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 · 2026-10-20 与上一份 10-Q · 2026-07-21
| 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 | +13 | −9 | ~21 | 38 |
| 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 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 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 | +2 | −1 | ~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 · 2026-10-20
(in millions, except percentages)September 30, 2025September 30, 2026
Note: Constant currency ACV is calculated by applying the September 30, 2025 foreign exchange rates to current period shown.
•Litigation settlement: Cost to settle litigation arising from proceedings outside the ordinary course of business. See "Note 16. Commitments and Contingencies" in Item 1 of this Quarterly Report for further information.
(in millions, except percentages)September 30, 2025September 30, 2026
Note: Constant currency Backlog is calculated by applying the September 30, 2025 foreign exchange rates to current period shown.
相对上期删除的文字 · 来源:10-Q · 2026-07-21
Note: Constant currency ACV is calculated by applying the June 30, 2025 foreign exchange rates to current period shown.
Note: Constant currency Backlog is calculated by applying the June 30, 2025 foreign exchange rates to current period shown.
•The increases in selling and marketing in the three and six months ended June 30, 2026 were primarily due to increases in compensation and benefits of $12.6 million and $23.2 million, respectively, attributable to higher headcount as we continue to expand our prospective and current client engageme…
•The increase in research and development in the three months ended June 30, 2026 was primarily due to an increase in outside professional services of $2.1 million and an increase in cloud hosting expenses of $1.5 million. The increase in research and development in the six months ended June 30, 202…
•The increases in restructuring in the three and six months ended June 30, 2026 were primarily due to cash severance and related costs incurred in connection with workforce reductions intended to better align roles to an AI-first delivery model. For additional information, see "Note 10. Restructurin…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-20
On September 9, 2026, Leon Trefler, our Chief of Clients and Markets, modified the Rule 10b5-1 trading arrangement that he previously entered into on March 16, 2026. As modified, the Rule 10b5-1 trading arrangement provides for the sale of 26,000 shares of our common stock and will terminate on Dece…
On October 16, 2026, we entered into an amendment to our $100 million senior secured revolving credit agreement with PNC Bank, National Association to, among other changes, increase the borrowing capacity to $200 million and extend the expiration date to October 16, 2031. For additional information,…
相对上期删除的文字 · 来源:10-Q · 2026-07-21
On June 15, 2026, the Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025 entered into a Rule 10b5-1 trading arrangement that provides for the sale of 24,000 shares of our common stock. The arrangement will terminate on August 2, 2027, subject to early termination for certain specified events set…
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