DDOG 最新10-Q变化
将 DDOG 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 · 2026-08-06 与上一份 10-Q · 2026-05-07
| 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 | +19 | −12 | ~8 | 33 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 4 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 3 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 文字有新增/删除 | +10 | −10 | ~15 | 261 |
| 其他信息 | 文字有新增/删除 | +4 | −4 | 0 | 1 |
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 · 2026-08-06
Revenue increased by $294.7 million, or 36%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. Approximately 70% of the increase in revenue was attributable to growth from existing customers, and the remaining 30% was attributable to growth from new customers…
Cost of revenue increased by $74.1 million, or 45%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. This increase was primarily due to an increase of $64.1 million in third-party cloud infrastructure hosting and software costs and an increase of $5.2 millio…
Our gross margin decreased for the three months ended June 30, 2026 compared to the three months ended June 30, 2025, primarily as a result of increased spend with our third-party cloud infrastructure provider costs.
Research and development expense increased by $90.5 million, or 23%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. This increase was primarily due to an increase of $62.5 million in personnel costs including allocated overhead costs for our engineering, p…
General and administrative expense increased by $16.6 million, or 24%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. This increase was primarily due to an increase of $12.9 million in personnel costs including allocated overhead costs as a result of incre…
相对上期删除的文字 · 来源:10-Q · 2026-05-07
Comparison of the Three Months Ended March 31, 2026 and 2025
Revenue increased by $244.9 million, or 32%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025. Approximately 75% of the increase in revenue was attributable to growth from existing customers, and the remaining 25% was attributable to growth from new custome…
Cost of revenue increased by $51.6 million, or 33%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025. This increase was primarily due to an increase of $41.8 million in third-party cloud infrastructure hosting and software costs and an increase of $4.3 mill…
Our gross margin remained flat for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily as a result of revenue growing in proportion to the growth of our third-party cloud infrastructure provider costs.
Sales and marketing expense increased by $65.5 million, or 31%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025. This increase was primarily due to an increase of $53.7 million in personnel costs including allocated overhead costs for our sales and marketi…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-06
We may have contractual and other legal obligations, or we may voluntarily choose, to notify relevant stakeholders of security incidents. For instance, most jurisdictions have enacted laws, such as the U.S. Health Insurance Portability and Accountability Act of 1996, or HIPAA, requiring companies to…
It may become increasingly difficult to maintain and improve our performance, especially during peak usage times and as our products and platform capabilities become more complex and our user traffic increases. If our products and platform capabilities are unavailable or if our users are unable to a…
become, or we are unable to successfully attract paying customers, we will not realize the intended benefits of these marketing strategies and our ability to grow our revenue will be adversely affected.
our ability to grow our business and negatively affect our results of operations”. Any such volatility and disruptions may have adverse consequences on us or the third parties on whom we rely. If the equity and credit markets deteriorate, or do not improve, including as a result of political unrest …
In addition, to execute our growth plan, we must attract and retain highly qualified personnel. Competition for these personnel is intense, especially for engineers experienced in designing and developing SaaS applications, those experienced with artificial intelligence and machine learning, and exp…
相对上期删除的文字 · 来源:10-Q · 2026-05-07
We may have contractual and other legal obligations, or we may voluntarily choose, to notify relevant stakeholders of security incidents. For instance, most jurisdictions have enacted laws, such as the U.S. Health Insurance Portability and Accountability Act of 1996, or HIPAA, requiring companies to…
It may become increasingly difficult to maintain and improve our performance, especially during peak usage times and as our products and platform capabilities become more complex and our user traffic increases. If our products and platform capabilities are unavailable or if our users are unable to a…
amount of time or at all, we may experience a loss of customers, lost or delayed market acceptance of our platform and products, delays in payment to us by customers, injury to our reputation and brand, legal claims against us, and the diversion of our resources. In addition, to the extent that we d…
obtain in a timely manner or on favorable terms, more costly or more dilutive. Increased inflation rates can adversely affect us by increasing our costs, including personnel costs.
In addition, to execute our growth plan, we must attract and retain highly qualified personnel. Competition for these personnel is intense, especially for engineers experienced in designing and developing SaaS applications, those experienced with artificial intelligence and machine learning, and exp…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-06
On May 11, 2026, the 2019 Shah Family Trust, of which Shardul Shah, a member of our board of directors, is trustee, terminated a previously disclosed trading plan intended to satisfy the affirmative defense conditions of Securities Exchange Act Rule 10b5-1(c), which had been entered into on June 13,…
During the three months ended June 30, 2026, the Company’s directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or materially modified written plans intended to satisfy the affirmative defense conditions of Securities Exchange Act Rule 10b5-1(c) for the sale of the Com…
Yanbing LiChief Product OfficerAdoptionJune 12, 202612,700September 1, 2027
(1) The shares will be sold under a Rule 10b5-1 trading plan by Mr. Obstler and two trusts, of which his spouse is trustee.
相对上期删除的文字 · 来源:10-Q · 2026-05-07
During the three months ended March 31, 2026, the Company’s directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted, materially modified or terminated written plans intended to satisfy the affirmative defense conditions of Securities Exchange Act Rule 10b5-1(c) for the sa…
(1) Represents a modification under Rule 10b5-1(c)(1)(iv) of a Rule 10b5-1 trading plan adopted on December 14, 2025, which did not result in any change to the total number of shares to be sold under or the expiration date of the plan.
(2) The shares will be sold under a Rule 10b5-1 trading plan by the Agarwal 2018 Family Trust.
(3) The shares will be sold under a Rule 10b5-1 trading plan by The Callahan-Thernstrom Family Trust.
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