ADSK 最新10-Q变化
将 ADSK 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-28 与上一份 10-Q · 2026-05-29
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +52 | −35 | ~37 | 54 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 法律诉讼 | 文字有新增/删除 | +2 | −4 | 0 | 0 |
| 风险因素 | 文字有新增/删除 | +20 | −20 | ~18 | 178 |
| 其他信息 | 文字有新增/删除 | +2 | −1 | ~1 | 2 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-28
Our strategy is to drive customer workflow convergence by delivering a trusted design and make platform that connects people through automation, data, and insights to help them achieve better outcomes for their businesses and the world. To drive the execution of our strategy, we are focused on enabl…
We develop and operate a trusted platform designed to support critical customer workflows and digital transformation across the industries we serve. The platform provides granular, interoperable, and accessible data through shared and
centralized capabilities that support the functionality, performance, usability, security, and scalability of our offerings. These shared capabilities include Autodesk AI, reflecting more than a decade of investment in AI technologies used to augment, automate, and analyze customer workflows.
Our products are built on an application-programming-interfaces (“API”)-based architecture that enables third-party developers and partners to build complementary and industry-specific applications. Autodesk Platform Services (“APS”) provides technology, infrastructure, and services that support con…
Our acquisition of MaintainX, Inc. (“MaintainX”) expands our relationship with manufacturing, and architecture, engineering, and construction customers into asset operations and maintenance management. We expect MaintainX to further extend our operations capabilities by providing a cloud-based platf…
相对上期删除的文字 · 来源:10-Q · 2026-05-29
Our strategy is to drive customer workflow convergence by delivering a trusted design and make platform that connects people through automation, data, and insights to help them achieve better outcomes for their businesses and the world. To drive the execution of our strategy, we are focused on the f…
We develop and operate a trusted platform designed to support critical customer workflows and digital transformation across the industries we serve. The platform provides granular, interoperable, and accessible data through shared and centralized capabilities that support the functionality, performa…
Our products are built on an application programming interfaces (“API”)-based architecture that enables third-party developers and partners to build complementary and industry-specific applications. Autodesk Platform Services (“APS”) provides technology, infrastructure, and services that support con…
construction management tools into Autodesk Forma, we’re delivering a full lifecycle platform for our customers that creates a deeper connection from design to construction to operations.
•Recurring revenue as a percentage of net revenue was 97% for both the three months ended April 30, 2026 and 2025.
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-08-28
For information regarding certain current legal proceedings, refer to “Legal Proceedings” in Note 14, “Commitments and Contingencies,” to the Condensed Consolidated Financial Statements included in this Quarterly Report on Form 10-Q, which is incorporated herein by reference. In addition to the lega…
On June 7, 2024, a purported stockholder derivative complaint was filed in the United States District Court for the Northern District of California, naming our directors at the time of the complaint and our Chief Strategy Officer as defendants and our company as a nominal defendant. The complaint ge…
相对上期删除的文字 · 来源:10-Q · 2026-05-29
We are involved in a variety of claims, suits, investigations, inquiries, and proceedings in the normal course of business activities including claims of alleged infringement of intellectual property rights, commercial, employment, tax, prosecution of unauthorized use, business practices, and other …
In early March 2024, the Audit Committee of Autodesk’s Board of Directors commenced an internal investigation with the assistance of outside counsel and advisors regarding the Company’s free cash flow and non-GAAP operating margin practices (the “Internal Investigation”).
On April 24, 2024, Michael Barkasi filed a purported federal securities class action complaint in the Northern District of California against Autodesk, our Chief Executive Officer, Andrew Anagnost, and our former Chief Financial Officer, Deborah L. Clifford. The complaint, which was filed shortly af…
In addition, on June 7, 2024, a purported stockholder derivative complaint was filed in the United States District Court for the Northern District of California, naming our directors at the time of the complaint and our Chief Strategy Officer as defendants and our company as a nominal defendant. The…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-28
Our executive management team must continuously act quickly and with vision, given the rapidly changing customer expectations and technology advancements inherent in the software industry, the extensive and complex efforts required to
create useful and widely accepted products, and the rapid evolution of cloud computing, mobile devices, new computing platforms, and other technologies, such as consumer products. Although we have articulated a strategy that we believe will fulfill these challenges, if we fail to execute properly on…
War, geopolitical conflicts, and any related political or economic responses and counter-responses or otherwise by various global actors or the general effect on the global economy, could also affect our business. Any of these events could harm our business, results of operations, and financial cond…
•the inability to integrate completed acquisitions or combinations in an efficient and timely manner;
U.S. trading partners, with certain items excepted, under authorities provided under Section 301 of the Trade Act of 1974, following a determination by the U.S. Trade Representative that these trading partners have insufficiently implemented or enforced forced labor laws. The United States also rece…
相对上期删除的文字 · 来源:10-Q · 2026-05-29
Our executive management team must continuously act quickly and with vision, given the rapidly changing customer expectations and technology advancements inherent in the software industry, the extensive and complex efforts required to create useful and widely accepted products, and the rapid evoluti…
We cannot guarantee that the acquisition of MaintainX, Inc. will be consummated within the expected time period, or at all, and if consummated, that our assumptions regarding the acquisition will be correct.
On May 28, 2026, we entered into a definitive merger agreement to acquire MaintainX, Inc. Completion of the acquisition is subject to certain conditions contained in the merger agreement and we cannot guarantee that the acquisition of MaintainX, Inc. will be consummated within the expected time peri…
initiatives proves incorrect, or our attempts to improve efficiency are not successful, our actual results may vary materially from those anticipated, and our financial results will be negatively impacted.
We partner with certain independent firms and contractors to perform some of our product development activities. We believe our partnering strategy allows us to achieve efficiencies in developing new products and maintaining and enhancing existing product offerings. This strategy creates a dependenc…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-28
On May 29, 2026, Andrew Anagnost, our President and Chief Executive Officer terminated his pre-existing Rule 10b5-1 trading arrangement adopted on August 29, 2025 providing for the sale from time to time of an aggregate of up to 93,097 shares of our common stock.
On June 23, 2026, Mr. Anagnost, adopted a new Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 66,394 shares of our common stock. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(c). The duration of the trading arr…
相对上期删除的文字 · 来源:10-Q · 2026-05-29
On March 26, 2026, Steve Blum, our Chief Operating Officer, adopted a new Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 19,894 shares of our common stock. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(c). The…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议