.25.1
Insider Trading Arrangements
3 Months Ended
Apr. 30, 2025
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
v3.25.1
Insider Trading Policies and Procedures
12 Months Ended
Apr. 30, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Apr. 30, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
We integrate our policies, standards, processes and practices for assessing, identifying, and managing material risks from cybersecurity threats into our enterprise risk management program based on recognized frameworks and applicable standards. Our cybersecurity program encompasses the key elements described below:
Collaboration. We employ a cross-functional, risk-based approach to identify and address anticipated and real-time threats to our cybersecurity. Our internal security, risk, and compliance personnel meet regularly to develop strategies for preserving the confidentiality, integrity and availability of corporate, customer, and other third-party information, identifying, preventing and mitigating cybersecurity threats, and effectively responding to cybersecurity incidents. We maintain controls and procedures that are designed to ensure prompt escalation of certain cybersecurity incidents so that decisions regarding public disclosure and reporting of such incidents, if applicable, can be made in a timely manner.
Risk Assessment. At least annually, we conduct a cybersecurity risk assessment that takes into account information from our internal security, risk, and compliance functions, known information security vulnerabilities, and information from external sources, including reported security incidents that have affected other companies, industry trends, and evaluations by third parties and consultants. We also conduct risk-based cybersecurity tabletop exercises periodically to test our internal readiness and response planning.
Incident Response and Recovery Planning. Our cybersecurity program includes a dedicated cybersecurity function led by our Chief Information Security Officer (“CISO”). As part of our cybersecurity function, our Distributed Security Incident Response Team (“DSRT”) administers a program to monitor, detect, investigate, respond to, and escalate management of internal and external cybersecurity threats and incidents. The DSRT provides threat intelligence information from internal and external resources to our CISO, broader security and resiliency organization, and relevant business units and functional areas as one source within our risk assessment process. Our cybersecurity function partners closely with our Data Privacy organization, led by the Business Integrity Officer, and others within the Legal organization to ensure prompt response on data breach and any other regulatory notification requirements. We have incident response and recovery plans that we test and evaluate for effectiveness in accordance with industry standards.
Third-Party Risk Management. We have implemented controls designed to identify and mitigate cybersecurity threats associated with our use of certain third-party service providers. These providers are subject to security risk assessments at the time of onboarding, contract renewal, and upon detection of an increase in risk profile. We use a variety of inputs in the risk assessments, including information supplied by providers and third parties. In addition, we require these providers to meet appropriate security requirements, controls and responsibilities and investigate security incidents that have impacted our third-party providers.
External Assessments. Our cybersecurity program is regularly assessed by consultants and third-party auditors. These assessments include information security maturity evaluations, audits, and independent reviews of our information security control environment and operating effectiveness. The results of significant assessments are reported to management, our board of directors, and our Audit Committee. We adjust our cybersecurity processes based on these results. We have obtained industry certifications and attestations that demonstrate our dedication to protecting the data our customers entrust to us. Information about such certifications can be found on our website.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block] We integrate our policies, standards, processes and practices for assessing, identifying, and managing material risks from cybersecurity threats into our enterprise risk management program based on recognized frameworks and applicable standards.
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] Our board of directors oversees the Company’s risk management process. It has delegated to our Audit Committee the primary responsibility for executing oversight of our cybersecurity risk management processes. In performing this role, the Audit Committee receives regular reports from our CISO and other members of management regarding the prevention, detection, mitigation, and remediation of cybersecurity incidents, including material security risks and information security vulnerabilities. The Audit Committee also considers regular updates from management on our cybersecurity risk profile based on risk assessments, progress of risk reduction initiatives, third-party auditor feedback, control maturity assessments, and relevant internal and industry cybersecurity incidents. The Audit Committee reports quarterly to our board of directors regarding the Audit Committee’s activities in overseeing cybersecurity risk management.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] It has delegated to our Audit Committee the primary responsibility for executing oversight of our cybersecurity risk management processes.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] In performing this role, the Audit Committee receives regular reports from our CISO and other members of management regarding the prevention, detection, mitigation, and remediation of cybersecurity incidents, including material security risks and information security vulnerabilities. The Audit Committee also considers regular updates from management on our cybersecurity risk profile based on risk assessments, progress of risk reduction initiatives, third-party auditor feedback, control maturity assessments, and relevant internal and industry cybersecurity incidents. The Audit Committee reports quarterly to our board of directors regarding the Audit Committee’s activities in overseeing cybersecurity risk management.
Cybersecurity Risk Role of Management [Text Block] Our cybersecurity program efforts are directed by our CISO who, with the support of the Chief Financial Officer, the Chief Product Officer, and the Chief Legal Officer, has the primary responsibility for assessing and managing material cybersecurity risks. The CISO along with these members of our management, acting as a group, drive alignment on security decisions across the Company. The CISO and various members of this group meet quarterly with the Audit Committee to review security performance metrics, identify security risks and review mitigation strategies, and assess the status of approved security enhancements. Our CISO has served in various roles in information technology, information security and risk management for over 28 years, including serving as the Information Security Officer and Chief Security Officer of multiple companies.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Our cybersecurity program efforts are directed by our CISO who, with the support of the Chief Financial Officer, the Chief Product Officer, and the Chief Legal Officer, has the primary responsibility for assessing and managing material cybersecurity risks. The CISO along with these members of our management, acting as a group, drive alignment on security decisions across the Company. The CISO and various members of this group meet quarterly with the Audit Committee to review security performance metrics, identify security risks and review mitigation strategies, and assess the status of approved security enhancements.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our CISO has served in various roles in information technology, information security and risk management for over 28 years, including serving as the Information Security Officer and Chief Security Officer of multiple companies.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] Our cybersecurity program efforts are directed by our CISO who, with the support of the Chief Financial Officer, the Chief Product Officer, and the Chief Legal Officer, has the primary responsibility for assessing and managing material cybersecurity risks. The CISO along with these members of our management, acting as a group, drive alignment on security decisions across the Company. The CISO and various members of this group meet quarterly with the Audit Committee to review security performance metrics, identify security risks and review mitigation strategies, and assess the status of approved security enhancements.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.1
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Apr. 30, 2025
Accounting Policies [Abstract]  
Basis of Presentation
Basis of Presentation
The consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”) and include the financial statements of the Company and its wholly-owned subsidiaries. All intercompany transactions and accounts have been eliminated in consolidation.
Fiscal Year
Fiscal Year
The Company’s fiscal year ends on April 30. References to fiscal 2025, for example, refer to the fiscal year ended April 30, 2025.
Use of Estimates and Judgments
Use of Estimates and Judgments
The preparation of the consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenue and expenses during the reporting period. Such estimates and assumptions include, but are not limited to, the standalone selling price (“SSP”) for each distinct performance obligation included in customer contracts with multiple performance obligations, the period of benefit for deferred contract acquisition costs, allowance for credit losses, valuation of stock-based compensation, fair value of acquired intangible assets and goodwill, useful lives of acquired intangible assets and property and equipment, whether an arrangement is or contains a lease, discount rate used for operating leases, and valuation allowance for deferred income taxes. The Company bases these estimates on historical and anticipated results, trends, and various other assumptions that it believes are reasonable under the circumstances, including assumptions as to future events.
Estimates and assumptions about future events and their effects cannot be determined with certainty and therefore require the exercise of judgment. As of the date of issuance of these consolidated financial statements, the Company is not aware of any specific event or circumstance that would require the Company to update its estimates or judgments or revise the carrying value of the Company’s assets or liabilities. These estimates may change, as new events occur and additional information is obtained, and are recognized in the consolidated financial statements as soon as they become known. Actual results could differ from those estimates and any such differences may be material to the Company’s consolidated financial statements.
Foreign Currency
Foreign Currency
The reporting currency of the Company is the U.S. dollar. The Company determines the functional currency of each subsidiary in accordance with ASC 830, Foreign Currency Matters, based on the currency of the primary economic environment in which each subsidiary operates. Items included in the financial statements of such subsidiaries are measured using that functional currency. The Company periodically re-assesses its operations to determine if previous conclusions are still valid. Changes in functional currencies are applied prospectively if the operations encounter a significant and permanent change.
For the subsidiaries where the U.S. dollar is the functional currency, foreign currency denominated monetary assets and liabilities are re-measured into U.S. dollars at current exchange rates and foreign currency denominated nonmonetary assets and liabilities are re-measured into U.S. dollars at historical exchange rates. Gains or losses from foreign currency re-measurement and settlements are included in other income, net in the consolidated statements of operations. For the years ended April 30, 2025, 2024, and 2023, the Company recognized re-measurement losses of $2.5 million, $3.4 million, and $0.4 million, respectively.
For subsidiaries where the functional currency is other than the U.S. dollar, the Company uses the period-end exchange rates to translate assets and liabilities, the average monthly exchange rates to translate revenue and expenses, and historical exchange rates to translate shareholders’ equity into U.S. dollars. The Company records foreign currency translation gains and losses in accumulated other comprehensive loss as a component of shareholders’ equity in the consolidated balance sheets.
Other Comprehensive Loss
Other Comprehensive Loss
The Company’s other comprehensive loss includes net (loss) income, unrealized gain (loss) on available-for-sale securities, net of taxes, and foreign currency translation adjustments.
Cash, Cash Equivalents and Restricted Cash
Cash, Cash Equivalents, and Restricted Cash
The Company considers all highly liquid investments, including money market funds with an original maturity of three months or less at the date of purchase, to be cash equivalents. The carrying amount of the Company’s cash equivalents approximates fair value due to the short maturities of these instruments. The Company’s restricted cash consists primarily of cash deposits with financial institutions in support of letters of credit in favor of certain landlords for non-cancelable lease agreements.
Cash, cash equivalents, and restricted cash as reported in the Company’s consolidated statements of cash flows includes the aggregate amounts of cash and cash equivalents and the restricted cash as shown on the consolidated balance sheets. Cash, cash equivalents, and restricted cash as reported in the Company’s consolidated statements of cash flows consists of the following (in thousands):
As of April 30,
20252024
Cash and cash equivalents$727,543 $540,397 
Restricted cash3,671 2,692 
Cash, cash equivalents, and restricted cash
$731,214 $543,089 
Marketable Securities
Marketable Securities
The Company’s marketable securities consist of highly liquid investment-grade fixed-income securities. The Company determines the appropriate classification of its investments at the time of purchase and reevaluates such designation at each balance sheet date. The Company has classified and accounted for its marketable securities as available-for-sale debt securities as the Company may sell these securities at any time for use in its current operations or for other purposes, including prior to maturity. As a result, the Company has classified its marketable securities within current assets on the consolidated balance sheets.
Available-for-sale debt securities are recorded at fair value each reporting period. Premiums and discounts are amortized or accreted over the life of the related available-for-sale debt security as an adjustment to yield using the effective interest method. Interest income is recognized when earned. Unrealized gains and losses on these marketable securities are reported as a separate component of accumulated other comprehensive loss until realized. Realized gains and losses are determined based on the specific identification method and are reported in other income, net in the consolidated statements of operations.
For available-for-debt securities in an unrealized loss position, the Company first assesses whether it intends to sell the security or it is more likely than not that the Company will be required to sell the security before the recovery of its entire amortized cost basis. If either of these criteria is met, the security’s amortized cost basis is written down to fair value through other income, net in the consolidated statements of operations. If neither of these criteria are met, the Company evaluates whether the decline in fair value below amortized cost is due to credit or non-credit-related factors. In making this assessment, the Company considers the extent to which fair value is less than amortized cost, any changes to the rating of the security by a rating agency, and any adverse conditions specifically related to the security, among other factors. Credit-related unrealized losses are recognized as an allowance for expected credit losses of available-for-sale securities on the consolidated balance sheets with a corresponding charge in other income, net in the consolidated statements of operations. Non-credit-related unrealized losses are included in accumulated other comprehensive loss.
Fair Value of Financial Instruments
Fair Value of Financial Instruments
The Company follows ASC 820, Fair Value Measurements and Disclosures, with respect to assets and liabilities that are measured at fair value. Under this standard, fair value is defined as the price that would be received to sell an asset or paid to transfer a liability (an exit price) in an orderly transaction between market participants at the reporting date. The accounting guidance establishes a three-tiered hierarchy, which prioritizes the inputs used in the valuation methodologies in measuring fair value as follows:
Level 1:   Observable inputs, such as unadjusted quoted prices in active markets for identical assets or liabilities at the measurement date.
Level 2:   Observable inputs, other than Level 1 prices, such as quoted prices in active markets for similar assets and liabilities, quoted prices in markets that are not active, or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities.
Level 3:   Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities.
The Company’s financial instruments consist of cash equivalents, marketable securities, mutual fund investments held in a rabbi trust, accounts receivable, accounts payable, and accrued liabilities. Cash equivalents are stated at amortized cost, which approximates fair value at the balance sheet dates, due to the short period of time to maturity. Marketable securities and mutual fund investments are recorded at fair value. Accounts receivable, accounts payable, and accrued liabilities are stated at their carrying value, which approximates fair value due to the short time to the expected receipt or payment date.
Concentration of Credit Risk
Concentration of Credit Risk
Financial instruments that potentially subject the Company to concentrations of credit risk are primarily cash, cash equivalents, restricted cash, marketable securities, and accounts receivable. The primary focus of the Company’s investment strategy is to preserve capital and meet liquidity requirements. The Company maintains its cash accounts with financial institutions where, at times, deposits exceed federal insurance limits. The Company invests its excess cash in highly-rated money market funds and in short-term investments.
The Company extends credit to customers in the normal course of business. The Company performs credit analyses and monitors the financial health of its customers to reduce credit risk. Trade accounts receivable are recorded at the invoiced amount and do not bear interest. Management performs ongoing credit evaluations of customers and maintains allowances for potential credit losses on customers’ accounts when deemed necessary.
Accounts Receivable, Unbilled Accounts Receivable and Allowance for Credit Losses
Accounts Receivable, Unbilled Accounts Receivable, and Allowance for Credit Losses
Accounts receivable primarily consists of amounts billed currently due from customers. The Company’s accounts receivable are subject to collection risk. Gross accounts receivable are reduced for this risk by an allowance for credit losses. This allowance is for estimated losses resulting from the inability of the Company’s customers to make required payments. The Company determines the need for an allowance for credit losses based on various factors, including past collection experience, credit quality of the customer, age of the receivable balance, and current economic conditions, as well as specific circumstances arising with individual customers. Accounts receivables are written off against the allowance when management determines a balance is uncollectible and the Company no longer actively pursues collection of the receivable. The Company does not typically offer right of refund in its contracts. The allowance for credit losses reflects the Company’s best estimate of probable losses inherent in the Company’s receivables portfolio. Unbilled accounts receivable represents amounts for which the Company has recognized revenue, pursuant to the Company’s revenue recognition policy for fulfilled obligations not yet billed.
Capitalized Software Development and Implementation Costs
Capitalized Software Development and Implementation Costs
Software development costs for software to be sold, leased, or otherwise marketed are expensed as incurred until the establishment of technological feasibility, at which time those costs are capitalized until the product is available for general release to customers and amortized over the estimated life of the product. Technological feasibility is established upon the completion of a working prototype that has been certified as having no critical bugs and is a release candidate. To date, costs to develop software that is marketed externally have not been capitalized as the current software development process is essentially completed concurrently with the establishment of technological feasibility. As such, all related software development costs are expensed as incurred and included in research and development expense in the consolidated statements of operations.
Internal Use Software
Costs related to software acquired, developed, or modified solely to meet the Company’s internal requirements, with no substantive plans to market such software at the time of development, and costs related to the development of web-based product are capitalized during the application development stage. Costs incurred during the preliminary planning and evaluation stage of the project and during the post-implementation operational stage are expensed as incurred. Costs incurred during the application development stage of the project are capitalized.
The Company also capitalizes qualifying implementation costs incurred in a hosting arrangement that is a service contract. These costs are amortized on a straight-line basis over the expected life of the service contract, including consideration of the reasonably certain renewal periods, and are presented in the same income statement line-items as the service for the related hosting arrangement. The Company did not capitalize any costs during the years ended April 30, 2025 and 2024. All previously capitalized costs are recorded in other assets, non-current on the consolidated balance sheets.
Property and Equipment
Property and Equipment
Property and equipment are recorded at cost and depreciated over their estimated useful lives using the straight-line method. Upon retirement or sale, the cost of assets disposed of and the related accumulated depreciation are removed from the financial statements and any resulting gain or loss is reflected within the consolidated statements of operations. There was no material gain or loss incurred as a result of retirement or sale in the periods presented. Repair and maintenance costs are expensed as incurred.
Leases
Leases
Leases arise from contractual obligations that convey the right to control the use of identified property, plant, or equipment for a period of time in exchange for consideration. The Company determines whether an arrangement is or contains a lease at inception, based on whether there is an identified asset and whether the Company controls the use of the identified asset throughout the period of use. At the lease commencement date, the Company determines the lease classification between finance and operating, and recognizes a right-of-use asset and corresponding lease liability for each lease component. A right-of-use asset represents the Company’s right to use an underlying asset and a lease liability represents the Company’s obligation to make payments during the lease term. The operating lease right-of-use asset also includes any lease payments made and excludes lease incentives. Lease terms may include options to extend or terminate the lease when it is reasonably certain that the Company will exercise that option. Lease expense for minimum lease payments is recognized on a straight-line basis over the lease term. The Company accounts for lease components and non-lease components as a single lease component. Leases with an initial term of twelve months or less are classified as short-term leases and, therefore, are not recognized on the consolidated balance sheets and are expensed on a straight-line basis within the consolidated statements of operations.
The lease liability is initially measured as the present value of the remaining lease payments over the lease term. The discount rate used to determine the present value is the Company’s incremental borrowing rate, unless the interest rate implicit in the lease is readily determinable. The Company estimates its incremental borrowing rate based on the information available at the lease commencement date for borrowings with a similar term. The right-of-use asset is initially measured as the present value of the lease payments, adjusted for initial direct costs, prepaid lease payments to lessors, and lease incentives.
Acquisitions
Acquisitions
When the Company acquires a business, the Company allocates the purchase price, which is the sum of the consideration provided and may consist of cash, equity, or a combination of the two, in a business combination to the identifiable assets and liabilities of the acquired business at their estimated respective fair values. The Company recognizes and measures contract assets and contract liabilities acquired in a business combination on the acquisition date in accordance with ASC 606, Revenue from Contracts with Customers. The excess of the purchase price over the amount allocated to the identifiable assets and liabilities, if any, is recorded as goodwill. Determining the fair value of assets acquired and liabilities assumed requires management to use significant judgment and estimates including, but not limited to, the selection of valuation methodologies, estimates of future revenue and cash flows, costs to rebuild developed technology, discount rates, and selection of comparable companies. The Company’s estimates of fair value are based on 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, the Company 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 other income, net in the consolidated statements of operations.
When the Company issues stock-based or cash awards to an acquired company’s shareholders, the Company evaluates whether the awards are consideration or compensation for post-acquisition services. The evaluation includes, among other things, whether the vesting of the awards is contingent on the continued employment of the acquired company’s shareholders beyond the acquisition date. If continued employment is required for vesting, the awards are treated as compensation for post- acquisition services and recognized as expense over the requisite service period.
Acquisition-related transaction costs incurred by the Company are not included as a component of consideration transferred, but are accounted for as an operating expense in the period in which the costs are incurred.
The results of businesses acquired in a business combination are included in the Company’s consolidated financial statements from the date of acquisition.
Goodwill
Goodwill
Goodwill represents the excess of the purchase price over the fair value of net assets acquired in business combinations accounted for using the acquisition method, and is not amortized. The Company tests goodwill for impairment at least annually, in the fourth quarter of each year, or more frequently if events or changes in circumstances indicate that goodwill may be impaired. For the purposes of impairment testing, the Company has determined that it has one operating segment and one reporting unit. The Company’s test of goodwill impairment starts with a qualitative assessment to determine whether it is necessary to perform a quantitative goodwill impairment test. If qualitative factors indicate that the fair value of the reporting unit is more likely than not less than its carrying amount, then a quantitative goodwill impairment test is performed. For the quantitative analysis, the Company compares the fair value of its reporting unit to its carrying value. If the estimated fair value exceeds book value, goodwill is considered not to be impaired and no additional steps are necessary. However, if the fair value of the reporting unit is less than book value, then goodwill will be impaired by the amount that the carrying amount exceeds the implied fair value. There was no impairment of goodwill recorded for the years ended April 30, 2025, 2024, and 2023.
Acquired Intangible Assets
Acquired Intangible Assets
Acquired amortizable intangible assets are amortized on a straight-line basis over the estimated useful lives of the assets.
Useful life
(in years)
Developed technology
4-5
Customer relationships
4
Trade names
4
Impairment of Long-Lived Assets
Impairment of Long-Lived Assets
The Company evaluates the recoverability of long-lived assets, including property and equipment and amortizable acquired intangible assets, for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be fully recoverable. Such events and changes may include significant changes in performance relative to expected operating results, significant changes in asset use, significant negative industry or economic trends, and changes in the Company’s business strategy. 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 long-lived assets is not recoverable, the carrying amount of such assets is reduced to fair value. During the year ended April 30, 2023, the Company recorded asset impairment charges comprising impairment of operating lease right-of-use assets and the associated furniture, equipment, and leasehold improvements of $5.1 million and $1.1 million, respectively, for exited leased office spaces associated with the Company’s restructuring plan. The Company determined that there were no events or changes in circumstances that indicated that its long-lived assets were impaired during the years ended April 30, 2025 and 2024.
In addition to the recoverability assessment, the Company periodically reviews the remaining estimated useful lives of property and equipment and amortizable intangible assets. If the estimated useful life assumption for any asset is changed, the remaining unamortized balance would be depreciated or amortized over the revised estimated useful life on a prospective basis.
Revenue Recognition
Revenue Recognition
The Company generates revenue primarily from the sale of self-managed subscriptions (which include licenses for proprietary features, support, and maintenance) and from the sale of software-as-a-service (“SaaS”) subscriptions. The Company also generates revenue from services, which consist of consulting and training.
Under ASC 606, the Company recognizes revenue when its customer obtains control of promised goods or services in an amount that reflects the consideration that the Company expects to receive in exchange for those goods and services. The Company’s contracts include varying terms and conditions, and identifying and evaluating the impact of these terms and conditions on revenue recognition requires significant judgment. In determining the appropriate amount of revenue to be recognized as it fulfills its obligations under each of its agreements, the Company performs the following steps:
(i)    identification of the contract with a customer;
The Company contracts with its customers through order forms which, in some cases, are governed by master sales agreements. The Company determines that it has a contract with a customer when the order form has been approved, each party’s rights regarding the products or services to be transferred can be identified, the payment terms for the services can be identified, the Company has determined the customer has the ability and intent to pay, and the contract has commercial substance. The Company applies judgment in determining the customer’s ability and intent to pay, which is based on a variety of factors, including the customer’s historical payment experience or, in the case of a new customer, the customer’s credit, reputation, and financial or other pertinent information. At contract inception, the Company evaluates whether two or more contracts should be combined and accounted for as a single contract and whether the combined or single contract includes more than one performance obligation. The Company has concluded that its contracts with customers generally do not contain warranties that give rise to a separate performance obligation.
(ii)    identification of the performance obligations in the contract;
Performance obligations promised in a contract are identified based on the products and services that will be transferred to the customer that are both capable of being distinct, whereby the customer can benefit from the products or services, either on their own or together with other resources that are readily available from third parties or from the Company, and are distinct in the context of the contract, whereby the transfer of the products and services is separately identifiable from other promises in the contract.
The Company’s self-managed subscriptions include both a license providing the right to use proprietary features in its software, as well as an obligation to provide support (on both open source and proprietary features) and maintenance. The Company’s SaaS products provide access to hosted software as well as support, which the Company considers to be a single performance obligation.
Services-related performance obligations relate to the provision of consulting and training services. These services are distinct from subscriptions and do not result in significant customization of the software.
(iii)    determination of the transaction price;
The transaction price is the total amount of consideration the Company expects to be entitled to in exchange for the subscriptions and services in a contract. Variable consideration is included in the transaction price if, in the Company’s judgment, it is probable that a significant future reversal of cumulative revenue under the contract will not occur. None of the Company’s contracts contain a significant financing component.
(iv)    allocation of the transaction price to the performance obligations; and
If the contract contains a single performance obligation, the entire transaction price is allocated to the single performance obligation. For contracts that contain multiple performance obligations, the Company allocates the transaction price to each performance obligation based on a relative SSP. The SSP is determined based on the prices at which the Company separately sells these products assuming the majority of such prices fall within a pricing range. For instances in which the SSP is not directly observable, such as when the Company does not sell the software license separately, the Company derives the SSP using information that may include market conditions and other observable and unobservable inputs, which can require significant judgment. Individual products and services typically have more than one SSP due to the stratification of such products and services by quantity, subscription term, sales channel, and other circumstances. If one of the performance obligations is outside of the SSP range, the Company allocates the transaction price considering the midpoint of the SSP range. The Company also considers whether there are any additional material rights inherent in a contract and, if so, the Company allocates a portion of the transaction price to such rights based on the relative SSP.
(v)    recognition of revenue when the Company satisfies each performance obligation;
Revenue is recognized at the time the related performance obligation is satisfied by transferring the promised product or service to the customer. Revenue for SaaS offerings that relate to a specified amount of services is recognized on a consumption basis as the customer utilizes the services. Revenue from SaaS offerings that are stand-ready arrangements is recognized ratably over the contract period as the Company satisfies the performance obligation. The Company’s self-managed subscriptions include both upfront revenue recognition when the license is delivered, as well as revenue recognized ratably over the contract period for support and maintenance based on the stand-ready nature of these subscription elements.
Services comprise consulting services as well as public and private training. Revenue from services is recognized as these services are delivered.
The Company generates sales directly through its sales team and through its channel partners. Sales to channel partners are made at a discount and revenues are recorded at this discounted price once all the revenue recognition criteria above are met. To the extent that the Company offers rebates, incentives, or joint marketing funds to such channel partners, recorded revenues are reduced by this amount. Channel partners generally receive an order from an end customer prior to placing an order with the Company. Payment from channel partners is not contingent on the partner’s collection from end customers.
Contract Balances
Contract Balances
The timing of revenue recognition may differ from the timing of invoicing to customers. For annual contracts, the Company typically invoices customers at the time of entering into the contract. For multi-year agreements, the Company generally invoices customers on an annual basis prior to each anniversary of the contract start date. The Company records unbilled accounts receivable related to revenue recognized in excess of amounts invoiced as the Company has an unconditional right to invoice and receive payment in the future related to those fulfilled obligations. Contract liabilities consist of deferred revenue, which is recognized over the contractual period.
Deferred Contract Acquisition Costs
Deferred Contract Acquisition Costs
Deferred contract acquisition costs represent costs that are incremental to the acquisition of customer contracts, which consist mainly of sales commissions and associated payroll taxes. The Company determines whether costs should be deferred based on sales compensation plans if the commissions are, in fact, incremental and would not have occurred absent the customer contract.
Sales commissions for renewal of a subscription contract are not considered commensurate with the commissions paid for contracts with new customers and incremental sales to existing customers given the substantive difference in commission rates in proportion to their respective contract values. Commissions paid for contracts with new customers and incremental sales to existing customers are amortized over an estimated period of benefit of five years, while commissions paid for renewal contracts are amortized based on the pattern of the associated revenue recognition over the related contractual renewal period for the pool of renewal contracts. The Company determines the period of benefit for commissions paid for contracts with new customers and incremental sales to existing customers by taking into consideration its initial estimated customer life and the technological life of its software and related significant features. Commissions paid on services are typically amortized in accordance with the associated revenue as the commissions paid on new and renewal services are commensurate with each other. Amortization of deferred contract acquisition costs is recognized in sales and marketing expense in the consolidated statements of operations.
The Company periodically reviews the carrying amount of deferred contract acquisition costs to determine whether events or changes in circumstances have occurred that could impact the period of benefit of these deferred costs.
Cost of Revenue
Cost of Revenue
Cost of revenue consists primarily of costs related to providing subscriptions and services to the Company’s customers, including personnel costs (salaries, bonuses and benefits, and stock-based compensation) and related expenses for customer support and services personnel, as well as cloud infrastructure costs, third-party contractors, depreciation of fixed assets, amortization associated with acquired intangible assets, and allocated overhead.
Research and Development
Research and Development
Research and development costs are expensed as incurred and consist primarily of personnel costs including salaries, bonuses and benefits, and stock-based compensation. Research and development costs also include depreciation and allocated overhead.
Advertising
Advertising
Advertising costs are charged to operations as incurred and recorded in sales and marketing expense in the consolidated statements of operations. Advertising costs were $22.5 million, $26.0 million, and $22.4 million for the years ended April 30, 2025, 2024, and 2023, respectively.
Stock-Based Compensation
Stock-Based Compensation
Compensation expense related to stock awards issued to employees and directors, including stock options and restricted stock units (“RSUs”), which include performance share units (“PSUs”), is measured at the fair value on the date of the grant and recognized over the requisite service period. The fair value of stock options and purchase rights issued to employees under the 2022 Employee Stock Purchase Plan (“2022 ESPP”) is estimated on the date of the grant using the Black-Scholes option-pricing model. The fair value of RSUs is estimated on the date of the grant based on the fair value of the Company’s underlying ordinary shares. Compensation expense for stock options and RSUs is recognized on a straight-line basis over the requisite service period, and over the six-month offering period for ordinary shares purchased under the 2022 ESPP. Compensation expense relating to PSUs is recognized using the accelerated attribution method over the requisite service period when it is probable that the performance condition will be satisfied. The Company recognizes forfeitures as they occur.
Debt Issuance Costs
Debt Issuance Costs
Costs incurred in connection with the issuance of debt are deferred and amortized as interest expense over the term of the related debt using the effective interest method. To the extent that the debt is outstanding, these amounts are reflected in the consolidated balance sheets as direct deductions from the carrying amount of the outstanding borrowings.
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders
The Company calculates basic net (loss) earnings per share by dividing the net (loss) income by the weighted-average number of ordinary shares outstanding during the period, less shares subject to repurchase. Diluted net (loss) earnings per share is computed by giving effect to all potentially dilutive ordinary share equivalents outstanding for the period, including stock options, RSUs, and ESPP shares.
Treasury Shares
Treasury Shares
Ordinary shares of the Company that are repurchased are recorded as treasury shares at cost and are included as a component of shareholders’ equity. As of April 30, 2025 and 2024, the Company had 35,937 treasury shares that were repurchased at an average price of $10.30 per share.
Segments
Segments
The Company’s Chief Executive Officer is its chief operating decision maker (“CODM”). The Company’s CODM reviews discrete financial information at the consolidated level to make operating decisions, allocate resources, and evaluate financial performance. The Company operates in one operating segment and, therefore, one reportable segment.
The CODM uses consolidated net (loss) income to measure segment profit or loss to evaluate the Company's overall performance and identify any underlying trends in the business to facilitate the allocation of resources to support strategic priorities and capital allocation needs (including personnel-related and other financial or capital resources).
Significant segment expenses that are reviewed and utilized by the CODM at the consolidated level to manage the Company’s operations include cost of revenue, research and development, sales and marketing, and general and administrative expenses, which are presented in the Company’s consolidated statements of operations. Other segment items that impact net loss (income) include interest expense, other income, net, and the provision for (benefit from) income taxes, which are presented in the Company’s consolidated statements of operations.
The Company presents financial information about its operating segment and geographical areas in Note 15.
Income Taxes
Income Taxes
The Company is subject to income taxes in the Netherlands and numerous foreign jurisdictions. These foreign jurisdictions may have different statutory rates than the Netherlands. The Company records a provision for (benefit from) income taxes for the anticipated tax consequences of the reported results of operations using the asset and liability method. Under this method, the Company recognizes deferred tax assets and liabilities for the expected future tax consequences of temporary differences between the financial reporting and the tax basis of assets and liabilities, as well as for operating losses and tax credit carryforwards. Deferred tax assets and liabilities are measured using the tax rates that are expected to apply to taxable income for the years in which those tax assets and liabilities are expected to be realized or settled. The Company records a valuation allowance to reduce its deferred tax assets to the net amount that it believes is more likely than not to be realized.
The calculation of the Company’s tax obligations involves dealing with uncertainties in the application of complex tax laws and regulations. ASC 740, Income Taxes, provides that a tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, on the basis of the technical merits. The Company has assessed its income tax positions and recorded tax benefits for all years subject to examination, based on the Company’s evaluation of the facts, circumstances and information available at each period end. For those tax positions where the Company has determined there is a greater than 50% likelihood that a tax benefit will be sustained, the Company has recorded the largest amount of tax benefit that may potentially be realized upon ultimate settlement with a taxing authority that has full knowledge of all relevant information. For those income tax positions where it is determined there is less than a 50% likelihood that a tax benefit will be sustained, no tax benefit has been recognized.
Although the Company believes that it has adequately reserved for its uncertain tax positions, the Company can provide no assurance that the final tax outcome of these matters will not be materially different. As the Company expands internationally, it will face increased complexity and the Company’s unrecognized tax benefits may increase in the future. The Company makes adjustments to its reserves when facts and circumstances change, such as the closing of a tax audit or the refinement of an estimate. To the extent that the final tax outcome of these matters is different than the amounts recorded, such differences will affect the provision for (benefit from) income taxes in the period in which such determination is made.
Recently Adopted Accounting Pronouncements And New Accounting Pronouncements Not Yet Adopted
Recently Adopted Accounting Pronouncements
Segment Reporting: In November 2023, the Financial Accounting Standards Board (“FASB”) issued ASU No. 2023-07, Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures, which provides updates to qualitative and quantitative reportable segment disclosure requirements, including enhanced disclosures about significant segment expenses and increased interim disclosure requirements, among others. The Company adopted ASU No. 2023-07 during the fiscal year ended April 30, 2025 on a retrospective basis. The Company’s adoption of this ASU did not have a material impact on its consolidated financial statements.
New Accounting Pronouncements Not Yet Adopted
Income Taxes: In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, requiring enhancements and further transparency to certain income tax disclosures. The new guidance requires consistent categories and greater disaggregation of information in the tax rate reconciliation and information about income taxes paid disaggregated by jurisdiction. The guidance becomes effective for the Company for fiscal years beginning after April 30, 2025. Early adoption is permitted. Upon adoption, the guidance may be applied prospectively or retrospectively. The Company is currently evaluating the impact of adopting this standard on its consolidated financial statements.
Comprehensive Income: In November 2024, the FASB issued ASU No. 2024-03, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, requiring more detailed disclosures about specified categories of expenses included in certain expense captions presented on the face of the income statement. The guidance becomes effective for the Company for fiscal years beginning after April 30, 2027, and interim periods within fiscal years beginning after April 30, 2028. Early adoption is permitted. Upon adoption, the guidance may be applied prospectively or retrospectively. The Company is currently evaluating the impact of adopting this standard on its consolidated financial statements.
v3.25.1
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Apr. 30, 2025
Accounting Policies [Abstract]  
Schedule of Cash, Cash Equivalents and Restricted Cash Cash, cash equivalents, and restricted cash as reported in the Company’s consolidated statements of cash flows consists of the following (in thousands):
As of April 30,
20252024
Cash and cash equivalents$727,543 $540,397 
Restricted cash3,671 2,692 
Cash, cash equivalents, and restricted cash
$731,214 $543,089 
Schedule of Acquired Amortizable Intangible Assets Amortized Over Estimated Useful Lives of Assets
Acquired amortizable intangible assets are amortized on a straight-line basis over the estimated useful lives of the assets.
Useful life
(in years)
Developed technology
4-5
Customer relationships
4
Trade names
4
v3.25.1
Revenue (Tables)
12 Months Ended
Apr. 30, 2025
Revenue from Contract with Customer [Abstract]  
Revenue from External Customers by Products and Services
The following table presents revenue by category (in thousands):
Year Ended April 30,
202520242023
Amount% of
Total
Revenue
Amount% of
Total
Revenue
Amount% of
Total
Revenue
Elastic Cloud$687,619 46 %$547,520 43 %$424,053 40 %
Other subscription696,901 47 %629,086 50 %560,709 52 %
Total subscription1,384,520 93 %1,176,606 93 %984,762 92 %
Services98,776 %90,715 %84,227 %
Total revenue$1,483,296 100 %$1,267,321 100 %$1,068,989 100 %
v3.25.1
Fair Value Measurements (Tables)
12 Months Ended
Apr. 30, 2025
Fair Value Disclosures [Abstract]  
Schedule of Assets Measured at Fair Value on Recurring Basis
The following table summarizes assets that are measured at fair value on a recurring basis as of April 30, 2025 (in thousands):
Level 1Level 2Level 3Total
Financial Assets:
Cash equivalents:
Money market funds$197,710 $— $— $197,710 
U.S. treasury securities90,642 — — 90,642 
U.S. agency securities— 20,001 — 20,001 
Commercial paper— 9,462 — 9,462 
Certificates of deposit
— 6,020 — 6,020 
Corporate debt securities
— 3,128 — 3,128 
Total included in cash equivalents
288,352 38,611 — 326,963 
Marketable securities:
U.S. treasury securities113,440 — — 113,440 
Corporate debt securities— 390,077 — 390,077 
Certificates of deposit— 63,377 — 63,377 
International treasuries— 40,135 — 40,135 
Municipal securities— 34,966 — 34,966 
Commercial paper— 17,739 — 17,739 
U.S. agency securities
— 9,983 — 9,983 
Total marketable securities113,440 556,277 — 669,717 
Mutual fund investments (1)
2,646 — — 2,646 
Total financial assets$404,438 $594,888 $— $999,326 
(1) Mutual fund investments are held in an irrevocable rabbi trust for payment obligations to non-qualified deferred compensation plan participants. The investments are recorded as part of other assets in the Company’s consolidated balance sheets.
The following table summarizes assets that are measured at fair value on a recurring basis as of April 30, 2024 (in thousands):
Level 1Level 2Level 3Total
Financial Assets:
Cash equivalents:
Money market funds$180,248 $— $— $180,248 
U.S. treasury securities
35,407 — — 35,407 
Corporate debt securities
— 699 — 699 
Total included in cash equivalents
215,655 699 — 216,354 
Marketable securities:
U.S. treasury securities112,471 — — 112,471 
Corporate debt securities— 269,168 — 269,168 
Commercial paper— 43,051 — 43,051 
Certificates of deposit— 42,972 — 42,972 
U.S. agency securities
— 35,892 — 35,892 
Municipal securities
— 27,806 — 27,806 
International treasuries
— 12,642 — 12,642 
Total marketable securities112,471 431,531 — 544,002 
Mutual fund investments (1)
461 — — 461 
Total financial assets$328,587 $432,230 $— $760,817 
(1) Mutual fund investments are held in an irrevocable rabbi trust for payment obligations to non-qualified deferred compensation plan participants. The investments are recorded as part of other assets in the Company’s consolidated balance sheets.
The fair value of available-for-sale securities, by remaining contractual maturity, are as follows (in thousands):
As of April 30,
20252024
Due within 1 year$368,374 $298,876 
Due between 1 year and 3 years299,522 245,126 
Due between 3 years and 5 years1,821 — 
Total marketable securities$669,717 $544,002 
v3.25.1
Balance Sheet Components (Tables)
12 Months Ended
Apr. 30, 2025
Balance Sheet Components [Abstract]  
Schedule of Cost and Accumulated Depreciation of Property and Equipment
The cost and accumulated depreciation of property and equipment were as follows (in thousands):
As of April 30,
Useful Life (in years)20252024
Leasehold improvementsLesser of estimated useful life or remaining lease term$14,780 $12,683 
Computer hardware and software34,390 3,464 
Furniture and fixtures
3-5
8,025 7,395 
Assets under construction33 428 
Total property and equipment27,228 23,970 
Less: accumulated depreciation(20,639)(18,517)
Property and equipment, net$6,589 $5,453 
Schedule of Intangible Assets
Intangible assets consisted of the following as of April 30, 2025 (in thousands):
Gross Fair ValueAccumulated AmortizationNet Book ValueWeighted Average
Remaining
Useful Life
(in years)
Developed technology$76,130 $64,702 $11,428 2.2
Foreign currency translation adjustment(24)
Total$11,404 
Intangible assets consisted of the following as of April 30, 2024 (in thousands):
Gross Fair ValueAccumulated AmortizationNet Book ValueWeighted Average
Remaining
Useful Life
(in years)
Developed technology$76,130 $55,489 $20,641 2.7
Foreign currency translation adjustment(21)
Total$20,620 
Schedule of Amortization Expense for Intangible Assets
Amortization expense for the intangible assets for the years ended April 30, 2025, 2024, and 2023 was as follows (in thousands):
Year Ended April 30,
202520242023
Cost of revenue – subscription$9,213 $12,353 $11,781 
Sales and marketing— 2,143 4,887 
Total amortization of acquired intangible assets$9,213 $14,496 $16,668 
Schedule of Expected Future Amortization Expense of Intangible Assets
The expected future amortization expense related to the intangible assets as of April 30, 2025 was as follows (in thousands, by fiscal year):
2026$6,255 
20273,244 
20281,202 
2029703 
Total$11,404 
Schedule of Changes to Goodwill
The following table represents the changes to goodwill (in thousands):
Carrying Amount
Balance as of April 30, 2023$303,642 
Addition from acquisition
15,854 
Foreign currency translation adjustment(116)
Balance as of April 30, 2024$319,380 
Foreign currency translation adjustment37 
Balance as of April 30, 2025$319,417 
Schedule of Accrued Expenses and Other Liabilities
Accrued expenses and other liabilities consisted of the following (in thousands):
As of April 30,
20252024
Accrued expenses$36,585 $34,779 
Income taxes payable11,690 10,596 
Value added taxes payable9,872 8,849 
Accrued interest6,918 6,918 
Other21,282 14,150 
Total accrued expenses and other liabilities$86,347 $75,292 
Schedule of Accrued Compensation and Benefits
Accrued compensation and benefits consisted of the following (in thousands):
As of April 30,
20252024
Accrued vacation$42,136 $35,005 
Accrued commissions28,051 34,339 
Accrued payroll and withholding taxes10,007 9,830 
Other13,520 14,517 
Total accrued compensation and benefits$93,714 $93,691 
Schedule of Unbilled Accounts Receivable, Deferred Contract Acquisition Costs, and Deferred Revenue from Contracts with Customers
The following is a summary of the changes in the Company’s allowance for credit losses (in thousands):
Year Ended April 30,
202520242023
Beginning balance$4,979 $3,409 $2,700 
Bad debt expense3,909 3,864 2,722 
Accounts written off(3,378)(2,294)(2,013)
Ending balance$5,510 $4,979 $3,409 
v3.25.1
Senior Notes (Tables)
12 Months Ended
Apr. 30, 2025
Debt Disclosure [Abstract]  
Schedule of Long-Term Debt Instruments
The net carrying amount of the Senior Notes was as follows (in thousands):
As of April 30,
20252024
Principal$575,000 $575,000 
Unamortized debt issuance costs(5,271)(6,388)
Net carrying amount$569,729 $568,612 
The following table sets forth the interest expense recognized related to the Senior Notes (in thousands):
Year Ended April 30,
202520242023
Contractual interest expense$23,719 $23,719 $23,719 
Amortization of debt issuance costs1,117 1,069 1,023 
Total interest expense related to the Senior Notes$24,836 $24,788 $24,742 
v3.25.1
Commitment and Contingencies (Tables)
12 Months Ended
Apr. 30, 2025
Commitments and Contingencies Disclosure [Abstract]  
Schedule of Purchase Obligations
The table below reflects the Company’s future minimum purchase obligations relating to non-cancelable agreements for cloud hosting as of April 30, 2025 (in thousands):
Years Ending April 30,Purchase Obligations
2026$219,170 
2027213,776 
2028141,033 
2029130,000 
2030108,333 
Total$812,312 
v3.25.1
Leases (Tables)
12 Months Ended
Apr. 30, 2025
Leases [Abstract]  
Components of Lease Costs
Components of lease costs included in the consolidated statements of operations were as follows (in thousands):
Year Ended April 30,
202520242023
Operating lease cost$11,102 $12,114 $12,411 
Short-term lease cost2,232 1,921 2,217 
Variable lease cost1,456 1,342 726 
Total lease cost$14,790 $15,377 $15,354 
Lease Term and Discount Rate Information
Lease term and discount rate information are summarized as follows:
As of
April 30, 2025
Weighted average remaining lease term (in years)5.1
Weighted average discount rate5.5 %
Future Minimum Lease Payments Based on Current Lease Accounting Standard
Future minimum lease payments under non-cancelable operating leases on an undiscounted cash flow basis as of April 30, 2025 were as follows (in thousands, by fiscal year):
2026$10,151 
20275,483 
20283,732 
20292,279 
20301,264 
Thereafter7,007 
Total minimum lease payments29,916 
Less imputed interest(4,631)
Present value of future minimum lease payments25,285 
Less current lease liabilities(8,928)
Operating lease liabilities, non-current$16,357 
v3.25.1
Ordinary Shares (Tables)
12 Months Ended
Apr. 30, 2025
Equity [Abstract]  
Summary of Ordinary Shares Reserved for Issuance
The Company has reserved ordinary shares for issuance as follows:
As of April 30,
20252024
Stock options issued and outstanding1,775,723 2,640,423 
Restricted stock units issued and outstanding
6,523,077 7,076,836 
Available for future grants
23,291,765 20,252,732 
Available for 2022 ESPP
5,290,599 5,654,835 
Total ordinary shares reserved
36,881,164 35,624,826 
v3.25.1
Equity Incentive Plans (Tables)
12 Months Ended
Apr. 30, 2025
Share-Based Payment Arrangement [Abstract]  
Fair Value Measurement Inputs and Valuation Techniques
The fair value of the 2022 ESPP offerings was estimated on the offering date using the Black-Scholes option pricing model with the following assumptions:
Year Ended April 30,
20252024
Expected term (in years)0.50.5
Expected stock price volatility
50.4% - 59.2%
47.3% - 63.3%
Risk-free interest rate
4.3% - 4.6%
5.4% - 5.5%
Dividend yield—%—%
The fair value of stock options granted and assumed was estimated on the date of grant using the Black-Scholes option pricing model with the following assumptions:
Year Ended April 30,
202520242023
Expected term (in years)
N/A
N/A
6.02
Expected stock price volatility
N/A
N/A
60.7% - 62.0%
Risk-free interest rate
N/A
N/A
3.1% - 3.4%
Dividend yield
N/A
N/A
—%
Summary of Equity Awards Available for Grant
The equity awards available for grant were as follows: 
Year Ended April 30,
20252024
Available at beginning of fiscal year20,252,732 17,564,133 
Shares authorized
5,085,297 4,868,347 
Options canceled
72,819 104,137 
RSUs granted
(3,177,238)(3,399,494)
RSUs canceled
1,058,155 1,115,609 
Available at end of period23,291,765 20,252,732 
Summary of Stock Option Activity
The following table summarizes stock option activity:
Stock Options Outstanding
Number of
Stock Options
Outstanding
Weighted-
Average
Exercise
Price
Remaining
Contractual
Term
(in years)
Aggregate
Intrinsic
Value
(in thousands)
Balance as of April 30, 20234,038,238 $32.74 5.35$134,778 
Stock options exercised(1,292,375)$16.19 
Stock options canceled(104,137)$98.35 
Stock options assumed in acquisition canceled(1,303)$76.12 
Balance as of April 30, 20242,640,423 $38.23 4.67$178,081 
Stock options exercised(791,874)$22.54 
Stock options canceled(72,819)$113.23 
Stock options assumed in acquisition canceled(7)$76.82 
Balance as of April 30, 20251,775,723 $42.16 3.88$88,617 
Exercisable as of April 30, 20251,692,783 $39.97 3.74$88,120 
Summary of RSU Activity
The following table summarizes RSU activity under the 2012 Plan:
Number of AwardsWeighted-Average Grant Date Fair Value
Outstanding and unvested at April 30, 20237,494,399 $74.52 
RSUs granted3,399,494 $102.23 
RSUs released(2,701,448)$80.51 
RSUs canceled(1,115,609)$75.60 
Outstanding and unvested at April 30, 20247,076,836 $85.38 
RSUs granted
3,177,238 $106.55 
RSUs released(2,672,842)$89.04 
RSUs canceled
(1,058,155)$86.87 
Outstanding and unvested at April 30, 20256,523,077 $93.95 
Summary of Stock-based Compensation Expense Related to Tender Offer Included in Consolidated Statement of Operations
Total stock-based compensation expense recognized in the Company’s consolidated statements of operations was as follows (in thousands):
Year Ended April 30,
202520242023
Cost of revenue
Subscription$9,443 $8,774 $8,308 
Services14,747 12,539 9,435 
Research and development97,412 93,588 80,170 
Sales and marketing86,743 78,069 68,943 
General and administrative49,437 46,167 37,183 
Total stock-based compensation expense$257,782 $239,137 $204,039 
v3.25.1
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders (Tables)
12 Months Ended
Apr. 30, 2025
Earnings Per Share [Abstract]  
Schedule of Computation of Basic and Diluted Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders
The following table sets forth the computation of basic and diluted net (loss) earnings per share attributable to ordinary shareholders (in thousands, except share and per share data):
Year Ended April 30,
202520242023
Numerator:
Net (loss) income$(108,114)$61,720 $(236,161)
Denominator:
Weighted-average shares used to compute net (loss) earnings per share attributable to ordinary shareholders
Basic103,661,704 99,646,231 95,729,844 
Diluted103,661,704 103,980,132 95,729,844 
Net (loss) earnings per share attributable to ordinary shareholders
Basic$(1.04)$0.62 $(2.47)
Diluted$(1.04)$0.59 $(2.47)
Schedule of Outstanding Potentially Dilutive Ordinary Shares Excluded from Computation of Diluted Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders
The following outstanding potentially dilutive ordinary shares were excluded from the computation of diluted net (loss) earnings per share attributable to ordinary shareholders for the periods presented because the impact of including them would have been antidilutive:
Year Ended April 30,
202520242023
Stock options1,775,723 634,519 4,038,238 
RSUs6,523,077 1,496,213 7,494,399 
2022 ESPP
147,488 4,010 197,077 
Total8,446,288 2,134,742 11,729,714 
v3.25.1
Income Taxes (Tables)
12 Months Ended
Apr. 30, 2025
Income Tax Disclosure [Abstract]  
Summary of Geographical Breakdown of Income (Loss) Before Provision for Income Taxes The geographical breakdown of loss before provision for (benefit from) income taxes is summarized as follows (in thousands):
Year Ended April 30,
202520242023
Dutch$(135,145)$(233,089)$(283,010)
Foreign103,576 110,333 66,133 
Loss before income taxes$(31,569)$(122,756)$(216,877)
Summary of Provision for (Benefit from) Income Taxes
The components of the provision for (benefit from) income taxes were as follows (in thousands):
Year Ended April 30,
202520242023
Current:
Dutch$5,815 $4,297 $2,910 
Foreign15,540 24,558 17,042 
Total current tax expense21,355 28,855 19,952 
Deferred:
Dutch448 43 (71)
Foreign54,742 (213,374)(597)
Total deferred tax expense (income)55,190 (213,331)(668)
Total provision for (benefit from) income taxes
$76,545 $(184,476)$19,284 
Summary of Reconciliation of Income Taxes Statutory Income Tax Rate to Provision for Income Taxes A reconciliation of income taxes at the statutory income tax rate to the provision for (benefit from) income taxes included in the consolidated statements of operations is as follows (in thousands, except for rates):
Year Ended April 30,
202520242023
Tax
Rate
Tax
Rate
Tax
Rate
Dutch statutory income tax$(8,145)25.8 %$(31,671)25.8 %$(55,954)25.8 %
Foreign income taxed at different rates(5,561)17.6 %(2,406)2.0 %(1,305)0.6 %
Tax credits(13,508)42.8 %(10,149)8.3 %(7,349)3.4 %
Stock-based compensation(9,282)29.4 %(10,296)8.4 %5,018 (2.3)%
Change in valuation allowance48,539 (153.8)%(186,166)151.6 %69,271 (31.9)%
Intellectual property migration
610 (1.9)%7,353 (6.0)%— — %
BEAT waiver election
45,321 (143.6)%40,141 (32.7)%— — %
Foreign-Derived Intangible Income (“FDII”) exclusion
(2,241)7.1 %(2,328)1.9 %— — %
Executive compensation
6,523 (20.7)%4,091 (3.3)%— — %
Foreign withholding taxes2,701 (8.6)%2,864 (2.3)%3,201 (1.5)%
State taxes
6,867 (21.8)%1,866 (1.5)%455 (0.2)%
Unrecognized tax benefit
6,713 (21.3)%1,406 (1.1)%1,414 (0.7)%
Tax credit add-back
1,215 (3.8)%950 (0.8)%809 (0.4)%
Meals and entertainment
598 (1.9)%566 (0.5)%454 (0.2)%
Prior-year true-ups
(3,680)11.7 %(846)0.7 %11 — %
Other(125)0.5 %149 (0.2)%3,259 (1.5)%
Provision for (benefit from) income taxes
$76,545 (242.5)%$(184,476)150.3 %$19,284 (8.9)%
Summary of Components of Deferred Tax Assets
Significant components of the Company’s deferred tax assets and liabilities are summarized as follows (in thousands):
As of April 30,
20252024
Deferred tax assets:
Accrued compensation$5,837 $5,324 
Net operating loss carryforwards
537,912 547,590 
Intangible assets
5,641 5,768 
Deferred revenue7,478 8,057 
Stock-based compensation20,613 18,858 
Tax credits32,271 31,373 
Disallowed interest expense13,183 12,380 
Lease liabilities4,727 3,706 
Other11,018 6,657 
Gross deferred tax assets638,680 639,713 
Less valuation allowance(437,497)(386,882)
Total deferred tax assets201,183 252,831 
Deferred tax liabilities:
Deferred contract acquisition costs(38,629)(37,005)
Right of use assets(4,133)(2,546)
Gross deferred tax liabilities(42,762)(39,551)
Net deferred tax assets
$158,421 $213,280 
Summary of Unrecognized Gross Tax Benefits The activity within the Company’s unrecognized tax benefits is summarized as follows (in thousands):
As of April 30,
202520242023
Balance as of beginning of year$22,691 $18,157 $16,622 
Increase (decrease) related to tax positions taken in prior periods1,553 1,201 (1,050)
Increase related to tax positions taken in the current period5,381 3,333 2,585 
Balance as of end of year$29,625 $22,691 $18,157 
v3.25.1
Segment Information (Tables)
12 Months Ended
Apr. 30, 2025
Segment Reporting [Abstract]  
Schedule of Revenue by Geographic Area
The following table summarizes the Company’s total revenue by geographic area based on the location of customers (in thousands):
Year Ended April 30,
202520242023
United States$836,226 $730,488 $626,688 
Rest of world647,070 536,833 442,301 
Total revenue$1,483,296 $1,267,321 $1,068,989 
Schedule of Property and Equipment, Net of Depreciation
The following table presents the Company’s long-lived assets, including property and equipment, net, and operating lease right-of-use assets, by geographic region (in thousands):
As of April 30,
20252024
United States$16,514 $10,571 
The Netherlands2,824 3,716 
United Kingdom2,817 3,470 
Rest of world6,768 8,202 
Total long-lived assets$28,923 $25,959 
v3.25.1
Summary of Significant Accounting Policies - Additional Information (Details)
12 Months Ended
Apr. 30, 2025
USD ($)
segement
$ / shares
shares
Apr. 30, 2024
USD ($)
$ / shares
shares
Apr. 30, 2023
USD ($)
Summary Of Significant Accounting Policies [Line Items]      
Unrealized foreign currency transaction loss (gain) $ (2,211,000) $ (1,930,000) $ 1,386,000
Capitalized costs, additions $ 0 0  
Number of operating segments | segement 1    
Number of reportable segments | segement 1    
Impairment of goodwill $ 0 0 0
Impairment charges $ 0 0  
Estimated amortization period of sales commissions 5 years    
Advertising costs $ 22,500,000 $ 26,000,000 22,400,000
Treasury stock (in shares) | shares 35,937 35,937  
Average treasury stock repurchase price ( in $ / shares) | $ / shares $ 10.30 $ 10.30  
Minimum      
Summary Of Significant Accounting Policies [Line Items]      
Percentage of likelihood that a tax benefit will be sustained 50.00%    
Operating Right-Of-Use Assets      
Summary Of Significant Accounting Policies [Line Items]      
Impairment charges     5,100,000
Furniture, Equipment, And Leasehold Improvements      
Summary Of Significant Accounting Policies [Line Items]      
Impairment charges     1,100,000
Other Income (Expense)      
Summary Of Significant Accounting Policies [Line Items]      
Unrealized foreign currency transaction loss (gain) $ (2,500,000) $ (3,400,000) $ (400,000)
v3.25.1
Summary of Significant Accounting Policies - Cash, Cash Equivalents, And Restricted Cash (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Apr. 30, 2022
Accounting Policies [Abstract]        
Cash and cash equivalents $ 727,543 $ 540,397    
Restricted cash 3,671 2,692    
Cash, cash equivalents, and restricted cash $ 731,214 $ 543,089 $ 646,640 $ 863,637
v3.25.1
Summary of Significant Accounting Policies - Acquired Intangible Assets (Details)
Apr. 30, 2025
Customer relationships  
Finite-Lived Intangible Assets [Line Items]  
Useful life (in years) 4 years
Trade names  
Finite-Lived Intangible Assets [Line Items]  
Useful life (in years) 4 years
Minimum | Developed technology  
Finite-Lived Intangible Assets [Line Items]  
Useful life (in years) 4 years
Maximum | Developed technology  
Finite-Lived Intangible Assets [Line Items]  
Useful life (in years) 5 years
v3.25.1
Revenue - Schedule of Revenue by Category (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Disaggregation of Revenue [Line Items]      
Total revenue $ 1,483,296 $ 1,267,321 $ 1,068,989
Revenue | Product      
Disaggregation of Revenue [Line Items]      
% of Total Revenue 100.00% 100.00% 100.00%
Total subscription      
Disaggregation of Revenue [Line Items]      
Total revenue $ 1,384,520 $ 1,176,606 $ 984,762
Total subscription | Revenue | Product      
Disaggregation of Revenue [Line Items]      
% of Total Revenue 93.00% 93.00% 92.00%
SaaS      
Disaggregation of Revenue [Line Items]      
Total revenue $ 687,619 $ 547,520 $ 424,053
SaaS | Revenue | Product      
Disaggregation of Revenue [Line Items]      
% of Total Revenue 46.00% 43.00% 40.00%
Self-managed subscription      
Disaggregation of Revenue [Line Items]      
Total revenue $ 696,901 $ 629,086 $ 560,709
Self-managed subscription | Revenue | Product      
Disaggregation of Revenue [Line Items]      
% of Total Revenue 47.00% 50.00% 52.00%
Services      
Disaggregation of Revenue [Line Items]      
Total revenue $ 98,776 $ 90,715 $ 84,227
Services | Revenue | Product      
Disaggregation of Revenue [Line Items]      
% of Total Revenue 7.00% 7.00% 8.00%
v3.25.1
Revenue - Additional Information (Details) - USD ($)
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Disaggregation of Revenue [Line Items]      
Deferred revenue, revenue recognized $ 660,900,000 $ 522,800,000 $ 430,700,000
Revenue, remaining performance obligation, amount 1,545,000,000    
Amortization of deferred contract acquisition costs 96,688,000 78,549,000 68,900,000
Impairment of deferred contract acquisition costs recognized $ 0 0 $ 0
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-05-01      
Disaggregation of Revenue [Line Items]      
Revenue, remaining performance obligation, percentage 65.00%    
Revenue, remaining performance obligation, expected timing of satisfaction, percentage 12 months    
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2027-01-01      
Disaggregation of Revenue [Line Items]      
Revenue, remaining performance obligation, percentage 90.00%    
Revenue, remaining performance obligation, expected timing of satisfaction, percentage 24 months    
Contracts with Customers      
Disaggregation of Revenue [Line Items]      
Unbilled accounts receivable $ 2,500,000 $ 2,500,000  
Net Accounts Receivable | Customer Concentration Risk | Customer One      
Disaggregation of Revenue [Line Items]      
Concentration risk percentage   13.00%  
Revenue, Product and Service Benchmark | Customer Concentration Risk | Customer One      
Disaggregation of Revenue [Line Items]      
Concentration risk percentage 12.00% 11.00%  
v3.25.1
Fair Value Measurements - Schedule of Assets are Measured at Fair Value on Recurring Basis (Details) - Recurring - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets $ 326,963 $ 216,354
Marketable securities 669,717 544,002
Total financial assets 999,326 760,817
U.S. treasury securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 113,440 112,471
Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets   699
Marketable securities 390,077 269,168
Certificates of deposit    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 63,377 42,972
International treasuries    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 40,135 12,642
Municipal securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 34,966 27,806
Commercial paper    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 17,739 43,051
U.S. agency securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 9,983 35,892
Mutual fund investments    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 2,646 [1] 461 [2]
Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 288,352 215,655
Marketable securities 113,440 112,471
Total financial assets 404,438 328,587
Level 1 | U.S. treasury securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 113,440 112,471
Level 1 | Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets   0
Marketable securities 0 0
Level 1 | Certificates of deposit    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 1 | International treasuries    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 1 | Municipal securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 1 | Commercial paper    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 1 | U.S. agency securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 1 | Mutual fund investments    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 2,646 [1] 461 [2]
Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 38,611 699
Marketable securities 556,277 431,531
Total financial assets 594,888 432,230
Level 2 | U.S. treasury securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 2 | Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets   699
Marketable securities 390,077 269,168
Level 2 | Certificates of deposit    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 63,377 42,972
Level 2 | International treasuries    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 40,135 12,642
Level 2 | Municipal securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 34,966 27,806
Level 2 | Commercial paper    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 17,739 43,051
Level 2 | U.S. agency securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 9,983 35,892
Level 2 | Mutual fund investments    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0 0
Marketable securities 0 0
Total financial assets 0 0
Level 3 | U.S. treasury securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 3 | Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets   0
Marketable securities 0 0
Level 3 | Certificates of deposit    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 3 | International treasuries    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 3 | Municipal securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 3 | Commercial paper    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 3 | U.S. agency securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Level 3 | Mutual fund investments    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Marketable securities 0 0
Money market funds    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 197,710 180,248
Money market funds | Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 197,710 180,248
Money market funds | Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0 0
Money market funds | Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0 0
U.S. treasury securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 90,642 35,407
U.S. treasury securities | Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 90,642 35,407
U.S. treasury securities | Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0 0
U.S. treasury securities | Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0 $ 0
U.S. agency securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 20,001  
U.S. agency securities | Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0  
U.S. agency securities | Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 20,001  
U.S. agency securities | Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0  
Commercial paper    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 9,462  
Commercial paper | Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0  
Commercial paper | Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 9,462  
Commercial paper | Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0  
Certificates of deposit    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 6,020  
Certificates of deposit | Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0  
Certificates of deposit | Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 6,020  
Certificates of deposit | Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0  
Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 3,128  
Corporate debt securities | Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 0  
Corporate debt securities | Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets 3,128  
Corporate debt securities | Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Financial assets $ 0  
[1] Mutual fund investments are held in an irrevocable rabbi trust for payment obligations to non-qualified deferred compensation plan participants. The investments are recorded as part of other assets in the Company’s consolidated balance sheets.
[2] Mutual fund investments are held in an irrevocable rabbi trust for payment obligations to non-qualified deferred compensation plan participants. The investments are recorded as part of other assets in the Company’s consolidated balance sheets.
v3.25.1
Fair Value Measurements - Additional Information (Details) - USD ($)
$ in Millions
1 Months Ended 12 Months Ended
Jul. 31, 2021
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Fair Value Disclosures [Abstract]        
Interest income   $ 48.3 $ 28.1 $ 17.7
Proceeds from the issuance of debt $ 575.0      
Debt instrument, interest rate (in percent) 4.125%      
Fair value of senior notes   $ 543.3    
v3.25.1
Fair Value Measurements - Fair Value by Maturity Date (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Fair Value Disclosures [Abstract]    
Due within 1 year $ 368,374 $ 298,876
Due between 1 year and 3 years 299,522 245,126
Due between 3 years and 5 years 1,821 0
Total marketable securities $ 669,717 $ 544,002
v3.25.1
Acquisitions - Additional Information (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Nov. 30, 2023
Jul. 31, 2024
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Business Acquisition [Line Items]          
Goodwill     $ 319,417 $ 319,380 $ 303,642
Developed technology          
Business Acquisition [Line Items]          
Acquired identifiable intangible assets amortization period   2 years 8 months 12 days 2 years 2 months 12 days    
Opster          
Business Acquisition [Line Items]          
Share capital acquired in business combination (in percentage) 100.00%        
Purchase consideration $ 23,000        
Consideration held back for idemnity obligations 3,000        
Goodwill 15,900        
Opster | Developed technology          
Business Acquisition [Line Items]          
Intangible assets acquired $ 6,000        
Acquired identifiable intangible assets amortization period 5 years        
v3.25.1
Balance Sheet Components - Schedule of Cost and Accumulated Depreciation of Property and Equipment (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Property, Plant and Equipment [Line Items]    
Total property and equipment $ 27,228 $ 23,970
Less: accumulated depreciation (20,639) (18,517)
Property and equipment, net 6,589 5,453
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Total property and equipment $ 14,780 12,683
Computer hardware and software    
Property, Plant and Equipment [Line Items]    
Useful Life (in years) 3 years  
Total property and equipment $ 4,390 3,464
Furniture and fixtures    
Property, Plant and Equipment [Line Items]    
Total property and equipment $ 8,025 7,395
Furniture and fixtures | Minimum    
Property, Plant and Equipment [Line Items]    
Useful Life (in years) 3 years  
Furniture and fixtures | Maximum    
Property, Plant and Equipment [Line Items]    
Useful Life (in years) 5 years  
Assets under construction    
Property, Plant and Equipment [Line Items]    
Total property and equipment $ 33 $ 428
v3.25.1
Balance Sheet Components - Additional Information (Details) - USD ($)
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Balance Sheet Components [Abstract]      
Depreciation expense $ 3,100,000 $ 3,500,000 $ 3,600,000
Goodwill impairment 0 0 0
Property, Plant and Equipment [Line Items]      
Impairment charges $ 0 $ 0  
Furniture, Equipment, And Leasehold Improvements      
Property, Plant and Equipment [Line Items]      
Impairment charges     $ 1,100,000
v3.25.1
Balance Sheet Components - Schedule of Intangible Assets (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jul. 31, 2024
Apr. 30, 2025
Apr. 30, 2024
Finite-Lived Intangible Assets [Line Items]      
Foreign currency translation adjustment   $ (24) $ (21)
Total   11,404 20,620
Developed technology      
Finite-Lived Intangible Assets [Line Items]      
Gross Fair Value   76,130 76,130
Accumulated Amortization   64,702 55,489
Net Book Value   $ 11,428 $ 20,641
Weighted Average Remaining Useful Life (in years) 2 years 8 months 12 days 2 years 2 months 12 days  
v3.25.1
Balance Sheet Components - Schedule of Amortization Expense For Intangible Assets (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Finite-Lived Intangible Assets [Line Items]      
Total amortization of acquired intangible assets $ 9,213 $ 14,496 $ 16,668
Cost of revenue | Subscription - self-managed and SaaS      
Finite-Lived Intangible Assets [Line Items]      
Total amortization of acquired intangible assets 9,213 12,353 11,781
Sales and marketing      
Finite-Lived Intangible Assets [Line Items]      
Total amortization of acquired intangible assets $ 0 $ 2,143 $ 4,887
v3.25.1
Balance Sheet Components - Schedule of Expected Future Amortization Expense of the Intangible Assets (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Goodwill and Intangible Assets Disclosure [Abstract]    
2026 $ 6,255  
2027 3,244  
2028 1,202  
2029 703  
Total $ 11,404 $ 20,620
v3.25.1
Balance Sheet Components - Schedule of Changes to Goodwill (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Goodwill [Roll Forward]    
Beginning balance $ 319,380 $ 303,642
Addition from acquisition   15,854
Foreign currency translation adjustment 37 (116)
Ending balance $ 319,417 $ 319,380
v3.25.1
Balance Sheet Components - Schedule of Accrued Expenses and Other Liabilities (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Balance Sheet Components [Abstract]    
Accrued expenses $ 36,585 $ 34,779
Income taxes payable 11,690 10,596
Value added taxes payable 9,872 8,849
Accrued interest 6,918 6,918
Other 21,282 14,150
Total accrued expenses and other liabilities $ 86,347 $ 75,292
v3.25.1
Balance Sheet Components - Schedule of Accrued Compensation and Benefits (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Balance Sheet Components [Abstract]    
Accrued vacation $ 42,136 $ 35,005
Accrued commissions 28,051 34,339
Accrued payroll and withholding taxes 10,007 9,830
Other 13,520 14,517
Total accrued compensation and benefits $ 93,714 $ 93,691
v3.25.1
Balance Sheet Components - Liabilities (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Allowance for Doubtful Accounts Receivable [Roll Forward]      
Beginning balance $ 4,979 $ 3,409 $ 2,700
Bad debt expense 3,909 3,864 2,722
Accounts written off (3,378) (2,294) (2,013)
Ending balance $ 5,510 $ 4,979 $ 3,409
v3.25.1
Senior Notes - Additional Information (Details)
1 Months Ended
Jul. 31, 2021
USD ($)
Debt Instrument [Line Items]  
Proceeds from the issuance of debt $ 575,000,000
Senior Notes  
Debt Instrument [Line Items]  
Proceeds from the issuance of debt 575,000,000.0
Debt issuance cost $ 9,300,000
Repurchase of debt (as a percent) 101.00%
Senior Notes | Debt Instrument, Redemption, Period Three  
Debt Instrument [Line Items]  
Redemption price (as a percent) 100.00%
v3.25.1
Senior Notes - Carrying Amount of Senior Notes And Interest Expense Recognized (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Debt Disclosure [Abstract]      
Principal $ 575,000 $ 575,000  
Unamortized debt issuance costs (5,271) (6,388)  
Long-term debt, net 569,729 568,612  
Contractual interest expense 23,719 23,719 $ 23,719
Amortization of debt issuance costs 1,117 1,069 1,023
Total interest expense related to the Senior Notes $ 24,836 $ 24,788 $ 24,742
v3.25.1
Commitments and Contingencies - Schedule of Purchase Obligations (Details) - Hosting Infrastructure Commitments
$ in Thousands
Apr. 30, 2025
USD ($)
Long-term Purchase Commitment [Line Items]  
2026 $ 219,170
2027 213,776
2028 141,033
2029 130,000
2030 108,333
Total $ 812,312
v3.25.1
Commitments and Contingencies - Additional Information (Details) - USD ($)
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Long-term Purchase Commitment [Line Items]      
Letters of credit outstanding amount $ 2,900,000    
Provision for indemnification claims 0    
Proceeds from legal settlements   $ 400,000 $ 10,400,000
Hosting Infrastructure Commitments      
Long-term Purchase Commitment [Line Items]      
Purchase commitments 812,312,000    
Other Purchase Commitments      
Long-term Purchase Commitment [Line Items]      
Purchase commitments $ 73,200,000    
v3.25.1
Leases - Components of Lease Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Leases [Abstract]      
Operating lease cost $ 11,102 $ 12,114 $ 12,411
Short-term lease cost 2,232 1,921 2,217
Variable lease cost 1,456 1,342 726
Total lease cost $ 14,790 $ 15,377 $ 15,354
v3.25.1
Leases - Lease Term and Discount Rate Information (Details)
Apr. 30, 2025
Leases [Abstract]  
Weighted average remaining lease term (in years) 5 years 1 month 6 days
Weighted average discount rate 5.50%
v3.25.1
Leases - Future Minimum Lease Based on Current Lease Accounting Standard (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Leases [Abstract]    
2026 $ 10,151  
2027 5,483  
2028 3,732  
2029 2,279  
2030 1,264  
Thereafter 7,007  
Total minimum lease payments 29,916  
Less imputed interest (4,631)  
Present value of future minimum lease payments 25,285  
Less current lease liabilities (8,928) $ (12,187)
Operating lease liabilities, non-current $ 16,357 $ 12,898
v3.25.1
Leases - Additional Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Lessee, Lease, Description [Line Items]      
Asset impairment charges $ 0 $ 0 $ 6,242
Leased Office Space      
Lessee, Lease, Description [Line Items]      
Asset impairment charges     $ 5,100
v3.25.1
Ordinary Shares - Additional Information (Details)
12 Months Ended
Apr. 30, 2025
€ / shares
Apr. 30, 2025
USD ($)
shares
Apr. 30, 2024
shares
Oct. 10, 2018
shares
Class of Stock [Line Items]        
Ordinary shares, shares authorized (in shares)   165,000,000    
Ordinary shares, voting rights one vote per ordinary share      
Dividends declared | $   $ 0    
Convertible Preference Shares        
Class of Stock [Line Items]        
Preference shares, shares authorized (in shares)   165,000,000 165,000,000 165,000,000
Preference shares, shares issued (in shares)   0 0  
Preference shares, shares outstanding (in shares)   0 0  
Maximum        
Class of Stock [Line Items]        
Ordinary shares, par value (in € / shares) | € / shares € 0.01      
v3.25.1
Ordinary Shares - Summary of Ordinary Shares Reserved for Issuance (Details) - shares
Apr. 30, 2025
Apr. 30, 2024
Class of Stock [Line Items]    
Total ordinary shares reserved (in shares) 36,881,164 35,624,826
Stock options    
Class of Stock [Line Items]    
Total ordinary shares reserved (in shares) 1,775,723 2,640,423
RSUs    
Class of Stock [Line Items]    
Total ordinary shares reserved (in shares) 6,523,077 7,076,836
2012 Plan    
Class of Stock [Line Items]    
Total ordinary shares reserved (in shares) 23,291,765 20,252,732
Employee Stock Purchase Plan 2022    
Class of Stock [Line Items]    
Total ordinary shares reserved (in shares) 5,290,599 5,654,835
v3.25.1
Equity Incentive Plans - Additional Information (Details) - USD ($)
$ in Thousands
1 Months Ended 12 Months Ended
Aug. 31, 2022
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Stock-based compensation expense   $ 257,782 $ 239,137 $ 204,039
Unrecognized stock-based compensation expense related to unvested stock options   $ 3,800    
2012 Plan        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Options granted (in shares)   0 0  
2012 Plan | New Employee        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Vesting term (in years)   4 years    
ESPP | Employee Stock Purchase Plan 2022        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Value of shares reserved $ 6,000      
Purchase price of common stock, percent of market price 85.00%      
Purchase period (in months) 6 months      
Issuance of ordinary shares under employee stock purchase plan (in shares)   364,236 345,165  
Stock-based compensation expense   $ 9,200 $ 7,100 $ 900
Stock options        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Unrecognized over a weighted-average period (in years)   10 months 20 days    
Equity Settled RSUs        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Unrecognized stock-based compensation expense related to unvested stock options   $ 564,600    
RSUs        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Unrecognized over a weighted-average period (in years)   2 years 6 months 14 days    
v3.25.1
Equity Incentive Plans - Assumptions Used to Estimated Fair Value of Equity Plans (Details)
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Expected term (in years)     6 years 7 days
Expected stock price volatility, minimum (in percentage)     60.70%
Expected stock price volatility, maximum (in percentage)     62.00%
Risk-free interest rate, minimum     3.10%
Risk-free interest rate, maximum     3.40%
Dividend yield (in percentage)     0.00%
ESPP      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Expected term (in years) 6 months 6 months  
Expected stock price volatility, minimum (in percentage) 50.40% 47.30%  
Expected stock price volatility, maximum (in percentage) 59.20% 63.30%  
Risk-free interest rate, minimum 4.30% 5.40%  
Risk-free interest rate, maximum 4.60% 5.50%  
Dividend yield (in percentage) 0.00% 0.00%  
v3.25.1
Equity Incentive Plans - Summary of Equity Awards Available for Grant (Details) - shares
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Equity Awards, Outstanding [Roll Forward]    
Available at beginning of fiscal year (in shares) 20,252,732 17,564,133
Shares authorized (in shares) 5,085,297 4,868,347
Options cancelled (in shares) 72,819 104,137
Available at end of fiscal year (in shares) 23,291,765 20,252,732
RSUs    
Equity Awards, Outstanding [Roll Forward]    
RSUs granted (in shares) (3,177,238) (3,399,494)
RSUs cancelled (in shares) 1,058,155 1,115,609
v3.25.1
Equity Incentive Plans - Summary of Stock Option Activity (Details) - 2012 Plan - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Number of Stock Options Outstanding      
Beginning balance (in shares) 2,640,423 4,038,238  
Stock options exercised (in shares) (791,874) (1,292,375)  
Stock options canceled (in shares) (72,819) (104,137)  
Stock options assumed in acquisition cancelled (in shares) (7) (1,303)  
Ending balance (in shares) 1,775,723 2,640,423 4,038,238
Exercisable (in shares) 1,692,783    
Weighted- Average Exercise Price      
Beginning balance (in dollars per share) $ 38.23 $ 32.74  
Stock options exercised (in dollars per share) 22.54 16.19  
Stock options cancelled (in dollars per share) 113.23 98.35  
Stock options assumed in acquisition cancelled (in dollars per share) 76.82 76.12  
Ending balance (in dollars per share) 42.16 $ 38.23 $ 32.74
Exercisable (in dollars per share) $ 39.97    
Remaining Contractual Term (in years)      
Remaining Contractual Term (in years) 3 years 10 months 17 days 4 years 8 months 1 day 5 years 4 months 6 days
Exercisable, Remaining Contractual Term (in years) 3 years 8 months 26 days    
Aggregate Intrinsic Value (in thousands)      
Beginning balance $ 178,081 $ 134,778  
Ending balance 88,617 $ 178,081 $ 134,778
Exercisable $ 88,120    
v3.25.1
Equity Incentive Plans - Summary of RSU Activity (Details) - RSUs - $ / shares
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Number of Awards    
Number of Awards, RSUs granted (in shares) 3,177,238 3,399,494
Number of Awards, RSUs cancelled (in shares) (1,058,155) (1,115,609)
2012 Plan    
Number of Awards    
Number of Awards Outstanding and unvested at Beginning of Year ((in shares) 7,076,836 7,494,399
Number of Awards, RSUs granted (in shares) 3,177,238 3,399,494
Number of Awards, RSUs released (in shares) (2,672,842) (2,701,448)
Number of Awards, RSUs cancelled (in shares) (1,058,155) (1,115,609)
Number of Awards Outstanding and unvested at Year End (in shares) 6,523,077 7,076,836
Weighted-Average Grant Date Fair Value    
Weighted-Average Grant Date Fair Value, Outstanding and unvested, Beginning of Year (in dollar per share) $ 85.38 $ 74.52
Weighted-Average Grant Date Fair Value, RSUs granted (in dollar per share) 106.55 102.23
Weighted-Average Grant Date Fair Value, RSUs released (in dollar per share) 89.04 80.51
Weighted-Average Grant Date Fair Value, RSUs cancelled (in dollar per share) 86.87 75.60
Weighted-Average Grant Date Fair Value, Outstanding and unvested, End of Year (in dollar per share) $ 93.95 $ 85.38
v3.25.1
Equity Incentive Plans - Summary of Stock-based Compensation Expense Recognized in Consolidated Statements of Operations (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total stock-based compensation expense $ 257,782 $ 239,137 $ 204,039
Subscription      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total stock-based compensation expense 9,443 8,774 8,308
Services      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total stock-based compensation expense 14,747 12,539 9,435
Research and development      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total stock-based compensation expense 97,412 93,588 80,170
Sales and marketing      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total stock-based compensation expense 86,743 78,069 68,943
General and administrative      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total stock-based compensation expense $ 49,437 $ 46,167 $ 37,183
v3.25.1
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders - Schedule of Computation of Basic and Diluted Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Numerator:      
Net (loss) income $ (108,114) $ 61,720 $ (236,161)
Weighted-average shares used to compute net (loss) earnings per share attributable to ordinary shareholders      
Basic (in shares) 103,661,704 99,646,231 95,729,844
Diluted (in shares) 103,661,704 103,980,132 95,729,844
Net (loss) earnings per share attributable to ordinary shareholders      
Basic (in dollars per share) $ (1.04) $ 0.62 $ (2.47)
Diluted (in dollars per share) $ (1.04) $ 0.59 $ (2.47)
v3.25.1
Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders - Schedule of Outstanding Potentially Dilutive Ordinary Shares Excluded from Computation of Diluted Net (Loss) Earnings Per Share Attributable to Ordinary Shareholders (Details) - shares
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of earnings per share (in shares) 8,446,288 2,134,742 11,729,714
Stock options      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of earnings per share (in shares) 1,775,723 634,519 4,038,238
RSUs      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of earnings per share (in shares) 6,523,077 1,496,213 7,494,399
ESPP      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of earnings per share (in shares) 147,488 4,010 197,077
v3.25.1
Income Taxes - Summary of Geographical Breakdown of Income (Loss) Before Provision for Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Income Tax Disclosure [Abstract]      
Dutch $ (135,145) $ (233,089) $ (283,010)
Foreign 103,576 110,333 66,133
Loss before income taxes $ (31,569) $ (122,756) $ (216,877)
v3.25.1
Income Taxes - Summary of Provision for Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Current:      
Dutch $ 5,815 $ 4,297 $ 2,910
Foreign 15,540 24,558 17,042
Total current tax expense 21,355 28,855 19,952
Deferred:      
Dutch 448 43 (71)
Foreign 54,742 (213,374) (597)
Total deferred tax expense (income) 55,190 (213,331) (668)
Total provision for (benefit from) income taxes $ 76,545 $ (184,476) $ 19,284
v3.25.1
Income Taxes - Summary of Reconciliation of Income Taxes Statutory Income Tax Rate to Provision for Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Tax      
Dutch statutory income tax $ (8,145) $ (31,671) $ (55,954)
Foreign income taxed at different rates (5,561) (2,406) (1,305)
Tax credits (13,508) (10,149) (7,349)
Stock-based compensation (9,282) (10,296) 5,018
Change in valuation allowance 48,539 (186,166) 69,271
Intellectual property migration 610 7,353 0
BEAT waiver election 45,321 40,141 0
Foreign-Derived Intangible Income (“FDII”) exclusion (2,241) (2,328) 0
Executive compensation 6,523 4,091 0
Foreign withholding taxes 2,701 2,864 3,201
State taxes 6,867 1,866 455
Unrecognized tax benefit 6,713 1,406 1,414
Tax credit add-back 1,215 950 809
Meals and entertainment 598 566 454
Prior-year true-ups (3,680) (846) 11
Other (125) 149 3,259
Total provision for (benefit from) income taxes $ 76,545 $ (184,476) $ 19,284
Rate      
Dutch statutory income tax (in percentage) 25.80% 25.80% 25.80%
Foreign income taxed at different rates (in percentage) 17.60% 2.00% 0.60%
Research and development credits (in percentage) 42.80% 8.30% 3.40%
Stock-based compensation (in percentage) 29.40% 8.40% (2.30%)
Change in valuation allowance (in percentage) (153.80%) 151.60% (31.90%)
Intellectual Property (“IP”) migration (in percentage) (1.90%) (6.00%) 0.00%
BEAT waiver election (in percentage) (143.60%) (32.70%) 0.00%
Foreign-Derived Intangible Income (“FDII”) exclusion (in percentage) 7.10% 1.90% 0.00%
Executive compensation (in percentage) (20.70%) (3.30%) 0.00%
Foreign withholding taxes (in percentage) (8.60%) (2.30%) (1.50%)
State taxes (in percentage) (21.80%) (1.50%) (0.20%)
Unrecognized tax benefit (in percentage) (21.30%) (1.10%) (0.70%)
Tax credit add-back (in percentage) (3.80%) (0.80%) (0.40%)
Meals and entertainment (in percentage) (1.90%) (0.50%) (0.20%)
Prior-year true-ups (in percentage) 11.70% 0.70% 0.00%
Other (in percentage) 0.50% (0.20%) (1.50%)
Provision for income taxes (in percentage) (242.50%) 150.30% (8.90%)
v3.25.1
Income Taxes - Summary of Components of Deferred Tax Assets (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Deferred tax assets:    
Accrued compensation $ 5,837 $ 5,324
Net operating loss carryforwards 537,912 547,590
Intangible assets 5,641 5,768
Deferred revenue 7,478 8,057
Stock-based compensation 20,613 18,858
Tax credits 32,271 31,373
Disallowed interest expense 13,183 12,380
Lease liabilities 4,727 3,706
Other 11,018 6,657
Gross deferred tax assets 638,680 639,713
Less valuation allowance (437,497) (386,882)
Total deferred tax assets 201,183 252,831
Deferred tax liabilities:    
Deferred contract acquisition costs (38,629) (37,005)
Right of use assets (4,133) (2,546)
Gross deferred tax liabilities (42,762) (39,551)
Net deferred tax assets $ 158,421 $ 213,280
v3.25.1
Income Taxes - Additional Information (Details) - USD ($)
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Apr. 30, 2022
Income Tax Contingency [Line Items]        
Valuation allowance for deferred tax assets $ 437,497,000 $ 386,882,000    
Net operating loss carryforwards 537,912,000 547,590,000    
Tax credits 32,271,000 31,373,000    
Unrecognized tax benefits 29,625,000 22,691,000 $ 18,157,000 $ 16,622,000
Unrecognized tax benefits that would impact the effective tax rate before consideration of valuation allowance 0      
Increase (decrease) related to tax positions taken in prior periods 1,553,000 1,201,000 (1,050,000)  
Increase related to tax positions taken in the current period 5,381,000 3,333,000 2,585,000  
Recognize penalties and interests accrued on unrecognized tax benefits (less than) 900,000 200,000 $ 200,000  
Accrued interest and penalties, amount 1,300,000 400,000    
Dividend withholding tax from foreign jurisdictions 5,700,000      
Canada Revenue Agency        
Income Tax Contingency [Line Items]        
Tax credits 1,100,000      
Tax Authority, Spain        
Income Tax Contingency [Line Items]        
Tax credits 1,400,000      
Ministry of the Economy, Finance and Industry, France        
Income Tax Contingency [Line Items]        
Tax credits 600,000      
Dutch | Tax and Customs Administration, Netherlands        
Income Tax Contingency [Line Items]        
Net operating loss carryforwards 1,407,000,000      
U.S. Federal | IRS        
Income Tax Contingency [Line Items]        
Net operating loss carryforwards 546,300,000      
Tax credits 34,600,000      
U.S. Federal | Her Majesty's Revenue and Customs (HMRC)        
Income Tax Contingency [Line Items]        
Net operating loss carryforwards 97,900,000      
U.S. State Income Tax        
Income Tax Contingency [Line Items]        
Net operating loss carryforwards 551,200,000      
Tax credits 9,300,000      
The Netherlands        
Income Tax Contingency [Line Items]        
Valuation allowance for deferred tax assets 390,500,000 344,500,000    
United Kingdom        
Income Tax Contingency [Line Items]        
Valuation allowance for deferred tax assets 24,300,000 19,400,000    
United States        
Income Tax Contingency [Line Items]        
Valuation allowance for deferred tax assets 22,700,000 $ 23,000,000.0    
Cumulative earnings 825,600,000      
Other countries        
Income Tax Contingency [Line Items]        
Cumulative earnings $ 213,400,000      
v3.25.1
Income Taxes - Summary of Unrecognized Gross Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Reconciliation of Unrecognized Tax Benefits, Excluding Amounts Pertaining to Examined Tax Returns [Roll Forward]      
Balance as of beginning of year $ 22,691 $ 18,157 $ 16,622
Increase (decrease) related to tax positions taken in prior periods 1,553 1,201 (1,050)
Increase related to tax positions taken in the current period 5,381 3,333 2,585
Balance as of end of year $ 29,625 $ 22,691 $ 18,157
v3.25.1
Employee Benefit Plans - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
United States      
Defined Contribution Plan Disclosure [Line Items]      
Defined contribution expense related to plan $ 19.6 $ 18.4 $ 17.9
Other Countries      
Defined Contribution Plan Disclosure [Line Items]      
Defined contribution expense related to plan $ 14.6 $ 12.7 $ 9.4
Maximum | United States      
Defined Contribution Plan Disclosure [Line Items]      
Percentage of defined contribution to participating employees 6.00%    
v3.25.1
Segment Information - Schedule of Revenue by Geographic Area (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 30, 2025
Apr. 30, 2024
Apr. 30, 2023
Revenues from External Customers and Long-Lived Assets [Line Items]      
Total revenue $ 1,483,296 $ 1,267,321 $ 1,068,989
United States      
Revenues from External Customers and Long-Lived Assets [Line Items]      
Total revenue 836,226 730,488 626,688
Rest of world      
Revenues from External Customers and Long-Lived Assets [Line Items]      
Total revenue $ 647,070 $ 536,833 $ 442,301
v3.25.1
Segment Information - Schedule of Property and Equipment, Net of Depreciation (Details) - USD ($)
$ in Thousands
Apr. 30, 2025
Apr. 30, 2024
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets $ 28,923 $ 25,959
United States    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets 16,514 10,571
The Netherlands    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets 2,824 3,716
United Kingdom    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets 2,817 3,470
Rest of world    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets $ 6,768 $ 8,202
v3.25.1
Subsequent Events - Additional Information (Details) - Keep Alerting Ltd. - Subsequent Event
$ in Millions
May 21, 2025
USD ($)
Subsequent Event [Line Items]  
Share capital acquired in business combination (in percentage) 100.00%
Purchase consideration $ 10.0