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为好奇的投资者而做。

首页/GDDY/申报文件变化

GDDY 最新10-Q变化

将 GDDY 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 · 2026-10-30 与上一份 10-Q · 2026-07-31

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+3−2~3638
市场风险(第3项)文字有新增/删除00~225
控制与程序文字有新增/删除00~225
法律诉讼文字有新增/删除00~225
风险因素文字有新增/删除+41−45~66222
其他信息文字有新增/删除00~225

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 · 2026-10-30

  • Three Months Ended September 30,Nine Months Ended September 30,
  • The $77.2 million, or 5.7%, increase in total bookings for the three months ended September 30, 2026, and the $192.3 million, or 4.7%, increase in total bookings for the nine months ended September 30, 2026 were driven by strength in domain registration and aftermarket. Additionally, the increases w…
  • Net cash used in investing activities increased $19.9 million driven by registry rights application fees paid in connection with our participation in ICANN's 2026 New gTLD Program.

相对上期删除的文字 · 来源:10-Q · 2026-07-31

  • The $76.8 million, or 5.7%, increase in total bookings for the three months ended June 30, 2026, and the $115.1 million, or 4.2%, increase in total bookings for the six months ended June 30, 2026 were driven by continued customer adoption of our subscription-based A&C products and strength in domain…
  • There was no material change in net cash used in investing activities.

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-10-30

  • Our success largely depends on our ability to continue to increase sales to new and existing customers. We cannot be assured that we will achieve increasing growth rates in future periods as our ability to increase sales to new and existing
  • customers and ultimately our total revenue could fluctuate as a result of a number of factors, such as lower demand or satisfaction with our solutions, the timeliness and success of new products or product enhancements, pricing of our solutions compared to our competitors, competitive conditions, cu…
  • We have experienced growth in recent years, due in large part to sustained subscription growth and strong levels of subscription renewals, including customers who expand their use of our integrated platform over time. Our costs associated with renewals are lower than costs associated with acquiring …
  • information could be retained or be used to train or improve a third-party's AI models, or could be more broadly disclosed. Any unauthorized and inadvertent disclosure of such information could impact our ability to realize the benefit of, or adequately maintain, protect and enforce our intellectual…
  • It is not possible to predict all risks related to the use of AI, and changes in laws, rules, directives and regulations governing AI may adversely affect our development, adoption, use, deployment and maintenance of AI or subject us to legal liability, regulatory action or brand and reputational ha…

相对上期删除的文字 · 来源:10-Q · 2026-07-31

  • Our success largely depends on our ability to continue to increase sales to new and existing customers. We cannot be assured that we will achieve increasing growth rates in future periods as our ability to increase sales to new and existing customers and ultimately our total revenue could fluctuate …
  • We have experienced growth in recent years, due in large part to sustained subscription growth and strong levels of subscription renewals, including customers who expand their use of our integrated platform over time. Our costs associated with renewals are lower than costs associated with acquiring …
  • reduce our operating margins in the near term and could have a material adverse effect on our business, growth prospects and operating results.
  • It is not possible to predict all risks related to the use of AI, and changes in laws, rules, directives and regulations governing AI may adversely affect our development, adoption, use, deployment and maintenance of AI or subject us to legal liability, regulatory action or brand and reputational ha…
  • use of AI, please refer to the risk factor "We face significant competition for our products, which we expect will continue to intensify, and we may not be able to maintain or improve our competitive position or market share."

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

GDDY 更多分析

GDDY 全览GDDY 量化评级GDDY 公允价值(DCF)GDDY 同业对比GDDY 营收历史GDDY AI 深度研报