1 unchanged sentence
Unregistered Sales of Equity Securities
−Removed: During the three months ended January 31, 2026, we issued a total of 7,178,288 shares of our common stock to holders of the 2025 Warrants (as defined in Note 9.
−Removed: Debt in Part I, Item 1 of this Quarterly Report on Form 10-Q).
−Removed: The shares of common stock issued upon exercise of these warrants were exempt from registration under Section 3(a)(9) of the Securities Act of 1933, as amended (the “Securities Act”).
−Removed: During the three months ended January 31, 2026, we issued a total of 1,805,174 shares of our unregistered common stock in connection with an acquisition (the “Transaction”).
+Added: During the three months ended April 30, 2026, we issued a total of 346,107 shares of our unregistered common stock in connection with an acquisition (the “Transaction”).
The Transaction did not involve any underwriters, any underwriting discounts or commissions, or any public offering.
1 unchanged sentence
Purchases of Equity Securities by the Issuer and Affiliated Purchasers
+Added: The following table summarizes stock repurchases during the three months ended April 30, 2026 (in millions, except per share amounts):
+Added: Total Number of Shares Purchased
+Added: Average Price Paid per Share
+Added: Total Number of Shares Purchased as Part of Publicly Announced Plans or Programs (1)
+Added: Approximate Dollar Value of Shares that May Yet Be Purchased Under the Plans or Programs (1)
+Added: February 1, 2026 to February 28, 2026 (2)
+Added: 7 $ 147.93 7 $ —
+Added: March 1, 2026 to March 31, 2026 (2)
+Added: — $ 165.68 — $ 1,000
+Added: April 1, 2026 to April 30, 2026 (2)
+Added: — $ 160.55 — $ 1,000
(1) In February 2019, we announced that our board of directors authorized a $1.0 billion share repurchase program, which is funded from available working capital.
−Removed: We subsequently announced additional increases to this share repurchase program, bringing the total authorization to $4.1 billion, with $1.0 billion remaining as of January 31, 2026.
+Added: We subsequently announced additional increases to this share repurchase program, bringing the total authorization to $5.1 billion, with $1.0 billion remaining as of April 30, 2026.
The expiration date of this repurchase authorization was extended to December 31, 2026, and our repurchase program may be suspended or discontinued at any time.
Repurchases under our program are to be made at management’s discretion on the open market, through privately negotiated transactions, transactions structured through investment banking institutions, block purchase techniques, 10b5-1 trading plans, or a combination of the foregoing.
−Removed: During the three months ended January 31, 2026, we did not repurchase any shares pursuant to our share repurchase program.
+Added: (2) Includes shares of restricted common stock delivered by certain employees upon vesting of equity awards to satisfy tax withholding requirements.
+Added: The number of shares delivered to satisfy tax withholding requirements during the period was not significant.
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.