DIBS 最新10-Q变化
将 DIBS 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 · 2026-11-05 与上一份 10-Q · 2026-08-05
| 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 | +33 | −25 | ~16 | 36 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | −1 | ~4 | 3 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 2 |
| 法律诉讼 | 文字有新增/删除 | +1 | −1 | 0 | 0 |
| 风险因素 | 部分风险因素更新 | +3 | 0 | ~2 | 0 |
| 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 · 2026-11-05
Three Months Ended September 30,Nine Months Ended September 30,
Three Months Ended September 30,Nine Months Ended September 30,
Comparison of the Three Months Ended September 30, 2026 and 2025
Net revenue was $23.1 million for the three months ended September 30, 2026, as compared to $22.0 million for the three months ended September 30, 2025. The increase of $1.1 million, or 5%, was due to an increase in GMV, mainly due to an increase in average order values and orders for the three mont…
Our marketplace transaction fees represent the majority of our net revenue and accounted for 74% of our net revenue for both of the three months ended September 30, 2026 and 2025. Subscription fees accounted for 20% and 21% of our net revenue for the three months ended September 30, 2026 and 2025, r…
相对上期删除的文字 · 来源:10-Q · 2026-08-05
Net revenue was $23.3 million for the three months ended June 30, 2026, as compared to $22.1 million for the three months ended June 30, 2025. The increase of $1.2 million, or 5%, was due to an increase in GMV, mainly due to an increase in average order value partially offset by a decrease in orders…
Our marketplace transaction fees represent the majority of our net revenue and accounted for 74% of our net revenue for both of the three months ended June 30, 2026 and 2025. Subscription fees accounted for 20% and 22% of our net revenue for the three months ended June 30, 2026 and 2025, respectivel…
Cost of revenue was $6.1 million for the three months ended June 30, 2026, as compared to $6.2 million for the three months ended June 30, 2025. The decrease of $0.2 million, or 2%, was mainly due to decreases in professional fees, depreciation, and net shipping expenses.
Gross profit was $17.2 million and gross margin was 73.9% for the three months ended June 30, 2026, as compared to gross profit of $15.9 million and gross margin of 71.8% for the three months ended June 30, 2025. The increase in gross profit and gross margin for the three months ended June 30, 2026 …
Sales and marketing expense was $5.4 million for the three months ended June 30, 2026, as compared to $8.1 million for the three months ended June 30, 2025. The decrease of $2.8 million, or 34%, was mainly due to a $1.4 million decrease in performance-based marketing. We also had a $1.2 million decr…
市场风险(第3项)
相对上期删除的文字 · 来源:10-Q · 2026-08-05
maintain provisions for potential credit losses and such losses to date have been within our expectations. We evaluate the solvency of our customers on an ongoing basis to determine if additional allowances for doubtful accounts need to be recorded.
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-11-05
From time to time, we are involved in legal proceedings and subject to claims arising both inside and outside the ordinary course of business. During the year ended December 31, 2025, the Company received a $1.4 million complaint from a trustee in a third-party bankruptcy proceeding seeking recovery…
相对上期删除的文字 · 来源:10-Q · 2026-08-05
From time to time, we are involved in legal proceedings and subject to claims arising both inside and outside the ordinary course of business. During the year ended December 31, 2025, the Company received a $1.4 million complaint from a trustee in a third-party bankruptcy proceeding seeking recovery…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-11-05
Transitions in our executive management team may be disruptive to, impact investor confidence in, or cause uncertainty in, our business, results of operations and the price of our common stock, and we may not successfully manage the transition associated with our new Chief Executive Officer.
On November 2, 2026, David Rosenblatt, who has served as Chief Executive Officer and Chairman of the Board since 2011, provided the Board of Directors with notice of his decision to resign from the position of Chief Executive Officer, effective January 1, 2027. The Board of Directors subsequently ap…
Leadership transitions of this nature can be disruptive to, impact investor confidence in, or cause uncertainty in, our business, results of operations and the price of our common stock. Leadership transitions are inherently difficult to manage and may result in the loss of institutional knowledge a…
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