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 May 31, 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 August 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: March 1 - March 31, 2026 183 $ 156.71 183 $ 1,079,468
−Removed: April 1 - April 30, 2026 288 199.49 288 1,022,019
−Removed: May 1 - May 31, 2026 112 233.76 112 995,878
+Added: June 1 - June 30, 2026 99 $ 277.28 99 $ 968,430
+Added: July 1 - July 31, 2026 183 247.86 183 923,111
+Added: August 1 - August 31, 2026 107 257.99 107 895,613
Total 388 $ 258.14 388
1 unchanged sentence
(1) Excludes excise taxes, whether accrued or paid, and excludes broker's commissions.
−Removed: 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”).
−Removed: Of these Warrant Shares, 215,871 vest immediately at an exercise price of $0.01 per share.
−Removed: 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.
−Removed: The Warrant expires on May 30, 2033.
−Removed: Upon the consummation of an acquisition transaction, subject to certain exceptions, all unvested Warrant Shares will vest in full.
−Removed: 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.
−Removed: The Company believes that the transaction is exempt from registration under Section 4(a)(2) of the Securities Act.
+Added: On May 30, 2026, we issued a warrant to Amazon.com NV Investment Holdings LLC to acquire up to 3,238,066 shares of our common stock, as reported in a Current Report on Form 8-K filed on June 3, 2026.
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.