PATH 最新10-Q变化
将 PATH 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 · 2026-09-08 与上一份 10-Q · 2026-06-04
| 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 | +42 | −26 | ~12 | 30 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 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 | +3 | −1 | ~2 | 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。
未列出(无法可靠提取或缺失):法律诉讼
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 · 2026-09-08
•Quarter-to-date revenue of $410.3 million increased 13% year-over-year.
•Year-to-date revenue of $828.6 million increased 15% year-over-year.
•Gross margin was 80% and 81% for the three and six months ended July 31, 2026, respectively, compared to 82% for the three and six months ended July 31, 2025.
•Cash flow from operations was $162.6 million for the six months ended July 31, 2026, compared to $160.6 million for the six months ended July 31, 2025.
•Cash and cash equivalents, restricted cash, and marketable securities were $1,406.5 million as of July 31, 2026, compared to $1,689.9 million as of January 31, 2026.
相对上期删除的文字 · 来源:10-Q · 2026-06-04
•Gross margin was 82% for the three months ended April 30, 2026 and 2025.
•Cash flow from operations was $131.9 million for the three months ended April 30, 2026, compared to $119.0 million for the three months ended April 30, 2025.
•Cash and cash equivalents, restricted cash, and marketable securities were $1,417.2 million as of April 30, 2026, compared to $1,689.9 million as of January 31, 2026.
A summary of ARR-related data at April 30, 2026 and 2025 is as follows:
(1) For the twelve months ended April 30, 2026 and 2025, respectively
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-09-08
•On June 17, 2026, Raghu Malpani, our Chief Product and Technology Officer, modified a trading plan originally adopted on January 6, 2026. The modification is treated under Rule 10b5-1(c) as the termination of the prior plan and the adoption of a new trading plan intended to satisfy the affirmative …
•On July 13, 2026, Brad Brubaker, our Chief Legal & Administrative Officer, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act to sell up to 137,020 shares of our Class A common stock, through February 24, 2027 subject to limit pric…
•On July 15, 2026, IceVulcan Investments Limited, an entity controlled by Daniel Dines, our CEO, founder, and Chairman, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act to sell up to 5,000,000 shares of our Class A common stock th…
相对上期删除的文字 · 来源:10-Q · 2026-06-04
•On April 15, 2026, IceVulcan Investments Limited, an entity controlled by Daniel Dines, our CEO, founder, and Chairman, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act to sell up to 2,975,000 shares of our Class A common stock t…
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