GOOGL 最新10-Q变化
将 GOOGL 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 · 2026-04-30 与上一份 10-Q · 2025-10-30
| 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 | +63 | −79 | ~38 | 56 |
| 市场风险(第3项) | 文字有新增/删除 | +1 | −25 | 0 | 2 |
| 控制与程序 | 文字有新增/删除 | +1 | −25 | 0 | 2 |
| 法律诉讼 | 文字有新增/删除 | +1 | −25 | 0 | 2 |
| 风险因素 | 文字有新增/删除 | +11 | −27 | 0 | 0 |
| 其他信息 | 文字有新增/删除 | +1 | −25 | 0 | 2 |
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 · 2026-04-30
have signed a limited number of agreements to supply Tensor Processing Units (TPU) hardware to customers who require or provide on-premises infrastructure for specialized, high-scale workloads. We expect to begin recognizing revenues from these agreements later in 2026, with the significant majority…
Revenues from Other Bets are generated primarily from the sale of autonomous transportation services and internet services.
Our cost structure has two components: cost of revenues and operating expenses. Our operating expenses include costs related to research and development, sales and marketing, and general and administrative functions. Certain of our costs and expenses, including those associated with the operation of…
The main components of our research and development expenses are:
•depreciation expense, primarily related to our technical infrastructure;
相对上期删除的文字 · 来源:10-Q · 2025-10-30
Revenues from Other Bets are generated primarily from the sale of autonomous transportation services, healthcare-related services, and internet services.
Our cost structure has two components: cost of revenues and operating expenses. Our operating expenses include costs related to R&D, sales and marketing, and general and administrative functions. Certain of our costs and expenses, including those associated with the operation of our technical infras…
•employee compensation expenses for engineering and technical employees responsible for R&D related to our existing and new products and services; and
(1) See "Use of Non-GAAP Constant Currency Information" below for details relating to our use of constant currency information.
(2) For additional information on the calculation of diluted EPS, see Note 12 of the Notes to Consolidated Financial Statements included in Item 1 of this Quarterly Report on Form 10-Q.
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-04-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …
相对上期删除的文字 · 来源:10-Q · 2025-10-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:
•the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;
•fluctuations in our revenues and margins and various factors contributing to such fluctuations;
•our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;
•our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-04-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …
相对上期删除的文字 · 来源:10-Q · 2025-10-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:
•the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;
•fluctuations in our revenues and margins and various factors contributing to such fluctuations;
•our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;
•our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-04-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …
相对上期删除的文字 · 来源:10-Q · 2025-10-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:
•the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;
•fluctuations in our revenues and margins and various factors contributing to such fluctuations;
•our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;
•our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-04-30
Our operations and financial results are subject to various risks and uncertainties, including but not limited to those described in Part I, Item 1A, "Risk Factors" in our Annual Report on Form 10-K for the year ended December 31, 2025, which could harm our business, reputation, financial condition,…
Below are material changes to our risk factors since our Annual Report on Form 10-K for the year ended December 31, 2025.
Our increasing investment in new businesses, products, services, and technologies is inherently risky, and could divert management attention and harm our business, financial condition, and operating results.
We have invested and expect to expand our investment in new businesses, products, services, and technologies in a wide range of industries beyond online advertising. The investments that we are making across our businesses — such as building AI-optimized infrastructure, including our custom TPUs, an…
We have invested and expect to significantly expand our investment in property and equipment, including our technical infrastructure, and we expect these assets to benefit our business over their estimated useful lives. Changes in facts and circumstances such as changes to historical asset performan…
相对上期删除的文字 · 来源:10-Q · 2025-10-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:
•the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;
•fluctuations in our revenues and margins and various factors contributing to such fluctuations;
•our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;
•our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-04-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …
相对上期删除的文字 · 来源:10-Q · 2025-10-30
This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:
•the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;
•fluctuations in our revenues and margins and various factors contributing to such fluctuations;
•our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;
•our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;
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