| Metric | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $318.8M+40.1% | $227.6M+67.9% | $135.5M-32.5% | $200.7M-78.2% | $921.2M |
| Restricted cash, current | $6.1M | $0 | — | — | — |
| Short-term investments | $515.0M+10.2% | $467.2M+13.4% | $412.1M-15.8% | $489.2M | $0 |
| Accounts receivable, net | $321.4M+37.4% | $234.0M+44.6% | $161.8M+31.7% | $122.9M+49.9% | $82.0M |
| Inventories | $48.2M+23.9% | $38.9M+75.0% | $22.2M-45.2% | $40.6M+22.7% | $33.1M |
| Connected device costs, current | $142.9M+19.8% | $119.3M+14.7% | $104.0M+26.8% | $82.0M+56.2% | $52.5M |
| Deferred commissions, current | $85.5M+27.3% | $67.1M | — | — | — |
| Prepaid expenses and other current assets | $69.3M+19.2% | $58.1M+13.4% | $51.2M+130.8% | $22.2M+95.1% | $11.4M |
| Total current assets | $1.51B+24.3% | $1.21B+36.7% | $887.0M-7.4% | $957.5M-13.0% | $1.10B |
| Restricted cash, non-current | $0-100.0% | $18.2M-5.1% | $19.2M-16.9% | $23.1M+0.0% | $23.1M |
| Long-term investments | $403.1M+42.6% | $282.7M+2.3% | $276.2M+144.2% | $113.1M | $0 |
| Property and equipment, net | $81.6M+40.3% | $58.2M+5.8% | $55.0M-7.3% | $59.3M+61.2% | $36.8M |
| Operating lease right-of-use assets | $60.3M-7.0% | $64.9M-20.9% | $82.0M-27.2% | $112.6M-16.2% | $134.4M |
| Connected device costs, non-current | $297.2M+22.4% | $242.9M+5.3% | $230.8M+18.4% | $194.9M+37.9% | $141.3M |
| Deferred commissions, non-current | $176.4M+24.0% | $142.2M-19.9% | $177.6M+26.7% | $140.2M+19.0% | $117.8M |
| Other assets | $14.9M+396.4% | $3.0M-58.6% | $7.2M-55.8% | $16.4M+13.4% | $14.4M |
| Total assets | $2.54B+25.5% | $2.02B+16.7% | $1.73B+7.3% | $1.62B+3.1% | $1.57B |
| Accounts payable | $47.7M-25.5% | $64.0M+38.3% | $46.3M+53.5% | $30.1M-44.9% | $54.7M |
| Accrued expenses and other current liabilities | $102.1M+36.1% | $75.0M+22.0% | $61.4M+14.1% | $53.8M+69.1% | $31.8M |
| Accrued compensation and benefits | $75.4M+73.6% | $43.4M+17.2% | $37.1M+2.9% | $36.0M+32.9% | $27.1M |
| Deferred revenue, current | $679.3M+20.6% | $563.3M+32.1% | $426.4M+42.1% | $300.1M+47.7% | $203.2M |
| Operating lease liabilities, current | $12.6M-19.7% | $15.7M-24.2% | $20.7M-6.3% | $22.0M+2.8% | $21.4M |
| Total current liabilities | $917.0M+20.4% | $761.3M+28.6% | $591.8M+33.8% | $442.2M+30.7% | $338.3M |
| Deferred revenue, non-current | $129.7M+5.9% | $122.5M-11.9% | $139.1M+10.0% | $126.5M+14.4% | $110.5M |
| Operating lease liabilities, non-current | $60.2M-6.8% | $64.6M-18.0% | $78.8M-21.9% | $100.9M-18.3% | $123.5M |
| Other liabilities | $13.3M+100.3% | $6.6M-33.3% | $9.9M+4.5% | $9.5M+42.1% | $6.7M |
| Total liabilities | $1.12B+17.3% | $955.1M+16.5% | $819.7M+20.7% | $679.0M+17.3% | $579.0M |
| Preferred stock, $0.0001 par value—400,000,000 shares authorized as of January 31, 2026 and February 1, 2025; zero shares issued and outstanding as of January 31, 2026 and February 1, 2025 | $0 | $0 | $0 | $0 | $0 |
| Additional paid-in capital | $3.04B+13.3% | $2.68B+13.1% | $2.37B+12.4% | $2.11B+10.3% | $1.91B |
| Accumulated other comprehensive income (loss) | $4.4M+615.0% | -$846K-152.4% | $1.6M+347.9% | -$652K-579.2% | -$96K |
| Accumulated deficit | -$1.62B-0.6% | -$1.61B-10.6% | -$1.46B-24.5% | -$1.17B-26.9% | -$921.0M |
| Total stockholders’ equity | $1.42B+32.9% | $1.07B+16.8% | $915.1M-2.4% | $938.0M-5.1% | $988.9M |
| Total liabilities and stockholders’ equity | $2.54B+25.5% | $2.02B+16.7% | $1.73B+7.3% | $1.62B+3.1% | $1.57B |
| Common Class A | |||||
| Common stock | $0 | $0 | $0 | $0 | $0 |
| Common Class B | |||||
| Common Class C | |||||
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Up to 10 years annual / 16 quarters shown.