NXDR 最新10-Q变化
将 NXDR 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 · 2026-05-06 与上一份 10-Q · 2025-11-05
| 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 | +23 | −41 | ~16 | 19 |
| 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 | 0 | 0 | ~2 | 2 |
| 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 | +43 | −40 | ~56 | 226 |
| 其他信息 | 文字有新增/删除 | 0 | −3 | ~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 · 2026-05-06
Nextdoor is the essential neighborhood network connecting over 110 million Verified Neighbors to the people, places, and information that matter most in their local communities. Operating in over 350,000 neighborhoods across 11 countries, Nextdoor fosters trusted, real-world utility through locally …
•Revenue was $61.7 million, an increase of 14% compared to the three months ended March 31, 2025.
•Total costs and expenses were $77.0 million, a decrease of 5% compared to the three months ended March 31, 2025.
•Net loss decreased 48% to $11.4 million, compared to $22.0 million for the three months ended March 31, 2025.
•Adjusted EBITDA loss was $0.2 million, compared to $9.2 million for the three months ended March 31, 2025.
相对上期删除的文字 · 来源:10-Q · 2025-11-05
Nextdoor is the essential neighborhood network for over 100 million verified neighbors, offering trusted local news, real-time safety alerts, neighbor recommendations, for sale and free listings, and events. Nextdoor connects neighbors to the people, places, and information that matter most in their…
•Revenue for the three months ended September 30, 2025 was $68.9 million, an increase of 5% compared to the three months ended September 30, 2024. Revenue for the nine months ended September 30, 2025 was $188.2 million, an increase of 3% compared to the nine months ended September 30, 2024.
•Total costs and expenses for the three months ended September 30, 2025 were $86.1 million, a decrease of less than 1% compared to the three months ended September 30, 2024. Total costs and expenses for the nine months ended September 30, 2025 were $252.7 million, a decrease of 12% compared to the n…
•Net loss for the three months ended September 30, 2025 decreased 14% to $12.9 million, compared to $14.9 million for the three months ended September 30, 2024. Net loss for the nine months ended September 30, 2025 decreased 42% to $50.2 million, compared to $85.9 million for the nine months ended S…
•Adjusted EBITDA for the three months ended September 30, 2025 was positive at $4.4 million, compared to a loss of $1.3 million for the three months ended September 30, 2024. Adjusted EBITDA loss for the nine months ended September 30, 2025 decreased 67% to $7.0 million, compared to $21.3 million fo…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-05-06
Adverse global economic and financial events and the effects thereof, such as health epidemics or pandemics, geopolitical conflicts, inflation, changing interest rates, potential recessions, the implementation of tariffs by the United States, China, or other governments,
•the rapid evolution of advertising formats driven by AI, which may change how advertisements are delivered, targeted, and measured, and reduce demand for our current advertising products if we are unable to adapt our offerings competitively;
•advertiser uncertainty regarding their own legal and compliance obligations, including with respect to AI, which may cause such advertisers to reduce or eliminate spending on AI-enhanced or algorithmically-targeted advertising products;
were to occur, neighbors may be subject to service disruptions or outages and we may not be able to recover our technical infrastructure and neighbor data in a timely manner to restart or provide our services, which may adversely affect our financial results. In addition, a substantial number of our…
In addition, we integrate third-party AI models and tools into our platform and internal systems, which may expose us to risks including supply-chain compromise, model poisoning, and vulnerabilities inherent in large-language-model-integrated application attack surfaces. If third-party AI models we …
相对上期删除的文字 · 来源:10-Q · 2025-11-05
Adverse global economic and financial events and the effects thereof, such as health epidemics or pandemics, the wars in Ukraine and the Middle East, inflation, changing interest rates, potential recessions, the implementation of tariffs by the United States, China, or other governments, fluctuation…
In addition, the substantial amount of our employees are based in our headquarters located in San Francisco, California. If there is a catastrophic failure involving our systems or major disruptive event affecting our headquarters or the San Francisco area in general, we may be unable to operate our…
Additionally, from time to time, we realign our resources and talent to implement stage-appropriate business strategies, which could include furloughs, layoffs and reductions in force. For example, in 2023, 2024 and 2025, in response to changing economic conditions and in an effort to support our gr…
We are continuing to make investments in AI initiatives, including to recommend relevant content across our products, enhance our advertising tools, and develop new product features using generative AI. AI technologies are complex and rapidly evolving, and we face significant competition from other …
proposed AI legislation, including the Colorado Artificial Intelligence Act (effective February 1, 2026), which regulates high-risk AI systems and imposes transparency obligations. The regulatory landscape for AI is fragmented and rapidly evolving, with ongoing legal challenges and uncertainty aroun…
其他信息
相对上期删除的文字 · 来源:10-Q · 2025-11-05
On September 4, 2025, Sophia Schwartz, our Chief Legal Officer and Secretary, entered into a Rule 10b5-1 Plan (the “Schwartz 2026 Plan”) providing for the potential sale of up to 633,956 shares of Class A common stock owned by Ms. Schwartz, including upon the vesting and settlement of RSUs for share…
have included the maximum aggregate number of shares to be sold without subtracting any shares to be withheld upon future vesting events.
On September 4, 2025, Craig Lisowski, our President of Products, entered into a Rule 10b5-1 Plan (the “Lisowski Plan”) providing for the potential sale of up to 892,857 shares of Class A common stock owned by Mr. Lisowski, including upon the vesting and settlement of RSUs for shares of Class A commo…
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