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首页/CCC/申报文件变化

CCC 最新10-Q变化

将 CCC 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 · 2026-10-29 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+11−9~3845
市场风险(第3项)无段落级文字变化0001
控制与程序文字有新增/删除00~20
法律诉讼无段落级文字变化0001
风险因素部分风险因素更新+25−100
其他信息文字有新增/删除+1−201

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 · 2026-10-29

  • On October 14, 2026, the Company entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Mozart Parent, LLC (“Parent”), and Mozart Merger Sub (DE), Inc., a wholly owned subsidiary of Parent (“Merger Sub”). Pursuant to the terms of the Merger Agreement, Merger Sub will merge with a…
  • At the effective time of the Merger, each issued and outstanding share of the Company’s common stock, other than certain excluded shares specified in the Merger Agreement, will be converted into the right to receive $7.75 in cash, without interest and subject to applicable withholding taxes. The Com…
  • The consummation of the Merger is subject to customary closing conditions, including adoption of the Merger Agreement by the holders of a majority of the outstanding shares of the Company’s common stock entitled to vote thereon, the expiration or termination of the applicable waiting period under th…
  • Research and development expense increased by $0.1 million to $53.0 million, or 0.2%, for the three months ended September 30, 2026, compared to the three months ended September 30, 2025. The increase was primarily due to a $2.9 million increase in personnel-related costs and a $1.2 million increase…
  • Selling and marketing expense decreased by $6.2 million to $38.0 million, or 14.0%, for the three months ended September 30, 2026, compared to the three months ended September 30, 2025. This decrease was primarily due to a $2.7 million decrease in stock-based compensation, a $2.0 million decrease in…

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • Research and development expense decreased by $6.9 million to $53.0 million, or 11.6%, for the three months ended June 30, 2026, compared to the three months ended June 30, 2025. The decrease was primarily due to a $3.6 million increase in the amount of capitalized time on platform and customer solu…
  • Selling and marketing was relatively flat at $43.5 million for the three months ended June 30, 2026, compared to the three months ended June 30, 2025. The immaterial change primarily reflected offsetting movements, including a $4.2 million decrease in stock-based compensation and a $4.1 million incr…
  • Cost of revenues, exclusive of amortization of acquired technologies, increased by $14.7 million to $139.0 million, or 11.8%, for the six months ended June 30, 2026, compared to the six months ended June 30, 2025. The increase was primarily due to an $8.4 million increase in IT related costs and a $…
  • We recognized other income—net of $6.5 million for the six months ended June 30, 2026 compared to other expense—net of $7.2 million for the six months ended June 30, 2025. The income recognized during the six months ended June 30, 2026 was primarily due to the decrease in the fair value of derivativ…
  • swap agreements. The expense recognized during the six months ended June 30, 2025 was primarily due to the increase in the fair value of derivative instruments, driven by the fair value of the Company's three interest rate swap agreements entered into during the six months ended June 30, 2025.

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • For the nine months ended September 30, 2026, there were no material changes to the risk factors that were presented in the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, other than as reflected in the risk factors below. For further discussio…
  • Uncertainties associated with the Merger could adversely affect our business, results of operations, financial condition and the trading price of our common stock.
  • On October 14, 2026, the Company entered into the Merger Agreement with Parent and Merger Sub. Pursuant to the Merger Agreement, Merger Sub shall be merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent. At the effective ti…
  • Completion of the Merger is subject to various customary closing conditions and regulatory approvals, including (i) the adoption of the Merger Agreement by the affirmative vote (in person or by proxy) of the holders of a majority of the outstanding shares of our common stock entitled to vote at a sp…
  • The pendency of the Merger, as well as any delays in the expected timeframe, could cause disruption to our ongoing operations and create uncertainties, any of which could have an adverse effect on our business, results of operations, financial condition and the trading price of our common stock, reg…

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • For risk factors relating to our business, please refer to the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025. Any of these factors could result in a significant or material adverse effect on the results of our operations or financial condition…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • During the three months ended September 30, 2026, none of the Company’s directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or terminated any “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulatio…

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • During the three months ended June 30, 2026, Githesh Ramamurthy, Chairman and CEO of the Company, adopted a Rule 10b5-1 trading arrangement intended to satisfy the affirmative defense of Rule 10b5-1(c). The 10b5-1 trading arrangement was adopted by Mr. Ramamurthy on May 13, 2026 and provides for the…
  • On July 14, 2026, the Company appointed Josh Valdez to the position of Interim Chief Technology Officer. Mr. Valdez will continue in his role as Chief Product Officer while concurrently serving as the Company’s Interim Chief Technology Officer. No modifications were made to Mr. Valdez’s compensation…

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

CCC 更多分析

CCC 全览CCC 量化评级CCC 公允价值(DCF)CCC 同业对比CCC 营收历史CCC AI 深度研报