2 unchanged sentences
The share repurchase program does not have an expiration date.
−Removed: The following table presents information with respect to purchases of common stock by the Company under the share repurchase program during the quarter ended February 28, 2026:
+Added: The following table presents information with respect to purchases of common stock by the Company under the share repurchase program during the quarter ended May 31, 2026:
Issuer Purchases of Equity Securities (amounts in thousands except for per share amounts)
1 unchanged sentence
Total number of shares purchased as part of publicly announced plans or program Maximum dollar value of shares that may yet be purchased under the plans or programs
−Removed: December 1 - December 31, 2025 188 $ 153.29 188 $ 1,159,201
−Removed: January 1 - January 31, 2026 172 152.17 172 1,133,059
−Removed: February 1 - February 28, 2026 152 162.87 152 1,108,224
+Added: March 1 - March 31, 2026 183 $ 156.71 183 $ 1,079,468
+Added: April 1 - April 30, 2026 288 199.49 288 1,022,019
+Added: May 1 - May 31, 2026 112 233.76 112 995,878
Total 583 $ 192.60 583
1 unchanged sentence
(1) Excludes excise taxes, whether accrued or paid, and excludes broker's commissions.
+Added: As previously reported in the Company’s Current Report on Form 8-K filed with the SEC on June 3, 2026, on May 30, 2026, we issued a warrant (the “Warrant”) to Amazon.com NV Investment Holdings LLC to acquire up to 3,238,066 shares of our common stock (the “Warrant Shares”).
+Added: Of these Warrant Shares, 215,871 vest immediately at an exercise price of $0.01 per share.
+Added: The remaining 3,022,195 Warrant Shares vest in tranches, at an exercise price of $191.10 per Warrant Share, upon the attainment of specified payment thresholds based on aggregate qualifying payments to the Company in consideration for qualifying sales transactions.
+Added: The Warrant expires on May 30, 2033.
+Added: Upon the consummation of an acquisition transaction, subject to certain exceptions, all unvested Warrant Shares will vest in full.
+Added: The issuance of the Warrant and the Warrant Shares has not been registered under the Securities Act of 1933 (the “Securities Act”) or under any state securities law.
+Added: The Company believes that the transaction is exempt from registration under Section 4(a)(2) of the Securities Act.
+Added: For further details, refer to Note 3 - Share-based Compensation to the Consolidated Financial Statements included in Part I, Item 1 of this Report.
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.