CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Nov. 01, 2025	Feb. 01, 2025
Current assets:
Cash and cash equivalents	$ 275,111	$ 227,576
Short-term investments	486,725	467,222
Accounts receivable, net	256,676	234,016
Inventories	54,955	38,911
Connected device costs, current	132,037	119,323
Prepaid expenses and other current assets	52,475	58,106
Total current assets	1,257,979	1,145,154
Restricted cash	21,269	18,218
Long-term investments	385,332	282,652
Property and equipment, net	77,894	58,151
Operating lease right-of-use assets	62,821	64,864
Connected device costs, non-current	261,548	242,928
Deferred commissions	238,999	209,341
Other assets	7,852	2,994
Total assets	2,313,694	2,024,302
Current liabilities:
Accounts payable	19,768	64,017
Accrued expenses and other current liabilities	94,643	74,976
Accrued compensation and benefits	58,307	43,443
Deferred revenue, current	620,853	563,254
Operating lease liabilities, current	12,822	15,656
Total current liabilities	806,393	761,346
Deferred revenue, non-current	133,855	122,516
Operating lease liabilities, non-current	62,815	64,622
Other liabilities	7,276	6,622
Total liabilities	1,010,339	955,106
Commitments and contingencies (Note 9)
Stockholders’ equity:
Preferred stock, $0.0001 par value—400,000,000 shares authorized as of November 1, 2025 and February 1, 2025; zero shares issued and outstanding as of November 1, 2025 and February 1, 2025	0	0
Additional paid-in capital	2,941,680	2,680,012
Accumulated other comprehensive income (loss)	2,800	(846)
Accumulated deficit	(1,641,160)	(1,610,005)
Total stockholders’ equity	1,303,355	1,069,196
Total liabilities and stockholders’ equity	2,313,694	2,024,302
Common Class A
Stockholders’ equity:
Common stock	12	12
Common Class B
Stockholders’ equity:
Common stock	23	23
Common Class C
Stockholders’ equity:
Common stock	$ 0	$ 0