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Segment Information and Geographic Areas
6 Months Ended
Aug. 03, 2025
Segment Reporting [Abstract]  
Segment Information and Geographic Areas Segment Information and Geographic Areas
Segment Information
Our chief operating decision maker (CODM), the Chief Executive Officer, manages business activities as a single operating and reportable segment at the consolidated level. The CODM reviews and utilizes consolidated financial information, including revenue, gross profit, operating income (loss) and net income as reported on the condensed consolidated statements of operations, to assess performance and allocate resources to support strategic priorities. Condensed consolidated net income is our segment’s primary measure of profit or loss. The measure of segment assets is reported on the condensed consolidated balance sheets as total consolidated assets.
Our CODM reviews the following significant segment expenses, which are each separately disclosed and presented in the condensed consolidated statements of operations: cost of revenue for product, cost of revenue for subscription services, research and development expenses, sales and marketing expenses, and general and administrative expenses. Other segment items within condensed consolidated net income include restructuring and impairment expenses, other income (expense), net and income tax provision. Other significant noncash segment expenses include stock-based compensation and depreciation and amortization.
Disaggregation of Revenue
The following table depicts the disaggregation of revenue by geographic area based on the billing address of our customers and is consistent with how we evaluate our financial performance (in thousands):
 
Second Quarter of Fiscal
First Two Quarters of Fiscal
 2025202620252026
United States$537,747 $577,036 $1,026,766 $1,107,694 
Rest of the world226,024 283,966 430,484 531,793 
Total revenue$763,771 $861,002 $1,457,250 $1,639,487 
Long-Lived Assets by Geographic Area
Long-lived assets, which are comprised of property and equipment, net, by geographic area are summarized as follows (in thousands):
 
At the End of
 Fiscal 2025
Second Quarter of Fiscal 2026
United States$448,035 $530,995 
Rest of the world13,696 13,124 
Total long-lived assets$461,731 $544,119