DAIO — what changed in the latest 10-Q
A section-by-section comparison of DAIO'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 · 2026-08-14 vs the prior 10-Q · 2026-05-15
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +11 | −11 | ~12 | 8 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 2 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 0 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +1 | −2 | 0 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Market risk (Item 3)
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 · 2026-08-14
Data I/O continued to evolve its business through the second quarter of 2026, as some of the economic challenges of the prior quarters began to ease. Sales momentum observed towards the end of the prior quarter continued and revenues recovered. A positive mix shift, an emphasis on pricing discipline…
Overall demand for capital equipment continues to be impacted by global trade and tariff uncertainty. However, the Company’s ongoing supply chain planning and other actions have helped mitigate the impact of tariffs, trade and inflationary pressures, including shifting material sourcing and product …
We are still conducting a clawback analysis in connection with the previously disclosed accounting restatement as required by the Company’s policies but have not yet determined if any erroneously awarded compensation was paid based on the restated financial results.
Total platform sales were 44% of revenues, adapters were 34% and software and services revenues were 22% of revenues compared with 41%, 41% and 18% respectively in the second quarter of 2025. For 2026 year to date, platform sales were 35% of revenues, adapters were 39% and software and services reve…
Backlog at June 30, 2026, was $2.1 million, down from $2.6 million at the end of the prior quarter.
Text removed vs the prior filing · source: 10-Q · 2026-05-15
Data I/O continued to evolve its business through the first quarter of 2026, despite a challenging global economic environment. Slower uptake of new initiatives through the early part of the quarter negatively impacted revenue growth, but momentum began to build towards quarter-end. Meanwhile, manag…
Our customers’ end markets have seen some weakening of demand which has affected sell-through of microcontrollers, security ICs and memory devices, which we believe has been partially offset by customers’ increased utilization of their existing systems. The net effect has been some greater need for …
Total platform sales in the first quarter of 2026 were 19% of revenues, adapter sales were 47% and software and services sales revenues were 34% of revenues compared with 49% and 32% and 19% respectively in the first quarter of 2025. On a geographic basis, international sales represented approximate…
Backlog at March 31, 2026, was $2.6 million, up from $1.6 million at the end of the prior quarter. Deferred revenue was $1.5 million on March 31, 2026, and $1.5 million on December 31, 2025.
Gross margin as a percentage of sales in the first quarter of 2026 was 49.5% as compared to 51.6% in the same period last year. Overall gross margins recovered sequentially as direct material costs remained steady and consistent with prior periods. Margins declined year-over-year as overheads and ot…
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-14
During the quarterly period ended June 30, 2026, no director or officer adopted or terminated any Rule 10b5-1 trading arrangement, and/or any non-Rule 10b5-1 trading arrangement (as such terms are defined pursuant to Item 408(a) of Regulation S-K).
Text removed vs the prior filing · source: 10-Q · 2026-05-15
The Board of Directors of the Company has changed the date of the Company’s Annual Meeting of Stockholders (“2026 Annual Meeting”) to July 8, 2026. The exact time and place of the 2026 Annual Meeting will be specified in our Notice of 2026 Annual Meeting and related proxy statement for the 2026 Annu…
During the quarterly period ended March 31, 2026, no director or officer adopted or terminated any Rule 10b5-1 trading arrangement, and/or any non-Rule 10b5-1 trading arrangement (as such terms are defined pursuant to Item 408(a) of Regulation S-K).
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