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IOT · Vertical software
8 periods · 9 metrics
Exports retain full coverage for this metric group.
| Metric | 2024-05-04 | 2024-08-03 | 2024-11-02 | 2025-05-03 | 2025-08-02 | 2025-11-01 | 2026-05-02 | 2026-08-01 |
|---|---|---|---|---|---|---|---|---|
| Financial | ||||||||
Quarter positions follow exact adjacent start/end dates from retained SEC duration contexts. The sequence stops where a boundary is unverified; later columns are not compressed.Ambiguous or unverified dates remain blank. Policies, market snapshots and forecasts are not carried forward into other periods. LTM rows use exact trailing-twelve-month observations at the fiscal end shown. Missing values are not zero; † marks a scope limitation.
8 collected · 8 comparable numeric · 2024-05-04 to 2026-08-01
Windows end at the latest collected period, 2026-08-01. Missing periods are not filled.
Collected movements only; omitted movements remain unknown.
Opening 22,310,864 → collected movements → 17,331,045 calculated · 17,331,045 reported closing. Collected movements balance.
Uses collected movements only. Omitted movements remain unknown; a zero difference does not establish complete award coverage or net shares delivered.
2025-02-02–2026-01-31 · Difference = reported closing − opening − collected additions + collected deductions.
The roll-forward tracks restricted stock units award units. Closing awards are potential future issuance—not realized dilution or total company overhang. Vesting does not establish how many shares reached shareholders.
14,996,358 net compensation shares delivered · company-wide, all award classes.
2025-02-02–2026-01-31 · annual. Uses retained share issuance and tax-withholding evidence, not grants, vesting or weighted-average diluted shares.
+ Compensation shares issued: 14,996,367 · Company-wide · consolidated · equity compensation plan issuance
Published 2026-03-16
− Shares withheld for taxes: 9 · Company-wide · consolidated · RSU net share settlement withholding
Published 2026-03-16
Published 2026-03-16
A matching consolidated beginning common-share balance is needed to calculate the realized delivery rate. Missing share counts remain unknown.
| Award activity | 2023-01-28 | 2024-02-03 | 2025-02-01 | 2026-01-31 |
|---|---|---|---|---|
| Opening awards | ||||
| Granted | ||||
| Vested | ||||
| Forfeited | ||||
| Closing awards | ||||
| Forfeiture grant-date fair value | ||||
| Grant-date fair value |
Capitalized internal-use software amortization period
2 yrs
Capitalized internal-use software amortization life 2 years. Excludes acquired technology and externally marketed software.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Capitalized commission amortization period
5 yrs
Capitalized initial contract acquisition commission benefit period 5 years. Renewal treatment may differ.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Latest reviewed period ended 2026-08-01
| Metric | Company definition |
|---|---|
| Annual recurring revenueOperating KPI | Annualized subscription value for contracts on which revenue recognition has commenced. Foreign-currency contracts use the exchange rate at their effective date. 10-Q latest-period filing ↗Published 2026-09-08 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Net new ARROperating KPI | Change in ARR from the preceding quarter. Latest-quarter earnings release ↗Published 2026-09-03 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP gross profitNon-GAAP financial measure | Gross profit excluding stock compensation and related items, including payroll taxes and amortization of capitalized stock compensation for internal-use software and cloud arrangements. Latest-quarter earnings release ↗Published 2026-09-03 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP operating income and net incomeNon-GAAP financial measure | Corresponding GAAP measures exclude stock compensation and related payroll/capitalization amortization, lease-modification and related impairment charges, and legal settlements and awards. Latest-quarter earnings release ↗Published 2026-09-03 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Free cash flowNon-GAAP financial measure | Operating cash flow less purchases of property and equipment. Latest-quarter earnings release ↗Published 2026-09-03 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
Reviewed the latest-period filing and associated earnings release for operating definitions and the gross-profit, operating-income, net-income/EPS, EBITDA and cash-flow families. Only explicitly defined measures are included; absence does not imply a standardized definition.