CVLT 最新10-Q变化
将 CVLT 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 | +39 | −18 | ~17 | 17 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 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 · 2026-10-28
long-term growth strategy and operational focus. Beginning in fiscal 2027, Subscription ARR has been reclassified to include enterprise support, further aligning Subscription ARR with Subscription revenue. Enterprise support consists of recurring customer success services that provide our customers …
Using the average foreign currency exchange rates from the three months ended September 30, 2025, our total revenues would have been higher by $0.9 million, our cost of revenues would have been higher by $0.1 million, and our operating expenses would have been higher by $1.4 million from non-U.S. op…
Term-based license revenue increased 13% year over year, led by a 17% increase in revenue from transactions greater than $0.1 million, while revenue from transactions less than $0.1 million remained generally consistent with the prior-year period. Term-based license revenue may fluctuate from period…
These increases were partially offset by decreases of $4.9 million in perpetual license revenue and $7.1 million in perpetual support revenue, reflecting the continued transition of our business toward subscription-based offerings.
Other services revenue increased $2.0 million, or 18%, year over year. Other services revenue consists primarily of professional services and may fluctuate based on customer demand and the timing of service delivery, with revenue generally recognized as services are performed.
相对上期删除的文字 · 来源:10-Q · 2026-07-29
Using the average foreign currency exchange rates from the three months ended June 30, 2025, our total revenues would have been lower by $2.4 million, our cost of revenues would have been lower by $0.1 million, and our operating expenses would have been higher by $0.9 million from non-U.S. operation…
Term-based license revenue was relatively consistent with the prior-year period, increasing 1% year over year. Growth was led by a 13% increase in transactions less than $0.1 million, partially offset by a 2% decline in transactions greater than $0.1 million. Term-based license revenue may fluctuate…
We track total revenues on a geographic basis. Our Americas region includes the United States, Canada, and Latin America. Our International region primarily includes Europe, the Middle East, Africa, Australia, India, and Southeast Asia. Americas and International represented 59% and 41% of our total…
The increase in Americas total revenues was primarily driven by 39% growth in SaaS revenue and 14% growth in term-based support revenue, reflecting continued growth in subscription-based offerings. These increases were partially offset by declines in perpetual support revenue and term-based license …
The increase in International revenues was primarily driven by 38% growth in SaaS revenue, 26% growth in term-based support, and 7% growth in term-based license revenue. These increases were partially offset by a decrease in perpetual support revenue.
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