MANH 最新10-Q变化
将 MANH 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 · 2026-04-24 与上一份 10-Q · 2025-10-24
| 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 | +31 | −54 | ~38 | 28 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 3 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 风险因素 | 文字有新增/删除 | +1 | −2 | ~1 | 0 |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~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。
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 · 2026-04-24
We develop, sell, deploy, service and maintain software solutions designed to manage supply chains, inventory, and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers, government agencies, and other organizations. Our customers include many of the world’s premier an…
In the three months ended March 31, 2026, we generated $282.2 million in total revenue. The revenue mix for the three months ended March 31, 2026 was: cloud subscriptions 41%; software license 1%; maintenance 11%; services 45%; and hardware 2%.
Customers on our legacy perpetual license program can convert their maintenance contracts to cloud subscription contracts.
Global macro-economic trends, technology spending, and supply chain management market growth are important barometers for our business. In the three months ended March 31, 2026, approximately 66% of our total revenue was generated in the United States, 19% in EMEA, and the remaining balance in APAC,…
have long sales cycles. During the three months ended March 31, 2026, approximately 58% of the total value of new non-cancelable cloud subscriptions (excluding renewals) signed was with new customers, and 42% was with existing customers. We define new customers as entities from which we either have …
相对上期删除的文字 · 来源:10-Q · 2025-10-24
We develop, sell, deploy, service and maintain software solutions designed to manage supply chains, inventory and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers and other organizations. Our customers include many of the world’s premier and most profitable brand…
In the three and nine months ended September 30, 2025, we generated $275.8 million and $811.0 million in total revenue, respectively. The revenue mix for the three months ended September 30, 2025 was: cloud subscriptions 38%; software license 1%; maintenance 11%; services 48%; and hardware 2%. The r…
Global macro-economic trends, technology spending, and supply chain management market growth are important barometers for our business. In the three and nine months ended September 30, 2025, approximately 65% and 66% of our total revenue was generated in the United States, respectively; 20% in EMEA …
In the three months ended September 30, 2025, license revenue totaled $1.4 million, or 1% of total revenue. The Americas, EMEA, and APAC segments totaled $0.9 million, $0.4 million, and $0.1 million in license revenue, respectively, in the three months ended September 30, 2025. In the nine months en…
During the three and nine months ended September 30, 2025, approximately 15% and 50%, respectively, of the total value of new non-cancelable cloud subscriptions (excluding renewals) signed was with new customers, and 85% and 50%, respectively, was with existing customers. We define new customers as …
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-04-24
The conflict involving the United States, Israel, and Iran and related geopolitical instability may adversely affect our business. A military conflict involving the United States, Israel, and Iran commenced in February 2026, which has led to disruptions in shipping through the Strait of Hormuz. The …
相对上期删除的文字 · 来源:10-Q · 2025-10-24
Adverse litigation results could affect our business. From time to time, we are involved in litigation relating to claims arising in the ordinary course of business, and occasionally legal proceedings not in the ordinary course. Litigation can be lengthy, expensive and disruptive to our operations, …
In February and April 2025, two putative securities class action lawsuits were filed against us. Then, on September 22, 2025, a shareholder derivative lawsuit was filed against us. Additional information regarding these matters can be found in Note 7 to the condensed consolidated financial statement…
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