FIG 最新10-Q变化
将 FIG 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 · 2026-08-05 与上一份 10-Q · 2026-05-14
| 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 | +30 | −28 | ~16 | 37 |
| 控制与程序 | 文字有新增/删除 | +1 | −2 | 0 | 3 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 风险因素 | 文字有新增/删除 | +73 | −69 | ~63 | 312 |
| 其他信息 | 文字有新增/删除 | +9 | −5 | 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。
未列出(无法可靠提取或缺失):市场风险(第3项)
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 · 2026-08-05
through AI-powered design generation, agentic workflows, and native code layers. We are continuing to invest in AI so our customers can continue to innovate and push what is possible on our platform. We have also made acquisitions that expand Figma’s capabilities, such as Payload CMS, Inc., a leadin…
Employee-Related Costs and Overhead Allocation. Employee-related costs include salaries, bonuses, benefits, and stock-based compensation and related employer payroll taxes for cost of revenue and each
operating expense category. Overhead costs represent shared costs that are not specific to a functional group and are allocated based on headcount. Such costs include costs associated with office facilities, workplace and IT-related personnel expenses, depreciation of property and equipment, and oth…
Sales and marketing. Our sales and marketing expenses consist primarily of employee-related costs, including stock-based compensation and related employer payroll taxes, expenses associated with our
Revenue increased by $120.4 million, or 48%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. The increase in revenue was primarily driven by growth and expansion in total Paid Customers, as the number of Paid Customers with more than $10,000 in ARR and Paid…
相对上期删除的文字 · 来源:10-Q · 2026-05-14
leading open-source headless content management system, and Weavy Inc., now Figma Weave, which brings the world’s leading AI models together with professional editing tools on a single, browser-based canvas.
Employee-Related Costs and Overhead Allocation. Employee-related costs include salaries, bonuses, benefits, and stock-based compensation and related employer payroll taxes for cost of revenue and each operating expense category. Overhead costs represent shared costs that are not specific to a functi…
expenses, such as software subscription fees. As such, allocated shared costs are reflected in cost of revenue and each operating expense category.
Sales and marketing. Our sales and marketing expenses consist primarily of employee-related costs, including stock-based compensation and related employer payroll taxes, expenses associated with our marketing and brand advertising campaigns, events, such as annual user conferences, including Config,…
Comparison of the Three Months Ended March 31, 2026 and 2025
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-08-05
Our management, including our Chief Executive Officer and Chief Financial Officer, believes that our disclosure controls and procedures and internal control over financial reporting are designed to provide reasonable assurance of achieving their objectives and are effective at the reasonable assuran…
相对上期删除的文字 · 来源:10-Q · 2026-05-14
Our management, including our Chief Executive Officer and Chief Financial Officer, believes that our disclosure controls and procedures and internal control over financial reporting are designed to provide reasonable assurance of achieving their objectives and are effective at the reasonable assuran…
objectives will be met. In addition, the design of disclosure controls and procedures must reflect the fact that there are resource constraints and that management is required to apply its judgment in evaluating the benefits of possible controls and procedures relative to their costs. Moreover, proj…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-05
Further, as AI and its integration into software becomes more prevalent and its use cases become more sophisticated, including with respect to our products and the products of our competitors, there could be a decrease in the number of designers, developers, and other collaborators that use our plat…
In addition, third parties have introduced, and we expect they will continue to develop, browser-based, operating-system-based, and other autonomous AI agents that operate software platforms, including
If we are unable to accurately measure, attribute, and bill for usage under credit-based, usage-based, or outcome-based billing models, or to provide sufficient transparency and controls over such usage, our business, operating results, financial condition, and future prospects could be adversely af…
or unfair competition laws and regulations in the jurisdictions in which we operate. Any of the foregoing could adversely affect our business, operating results, financial condition, and future prospects.
In particular, customers may react negatively if AI credits are consumed in connection with failed, unstable, or interrupted outputs or if administrators cannot readily determine what users, files, prompts, models, or workflows are driving usage. If we are unable to provide sufficient visibility, co…
相对上期删除的文字 · 来源:10-Q · 2026-05-14
Further, as AI and its integration into software becomes more prevalent and its use cases become more sophisticated, including with respect to our products and the products of our competitors, there could be a
decrease in the number of designers, developers, and other collaborators that use our platform if such individuals are able to significantly increase their efficiency through the use of AI capabilities alongside or instead of our platform. Such a decrease could reduce the number of seats that custom…
In addition, third parties have introduced, and we expect they will continue to develop, browser-based, operating-system-based, and other autonomous AI agents that operate software platforms, including ours, on a user’s behalf, including agents offered by providers whose models we license or with wh…
Over time, we expect to introduce products, features, and services, or otherwise implement pricing and packaging models, that are billed differently than on a per-seat subscription basis, which could adversely affect our business, operating results, financial condition, and future prospects.
In particular, customers may react negatively if AI credits are consumed in connection with failed, unstable, or interrupted outputs or if administrators cannot readily determine what users, files, prompts, models, or workflows are driving usage. If we are unable to provide sufficient visibility, co…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-05
Effective August 5, 2026, Kris Rasmussen will transition from his current role as Chief Technology Officer to the role of Chief Architect. Mr. Rasmussen will remain employed by Figma. Based on the duties and responsibilities of his new role, Mr. Rasmussen will no longer be an “officer” for purposes …
During the three months ended June 30, 2026, other than as described below, none of our directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted, modified, or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in…
On June 23, 2026, Dylan Field, our Co-Founder, President, Chief Executive Officer, and Chair of our Board of Directors, terminated his trading plan which was adopted on August 4, 2025 (the “2025 Field Diversification Plan”), and was scheduled to expire on the earlier of November 30, 2026, the comple…
On June 23, 2026, Mr. Field also terminated his trading plan which was adopted on March 1, 2026 (the “2026 Field Diversification Plan”), and was scheduled to expire on the earlier of August 31, 2027, the completion of all transactions subject to the 2026 Field Diversification Plan, or the occurrence…
On May 21, 2026, Tyler Herb, our Chief Accounting Officer, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) (the “2026 Herb Diversification Plan”) providing for the potential sale of up to 65,688 shares of our Class A common stock held directly by Mr. Herb. F…
相对上期删除的文字 · 来源:10-Q · 2026-05-14
During the three months ended March 31, 2026, other than as described below, none of our directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted, modified, or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined i…
On March 1, 2026, Dylan Field, our Co-Founder, President, Chief Executive Officer, and Chair of our Board of Directors, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) (the “2026 Field Diversification Plan”) providing for the potential sale of up to (i) 750,…
commence trading until Mr. Field’s predecessor trading plan, dated August 4, 2025, has terminated pursuant to its terms and applicable cooling-off periods have been met. The duration of the 2026 Field Diversification Plan is until the earlier of August 31, 2027, the completion of all transactions su…
On February 27, 2026, Praveer Melwani, our Chief Financial Officer, entered into a modification of his previously disclosed trading plan, adopted on August 5, 2025, intended to satisfy the affirmative defense of Rule 10b5-1(c) (such modification, the “Modified Melwani Diversification Plan”). The Mod…
On February 27, 2026, Shaunt Voskanian, our Chief Revenue Officer, entered into a modification of his previously disclosed trading plan, adopted on August 6, 2025, intended to satisfy the affirmative defense of Rule 10b5-1(c) (such modification, the “Modified Voskanian Diversification Plan”). The Mo…
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