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首页/INSE/申报文件变化

INSE 最新10-Q变化

将 INSE 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 · 2026-05-07

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+62−60~3967
市场风险(第3项)文字有新增/删除+8−6~20
控制与程序文字有新增/删除+7−8~30
法律诉讼无段落级文字变化0001
风险因素无段落级文字变化0001
其他信息文字有新增/删除00~10

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 · 2026-08-05

  • Key Events during the three-month period ended June 30, 2026
  • On May 18, 2026, the Company announced that James Richardson had stepped down from his role as Executive Vice President and Chief Financial Officer. The Company’s Board of Directors promoted Craig Wilson, previously Inspired’s Vice President of Finance and Accounting, to the role of Executive Vice P…
  • During the period ended June 30, 2026, the Retail Solutions segment was affected by a customer’s shop closures that resulted in the removal of a number of Vantage terminals from the field. The Company has agreements in place to redeploy the majority of these terminals within the retail estate during…
  • During the period ended June 30, 2026, the company broadened the distribution of its Virtual Sports portfolio through a new Software as a Service (“SaaS”) distribution agreement with Playtech (LSE: PTEC). Under the agreement, Inspired’s Virtual Sports portfolio will be integrated into Playtech’s Spo…
  • During the period a company subsidiary was approved by the Alberta Gaming, Liquor and Cannabis Commission (AGLC) and obtained registration as an iGaming Goods or Services Supplier-Critical Gaming Systems (IGCS) allowing it to launch both interactive and virtual products into the newly regulated mark…

相对上期删除的文字 · 来源:10-Q · 2026-05-07

  • During the three-month period ended March 31, 2026, the CODM began reviewing the operational results of the business in a new structure. As a result, the Company now reports the following three reportable segments, Retail Solutions, Virtual Sports, and Interactive, down from the previous four report…
  • During the three-month period ended March 31, 2026, the Retail Solutions segment completed the installation of 574 Vantage terminals for JenningsBet in the UK LBO market. Within the same segment, the Company secured an order from Genting Casino for 300 of its new Velos terminals, with delivery expec…
  • During the three-month period ended March 31, 2026, the Company signed a multi-year extension of its long-standing Virtual Sports agreement with bet365, one of the world’s leading online gambling operators. The extension is expected to support continued collaboration to develop Virtual Sports innova…
  • During the three-month period ended March 31, 2026, the Interactive segment launched a new Lottery platform, STRATA™, on the Google Cloud Platform and deployed with LEIDSA (Loteria Electrônica Internacional Dominicana S.A.), a leading electronic lottery operator, and WLA member in the Dominican Repu…
  • Three Months Ended March 31, 2026, compared to Three Months Ended March 31, 2025

市场风险(第3项)

相对上期新增的文字 · 来源:10-Q · 2026-08-05

  • In November 2025, the Company entered into two interest rate swap agreements which fix the interest rate on £250.0 million of our debt at 3.6208% plus the margin significantly limiting our exposure to interest rate variations. The full details of the interest rate swaps are fully described in Note 8…
  • As at June 30, 2026, we had £252.5 million ($335.1 million) of senior note debt subject to a floating rate interest charge that can vary with the SONIA rate. If the floating interest rates increased by 1%, the additional interest charge would have been approximately $1.8 million for the six months e…
  • Up until the debt refinancing in June 2025, the previous external borrowings of senior notes were provided at a fixed rate. Therefore, movements in rates such as SONIA did not impact on the borrowings and the only fluctuation that was reported was solely caused by movements in the exchange rates bet…
  • Our operations are conducted in various countries around the world, and we receive revenue and pay expenses from these operations in a number of different currencies. As such, our earnings are subject to movements in foreign currency exchange rates when transactions are denominated in (i) currencies…
  • Excluding intercompany balances, our Euro functional currency net assets total approximately $28.0 million, and our US Dollar functional currency net assets total approximately $12.9 million. We use a sensitivity analysis model to measure the impact of a 10% adverse movement of foreign currency exch…

相对上期删除的文字 · 来源:10-Q · 2026-05-07

  • As at March 31, 2026, we had £260.0 million ($342.9 million) of senior note debt subject to a floating rate interest charge that can vary with the SONIA rate. If the floating interest rates increased by 1%, the additional interest charge would have been approximately $0.9 million for the three month…
  • Up until the refinancing of the debt in June 2025, the previous external borrowings were provided at a fixed rate. Therefore, movements in rates such as SONIA did not impact on the borrowings and the only fluctuation that was reported was solely caused by movements in the exchange rates between the …
  • Our operations are conducted in various countries around the world, and we receive revenue and pay expenses from these operations in a number of different currencies. As such, our earnings are subject to movements in foreign currency exchange rates when transactions are denominated in (i) currencies…
  • Excluding intercompany balances, our Euro functional currency net assets total approximately $29.4 million, and our USD functional currency net assets total approximately $11.6 million. We use a sensitivity analysis model to measure the impact of a 10% adverse movement of foreign currency exchange r…
  • Included within our trading results are earnings outside of our functional currency. Retained gains from Euro based entities earned in Euros and retained losses from USD based entities earned in USD in the three-month period ended March 31, 2026, were €3.1 million and $1.5 million, respectively. A h…

控制与程序

相对上期新增的文字 · 来源:10-Q · 2026-08-05

  • Management continues to progress throughout 2026, with its remediation efforts regarding the previously identified material weaknesses. Specifically, management has implemented new systems and processes to enhance their internal SOX management testing programs, and staffing resources were also incre…
  • With respect to the material weakness identified and reported in our 2025 Form 10-K related to IT General Controls (as it relates to software updates by third-party vendors), management has designed and implemented procedures to address such deficiencies.
  • With respect to the material weakness identified and reported in our 2025 Form 10-K related to Capitalized Software and Contract Costs, the Company continues to design and implement new controls, as well as enhance its existing controls and procedures, to address the deficiencies identified.
  • With respect to the material weakness identified and reported in our 2025 Form 10-K related to revenue and accounts receivable, the Company is progressing through its remediation procedures designed to revalidate historical contracts and address the deficiencies identified.
  • As of June 30, 2026, as discussed above, the Company has made substantial progress in enhancing its systems, processes, and internal controls over financial reporting, which will also increase operational efficiency. Management remains committed to maintaining a strong control environment through th…

相对上期删除的文字 · 来源:10-Q · 2026-05-07

  • Management continues to progress throughout 2026, with its remediation efforts regarding the previously identified material weaknesses. With respect to the deficiencies associated with IT General Controls (as it relates to software updates by third-party vendors), management has designed and impleme…
  • These deficiencies will be deemed remediated once the new controls are operating effectively over a sufficient period of time to ensure its operating effectiveness. Due to the pervasive nature of the IT deficiencies, automated process-level and manual controls that depend on information derived from…
  • Continued efforts have also focused on remediating previously identified material weaknesses related to revenue and accounts receivable. Previously, the Company identified deficiencies due to insufficient evidence that all contracts executed prior to July 2025 had been revalidated such that billing …
  • In 2026, the Company continued to design and implement controls to remediate all identified deficiencies as well as designing and implementing controls to enhance its controls and procedures related to capitalized software and contract costs. Management anticipates that these deficiencies will be re…
  • Management has also implemented new systems and processes to enhance their internal SOX management testing programs. Staffing resources were also increased in both the Finance and IT departments to strengthen internal controls and support ongoing process improvements.

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

INSE 更多分析

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