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PD · Infrastructure
12 periods · 9 metrics
Exports retain full coverage for this metric group.
| Metric | 2023-10-31 | 2024-01-31 | 2024-04-30 | 2024-07-31 | 2024-10-31 | 2025-01-31 | 2025-04-30 | 2025-07-31 | 2025-10-31 | 2026-01-31 | 2026-04-30 | 2026-07-31 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
16 collected · 16 comparable numeric · 2022-10-31 to 2026-07-31
Windows end at the latest collected period, 2026-07-31. Missing periods are not filled.
Collected movements only; omitted movements remain unknown.
Opening 7,114,964 → collected movements → 6,164,141 calculated · 6,164,141 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.
2025-02-01–2026-01-31 · 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.
3,607,341 net compensation shares delivered · company-wide, all award classes.
2025-02-01–2026-01-31 · annual. Uses retained share issuance and tax-withholding evidence, not grants, vesting or weighted-average diluted shares.
+ Compensation shares issued: 495,254 · Company-wide · consolidated · option exercises
Published 2026-03-12
+ Net compensation shares delivered: 2,524,292 · Company-wide · consolidated · RSU and PSU vesting net of employee payroll taxes
Published 2026-03-12
+ Compensation shares issued: 587,795 · Company-wide · consolidated · ESPP
Published 2026-03-12
Published 2026-03-12
A matching consolidated beginning common-share balance is needed to calculate the realized delivery rate. Missing share counts remain unknown.
| Award activity | 2023-01-31 | 2024-01-31 | 2025-01-31 | 2026-01-31 |
|---|---|---|---|---|
| Opening awards | ||||
| Granted | ||||
| Vested | ||||
| Cancelled / forfeited | ||||
| Closing awards | ||||
| Grant-date fair value |
Capitalized internal-use software amortization period
3 yrs
Capitalized internal-use software amortization life 3 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
4 yrs
Capitalized initial contract acquisition commission benefit period 4 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 2026-07-31
| Metric | Company definition |
|---|---|
| Annual recurring revenueOperating KPI | Annualized recurring revenue of all active contracts at period-end. PD 10-Q ↗Published 2026-08-27 · Management discussion — key operating metrics and non-GAAP financial measures 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. |
| Dollar-based net retentionOperating KPI | Current ARR of the paid-customer cohort from 12 months earlier divided by its prior ARR. Includes expansions, downgrades and churn; excludes newly acquired customers. PD 10-Q ↗Published 2026-08-27 · Management discussion — key operating metrics and non-GAAP financial measures 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 property/equipment purchases and capitalized software costs. Margin is FCF divided by revenue. PD 8-K earnings exhibit ↗Published 2026-08-27 · Non-GAAP financial measures / key metrics 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 profit / marginNon-GAAP financial measure | Gross profit excluding SBC, stock-transaction employer taxes, acquired-intangible amortization and restructuring; margin is adjusted gross profit divided by revenue. PD 10-Q ↗Published 2026-08-27 · Management discussion — key operating metrics and non-GAAP financial measures 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 / marginNon-GAAP financial measure | Operating income excluding SBC, stock-transaction employer taxes, acquired-intangible amortization, acquisition costs, restructuring, shareholder matters and executive transitions; margin divides by revenue. PD 10-Q ↗Published 2026-08-27 · Management discussion — key operating metrics and non-GAAP financial measures 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 net income / EPSNon-GAAP financial measure | Attributable net income excluding the operating adjustments, debt-issuance amortization, redeemable-noncontrolling-interest adjustments and tax effects. Basic/diluted EPS use the respective weighted-average share counts. PD 8-K earnings exhibit ↗Published 2026-08-27 · Non-GAAP financial measures / key metrics 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 current fiscal-period filing and associated earnings release, including operating-metric definitions and non-GAAP explanations/reconciliations. Only explicitly supported definitions are included; absent measures are not inferred.