MBLY 最新10-Q变化
将 MBLY 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 · 2026-07-23
| 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 | +12 | −11 | ~41 | 86 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~4 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 1 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
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):其他信息
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 months ended September 26, 2026, our cost of revenue decreased by $30 million, or 11% compared to the three months ended September 27, 2025. The decrease is attributed to a $42 million decrease in amortization of intangible assets partially offset by an increase in manufacturing costs m…
In the three months ended September 26, 2026, our gross profit increased by $18 million, or 7% compared to the three months ended September 27, 2025. The increase was primarily due to a $42 million decrease in amortization of intangible assets partially offset by lower EyeQTM average system price du…
In the three and nine months ended September 26, 2026, our gross margin increased to 53% and 49% compared to 48% in the three and nine months ended September 27, 2025. The increase in both periods was primarily due to a decrease in amortization of intangible assets as a percentage of revenue, partia…
Sales and marketing expenses in the three months ended September 26, 2026, decreased by $3 million or 10% compared to the three months ended September 27, 2025. Sales and marketing expenses in the nine months ended September 26, 2026, decreased by $3 million or 4% compared to the nine months ended S…
General and administrative expenses in the three months ended September 26, 2026 increased by $14 million or 74% compared to the three months ended September 27, 2025 due to higher share-based compensation expenses associated primarily with the acquisition of Mentee Robotics.
相对上期删除的文字 · 来源:10-Q · 2026-07-23
In the three months ended June 27, 2026, our cost of revenue increased by $19 million, or 7% compared to the three months ended June 28, 2025. The increase is attributed to manufacturing costs, mainly resulting from the increase in sales of SuperVisionTM systems as well as higher cost resulting from…
In the three months ended June 27, 2026, our gross profit decreased by $17 million, or 7% compared to the three months ended June 28, 2025. The decrease was primarily due to a modest reduction in EyeQTM ASP, as well as an increase in amortization of intangible assets associated with the acquisition …
In the three months ended June 27, 2026, our gross margin decreased to 46% compared to 50% in the three months ended June 28, 2025. This decrease was due to a modest reduction in EyeQTM ASP, mainly attributable to higher volume sold to Chinese OEMs, which carry lower ASP, in addition to a higher por…
Sales and marketing expenses in the three months ended June 27, 2026, increased by $2 million or 8% compared to the three months ended June 28, 2025, mainly due to higher marketing expenses.
Sales and marketing expenses in the six months ended June 27, 2026, remained flat compared to the six months ended June 28, 2025.
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