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为好奇的投资者而做。

首页/IRDM/申报文件变化

IRDM 最新10-Q变化

将 IRDM 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 · 2026-10-20 与上一份 10-Q · 2026-07-22

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+30−29~3456
市场风险(第3项)文字有新增/删除+1−1~11
控制与程序文字有新增/删除00~12
法律诉讼无段落级文字变化0001
风险因素文字有新增/删除00~520
其他信息文字有新增/删除+90~10

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 · 2026-10-20

  • The Transaction is expected to be completed by mid-2027, subject to the satisfaction of remaining customary closing conditions, including (i) consent of the U.S. Federal Communications Commission to the transfer of control of certain of our telecommunication authorizations; (ii) receipt of clearance…
  • The waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended (“HSR”), related to the Transaction expired on August 12, 2026 and, on September 24, 2026, our stockholders approved the Transaction at a special meeting of stockholders (the “Special Meeting”). The ex…
  • On September 15, 2026, we entered into the fourth amendment to the credit agreement (the “Fourth Amendment”), which, among other things, provides that the Transaction shall not constitute a change of control under the credit agreement. The term loan in an original aggregate principal amount equal to…
  • The Merger Agreement also subjects us to interim operating covenants that generally require us to conduct our business in the ordinary course consistent with past practice and preserve our business organization, key personnel, customer and business relationships, and material assets, and restrict us…
  • For more information regarding the Transaction and related arrangements, see the definitive merger proxy statement related to the Special Meeting that we filed on August 26, 2026 and the Current Reports on Form 8-K that we filed on June 29, 2026, September 15, 2026, September 18, 2026, and September…

相对上期删除的文字 · 来源:10-Q · 2026-07-22

  • The Transaction is expected to be completed in mid-2027, subject to the satisfaction of customary closing conditions, including (i) the adoption of the Merger Agreement and the Transaction by the affirmative vote of the holders of a majority of our outstanding common stock; (ii) the expiration or te…
  • For more information regarding the Transaction and related arrangements, see the Current Report on Form 8-K that we filed on June 29, 2026.
  • Income before income taxes and loss on equity method investments
  • Cost of services (exclusive of depreciation and amortization) decreased by $2.3 million, or 4%, for the three months ended June 30, 2026 from the prior year period, primarily as a result of decreased costs for network and satellite operations, maintenance and product support, as well as a decrease i…
  • Research and development expenses increased by $1.3 million, or 29%, for the three months ended June 30, 2026, compared to the prior year period based on increased spending on new products and device-related features and technology for our network.

市场风险(第3项)

相对上期新增的文字 · 来源:10-Q · 2026-10-20

  • As of September 30, 2026, $50.0 million of the Revolving Facility was drawn. The Revolving Facility bears interest at SOFR plus 2.5%, without a SOFR floor.

相对上期删除的文字 · 来源:10-Q · 2026-07-22

  • As of June 30, 2026, the Revolving Facility was undrawn. The Revolving Facility bears interest at SOFR plus 2.5%, without a SOFR floor. As of July 1, 2026, we fully drew our Revolving Facility and as drawn for every SOFR increase of 25 basis points, we expect our annual interest expense to increase …

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-10-20

  • Chief Financial OfficerAdoptionAugust 17, 202624,290August 17, 2027
  • Suzanne McBrideChief Operating OfficerAdoptionAugust 19, 2026
  • Timothy J. LastEVP, Sales & MarketingAdoption / TerminationAugust 25, 20265,600
  • Chief Executive Officer & DirectorAdoptionSeptember 3, 2026546,274December 10, 2027
  • (1) Represents the maximum number of shares of Iridium common stock that may be sold pursuant to the Rule 10b5-1 arrangement (the “arrangement”). The actual number of shares sold will be dependent on the satisfaction of certain conditions as set forth in the written plan.

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

IRDM 更多分析

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