PHUN 最新10-Q变化
将 PHUN 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 · 2026-08-10 与上一份 10-Q · 2026-05-11
| 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 | +12 | −8 | ~10 | 53 |
| 控制与程序 | 文字有新增/删除 | +1 | 0 | ~5 | 4 |
| 法律诉讼 | 文字有新增/删除 | 0 | −1 | ~1 | 2 |
| 风险因素 | 无段落级文字变化 | 0 | 0 | 0 | 3 |
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):市场风险(第3项)、其他信息
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 · 2026-08-10
Software subscriptions and services as a percentage of total revenue
Net revenue increased by approximately $0.3 million, or 75.6%, for the three months ended June 30, 2026, compared to the corresponding period in 2025, as a result of a customer-initiated early contract termination.
Net revenue increased by approximately $0.2 million, or 17.3%, for the six months ended June 30, 2026, compared to the corresponding period in 2025, as a result of a customer-initiated early contract termination, which was partially offset by a decrease in development services revenue.
Total gross profit increased approximately $0.4 million, or 190.0%, for the three months ended June 30, 2026, and $0.4 million, or 70.3%, for the six months ended June 30, 2026, compared to the corresponding periods in 2025 as a result of the customer contract termination mentioned above.
Sales and marketing expense increased approximately $0.6 million, or 85.9% for the three months ended June 30, 2026, compared to the corresponding period in 2025, due to a $0.4 million increase in marketing spend, mainly for conferences and $0.4 million increase for marketing related consultants. Th…
相对上期删除的文字 · 来源:10-Q · 2026-05-11
revenue adjustments and stock-based compensation. We define adjusted gross margin as adjusted gross profit as a percentage of net revenue.
Net revenue decreased by approximately $0.15 million, or (21.2%), for the three months ended March 31, 2026, compared to the corresponding period in 2025, as a result of a decrease in development fees related to customer contract deliveries.
Total gross profit increased minimally by approximately $0.03 million, or 7.0%, for the three months ended March 31, 2026, compared to the corresponding period in 2025. Cost of revenue decreased and gross margin percentage increased as a result of fewer employees working on customer-related projects…
Sales and marketing expense decreased approximately $0.07 million, or (7.9%) for the three months ended March 31, 2026, compared to the corresponding period in 2025, due to a decrease in full-time headcount, offset by an increase in sales and marketing related consultants.
General and administrative expense decreased approximately $0.76 million, or (22.0%), for the three months ended March 31, 2026, compared to the corresponding period in 2025, primarily due to a decrease in legal expenses and other professional fees.
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-08-10
Ongoing Remediation of Previously Identified Material Weakness
法律诉讼
相对上期删除的文字 · 来源:10-Q · 2026-05-11
The Company legal proceedings styled as Wild Basin Investments, LLC, et al. v. Phunware, Inc., et al., filed in the Court of Chancery of the State of Delaware (Cause No. 2022-0168-LWW) and Phunware, Inc. v. Wilson Sonsini Goodrich & Rosati, Professional Corporation, Does 1-25, Case No. 21CV386411, o…
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