OKTA 最新10-Q变化
将 OKTA 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 · 2026-08-27 与上一份 10-Q · 2026-05-29
| 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 | +25 | −13 | ~18 | 30 |
| 市场风险(第3项) | 文字有新增/删除 | +1 | −2 | ~3 | 1 |
| 控制与程序 | 无段落级文字变化 | 0 | 0 | 0 | 3 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +4 | −2 | ~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 · 2026-08-27
For the three months ended July 31, 2026, cost of subscription revenue decreased primarily due to a $7 million decrease in amortization expense associated with acquired developed technology, and a $6 million decrease in stock-based compensation expense, offset by an $8 million increase in hosting fe…
Our gross margin for subscription revenue increased to 82% for the three months ended July 31, 2026 compared to 80% for the three months ended July 31, 2025. The increase was primarily driven by lower amortization expense associated with acquired developed technology and improved spend efficiency re…
For the three months ended July 31, 2026, cost of professional services and other revenue remained relatively flat.
Our gross margin for professional services and other revenue decreased to (70)% for the three months ended July 31, 2026 compared to (24)% for the three months ended July 31, 2025 as a result of lower professional services and other revenue while associated costs remained relatively flat.
For the six months ended July 31, 2026, cost of subscription revenue increased primarily due to an increase in hosting fees of $16 million, software costs of $5 million and labor costs of $4 million, offset by decreases in stock-
相对上期删除的文字 · 来源:10-Q · 2026-05-29
For the three months ended April 30, 2026, cost of subscription revenue increased primarily due to an increase in hosting fees of $8 million and labor costs of $3 million.
For the three months ended April 30, 2026, cost of professional services and other revenue increased due to an increase in labor costs.
Our gross margin for professional services and other revenue decreased to (33)% for the three months ended April 30, 2026 compared to (27)% for the three months ended April 30, 2025 due to an increase in labor costs.
For the three months ended April 30, 2026, research and development expenses increased due to an increase in labor costs of $11 million and hosting fees of $3 million, offset by a decrease in stock-based compensation expense of $6 million.
For the three months ended April 30, 2026, sales and marketing expenses increased primarily due to increases in labor costs of $30 million, marketing costs of $6 million and travel costs of $3 million, offset by a decrease in stock-based compensation expense of $3 million. We expect our sales and ma…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-08-27
In June 2020, we issued the 2026 Notes due June 15, 2026 with a principal amount of $1,150 million. Concurrently with the issuance of the 2026 Notes, we entered into separate capped call transactions. The 2026 Capped Calls were completed to reduce the potential dilution from the conversion of the 20…
相对上期删除的文字 · 来源:10-Q · 2026-05-29
In June 2020, we issued the 2026 Notes due June 15, 2026 with a principal amount of $1,150 million. Concurrently with the issuance of the 2026 Notes, we entered into separate capped call transactions. The 2026 Capped Calls were completed to reduce the potential dilution from the conversion of the 20…
The 2026 Notes have a fixed annual interest rate of 0.375%; accordingly, we do not have economic interest rate exposure on the 2026 Notes. However, the fair value of the 2026 Notes is exposed to interest rate risk. Generally, the fair market value of the 2026 Notes will increase as interest rates fa…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-27
Name and TitleAdoption DateExpiration DateAggregate Shares to be Sold (#)
(1) Mr. Kelleher’s 10b5-1 Plan provides for the sale of an indeterminable number of shares of our Class A common stock to be acquired upon the future vesting of RSUs.
(2) Ms. Schwartz’s 10b5-1 Plan provides for the sale of up to 22,778 shares of our Class A common stock, plus an indeterminable number of shares to be acquired upon the future vesting of RSUs.
(3) Mr. Tighe’s 10b5-1 Plan provides for the sale of up to 59,681 shares of our Class A common stock, plus an indeterminable number of shares to be acquired upon the future vesting of RSUs.
相对上期删除的文字 · 来源:10-Q · 2026-05-29
•On April 8, 2026, Todd McKinnon, Chairperson and Chief Executive Officer, adopted a 10b5-1 Plan that provides for the sale of up to 97,083 shares of our Class A common stock, plus an indeterminable number of shares to be acquired upon the future vesting of RSUs. The 10b5-1 Plan allows for sales fro…
•On April 8, 2026, Brett Tighe, Chief Financial Officer, adopted a 10b5-1 Plan that provides for the sale of up to 80,000 shares of our Class A common stock held by Mr. Tighe in his individual capacity and as trustee for the Loomis Tighe Family Living Trust. The 10b5-1 Plan allows for sales from Sep…
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