AUROW 最新10-Q变化
将 AUROW 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 · 2026-10-28 与上一份 10-Q · 2026-07-29
| 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 | +15 | −15 | ~9 | 12 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 3 |
| 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 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +7 | −1 | 0 | 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 · 2026-10-28
Revenue increased by $2 million, or 200%, to $3 million in the three months ended September 30, 2026 from $1 million in the three months ended September 30, 2025, primarily due to increased utilization, geographical expansion, and higher fuel surcharges.
Cost of revenue increased by $2 million, or 33%, to $8 million in the three months ended September 30, 2026 from $6 million in the three months ended September 30, 2025, primarily due to an increase in personnel and fuel expenses due to increased utilization and geographical expansion. Non-cash stoc…
Research and development expenses increased by $24 million, or 13%, to $203 million in the three months ended September 30, 2026 from $179 million in the three months ended September 30, 2025, primarily driven by an increase in personnel costs, hardware development costs, cloud computing costs, and …
The change in fair value of derivative liabilities resulted in income of $13 million and $5 million in the three months ended September 30, 2026 and 2025, respectively, primarily due to the change in the market price for the underlying instrument during each period.
Other income, net decreased by $6 million, or 38%, to $10 million in the three months ended September 30, 2026, from $16 million in the three months ended September 30, 2025, primarily due to a decrease in interest income earned on cash equivalents and investments as a result of lower market rates.
相对上期删除的文字 · 来源:10-Q · 2026-07-29
Change in fair value of derivative liabilities(16)16 (32)(200)%
Revenue increased by $1 million, or 100%, to $2 million in the three months ended June 30, 2026 from $1 million in three months ended June 30, 2025, primarily due to increased utilization, geographical expansion, and higher fuel surcharges.
Cost of revenue increased by $2 million, or 40%, to $7 million in the three months ended June 30, 2026 from $5 million in the three months ended June 30, 2025, primarily due to an increase in terminal, personnel, and fuel expenses due to increased utilization and geographical expansion. Non-cash sto…
Selling, general and administrative expenses increased by $14 million, or 39%, to $50 million in the three months ended June 30, 2026 from $36 million in the three months ended June 30, 2025, primarily driven by an increase in personnel costs including costs previously recognized in research and dev…
The change in fair value of derivative liabilities resulted in expense of $16 million and income of $16 million in the three months ended June 30, 2026 and 2025, respectively, primarily due to the change in the market price for the underlying instrument during each period.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-28
On September 30, 2026, Brittany Bagley, a member of the Company’s Board of Directors, adopted a “Rule 10b5-1 trading arrangement” providing for the sale, pursuant to the terms of the arrangement, of an aggregate of up to 50,000 shares of the Company’s Class A common stock. The plan will terminate on…
During our last fiscal quarter, no other director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408.
Our outstanding public and private placement warrants will expire at 5:00 p.m., New York City time, on November 3, 2026, and any unexercised warrants will become void and be cancelled for no consideration. Trading in our public warrants (“AUROW”) on Nasdaq is expected to cease following the close of…
As previously disclosed, on February 14, 2025, we entered into a sales agreement (the “Sales Agreement”) with Cantor Fitzgerald & Co., Allen & Company LLC and TD Securities (USA) LLC, as sales agents, pursuant to which we may, from time to time, sell shares of our Class A common stock through the sa…
In connection with the ATM Offering, we filed a prospectus supplement dated February 14, 2025 (the “Original Prospectus Supplement”) to the prospectus contained in our automatically effective shelf registration statement on Form S-3ASR (Registration No. 333-284133) filed on January 3, 2025, register…
相对上期删除的文字 · 来源:10-Q · 2026-07-29
During our last fiscal quarter, no director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408.
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