FRSH 最新10-Q变化
将 FRSH 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 · 2026-11-03 与上一份 10-Q · 2026-08-04
| 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 | +48 | −36 | ~14 | 41 |
| 市场风险(第3项) | 文字有新增/删除 | +3 | −2 | ~3 | 2 |
| 控制与程序 | 无段落级文字变化 | 0 | 0 | 0 | 3 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 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 | +3 | 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 · 2026-11-03
In October 2026, the Company completed the acquisitions of Torii Labs Ltd. and its wholly owned subsidiary, Torii Software, Inc. (collectively, “Torii”), a provider of SaaS management and AI spend governance software, and Robusta Dev Ltd. (“Robusta”), a provider of AI-powered troubleshooting and aut…
adverse conditions persist, they could have a material adverse impact on our results and our ability to accurately predict our future results and earnings.
Given our business model is primarily subscription-based, the effects of the macroeconomic conditions may not be fully reflected in our revenue until future periods. The ultimate impact on our business and operations remains highly uncertain, and it is not possible for us to predict the duration and…
may reflect a higher rate than the actual rate if customers on monthly subscriptions choose not to renew during the course of the 12 months. Monthly subscriptions represented 11% and 13% of ARR as of September 30, 2026 and 2025, respectively. The net dollar retention rate for customers on monthly co…
Our net dollar retention rate was 104% as of September 30, 2026, compared to 105% as of September 30, 2025. This decrease was primarily due to unfavorable fluctuations in foreign currency exchange rates. We expect our net dollar retention rate may fluctuate more in future periods due to a number of …
相对上期删除的文字 · 来源:10-Q · 2026-08-04
Given our business model is primarily subscription-based, the effects of the macroeconomic conditions may not be fully reflected in our revenue until future periods. The ultimate impact on our business and operations remains highly uncertain, and it is not possible for us to predict the duration and…
Form 10-K for the year ended December 31, 2025 for further discussion of the challenges and risks we have encountered and could encounter related to these macroeconomic events.
Our net dollar retention rate was 104% as of June 30, 2026, compared to 106% as of June 30, 2025. This decrease was primarily due to unfavorable fluctuations in foreign exchange rates. We expect our net dollar retention rate may fluctuate more in future periods due to a number of factors, including,…
•Income tax effect and adjustments. Starting 2026, we utilize a long-term projected non-GAAP tax rate to compute our non-GAAP income tax provision in order to provide better consistency across interim reporting periods. Our non-GAAP tax rate reflects our estimated long-term effective tax rate based …
Employer payroll taxes on employee stock transactions721 702 1,478 1,901
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-11-03
Beginning in August 2026, we entered into short-dated foreign currency forward contracts to reduce the effect of exchange rate fluctuations on the remeasurement of rupee-denominated monetary assets and liabilities. These foreign currency forward contracts are not designated as hedging instruments, a…
Our cash, cash equivalents, and marketable securities primarily consist of deposits held at financial institutions, highly liquid money market funds, and investments in U.S. treasury securities, U.S. government agency securities, corporate bonds and commercial paper. We had cash and cash equivalents…
purposes. The carrying amount of our cash equivalents reasonably approximate fair value, due to the maturities of three months or less of these instruments. Our investments are subject to market risk due to changes in interest rates, which may affect our interest income and the fair value of our inv…
相对上期删除的文字 · 来源:10-Q · 2026-08-04
Our cash, cash equivalents, and marketable securities primarily consist of deposits held at financial institutions, highly liquid money market funds, and investments in U.S. treasury securities, U.S. government agency securities, corporate bonds and commercial paper. We had cash and cash equivalents…
income may fall short of our expectations due to changes in interest rates or we may suffer losses in principal if we are forced to sell securities that decline in market value due to changes in interest rates. However, because we classify our marketable securities as “available for sale,” no gains …
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-11-03
NameTitleActionAdoption DateExpiration DateTotal number of shares of Class A common stock to be sold
Tyler SloatChief Operating Officer and Chief Financial Officer
(2) The shares that may be sold under the Rule 10b5-1 trading plan include up to 218,023 shares of our Class A Common Stock that are subject to restricted stock unit awards previously granted to Mr. Manning that may vest and be released to Mr. Manning on or prior to June 30, 2027 (subject to the sat…
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