QLYS 最新10-Q变化
将 QLYS 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 · 2026-08-04 与上一份 10-Q · 2026-05-05
| 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 | +24 | −7 | ~15 | 45 |
| 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 | ~1 | 1 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 风险因素 | 文字有新增/删除 | 0 | 0 | ~9 | 216 |
| 其他信息 | 文字有新增/删除 | +1 | −5 | 0 | 1 |
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 · 2026-08-04
Comparison of Three and Six Months Ended June 30, 2026 and 2025
(in thousands, except percentages)(in thousands, except percentages)
Revenues increased by $18.1 million for the three months ended June 30, 2026 compared to the same period in 2025, driven by increased demand for our subscription services by our end customers. Of the total increase of $18.1 million in revenues, 97% was from revenues from customers existing prior to …
Revenues increased by $33.9 million for the six months ended June 30, 2026 compared to the same period in 2025, driven by increased demand for our subscription services by our end customers. Of the total increase of $33.9 million in revenues, 91% was from revenues from customers existing prior to Ja…
(in thousands, except percentages)(in thousands, except percentages)
相对上期删除的文字 · 来源:10-Q · 2026-05-05
Revenues increased by $15.7 million for the three months ended March 31, 2026 compared to the same period in 2025, driven by increased demand for our subscription services by our end customers. Of the total increase of $15.7 million in revenues, 96% was from revenues from customers existing prior to…
Cost of revenues increased by $1.1 million for the three months ended March 31, 2026 compared to the same period in 2025, primarily due to an increase in personnel costs of $0.9 million, driven by additional employees hired to support the growth of our business, an impairment of our property and equ…
Research and development expenses remained relatively flat for the three months ended March 31, 2026 compared to the same period in 2025, primarily due to lower average personnel costs, including stock-based compensation, driven by lower average grant-date fair value and geographic mix of the increa…
Sales and marketing expenses increased by $6.1 million for the three months ended March 31, 2026 compared to the same period in 2025, primarily due to an increase in personnel costs, including stock-based compensation, of $5.8 million, driven by an increase in headcount and higher sales commissions …
General and administrative expenses decreased by $0.4 million for the three months ended March 31, 2026 compared to the same period in 2025, primarily due to a decrease in overhead allocations to other expense categories of $1.0 million, partially offset by an increase in license expenses and profes…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-04
During the three months ended June 30, 2026, no director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408.
相对上期删除的文字 · 来源:10-Q · 2026-05-05
On February 20, 2026, Wendy M. Pfeiffer, a member of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 2,000 shares of our common stock. The trading arrangement is intended to satisfy the affirmative defense in Rule 10…
On February 25, 2026, Jeffrey P. Hank, the chair of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 940 shares of our common stock. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-…
On February 27, 2026, Thomas P. Berquist, a member of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 1,450 shares of our common stock. The trading arrangement is intended to satisfy the affirmative defense in Rule 1…
On February 27, 2026, Sumedh S. Thakar, our Chief Executive Officer and a member of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 98,400 shares of our common stock, which represents the gross number of shares autho…
No other director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408, during the three months ended March 31, 2026.
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