DSP 最新10-Q变化
将 DSP 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 · 2026-05-11 与上一份 10-Q · 2025-11-10
| 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 | +66 | −106 | ~30 | 39 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 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 | +63 | −49 | ~49 | 180 |
| 其他信息 | 文字有新增/删除 | +1 | −2 | 0 | 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 · 2026-05-11
Additionally, our artificial intelligence product suite, ViantAI, is the foundational component of our long-term vision for autonomous advertising. We expect it to power every stage of the programmatic advertising lifecycle and create the most efficient and cost-effective experience for our customer…
Our DSP is an easy-to-use self-service platform that provides our customers with transparency and control over their advertising campaigns. Customers can choose to maintain hands-on control over every campaign detail or have our platform autonomously execute, optimize, and measure their advertising …
Our financial results for the three months ended March 31, 2026 and 2025, respectively, include:
•Revenue of $88.5 million and $70.6 million, representing an increase of 25%;
•Gross profit of $36.4 million and $30.6 million, representing an increase of 19%;
相对上期删除的文字 · 来源:10-Q · 2025-11-10
Our DSP is an easy-to-use self-service platform that provides our customers with transparency and control over their advertising campaigns. Our platform offers customers unique visibility across a variety of inventory, allowing them to create customized audience segments and leverage our addressabil…
Additionally, we believe our artificial intelligence product suite, ViantAI, will be the foundational component of our long-term vision for autonomous advertising to create the most efficient and cost-effective experience for our customers. We expect that ViantAI will handle every stage of programma…
Our ViantAI suite currently includes AI Planning, which enables media planners to design high-impact campaigns in seconds, AI Bidding, which optimizes inventory costs by lowering the effective cost per mille ("eCPM") through automated bid adjustments, and AI Measurement and Analysis, which provides …
Our financial results for the three months ended September 30, 2025 and 2024, respectively, include:
•Non-GAAP net income(1) of $11.2 million and $12.3 million, representing a decrease of 9%; and
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-05-11
•Our acquisition of TVision Insights, Inc. ("TVision") expands our operations into the audience measurement space and subjects us to additional risks, including risks relating to the integration of panel-based measurement technologies, the accuracy and reliability of measurement data, increased comp…
•Evolving expectations regarding environmental, social and governance matters may impact our business and reputation; and
Our industry is subject to rapid and frequent changes in technology, evolving customer needs and the frequent introduction by our competitors of new and enhanced offerings. We must regularly make investment decisions regarding offerings and technology to maintain the technological competitiveness of…
We do not have exclusive relationships with advertising agencies, and we depend on agencies to work with us as they embark on advertising campaigns for their customers. The loss of such agencies could significantly harm our business, operating results and
financial condition. If we fail to maintain satisfactory relationships with an advertising agency or an advertising agency otherwise chooses not to do business with us, we risk losing business from the marketers represented by that agency.
相对上期删除的文字 · 来源:10-Q · 2025-11-10
•Our operations are subject to a series of risks associated with climate change and environmental, social and governance matters; and
Our industry is subject to rapid and frequent changes in technology, evolving customer needs and the frequent introduction by our competitors of new and enhanced offerings. We must regularly make investment decisions regarding offerings and technology to maintain the technological competitiveness of…
We do not have exclusive relationships with advertising agencies, and we depend on agencies to work with us as they embark on advertising campaigns for their clients. The loss of such agencies could significantly harm our business, operating results and financial condition. If we fail to maintain sa…
Marketers may change advertising agencies. If a marketer switches from an agency that utilizes our platform to one that does not, we have in the past lost and could in the future lose revenue from that marketer. In addition, some advertising agencies have strong relationships with competing DSPs or …
We are substantially dependent on our sales and support teams to obtain new customers and to increase usage of our platform by our existing customers. We believe that there is significant competition for sales personnel with the skills and technical knowledge
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-11
(c)During the three months ended March 31, 2026, no director or "officer" (as defined in Rule 16a-1(f) of the Exchange Act) of the Company adopted or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K.
相对上期删除的文字 · 来源:10-Q · 2025-11-10
(c)As previously disclosed, on March 18, 2025, Capital V LLC, Chris Vanderhook, Chief Operating Officer and Director, and Tim Vanderhook, Chief Executive Officer and Chairman (the “10b5-1 Parties”), entered into a Rule 10b5-1 trading arrangement (the “10b5-1 Plan”) intended to satisfy the affirmativ…
During the three months ended September 30, 2025, no other director or "officer" (as defined in Rule 16a-1(f) of the Exchange Act) of the Company adopted or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S…
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