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S · Security
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 27,357,828 → collected movements → 31,653,685 calculated · 31,653,685 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.
Actual compensation-share delivery: unavailable for this source period.
No matching consolidated share-delivery evidence for this filing and reporting interval. Missing share counts remain unknown.
| Award activity | 2023-01-31 | 2024-01-31 | 2025-01-31 | 2026-01-31 |
|---|---|---|---|---|
| Opening awards | ||||
| Granted | ||||
| Released / settled | ||||
| Forfeited | ||||
| Closing awards | ||||
| Forfeiture grant-date fair value | — | — | — | |
| Grant-date fair value |
Capitalized internal-use software amortization period
4 yrs
Capitalized internal-use software amortization life 4 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 |
|---|---|
| ARROperating KPI | Annualized period-end run-rate of subscription, consumption and usage-based agreements, assuming contracts renew on existing terms. S 10-Q — period ended 2026-07-31 ↗Published 2026-08-28 · 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. |
| CustomersOperating KPI | Entities with active platform subscriptions. Managed service/security/detection providers and OEMs count as one customer even when serving multiple companies; reseller/distributor partners are excluded. S 10-Q — period ended 2026-07-31 ↗Published 2026-08-28 · 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. |
| Free cash flowNon-GAAP financial measure | Operating cash flow less property/equipment purchases and capitalized internal-use software. S earnings release — period ended 2026-07-31 ↗Published 2026-08-27 · 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 | Free cash flow excluding discrete cash income-tax payments under the agreement with the Israel Tax Authority. S earnings release — period ended 2026-07-31 ↗Published 2026-08-27 · 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 gross profit and marginNon-GAAP financial measure | GAAP gross profit plus stock compensation, employee-stock payroll taxes, acquired-intangible amortization and acquisition-related compensation. Margin divides by revenue. S earnings release — period ended 2026-07-31 ↗Published 2026-08-27 · 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 | GAAP operating income excluding stock compensation, employee-stock payroll taxes, acquired-intangible amortization, acquisition-related compensation and restructuring charges. Margin divides by revenue. S earnings release — period ended 2026-07-31 ↗Published 2026-08-27 · 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 | GAAP net income excluding stock compensation, employee-stock payroll taxes, acquired-intangible amortization, acquisition-related compensation, restructuring, strategic-investment gains/losses and specified discrete tax expenses. A 17% non-GAAP tax rate applies beginning in fiscal 2027; it may change with geographic earnings mix or tax law. Diluted EPS includes dilutive common-stock equivalents using the treasury stock method. S earnings release — period ended 2026-07-31 ↗Published 2026-08-27 · 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.