
SECURITIES AND EXCHANGE COMMISSION FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the fiscal year ended January31, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 61 Ninth AvenueNew York, NY 10011(Address of principal executive offices, including zip code)(212) 994-3900(Registrant's telephone number, including area code)Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and(2)has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reportingcompany,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐ Accelerated filer☐Smallerreportingcompany☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of theeffectiveness of its internal control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by theregistered public accounting firm that prepared or issued its audit report.☒ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of theregistrant included in the filing reflect the correction of an error to previously issued financial statements.☐Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-basedcompensation received by any of the registrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b).☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Securities ExchangeAct).Yes☐No☒ Based on the closing price of the registrant’s common stock on the last business day of the registrant’s most recently completedsecond fiscal quarter, which was July 31, 2025, the aggregate market value of its shares (based on a closing price of $8.12 per share) heldby non-affiliates was approximately$714.7 million. Shares of the registrant’s common stock held by each executive officer and directorand by certain entities or persons that owned a certain percentage of the registrant’s outstanding common stock were excluded to the extentthat such persons may be deemed to be affiliates. This determination of affiliate status is not necessarily a conclusive determination forother purposes. As of February23, 2026, 123,345,128 shares of the registrant’s common stock, $0.001 par value per share were outstanding. DOCUMENTS INCORPORATED BY REFERENCE Portions of the registrant’s definitive proxy statement for its 2026 Annual Meeting of Stockholders (the “Proxy Statement”), to befiled within 120 days of the registrant’s fiscal year ended January31, 2026, are incorporated by reference in Part III of this Annual Reporton Form 10-K. Except with respect to information specifically incorporated by reference in this Form 10-K, the Proxy Statement is notdeemed to be filed as part of this Form10-K. TABLE OF CONTENTS Item 1Business5Item 1ARisk Factors13Item 1BUnresolved Staff Comments40Item 1CCybersecurity40Item 2Properties41Item 3Legal Proceedings41Item 4Mine Safety Disclosures41 PART II Item 5Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchasesof Equity Securities42Item 6[Reserved]44Item 7Management’s Discussionand Analysis ofFinancial Condition and Results of Operations45Item 7AQuantitative and Qualitative Disclosures About Market Risk60Item 8Consolidated Financial Statements and Supplementary Data61Item 9Changes in and Disagreements with Accountants on Accounting and Financial Disclosure99Item 9AControls and Procedures99Item 9BOther Information99Item 9CDisclosure Regarding Foreign Jurisdictions that Prevent Inspections99 Item 10Directors, Executive Officers and Corporate Governance100Item 11Exec