Note 7: Operating Leases

The Company leases its headquarters located in Sunnyvale, California, as well as office space and data center facilities in several locations under non-cancelable operating lease agreements, with expiration dates through fiscal 2033. The lease agreements often include escalating rent payments, renewal provisions and other provisions which require the Company to pay common area maintenance costs, property taxes and insurance. The lease agreements do not contain any material residual value guarantees or material restrictive covenants.

Operating lease right-of-use assets and long-term operating lease liabilities are included on the face of the consolidated balance sheet. Short-term operating lease liabilities are presented within accrued expenses and other current liabilities.

Supplemental balance sheet information related to leases was as follows (in thousands):

 

 

 

 

 

 

 

 

 

 

As of

 

 

 

 

 

 

 

 

 

January 31,
2026

 

 

January 31,
2025

 

Assets

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Operating lease right-of-use assets

 

 

 

 

 

 

 

$

 

14,198

 

 

$

 

15,311

 

   Total leased assets

 

 

 

 

 

 

 

$

 

14,198

 

 

$

 

15,311

 

Liabilities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Short-term operating lease liabilities

 

 

 

 

 

 

 

$

 

4,284

 

 

$

 

3,713

 

Long-term operating lease liabilities

 

 

 

 

 

 

 

 

 

10,988

 

 

 

 

12,234

 

   Total lease liabilities

 

 

 

 

 

 

 

$

 

15,272

 

 

$

 

15,947

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weighted-average remaining lease term

 

 

 

 

 

 

 

 

4.5 years

 

 

 

5.2 years

 

Weighted-average discount rate

 

 

 

 

 

 

 

 

6.4%

 

 

 

6.3%

 

 

The components of lease expense were as follows (in thousands):

 

 

 

 

 

Fiscal Year Ended January 31,

 

 

 

 

 

 

2026

 

 

2025

 

 

2024

 

Operating lease costs (1)

 

 

 

 

$

 

5,490

 

 

$

 

5,025

 

 

$

 

4,581

 

Variable lease costs (2)

 

 

 

 

 

 

1,647

 

 

 

 

1,427

 

 

 

 

1,217

 

   Total lease cost

 

 

 

 

$

 

7,137

 

 

$

 

6,452

 

 

$

 

5,798

 

(1) Recognized on a straight-line basis over the lease term. Includes rent for leases with initial terms of twelve months or less, which were not material.

(2) Primarily included common area maintenance, utilities and property taxes and insurance, which were expensed as incurred.

 

Supplemental cash flow information related to leases was as follows (in thousands):

 

 

 

 

 

Fiscal Year Ended January 31,

 

 

 

 

 

 

2026

 

 

2025

 

 

2024

 

Cash payments for operating leases

 

 

 

 

$

 

3,878

 

 

$

 

3,845

 

 

$

 

3,895

 

Right-of-use assets recognized in exchange for new operating lease obligations

 

 

 

 

$

 

2,211

 

 

$

 

1,344

 

 

$

 

7,303

 

 

As of January 31, 2026, maturities of operating lease liabilities were as follows (in thousands):

Fiscal Years Ending January 31,

 

 

 

 

 

 

 

 

 

 

January 31, 2026

 

2027

 

 

 

 

 

 

 

 

 

 

$

 

4,405

 

2028

 

 

 

 

 

 

 

 

 

 

 

 

4,495

 

2029

 

 

 

 

 

 

 

 

 

 

 

 

4,050

 

2030

 

 

 

 

 

 

 

 

 

 

 

 

1,522

 

2031

 

 

 

 

 

 

 

 

 

 

 

 

1,181

 

Thereafter

 

 

 

 

 

 

 

 

 

 

 

 

2,209

 

Total future minimum lease payments

 

 

 

 

 

 

 

 

 

 

 

 

17,862

 

Less: imputed interest

 

 

 

 

 

 

 

 

 

 

 

 

(2,590

)

      Present value of lease liabilities

 

 

 

 

 

 

 

 

 

 

$

 

15,272

 

 

Historical Timeline

Fiscal YearFiled
2026Apr 3, 2026Showing above
2025Apr 1, 2025
2024Apr 2, 2024
2023Apr 7, 2023
2022Apr 8, 2022
2021Apr 7, 2021
2020Apr 14, 2020

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.