OLED 最新10-Q变化
将 OLED 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 · 2026-07-30 与上一份 10-Q · 2026-04-30
| 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 | +27 | −12 | ~12 | 31 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 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 | 0 | 0 | ~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 · 2026-07-30
Our total material sales were $66.2 million for the three months ended June 30, 2026, as compared to $88.7 million for the three months ended June 30, 2025, a decrease of 25% with a decrease in unit material volume of 11%. The decrease in material sales was primarily due to lower unit material volum…
Revenue from royalty and license fees was $81.2 million for the three months ended June 30, 2026 as compared to $75.7 million for the three months ended June 30, 2025, an increase of 7%. The increase in royalty and license fees was primarily the result of a $16.3 million favorable period-over-period…
The total cumulative catch-up adjustment recorded to revenue arising from changes in estimates of transaction price, net was an increase of $10.1 million for the three months ended June 30, 2026 as compared to a net increase of $655,000 for the three months ended June 30, 2025.
Revenue from contract research services consists of revenue earned by Adesis, which provides support services on a contractual basis to third-party customers in the pharma, biotech, catalysis and other industries. Contract research services revenue was $4.8 million for the three months ended June 30…
Research and development expenses decreased to $35.0 million for the three months ended June 30, 2026, as compared to $36.4 million for the three months ended June 30, 2025. The decrease in research and development expenses was primarily due to a reduction in stock-based compensation and contract re…
相对上期删除的文字 · 来源:10-Q · 2026-04-30
Comparison of the Three Months Ended March 31, 2026 and 2025
Our total material sales were $83.7 million for the three months ended March 31, 2026, as compared to $86.2 million for the three months ended March 31, 2025, a decrease of 3% with a commensurate decrease in unit material volume of 4%. The decrease in material sales was primarily due to changes in c…
Revenue from royalty and license fees was $54.2 million for the three months ended March 31, 2026 as compared to $73.6 million for the three months ended March 31, 2025, a decrease of 26%. The decrease in royalty and license fees for the three months ended March 31, 2026 was primarily the result of …
The cumulative catch-up adjustment recorded to revenue arising from changes in estimates of transaction price, net was a reduction of $12,000 for the three months ended March 31, 2026 as compared to a net increase of $2.0 million for the three months ended March 31, 2025. For the three months ended …
Contract research services revenue was $4.3 million for the three months ended March 31, 2026 as compared to $6.6 million for the three months ended March 31, 2025, a decrease of 35%. The decrease in contract research services revenue was primarily due to decreased specialty manufacturing customer d…
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