ALRM 最新10-Q变化
将 ALRM 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 · 2026-08-06 与上一份 10-Q · 2026-05-07
| 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 | +29 | −30 | ~30 | 50 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 4 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 2 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 文字有新增/删除 | 0 | 0 | ~7 | 295 |
| 其他信息 | 文字有新增/删除 | +2 | 0 | ~1 | 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。
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 · 2026-08-06
•SaaS and license revenue increased 11% to $188.8 million during the three months ended June 30, 2026 from $170.0 million during the three months ended June 30, 2025. SaaS and license revenue increased 11% to $370.3 million during the six months ended June 30, 2026 from $333.8 million during the six…
•Total revenue increased 9% to $277.7 million during the three months ended June 30, 2026 from $254.3 million during the three months ended June 30, 2025. Total revenue increased 10% to $542.9 million during the six months ended June 30, 2026 from $493.1 million during the six months ended June 30, …
•Net income decreased to $24.2 million during the three months ended June 30, 2026, as compared to $34.2 million during the three months ended June 30, 2025. Net income decreased to $47.6 million during the six months ended June 30, 2026, as compared to $61.9 million during the six months ended June…
•Non-GAAP adjusted EBITDA, a non-GAAP measurement of operating performance, increased to $57.7 million during the three months ended June 30, 2026 from $49.9 million during the three months ended June 30, 2025. Non-GAAP adjusted EBITDA increased to $107.3 million during the six months ended June 30,…
On May 29, 2026, we paid $14.1 million in cash to purchase an additional investment in SafeStreets USA, LLC, to maintain our 24.7% ownership percentage. This investment is included in the Alarm.com segment and is accounted for under the equity method of accounting.
相对上期删除的文字 · 来源:10-Q · 2026-05-07
•SaaS and license revenue increased 11% to $181.5 million during the three months ended March 31, 2026 from $163.8 million during the three months ended March 31, 2025.
•Total revenue increased 11% to $265.2 million during the three months ended March 31, 2026 from $238.8 million during the three months ended March 31, 2025.
•Net income decreased to $23.4 million during the three months ended March 31, 2026, as compared to $27.7 million during the three months ended March 31, 2025. Net income attributable to common stockholders decreased to $23.6 million during the three months ended March 31, 2026, as compared to $28.0…
•Non-GAAP adjusted EBITDA, a non-GAAP measurement of operating performance, increased to $49.6 million during the three months ended March 31, 2026 from $45.8 million during the three months ended March 31, 2025.
On January 20, 2021, we issued $500.0 million aggregate principal amount of 0% convertible senior notes due January 15, 2026, in a private placement to qualified institutional buyers, or the 2026 Notes. On January 14, 2026, we paid $500.0 million in aggregate principal amount to holders of the 2026 …
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-06
Name and Title Action Total Number of Shares to be Purchased or Sold Pursuant to the Trading ArrangementAdoption Date Expiration Date
During the three months ended June 30, 2026, none of our directors or officers adopted, modified or terminated a non-Rule 10b5-1 trading arrangement (as defined in Item 408(c) 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