BXCAP 最新10-Q变化
将 BXCAP 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 · 2026-08-26 与上一份 10-Q · 2026-05-27
| 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 | +22 | −24 | ~15 | 40 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~4 | 4 |
| 控制与程序 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 风险因素 | 文字有新增/删除 | +14 | −12 | ~19 | 229 |
| 其他信息 | 文字有新增/删除 | +3 | −1 | ~2 | 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):法律诉讼
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 · 2026-08-26
We continue to innovate by expanding our core services and offerings. In June 2026, we announced the expansion of Box Zones to 10 regions worldwide, adding Israel, Singapore, and Switzerland as new regions and enhancing Canada and France with in-region compute, enabling global enterprises to better …
Billings for the three and six months ended July 31, 2026 were $309.5 million and $564.9 million, respectively, representing an increase of 17% from the three months ended July 31, 2025 and an increase of 11% from the six months ended July 31, 2025. The increase in billings was primarily driven by e…
Non-GAAP free cash flow for the three and six months ended July 31, 2026 was $59.7 million and $187.5 million, respectively, representing an increase of 67% from the three months ended July 31, 2025 and an increase of 22% from the six months ended July 31, 2025.
The increase in non-GAAP free cash flow for the three months ended July 31, 2026 was primarily driven by an increase in cash flows from operating activities and a decrease in purchases of property and equipment, partially offset by an increase in capitalized software costs. The increase in non-GAAP …
Our net retention rate was 106% and 103% as of July 31, 2026 and 2025, respectively. Our net retention rate has improved due to continued customer adoption of our products, particularly our multi-product Suites and AI-enabled products. As our customers purchase add-on products or our bundled plans, …
相对上期删除的文字 · 来源:10-Q · 2026-05-27
We continue to innovate by expanding our core services and offerings. In April 2026, we announced the general availability of the new Box Agent that leverages the latest advanced reasoning models to securely search company files, analyze and synthesize critical data, and generate new content – all w…
Billings for the three months ended April 30, 2026 were $255.4 million, representing an increase of 5% from the three months ended April 30, 2025. The increase in billings was primarily driven by expansion within existing customers as they broadened their deployment of our product offerings and the …
Non-GAAP free cash flow for the three months ended April 30, 2026 was $127.7 million, representing an increase of 8% from the three months ended April 30, 2025. The increase in non-GAAP free cash flow was primarily driven by the increase in cash flows from operating activities, partially offset by a…
long-term value of our subscription agreements and our ability to retain and grow revenue from our customer base. Net retention rate is an operational metric and there is no comparable GAAP financial measure to which we can reconcile this particular key metric.
Our net retention rate was 105% and 102% as of April 30, 2026 and 2025, respectively. Our net retention rate continues to be impacted by heightened budget scrutiny, putting pressure on seat expansion within existing customers and increased partial customer churn. As our customers purchase add-on pro…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-26
Our customers depend on us to resolve technical issues relating to our services. We may be unable to respond quickly enough to accommodate short-term increases in customer demand for support services. Increased customer demand for these services, without corresponding revenue, could increase costs a…
implement adequate preventive measures, and we may face delays in our detection or remediation of, or other responses to, security breaches and other security-related incidents or vulnerabilities. We have observed increased levels of sophistication in the types of techniques, including social engine…
litigation by private entities, or other requested remedies or demands, including demands that we modify or cease existing business practices, and expose us to significant fines, penalties and other damages and liabilities. In addition to the possibility of fines, proceedings, demands, claims, and l…
We have experienced significant growth in the number of users and the amount of data that our operations infrastructure supports. We need to properly manage our technological operations infrastructure in order to support version control, changes in hardware and software parameters and the evolution …
of service issues. Additionally, any limitation on the capacity or performance of our third-party cloud computing and hosting providers, including due to technical failures, shifts in product capabilities or licensing models, natural disasters, fraud, or cybersecurity attacks, could impede our abili…
相对上期删除的文字 · 来源:10-Q · 2026-05-27
Our customers depend on us to resolve technical issues relating to our services. We may be unable to respond quickly enough to accommodate short-term increases in customer demand for support services. Increased customer demand for these services, without
corresponding revenue, could increase costs and adversely affect our operating results. In addition, our sales process is highly dependent on the ease of use of our services, our reputation and positive recommendations from our existing customers. Any failure to maintain, or a market perception that…
associated risks and the potential mitigation of the underlying exposure achieved, our operating results or financial position could be negatively affected in the future.
rely may suffer, or be perceived to suffer, security breaches or other incidents that may compromise data stored or processed for us that may give rise to any of the foregoing.
We have experienced significant growth in the number of users and the amount of data that our operations infrastructure supports. We need to properly manage our technological operations infrastructure in order to support version control, changes in hardware and software parameters and the evolution …
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-26
On July 2, 2026, Olivia Nottebohm, our Chief Operating Officer, adopted a Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) of the Exchange Act. The Rule 10b5-1 trading arrangement allows for the sale of up to 75% of the net shares of our Class A c…
No other directors or officers, as defined in Rule 16a-1(f), adopted and/or terminated a "Rule 10b5-1 trading arrangement" or a "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408 of Regulation S-K, during the three months ended July 31, 2026.
On August 21, 2026, we entered into a Seventh Amendment to Office Lease (the “Seventh Amendment”) with Redwood City Partners, LLC (the “Landlord”), amending that certain Office Lease dated September 15, 2014, as amended, for our corporate headquarters in Redwood City, California. The Seventh Amendme…
相对上期删除的文字 · 来源:10-Q · 2026-05-27
No other directors or officers, as defined in Rule 16a-1(f), adopted and/or terminated a "Rule 10b5-1 trading arrangement" or a "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408 of Regulation S-K, during the three months ended April 30, 2026.
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