BBAI 最新10-Q变化
将 BBAI 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 · 2026-07-30
| 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 | +41 | −38 | ~28 | 65 |
| 市场风险(第3项) | 文字有新增/删除 | +3 | −2 | ~3 | 4 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 其他信息 | 文字有新增/删除 | 0 | 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。
未列出(无法可靠提取或缺失):风险因素
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
Three Months Ended September 30,Nine Months Ended September 30,
Comparison of the Three Months Ended September 30, 2026 and 2025
Revenues increased by $10.4 million during the three months ended September 30, 2026 as compared to the three months ended September 30, 2025 primarily due to the inclusion of Ask Sage during three months ended September 30, 2026.
Cost of revenues as a percentage of total revenues decreased to 69% for the three months ended September 30, 2026 as compared to 78% for the three months ended September 30, 2025. The decrease in cost of revenue as a percentage of total revenue was driven by the inclusion of higher margin Ask Sage r…
SG&A expenses as a percentage of total revenues for the three months ended September 30, 2026 decreased to 72% as compared to 76% for the three months ended September 30, 2025. The year-over-year increases include Ask Sage’s headcount and operating expenses not present in three months ended Septembe…
相对上期删除的文字 · 来源:10-Q · 2026-07-30
Revenues increased by $4.3 million during the three months ended June 30, 2026 as compared to the three months ended June 30, 2025 primarily due to the inclusion of Ask Sage during three months ended June 30, 2026.
Cost of revenues as a percentage of total revenues decreased to 67% for the three months ended June 30, 2026 as compared to 75% for the three months ended June 30, 2025. The decrease in cost of revenue as a percentage of total revenue was driven by the inclusion of higher margin Ask Sage revenues du…
SG&A expenses as a percentage of total revenues for the three months ended June 30, 2026 increased to 87% as compared to 66% for the three months ended June 30, 2025. The year-over-year increases include Ask Sage’s headcount and operating expenses not present in three months ended June 30, 2025, as …
Research and development expenses increased by $3.2 million during the three months ended June 30, 2026 as compared to the three months ended June 30, 2025. The increase in research and development expenses was driven by higher headcount and fewer projects qualifying for software capitalization comp…
Restructuring charges decreased by $1.5 million during three months ended June 30, 2026 as compared to three months ended June 30, 2025. Restructuring charges consist of employee separation costs related to strategic cost saving initiatives to better align our organization and cost structure and imp…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-10-28
We do not believe that inflation has had a material effect on our business, results of operations, or financial condition. If our costs
were to become subject to significant inflationary pressures, we may not be able to fully offset such higher costs through price increases. Our inability or failure to do so could harm our business, financial condition, or results of operations.
We are also exposed to market risk related to interest rates. Our financial instruments that are subject to interest rate risk principally include fixed-rate short-term debt. As of September 30, 2026, the outstanding principal amount of our long-term debt was $17.7 million excluding unamortized disc…
相对上期删除的文字 · 来源:10-Q · 2026-07-30
We do not believe that inflation has had a material effect on our business, results of operations, or financial condition. If our costs were to become subject to significant inflationary pressures, we may not be able to fully offset such higher costs through price increases. Our inability or failure…
We are also exposed to market risk related to interest rates. Our financial instruments that are subject to interest rate risk principally include fixed-rate short-term debt. As of June 30, 2026, the outstanding principal amount of our long-term debt was $17.7 million excluding unamortized discounts…
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