MA 最新10-Q变化
将 MA 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 · 2026-10-29 与上一份 10-Q · 2026-07-30
| 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 | +6 | −7 | ~45 | 70 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~5 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 1 |
| 其他信息 | 文字有新增/删除 | 0 | −6 | ~1 | 0 |
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。
未列出(无法可靠提取或缺失):法律诉讼、风险因素
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 · 2026-10-29
•In the three and nine months ended September 30, 2026, we recorded net losses of $5 million (net gains of $24 million after tax, or $0.03 per diluted share) and net losses of $73 million (net losses of $45 million after tax, or $0.05 per diluted share), respectively, primarily related to realized f…
•In the three months ended September 30, 2026, we recorded charges of $74 million ($49 million after tax, or $0.06 per diluted share), primarily due to settlements with merchants who opted out of the U.S. merchant class litigation. In the nine months ended September 30, 2026, we recorded charges of …
Three Months Ended September 30,Nine Months Ended September 30,
Three Months Ended September 30,Nine Months Ended September 30,
For the nine months ended September 30, 2026, advertising and marketing expenses increased 2%, or 1% on a currency-neutral basis, versus the comparable period in 2025.
相对上期删除的文字 · 来源:10-Q · 2026-07-30
•We issued commercial paper and at June 30, 2026 had $0.7 billion outstanding.
•In the three and six months ended June 30, 2026, we recorded net losses of $2 million ($5 million after tax, or $0.01 per diluted share) and $68 million ($69 million after tax, or $0.08 per diluted share), respectively, primarily related to unrealized fair market value adjustments on marketable and…
•In the three and six months ended June 30, 2026, we recorded charges of $82 million ($59 million after tax, or $0.07 per diluted share), which includes a legal provision associated with the ATM non-discrimination rule surcharge complaints, a change in estimate related to the claims of merchants who…
See “Foreign Currency - Currency Impact” for further information on our currency impacts and “Financial Results - Net Revenue” and “Financial Results - Operating Expenses” for our "Drivers of Change” tables.
For the six months ended June 30, 2026, advertising and marketing expenses increased 1%, versus the comparable period in 2025. On a currency-neutral basis, advertising and marketing expenses decreased 1%, versus the comparable period in 2025.
其他信息
相对上期删除的文字 · 来源:10-Q · 2026-07-30
(i) 4,280 shares of Class A Common Stock underlying employee stock options and (ii) 2,114 shares of Class A Common Stock
The earlier of (i) the date when all securities under plan are exercised and sold and (ii) December 31, 2026
AdoptionMay 6, 2026X-(i) 7,444 shares of Class A Common Stock underlying employee stock options and (ii) 7,266 shares of Class A Common StockThe earlier of (i) the date when all securities under plan are exercised and sold and (ii) March 15, 2027
AdoptionJune 15, 2026X-741 shares of Class A Common StockThe earlier of (i) the date when all shares under plan are sold and (ii) January 13, 2027
1Intended to satisfy the affirmative defense conditions of Rule 105b-1(c).
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