1 unchanged sentence
Recent Sales of Unregistered Securities
−Removed: There were no unregistered sales of equity securities during the period covered by this report.
+Added: On July 2, 2026, we issued a warrant (the "Warrant") to Oracle Corp.
+Added: ("Holder") to purchase up to an aggregate of 4,156,466 shares of our common stock at an exercise price of $0.01 per share.
+Added: The Warrant was issued in connection with the Holder entering into a strategic collaboration with us to deploy our networking solutions in the Holder’s AI data centers.
+Added: The Warrant will vest and become exercisable in tranches, upon the achievement of specific milestones relating to purchases by the Holder and its affiliates of products and support from us.
+Added: Subject to the terms of the Warrant, the Warrant is exercisable through June 25, 2029.
+Added: We believe this issuance was exempt from registration under the Securities Act of 1933, as amended (the “Securities Act”), in reliance upon Section 4(a)(2) of the Securities Act and/or Regulation D promulgated thereunder, as a transaction by an issuer not involving a public offering.
+Added: Appropriate legends were placed upon the Warrant issued in this transaction.
Issuer Purchases of Equity Securities
9 unchanged sentences
In thousands, except per share amounts
−Removed: Month 1 (February 2026) 2,347 $ 22.01 2,347 $ 3,401,965
−Removed: Month 2 (March 2026) 2,601 22.20 2,601 3,344,207
−Removed: Month 3 (April 2026) 1,738 25.40 1,738 $ 3,300,070
+Added: Month 1 (May 2026) 283 $ 29.20 283 $ 3,291,804
+Added: Month 2 (June 2026) 1,185 48.25 1,185 3,234,637
+Added: Month 3 (July 2026) 1,520 46.02 1,520 $ 3,164,671
Total 2,988 $ 45.31 2,988
−Removed: As of April 30, 2026, the Company had a remaining authorization of approximately $3.3 billion for future share repurchases.
+Added: As of July 31, 2026, the Company had a remaining authorization of approximately $3.2 billion for future share repurchases.
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.