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PATH · Enterprise software
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 22,449,000 → collected movements → 19,898,000 calculated · 19,898,000 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.
14,175,000 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: 3,697,000 · Company-wide · consolidated · option exercises
Published 2026-03-25
+ Compensation shares issued: 13,575,000 · Company-wide · consolidated · RSU settlement
Published 2026-03-25
− Shares withheld for taxes: 4,468,000 · Company-wide · consolidated · RSU tax withholding
Published 2026-03-25
+ Compensation shares issued: 1,371,000 · Company-wide · consolidated · ESPP
Published 2026-03-25
Published 2026-03-25
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 | ||||
| Forfeited | ||||
| Closing awards | ||||
| Forfeiture grant-date fair value | ||||
| Grant-date fair value |
Capitalized internal-use software amortization period
5 yrs
Legacy ASC 350-40 SaaS software life five years; new and future SaaS projects moved to ASC 985-20. Life applies only to legacy internal-use assets.
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 2026-07-31
| Metric | Company definition |
|---|---|
| ARROperating KPI | Annualized invoiced subscription licenses and maintenance/support by SKU, assuming no change to subscriptions. Excludes nonrecurring partner rebates and one-time incentives and does not reflect actual or anticipated reductions in invoiced value from non-renewals or service cancellations, except certain reserves. The measure does not deduct costs to obtain subscription licenses or provide maintenance and support. PATH 10-Q — period ended 2026-07-31 ↗Published 2026-09-08 · Key business metrics / operating metrics definitions 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 retention rateOperating KPI | Current ARR for the customer cohort from twelve months earlier divided by its year-earlier ARR, including expansion, contraction and attrition. PATH 10-Q — period ended 2026-07-31 ↗Published 2026-09-08 · Key business metrics / operating metrics definitions 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 and marginNon-GAAP financial measure | GAAP gross profit excluding stock compensation, acquired-intangible amortization, employee-equity payroll taxes and restructuring, as shown in the gross-profit reconciliation. Margin divides by revenue. PATH earnings release — period ended 2026-07-31 ↗Published 2026-09-03 · Non-GAAP definitions and reconciliation tables 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 marginNon-GAAP financial measure | Corresponding GAAP measure excluding stock compensation, acquired-intangible amortization, employee-equity payroll taxes, restructuring, donated Class A shares and contingent consideration fair-value changes. Margin divides by revenue. PATH earnings release — period ended 2026-07-31 ↗Published 2026-09-03 · Non-GAAP definitions and reconciliation tables 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 and EPSNon-GAAP financial measure | Corresponding GAAP measure excluding stock compensation, acquired-intangible amortization, employee-equity payroll taxes, restructuring, donated Class A shares and contingent consideration fair-value changes, with estimated tax adjustments as applicable. PATH earnings release — period ended 2026-07-31 ↗Published 2026-09-03 · Non-GAAP definitions and reconciliation tables 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. |
| Adjusted free cash flowNon-GAAP financial measure | Operating cash flow adjusted for property/equipment purchases, cash employee-equity payroll taxes, net employee tax-withholding payments/receipts on option exercises and restructuring cash payments. PATH earnings release — period ended 2026-07-31 ↗Published 2026-09-03 · Non-GAAP definitions and reconciliation tables 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. |
Latest quarterly filing and associated earnings release reviewed for operating and non-GAAP definitions.