NTSK 最新10-Q变化
将 NTSK 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 · 2026-09-02 与上一份 10-Q · 2026-06-03
| 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 | +19 | −11 | ~25 | 45 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 控制与程序 | 文字有新增/删除 | +3 | −2 | 0 | 1 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 部分风险因素更新 | +28 | −21 | ~32 | 351 |
| 其他信息 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
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 · 2026-09-02
Revenue increased by $49.8 million, or 29%, for the three months ended July 31, 2026 compared to the three months ended July 31, 2025. The increase in revenue was driven by an increase in customers and the growing demand for our products from existing customers. Approximately 50% of the increase was…
Cost of revenue increased by $10.0 million, or 21%, for the three months ended July 31, 2026 compared to the three months ended July 31, 2025. Employee-related compensation expense increased by $4.4 million due to the $3.1 million stock-based compensation expense and related payroll taxes we recogni…
Gross profit increased by $39.8 million, or 32%, for the three months ended July 31, 2026 compared to the three months ended July 31, 2025, and gross margin increased to 74% from 72%. The gross margin expansion was primarily due to the revenue growth driven by new customer acquisition and expansion …
Sales and marketing expenses increased by $27.9 million, or 36%, for the three months ended July 31, 2026 compared to the three months ended July 31, 2025. Employee-related compensation expense increased by $21.2 million, primarily due to the growth in headcount as well as the $7.7 million stock-bas…
Loss on changes in fair value of Convertible Notes decreased by $17.4 million, or 40%, for the three months ended July 31, 2026 compared to the three months ended July 31, 2025. We continued to recognize fair value losses driven by accrued interest associated with the payment-in-kind ("PIK") nature …
相对上期删除的文字 · 来源:10-Q · 2026-06-03
Comparison of the Three Months Ended April 30, 2026 and 2025
Revenue increased by $43.9 million, or 28%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025. The increase in revenue was driven by an increase in customers and the growing demand for our products from existing customers. Approximately 48% of the increase w…
Cost of revenue increased by $5.1 million, or 11%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025. Employee-related compensation expense increased by $4.9 million due to the $3.5 million stock-based compensation expense and related payroll taxes we recogn…
Gross profit increased by $38.7 million, or 35%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025, and gross margin increased to 74% from 69%. The gross margin expansion was primarily due to the revenue growth driven by new customer acquisition and expansio…
General and administrative expenses increased by $28.0 million, or 159%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025. Employee-related compensation expense increased by $27.9 million due to the $26.2 million stock-based compensation expense and related…
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-09-02
Our management, with the participation of our Chief Executive Officer and Chief Financial Officer, has evaluated the effectiveness of our disclosure controls and procedures (as defined in Rules 13a-15(e) and 15d-15(e) under the Exchange Act), as of
the end of the period covered by this Quarterly Report on Form 10-Q. Based on that evaluation, our Chief Executive Officer and Chief Financial Officer have concluded that as of July 31, 2026, our disclosure controls and procedures were effective to provide reasonable assurance that information requi…
There were no changes in our internal control over financial reporting identified in connection with the evaluation required by Rules 13a-15(d) and 15d-15(d) of the Exchange Act during the three months ended July 31, 2026 that have materially affected, or are reasonably likely to materially affect, …
相对上期删除的文字 · 来源:10-Q · 2026-06-03
Our management, with the participation of our Chief Executive Officer and Chief Financial Officer, has evaluated the effectiveness of our disclosure controls and procedures (as defined in Rules 13a-15(e) and 15d-15(e) under the Exchange Act), as of the end of the period covered by this Quarterly Rep…
There were no changes in our internal control over financial reporting identified in connection with the evaluation required by Rules 13a-15(d) and 15d-15(d) of the Exchange Act during the three months ended April 30, 2026 that have materially affected, or are reasonably likely to materially affect,…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-09-02
achieve and sustain profitability, the value of our business and the trading price of our Class A common stock may significantly decrease.
In addition, in the several quarters following the completion of our initial public offering ("IPO"), we expect to recognize significant stock-based compensation expense related to certain outstanding restricted stock units ("RSUs"). While the performance-based condition was satisfied in connection …
compete effectively may result in price reductions, fewer orders, reduced revenue, and gross margins, increased net losses, and loss of market share. Any failure to meet and address these factors would adversely affect our business, results of operations, and financial condition.
In June 2026, we commenced certain restructuring actions designed to realign resources as part of our transition to an AI-native business. Our restructuring activities, including any related charges and the impact of the related headcount restructurings, could adversely affect our business, financia…
As a result of restructuring actions, we expect to incur additional charges in the near term, including employee transition costs, severance payments, and employee benefits. The restructuring actions may also result in employee attrition beyond our intended workforce reduction, decreased employee mo…
相对上期删除的文字 · 来源:10-Q · 2026-06-03
In addition, in the several quarters following the completion of our initial public offering ("IPO"), we expect to recognize significant stock-based compensation expense related to certain outstanding restricted stock units ("RSUs"). While the performance-based condition was satisfied in connection …
conditions and, in certain cases, market-based vesting conditions, which has resulted and will contribute to increases in our operating expenses and will negatively impact our ability to achieve profitability in future periods.
customers. We expect that seasonality may also reduce our ability to predict cash flow and optimize the timing of our operating expenses.
If we do not provide high quality support to our customers, our ability to renew subscriptions, increase the number of users and sell additional products to customers may be adversely affected. We believe that successfully delivering our platform and products requires a highly skilled level of custo…
fast enough to keep up with demand, particularly if the sales of our platform exceed our internal forecasts. We may also not be successful in our efforts to fully onboard new hires and provide adequate training to our employees, many of whom continue to work remotely. To the extent that we or our ch…
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