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Segment Information
 6 Months Ended
Nov. 01, 2025
Segment Reporting [Abstract]  
Segment Information Segment Information
The Company’s Chief Operating Decision Maker (CODM) manages the Company’s business activities as a single reportable segment at the consolidated level. Accordingly, the CODM uses net income or loss for the purposes of making operating decisions, allocating resources and evaluating financial performance. The measure of segment assets is reported on the condensed consolidated balance sheet as total assets, although the CODM does not evaluate asset information of purposes of allocating resources or evaluating performance. The table below provides information about the Company’s revenue, significant segment expenses and other segment expenses (in thousands):
Three Months Ended
Six Months Ended
November 1, 2025November 2, 2024November 1, 2025November 2, 2024
Revenue
$268,027 $72,034 $491,101 $131,748 
Less:
Cost of revenue86,981 26,522 159,687 48,953 
Personnel related expenses
30,207 20,777 57,460 41,762 
Share-based compensation
44,970 16,332 80,069 32,691 
Other segment items*
23,234 12,628 47,850 22,107 
Net income (loss)
$82,636 $(4,225)$146,035 $(13,765)
*Other segment items primarily include lease expense, external professional service expenses, depreciation and amortization, interest income and tax provision.