CRWD 最新10-Q变化
将 CRWD 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 · 2026-08-27 与上一份 10-Q · 2026-06-04
| 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 | +44 | −18 | ~40 | 40 |
| 市场风险(第3项) | 文字有新增/删除 | +4 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 3 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 风险因素 | 文字有新增/删除 | +27 | −24 | ~17 | 278 |
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):其他信息
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 · 2026-08-27
ARR grew to $5.8 billion as of July 31, 2026, of which $332.8 million and $588.6 million was net new ARR added for the three and six months ended July 31, 2026, respectively. ARR grew to $4.7 billion as of July 31, 2025, of which $221.1 million and $414.8 million was net new ARR added for the three …
Income (loss) before provision for income taxes— %(5)%2 %(7)%
Net income (loss) attributable to non-controlling interest— %— %1 %— %
Professional services cost of revenue increased by $7.2 million, or 13%, for the three months ended July 31, 2026, compared to the three months ended July 31, 2025. The increase in professional services cost of revenue was primarily due to an increase in employee-related expenses of $5.6 million dri…
Sales and marketing expenses increased by $63.4 million, or 14%, for the three months ended July 31, 2026 compared to the three months ended July 31, 2025. The increase in sales and marketing expenses was primarily due to an increase in stock-based compensation expense of $22.6 million, an increase …
相对上期删除的文字 · 来源:10-Q · 2026-06-04
ARR grew to $5.5 billion as of April 30, 2026, of which $255.8 million was net new ARR added for the three months ended April 30, 2026. ARR grew to $4.4 billion as of April 30, 2025, of which $193.8 million was net new ARR added for the three months ended April 30, 2025.
Net income (loss) attributable to non-controlling interest1 %— %
Comparison of the Three Months Ended April 30, 2026 and 2025
Professional services cost of revenue increased by $7.3 million, or 16%, for the three months ended April 30, 2026, compared to the three months ended April 30, 2025. The increase in professional services cost of revenue was primarily due to an increase in consulting expenses of $5.3 million, an inc…
Sales and marketing expenses increased by $49.5 million, or 11%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025. The increase in sales and marketing expenses was primarily due to an increase in employee-related expenses of $14.9 million driven by a 3% inc…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-08-27
Historically, nearly all of our sales contracts have been denominated in U.S. dollars. A portion of our operating expenses are incurred outside the United States, denominated in foreign currencies, and subject to fluctuations due to changes in foreign currency exchange rates. The functional currenci…
To manage the risk of cash flow variability of these operating expenses, we enter into derivative contracts to hedge a portion of our forecasted foreign currency denominated cash flow. These foreign currency forward contracts have a maximum maturity of 3 months as of July 31, 2026 and are designated…
A hypothetical 10% appreciation in the relative value of the U.S. dollar against such foreign currencies as of July 31, 2026 would not have a material impact to our results of operations or cash flows.
For additional information regarding our derivative financial instruments and hedging activities, see Note 4, “Derivative Contracts,” to our condensed consolidated financial statements included in Part I, Item 1 of this Quarterly Report on Form 10-Q.
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-27
On July 19, 2024, we released a content configuration update for our Falcon sensor that resulted in system crashes for certain Windows systems (the “July 19 Incident”). We have incurred, and expect to continue to incur, significant costs and expenses related to the incident. The July 19 Incident has…
and may continue to do so. Furthermore, we have agreed to, and expect to agree to in the future, provide incentives in connection with our commercial arrangements with our customers, including subscription period extensions, discounts or promotional modules. The July 19 Incident has received negativ…
To expand our customer base, we need to convince potential customers to allocate a portion of their discretionary budgets to purchase our Falcon platform. Our sales efforts often involve educating our prospective customers about the uses and benefits of our Falcon platform. Enterprises and governmen…
platform if they believe that these products are more cost effective, provide substantially the same functionality as our Falcon platform or provide a level of IT security that is sufficient to meet their needs. We may have difficulty convincing prospective customers of the value of adopting our sol…
when a sale will be completed. The failure of our efforts to secure sales after investing resources in a lengthy sales process could adversely affect our business and results of operations.
相对上期删除的文字 · 来源:10-Q · 2026-06-04
On July 19, 2024, we released a content configuration update for our Falcon sensor that resulted in system crashes for certain Windows systems (the “July 19 Incident”). We have incurred, and expect to continue to incur, significant costs and expenses related to the incident. The July 19 Incident has…
To expand our customer base, we need to convince potential customers to allocate a portion of their discretionary budgets to purchase our Falcon platform. Our sales efforts often involve educating our prospective customers about the uses and benefits of our Falcon platform. Enterprises and governmen…
Many of our competitors have greater financial, technical, marketing, sales, and other resources, greater name recognition, longer operating histories, and a larger base of customers than we do. They may be able to devote greater resources to the development, promotion, and sale of services than we …
solutions could be or become vulnerable to security incidents (both from intentional attacks and accidental causes) that cause them to fail to secure endpoints and detect and block attacks. Furthermore, any defects, errors or vulnerabilities in third-party technology or solutions we rely on could re…
Moreover, as our cloud native security platform is adopted by an increasing number of enterprises and governments, individuals and organizations behind advanced cyberattacks may intensify their efforts to defeat our security platform. If this happens, our systems and subscription customers could be …
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