PEGA 最新10-Q变化
将 PEGA 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 · 2026-07-21 与上一份 10-Q · 2026-04-21
| 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 | +16 | −15 | ~17 | 35 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 6 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 风险因素 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 其他信息 | 文字有新增/删除 | +1 | −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 · 2026-07-21
Unprecedented changes in the AI market caused clients to delay their purchasing decisions. As a result, our ACV growth rate significantly slowed during the six months ended June 30, 2026, as compared to the same period last year. These factors may continue to adversely affect the ACV growth rate for…
As a result of the factors discussed under ACV above, our cash flow generation may continue to be adversely affected for the rest of the year.
(2) The supplemental information below identifies certain items included in operating cash flow that may affect comparability between periods.
•Other: One-time cash flow items not part of our ongoing operations.
Note: Constant currency Backlog is calculated by applying the June 30, 2025 foreign exchange rates to current period shown.
相对上期删除的文字 · 来源:10-Q · 2026-04-21
(in millions, except percentages)March 31, 2025March 31, 2026
(2) The supplemental information discloses items that affect our cash flows and are considered by management not to be representative of our core business operations and ongoing operational performance.
(in millions, except percentages)March 31, 2025March 31, 2026
Note: Constant currency Backlog is calculated by applying the March 31, 2025 foreign exchange rates to current period shown.
•The decrease in subscription license revenue in the three months ended March 31, 2026 was primarily due to several large multi-year contracts recognized in revenue in the three months ended March 31, 2025.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-07-21
Other than as disclosed above, during the three months ended June 30, 2026, no director or officer of the Company adopted or terminated a “Rule 10b5-1 trading arrangement” or “non Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.
相对上期删除的文字 · 来源:10-Q · 2026-04-21
On March 16, 2026, Leon Trefler, our Chief of Clients and Markets, entered into a Rule 10b5-1 trading arrangement that provides for the sale of 36,000 shares of our common stock. The arrangement will terminate on May 31, 2027, subject to early termination for certain specified events set forth in th…
Other than as disclosed above, during the three months ended March 31, 2026, no director or officer of the Company adopted or terminated a “Rule 10b5-1 trading arrangement” or “non Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.
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