AVPT — what changed in the latest 10-Q
A section-by-section comparison of AVPT's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +27 | −6 | ~32 | 43 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~3 | 3 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
■ Released the third annual State of AI report, finding that organizations lack the trust layer required to scale AI safely, as governance gaps, deployment delays, and AI-generated data are compounding the challenge; and
■ Announced new advancements to the AvePoint Confidence Platform that extend the connected layer of governance, security, recovery, and backup controls that sits across an organization’s data to agentic AI, new enterprise applications, and new multicloud infrastructure.
For the three months ended June 30, 2026, North America revenue increased 23.1% to $48.7 million, primarily driven by a 26.9%, or $8.7 million, increase in SaaS revenue. EMEA revenues increased 26.6% to $40.3 million, driven by a 28.2%, or $8.2 million, increase in SaaS revenue. APAC revenues increa…
Based on an assessment of all available positive and negative evidence, including our historical levels of income, expectations of future taxable income, future reversals of existing taxable temporary differences, and ongoing tax-planning strategies, management concluded that it was more likely than…
The components of our revenue during the six months ended June 30, 2026 and 2025 were as follows:
Text removed vs the prior filing · source: 10-Q · 2026-05-07
■ Announced the general availability of the AgentPulse Command Center, which provides unified monitoring, governance, and cost control for AI agents across cloud environments, and helps organizations manage “shadow AI” and data exposure.
For the three months ended March 31, 2026, North America revenue increased 21.2% to $44.2 million, driven by a 31.6%, or $9.5 million, increase in SaaS revenue, partially offset by a combined $1.8 million decrease in term license and support and services revenues. EMEA revenues increased 30.4% to $3…
In assessing the need for a valuation allowance, the Company has considered all available positive and negative evidence including its historical levels of income, expectations of future taxable income, future reversals of existing taxable temporary differences and ongoing tax planning strategies. I…
As of March 31, 2026, we had $444.1 million in cash and cash equivalents and no outstanding debt.
Our short-term liquidity needs primarily include working capital for sales and marketing, research and development, and continued innovation. We have letters of credit issued in the amount of $1.0 million as security for operating leases, and $5.4 million as security for customer contingency agreeme…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice