AEYE 最新10-Q变化
将 AEYE 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 · 2026-10-26 与上一份 10-Q · 2026-08-13
| 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 | +7 | −6 | ~22 | 32 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +6 | −1 | 0 | 0 |
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。
未列出(无法可靠提取或缺失):市场风险(第3项)
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 · 2026-10-26
from the prior year comparable period primarily due to a reduction in employee headcount as a result of efficiency gains from newly implemented AI tools and automation.
In the three months ended September 30, 2026, selling and marketing expenses decreased from the prior year comparable period. The decrease in selling and marketing expenses was mainly driven by a reduction in marketing personnel resulting from efficiencies gained with the implementation of AI tools …
In the three months ended September 30, 2026, general and administrative expenses increased from the prior year comparable period. The increase in general and administrative expenses was due primarily to higher personnel costs, partially offset by lower litigation expenses.
For the three months ended September 30, 2026, Enterprise channel revenue decreased by 1% from the prior year comparable period, primarily due to a reduction in non-recurring revenue. For the nine months ended September 30, 2026, Enterprise channel revenue increased by 2% over the prior year compara…
For the three and nine months ended September 30, 2026, cost of revenue decreased by 19% and 2%, respectively, from the prior year comparable periods. The decrease in cost of revenue for the three months ended September 30, 2026 was primarily due to reductions in fulfillment costs and in employee he…
相对上期删除的文字 · 来源:10-Q · 2026-08-13
In the three months ended June 30, 2026, selling and marketing expense decreased from the prior year comparable period. The decrease in selling and marketing expense was mainly driven by a reduction in marketing personnel resulting from efficiencies gained with the implementation of AI tools and aut…
In the three months ended June 30, 2026, general and administrative expense increased from the prior year comparable period. The increase in general and administrative expenses was due primarily to higher litigation expense, severance associated with a reduction in headcount, and amortization expens…
For the three months ended June 30, 2026, Enterprise channel revenue remained consistent with the prior year comparable period as the growth in recurring revenue was mostly offset by attrition of customers added through acquisition and a reduction in non-recurring revenue. The 4% increase in Enterpr…
For the three and six months ended June 30, 2026, cost of revenue increased by 1% and 8%, respectively, over the prior year comparable periods. The increases in cost of revenue were primarily due to higher costs incurred for service delivery supporting our increased revenue, partially offset by a re…
For the three and six months ended June 30, 2026, general and administrative expenses increased by 22% and 30%, respectively, over the prior year comparable periods. The increases in general and administrative expense were due primarily to an increase in litigation expense, as well as higher severan…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-26
Because we are filing this Quarterly Report on Form 10-Q within four business days after the triggering event, we are making the following disclosure under this Item 5 instead of filing a Current Report on Form 8-K under Item 1.01, Entry into a Material Definitive Agreement and Item 2.03, Creation o…
On October 26, 2026, we entered into a Fifth Loan Modification Agreement (the “Fifth Amendment”) to the Loan and Security Agreement, dated as of March 31, 2025, by and between the Company and Western Alliance Bank (the “Bank”) (as amended by that certain Consent and First Loan Modification Agreement…
The Fifth Amendment eliminates the definition of “Permitted Stock Buyback Amount” from the Loan Agreement, which previously limited the Company’s repurchases of its stock to an amount not to exceed $7.0 million in the aggregate for fiscal years 2025, 2026, and 2027, and an amount not to exceed $2.0 …
The Fifth Amendment also amends and restates the definition of “Permitted Stock Buybacks” in the Loan Agreement to mean any repurchases of the Company’s stock, in management’s commercially reasonable discretion, provided that each of the following conditions is satisfied: (i) an event of default doe…
The foregoing description of the Fifth Amendment is a summary only and is qualified in its entirety by reference to such document, which is attached hereto as Exhibit 10.2 and is incorporated herein by reference.
相对上期删除的文字 · 来源:10-Q · 2026-08-13
During the three months ended June 30, 2026, no director or executive officer adopted, modified or terminated a “10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement”, as each term is defined in Item 408(a) of Regulation S-K.
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