CBRS 最新10-Q变化
将 CBRS 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 · 2026-08-12 与上一份 10-Q · 2026-06-24
| 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 | +34 | −25 | ~18 | 35 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~4 | 11 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 风险因素 | 文字有新增/删除 | +3 | −2 | ~27 | 358 |
| 其他信息 | 文字有新增/删除 | +11 | −4 | 0 | 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。
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 · 2026-08-12
In June 2026, we entered into a global hardware leasing agreement with Amazon Web Services (“AWS”) to collaborate on the development and deployment of a joint compute solution in AWS data centers, together with related software and support services. As of June 30, 2026, the applicable lease commence…
We expect overall gross profit will increase in absolute dollars in the near term, primarily due to higher gross profit from Cloud and other services as revenue increases in connection with the continued ramp-up of dedicated cloud capacity deployments.
For such RSUs, we recognize stock-based compensation expense using the accelerated attribution method over the requisite service period if it is probable that the performance conditions will be achieved. We recognized $273.6 million of stock-based compensation expense during the six months ended Jun…
Total revenue for the three months ended June 30, 2026 increased by $76.8 million, or 74%, compared to the same period in 2025. Revenue for the six months ended June 30, 2026 increased by $170.7 million, or 84%, compared to the same period in 2025. The increases were primarily attributable to higher…
Hardware revenue decreased by $16.2 million, or 23%, for the three months ended June 30, 2026, compared to the same period in 2025. The decrease was primarily attributable to $28.0 million in amortization of customer warrant assets as a reduction of revenue. This was partially offset by $11.9 millio…
相对上期删除的文字 · 来源:10-Q · 2026-06-24
We expect overall gross profit will decrease in absolute dollars in the near term, driven by start-up costs related to expediting the availability of cloud capacity to fulfill the significant increase in near-term demand.
For such RSUs, we recognize stock-based compensation expense using the accelerated attribution method over the requisite service period if it is probable that the performance conditions will be achieved. For the three months ended March 31, 2026 and 2025, no stock-based compensation expense has been…
Total revenue for the three months ended March 31, 2026 increased by $93.9 million, or 94%, compared to the same period in 2025.
Hardware revenue increased by $40.9 million for the three months ended March 31, 2026 compared to the same period in 2025. The increase in hardware revenue was driven by demand for on-premises hardware solutions. This was net of $1.0 million in amortization of customer warrant assets.
Cloud and other services revenue increased by $53.0 million for the three months ended March 31, 2026 compared to the same period in 2025. The increase was primarily due to an increase of $49.9 million in non-pass-through related cloud and other services revenue due to increased demand for our cloud…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-12
improvements. In some circumstances, we may also choose to scale our technology through the acquisition of complementary businesses and technologies rather than through internal development, which may divert management’s time and resources. To the extent that we cannot or do not effectively scale ou…
A substantial portion of our revenue is driven by a limited number of customers. Mohamed bin Zayed University of Artificial Intelligence (“MBZUAI”) accounted for 34% and 70% of our total revenue for the three months ended June 30, 2026 and 2025, respectively, and 49% and 47% for the six months ended…
In addition, as of June 30, 2026, we had stock options outstanding that, if fully exercised, would result in the issuance of 21,906,818 shares of our Class A common stock and 5,315,618 shares of our Class B common stock and 15,145,010 shares of our Class A common stock and 12,483,860 shares of our C…
相对上期删除的文字 · 来源:10-Q · 2026-06-24
A substantial portion of our revenue is driven by a limited number of customers. Group 42 Holding Ltd (together with its affiliates, “G42”) accounted for 11% and 64% of our total revenue for the three months ended March 31, 2026 and 2025, respectively, and in the three months ended March 31, 2026 an…
In addition, as of March 31, 2026, after giving effect to (i) the reclassification of our outstanding Class A common stock into a newly created Class B common stock and the authorization of a new Class A common stock, which occurred in connection with the IPO, (ii) the net issuance of 2,550,477 shar…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-12
During the three months ended June 30, 2026, the following directors or officers (as defined in Rule 16a-1(f) of the Securities Exchange Act of 1934, as amended) adopted, modified, or terminated a trading arrangement intended to satisfy the affirmative defense of Rule 10b5-1(c) (each a “Rule 10b5-1 …
Director or OfficerActionDate of ActionTotal Shares of Common Stock to be Sold
Eric VishriaDirectorAdoptedMay 18, 2026650,153 Close of market on the 2nd full trading day following the release of earnings for the Company’s fiscal quarter ending December 31, 2026
Chief Executive Officer, President, and DirectorAdoptedMay 20, 20261,500,000 August 20, 2027
Robert KominChief Financial OfficerAdoptedJune 30, 2026128,000 August 31, 2027
相对上期删除的文字 · 来源:10-Q · 2026-06-24
During the three months ended March 31, 2026, none of our directors or officers (as defined in Rule 16a-1(f) of the Securities Exchange Act of 1934, as amended) adopted, modified, or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in I…
On June 19, 2026, in connection with the execution of a commercial agreement with AWS, we issued a warrant (the “AWS Warrant”) to Amazon.com NV Investment Holdings LLC (“AWS Warrantholder”) to acquire up to 2,696,678 shares of our Class N common stock (the “AWS Warrant Shares”) at an exercise price …
Upon the consummation of a change of control of Cerebras, if the AWS Warrant is vested with respect to fewer than 1,618,007 AWS Warrant Shares, then a number of additional AWS Warrant Shares will vest such that an aggregate of 1,618,007 AWS Warrant Shares are vested. Subject to certain exceptions, t…
The AWS Warrant and the AWS Warrant Shares have not been registered under the Securities Act or under any state securities law and were offered and issued, as applicable, in reliance upon the exemption from registration requirements of the Securities Act set forth in Section 4(a)(2) of the Securitie…
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