AMWL 最新10-Q变化
将 AMWL 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 · 2026-08-04 与上一份 10-Q · 2026-05-05
| 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 | +16 | −12 | ~24 | 71 |
| 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 | 1 |
| 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 | 0 | −1 | ~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。
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 · 2026-08-04
Total subscription fees received were $25.7 million and $40.4 million for the three months ended June 30, 2026 and 2025, respectively, and $50.6 million and $72.7 million for the six months ended June 30, 2026 and 2025, respectively.
Fees received from AMG-related visits were $24.4 million and $22.8 million for the three months ended June 30, 2026 and 2025, respectively, and $53.3 million and $49.4 million for the six months ended June 30, 2026 and 2025, respectively.
For the six months ended June 30, 2026, subscription revenue decreased $22.1 million due to timing of revenue recognition with our strategic customers. Other revenue decreased $12.7 million primarily related to a decline of $7.1 million in professional services performed around the integration of ou…
For the six months ended June 30, 2026, the decrease in cost of revenue was primarily driven by a decrease in employee costs of $6.8 million due to a headcount reduction of 26% period over period. There was also a decrease in marketing services for customers of $5.0 million.
For the three months ended June 30, 2026, there was a decrease in employee-related costs of $6.1 million (due to headcount reduction of 24% period over period and reduced stock compensation expense). There was also a decrease of $1.6 million in consulting spend due to cost savings measures put into …
相对上期删除的文字 · 来源:10-Q · 2026-05-05
Total subscription fees received were $24.9 million and $32.2 million for the three months ended March 31, 2026 and 2025, respectively.
Fees received from AMG-related visits were $28.9 million and $26.6 million for the three months ended March 31, 2026 and 2025, respectively.
For the three months ended March 31, 2026, there was a decrease in employee-related costs of $8.0 million (due to headcount reduction of 29% period over period and reduced stock compensation expense). There was also a decrease of $2.1 million in consulting spend due to cost savings measures put into…
For the three months ended March 31, 2026, there was a decrease in employee-related costs of $4.4 million (due to headcount reduction of 53% period over period and reduced stock compensation expense), and due to cost savings measures put into place a decrease in conference spend of $0.5 million and …
For the three months ended March 31, 2026, the decrease in general and administrative expense was driven by a decrease in employee-related costs of $9.3 million. The employee related costs were driven primarily by the decrease in stock compensation expense as higher value historic awards had become …
其他信息
相对上期删除的文字 · 来源:10-Q · 2026-05-05
On February 17, 2026, Stephen Schlegel, a director on our Board of Directors, adopted a trading plan intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. The plan is for the sale of up to 9,750 shares of our Class A common stock in amounts and prices determined in accordance …
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