CDNS 最新10-Q变化
将 CDNS 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 | +32 | −25 | ~36 | 30 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~6 | 8 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~3 | 1 |
| 风险因素 | 文字有新增/删除 | +11 | 0 | ~2 | 9 |
| 其他信息 | 文字有新增/删除 | +2 | 0 | ~1 | 2 |
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 · 2026-10-28
•Increase in general and administrative expense related to contributions to non-profit organizations;
•Increased amortization of acquired intangibles from our recent acquisitions;
•Increased restructuring charges related to our 2026 Restructuring Plan; and
During the three months ended September 30, 2026, as compared to the three months ended September 30, 2025, our ability to deliver our hardware offerings and increased demand for our software offerings were the primary drivers of revenue growth in the United States and EMEA.
Revenue growth in China was primarily driven by increased demand for, and our ability to deliver, our IP and hardware offerings in that region, while growth in Japan and Other Asia was primarily driven by increased demand for software product offerings, and our ability to deliver IP offerings.
相对上期删除的文字 · 来源:10-Q · 2026-07-29
•Increased amortization of acquired intangibles from our recent acquisitions; and
During the three months ended June 30, 2026, as compared to the three months ended June 30, 2025, revenue growth in the United States, China, Japan, Other Asia and EMEA was primarily driven by growth in revenue from our software product offerings and by increased demand for, and our ability to deliv…
During the three months ended June 30, 2026, as compared to the three months ended June 30, 2025, the decrease in revenue in Other Americas was primarily driven by the timing of design services provided to our customers in that geography.
Additionally, for the three and six months ended June 30, 2026, as compared to the three and six months ended June 30, 2025, the increase in revenue in China was partially attributable to export license requirements that were temporarily imposed by BIS on EDA Software and Technology from May to July…
Professional services increased during the three and six months ended June 30, 2026, as compared to the three and six months ended June 30, 2025, primarily due to increased consulting services associated with acquisition-related activities. We expect to continue to utilize professional services as w…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-10-28
We are subject to governmental export and import controls that subject us to liability and impair our ability to compete in global markets as well as a variety of other laws and regulations.
We must comply with the import and export restrictions and regulations and economic sanctions laws of the United States and of certain other countries in selling, providing or shipping our products and transferring our technology outside the United States, to foreign nationals (including foreign nat…
For example, U.S. trade control laws and regulations have been amended over the past several years, including through the imposition of certain export control restrictions concerning advanced node IC production in China, the inclusion of additional Chinese technology companies on BIS “Entity List” a…
In addition, as previously disclosed, on May 23, 2025, BIS informed us that a license was required for the export, re-export or in-country transfer of EDA Software and Technology when a party to the transaction is located in China or is a Chinese "military end user" on the "Military End-User List," …
Anticipated or actual changes in trade restrictions could also affect customer purchasing behaviors. Entity List restrictions and other trade restrictions may also encourage customers to seek substitute products from our competitors, including a growing class of foreign competitors and open source a…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-28
Chin-Chi Teng, Senior Vice President and General Manager of the Digital and Signoff Group
(1) Dr. Teng previously adopted a Rule 10b5-1 trading arrangement on February 20, 2026, that expired by its terms on August 31, 2026 (the "Prior Plan"). No trades are authorized to begin under the new trading arrangement adopted on August 20, 2026 until after all trades under the Prior Plan were com…
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