IBTA 最新10-Q变化
将 IBTA 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 | +41 | −33 | ~24 | 40 |
| 市场风险(第3项) | 文字有新增/删除 | +3 | −1 | ~2 | 25 |
| 控制与程序 | 文字有新增/删除 | +3 | −1 | ~2 | 25 |
| 法律诉讼 | 文字有新增/删除 | +3 | −1 | ~2 | 25 |
| 风险因素 | 文字有新增/删除 | +1 | 0 | ~42 | 348 |
| 其他信息 | 文字有新增/删除 | +3 | −1 | ~1 | 25 |
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
Three months ended September 30,Nine months ended September 30,
Three months ended September 30,Nine months ended September 30,
Third-party publisher redemptions per redeemer4.43.812.111.4
Third-party publisher redemption revenue per redemption$0.72 $0.79 $0.77 $0.80
Direct-to-consumer redemption revenue per redemption$0.95 $1.10 $1.05 $1.13
相对上期删除的文字 · 来源:10-Q · 2026-08-04
Third-party publisher redemption revenue per redemption$0.83 $0.83 $0.80 $0.81
Direct-to-consumer redemption revenue per redemption$1.10 $1.12 $1.10 $1.14
For the three months ended June 30, 2026 compared to the same period in 2025, total redemptions were 91.4 million and 80.5 million, respectively. For the six months ended June 30, 2026 compared to the same period in 2025, total redemptions were 179.4 million and 163.3 million, respectively.
For both the three months ended June 30, 2026 and the same period in 2025, third-party publisher redemption revenue per redemption was $0.83. For the six months ended June 30, 2026 compared to the same period in 2025, third-party publisher redemption revenue per redemption was $0.80 and $0.81, respe…
For the three months ended June 30, 2026 compared to the same period in 2025, D2C redemption revenue per redemption was $1.10 and $1.12, respectively. For the six months ended June 30, 2026 compared to the same period in 2025, D2C redemptions revenue per redemption was $1.10 and $1.14, respectively.…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-11-03
•the impact of third-party AI technologies, including agent-based applications, on how consumers discover, access, and engage with our products and offerings;
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this
Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete. Our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relev…
相对上期删除的文字 · 来源:10-Q · 2026-08-04
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for …
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-11-03
•the impact of third-party AI technologies, including agent-based applications, on how consumers discover, access, and engage with our products and offerings;
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this
Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete. Our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relev…
相对上期删除的文字 · 来源:10-Q · 2026-08-04
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for …
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-11-03
•the impact of third-party AI technologies, including agent-based applications, on how consumers discover, access, and engage with our products and offerings;
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this
Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete. Our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relev…
相对上期删除的文字 · 来源:10-Q · 2026-08-04
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for …
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-11-03
•third-party AI/ML technologies, including agent-based applications capable of performing online tasks on behalf of users, may change how consumers discover, access, and interact with our products and offerings, including the offers available on our platform, or may divert consumers from engaging wi…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-11-03
•the impact of third-party AI technologies, including agent-based applications, on how consumers discover, access, and engage with our products and offerings;
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this
Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete. Our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relev…
相对上期删除的文字 · 来源:10-Q · 2026-08-04
In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this Quarterly Report on Form 10-Q. While we believe such information forms a reasonable basis for …
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