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为好奇的投资者而做。

首页/NOTEW/申报文件变化

NOTEW 最新10-Q变化

将 NOTEW 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 · 2026-08-10 与上一份 10-Q · 2026-05-11

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+28−18~2358
市场风险(第3项)文字有新增/删除00~24
控制与程序文字有新增/删除00~22
法律诉讼无段落级文字变化0001
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 · 2026-08-10

  • Subscription revenue of approximately $0.3 million for the three months ended June 30, 2025 and approximately $4.0 million for the six months ended June 30, 2025
  • At December 31, 2025, the Company had approximately 407 employees and at June 30, 2026 we had approximately 343 employees. The net reduction in headcount is the result of our previously announced plan to streamline operations and drive cash generation in the core
  • business through a combination of rapid AI deployment, insourcing third party spend, headcount reductions and other cost savings initiatives. As a result, the Company will experience a reduction in overall cash costs across all operating expenses. Management will continue evaluating for additional r…
  • Subscription revenue of $18.8 million for the three months ended June 30, 2026 decreased $2.6 million, or 12%, from $21.4 million for the three months ended June 30, 2025. Subscription revenue of $37.9 million for the six months ended June 30, 2026 decreased $8.8 million, or 19% from $46.6 million f…
  • Non-subscription revenue of $1.8 million for the six months ended June 30, 2026 decreased $2.4 million, or 58% from $4.2 million for the six months ended June 30, 2025. $0.7 million of the decrease was from the impact of the business dispositions in 2025, with the remaining decrease primarily attrib…

相对上期删除的文字 · 来源:10-Q · 2026-05-11

  • Subscription revenue of approximately $3.7 million for the three months ended March 31, 2025
  • At December 31, 2025, the Company had approximately 407 employees and at March 31, 2026 we had approximately 370 employees. The net reduction in headcount is the result of our previously announced plan to streamline operations and drive cash generation in the core business through a combination of r…
  • evaluating for additional rationalization opportunities to further reduce the complexity of the business and reduce ongoing operating expenses.
  • non-cash effects of amortization of intangible assets, which is a non-cash impact that may fluctuate for reasons unrelated to overall operating performance.
  • Subscription revenue of $19.1 million for the three months ended March 31, 2026 decreased $6.2 million, or 24%, from $25.2 million for the three months ended March 31, 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

NOTEW 更多分析

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