AMBA 最新10-Q变化
将 AMBA 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 · 2026-09-04 与上一份 10-Q · 2026-06-02
| 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 | +5 | −5 | ~16 | 31 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 3 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 部分风险因素更新 | 0 | 0 | ~12 | 254 |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 1 |
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 · 2026-09-04
We recorded revenue of $108.1 million and $208.5 million for the three and six months ended July 31, 2026, respectively. This represented increases of 13.2% and 14.9%, respectively, as compared to the same periods in the prior fiscal year. The increases in revenue were primarily attributable to high…
We recorded operating losses of $8.1 million and $27.6 million for the three and six months ended July 31, 2026, respectively, as compared to operating losses of $22.0 million and $47.8 million for the three and six months ended July 31, 2025, respectively. The reductions in operating losses were pr…
On May 27, 2026, the Company's Board of Directors authorized a share repurchase program for a total of $50.0 million commencing July 1, 2026 through June 30, 2027. There were no shares repurchased during the three months ended July 31, 2026. As of July 31, 2026, there was $50.0 million available for…
Revenue increased for the three and six months ended July 31, 2026, as compared to the same periods in the prior fiscal year, primarily due to higher product unit shipments from our high priced AI inference processors.
Research and development expense decreased for the three and six months ended July 31, 2026, as compared to the same periods in the prior fiscal year, primarily due to a $9.0 million reduction to research and development expense associated with the release of a deposit liability following a developm…
相对上期删除的文字 · 来源:10-Q · 2026-06-02
We recorded revenue of $100.4 million for the three months ended April 30, 2026, an increase of 16.9% as compared to the same period in the prior fiscal year. The increase in revenue was primarily attributable to higher product unit shipments and an increased percentage of sales from higher average …
We recorded operating losses of $19.4 million for the three months ended April 30, 2026, as compared to operating losses of $25.9 million for the three months ended April 30, 2025. The reduction in operating losses was primarily attributable to higher revenue and, consequently, higher gross profit, …
During the three months ended April 30, 2026, we repurchased a total of 47,798 shares for approximately $2.4 million in cash. The repurchased shares were recorded as authorized but unissued shares. As of April 30, 2026, there was approximately $45.6 million available for repurchases under the existi…
Revenue increased for the three months ended April 30, 2026, as compared to the same period in the prior fiscal year, primarily due to higher product unit shipments and an increased percentage of sales from higher average selling price AI inference processors as a result of high demand for our edge …
Research and development expense decreased for the three months ended April 30, 2026, as compared to the same period in the prior fiscal year, primarily due to approximately $3.9 million of lower stock-based compensation expense, partially offset by $2.3 million of higher payroll-related expenses as…
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