QSI 最新10-Q变化
将 QSI 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 · 2026-11-05 与上一份 10-Q · 2026-08-13
| 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 | +53 | −37 | ~12 | 18 |
| 市场风险(第3项) | 文字有新增/删除 | +1 | −2 | 0 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 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 | +5 | 0 | ~3 | 3 |
| 其他信息 | 文字有新增/删除 | +4 | −4 | 0 | 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 · 2026-11-05
In August 2026, we announced that we committed to an organizational restructuring to align resources and spending with the updated Proteus development program launch timing, while maintaining resources for critical development, manufacturing and commercial readiness activities. As a result, we termi…
Results of Operations for the Three and Nine Months Ended September 30, 2026 as Compared to the Three and Nine Months Ended September 30, 2025
The following table presents the Condensed Consolidated Statements of Operations and Comprehensive Loss for the three and nine months ended September 30, 2026 and 2025 (dollars in thousands):
Three months ended September 30,Nine months ended September 30,
Three months ended September 30,Nine months ended September 30,
相对上期删除的文字 · 来源:10-Q · 2026-08-13
Results of Operations for the Three and Six Months Ended June 30, 2026 as Compared to the Three and Six Months Ended June 30, 2025
The following table presents the Condensed Consolidated Statements of Operations and Comprehensive Loss for the three and six months ended June 30, 2026 and 2025 (dollars in thousands):
Total revenue for the sale of our Platinum line of instruments, related reagent kits and service maintenance contracts decreased by $0.2 million, or 41.8%, and $0.8 million, or 58.0%, for the three and six months ended June 30, 2026, respectively, when compared to the same periods in 2025. The decre…
Total cost of revenue decreased $0.1 million, or 28.3%, and $0.2 million, or 40.3%, for the three and six months ended June 30, 2026, when compared to the same periods in 2025. The change in the cost of revenue is directly correlated to the relative revenue and volume decreases for the three and six…
Gross profit decreased $0.2 million, or 51.0%, and $0.6 million, or 70.6%, for the three and six months ended June 30, 2026, when compared to the same periods in 2025.
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-11-05
We are exposed to market risk with respect to certain of our cash and cash equivalents and marketable securities. As of September 30, 2026, our investments are comprised primarily of investments in money market funds backed by U.S. government issued securities, U.S. Treasury bills, U.S. government a…
相对上期删除的文字 · 来源:10-Q · 2026-08-13
We are exposed to market risk with respect to certain of our cash and cash equivalents and marketable securities. As of June 30, 2026, our investments are comprised primarily of investments in money market funds backed by U.S. government
issued securities, U.S. Treasury bills, U.S. government agency bonds, high-quality corporate bonds and commercial paper. The primary objective of our investments is the preservation of capital to fulfill liquidity needs. We do not enter into investments for trading or speculative purposes. Based on …
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-11-05
We rely on certain contract manufacturers to manufacture and supply our instruments, components of our instruments, and certain components of our consumable offerings. If these manufacturers should fail or not perform satisfactorily, or for economic or other reasons choose to end business with us, o…
We rely on certain contract manufacturers to manufacture and supply our instruments, components of our instruments, and certain components of our consumable offerings. Since most of our contracts with these manufacturers do not commit them to carry inventory or make available any particular quantiti…
In the event it becomes necessary to utilize different contract manufacturers for our products or components of our products, we would experience additional costs, delays and difficulties in doing so as a result of identifying and entering into an agreement with a new manufacturer as well as prepari…
Certain of the components and consumables used in our instruments and consumable offerings are sourced from a limited number, or sole source suppliers. If we were to lose such a supplier, there can be no assurance that we will be able to identify or enter into an agreement with an alternative suppli…
As the development and use of artificial intelligence (“AI”) has ramped up globally, overall supply chains have become constrained, potentially impacting our supply chain and ability to manufacture our products in a timely fashion to satisfy customer demand. Constraints in supply chains as a result …
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-11-05
Effective August 26, 2026, Dr. Jonathan Rothberg, who is a member of the Board, acting on his own behalf and on behalf of entities owned by trusts created for the benefit of his children, entered into a 10b5-1 sales plan (the “Sales Plan”) intended to satisfy the affirmative defense of Rule 10b5-1(c…
Other than as disclosed above, during the quarter ended September 30, 2026, no other officers or directors, as defined in Rule 16a-1(f), adopted, modified or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as defined in Item 408 of Regulation S-K.
On October 30, 2026, Quantum-Si Incorporated (the “Company”) entered into a Mutual Lease Termination and Settlement Agreement (the “Termination Agreement”) with Sterling City Science South Development, LLC (the “Landlord”). Under the Termination Agreement, the parties mutually terminated, effective …
Under the Termination Agreement, the Landlord is required to pay the Company approximately $1.3 million. This consists of approximately $0.7 million in reimbursement of tenant improvement costs incurred by the Company, approximately $0.4 million as a refund, with interest, of the security deposit pa…
相对上期删除的文字 · 来源:10-Q · 2026-08-13
During the quarter ended June 30, 2026, no officers or directors, as defined in Rule 16a-1(f), adopted, modified or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as defined in Item 408 of Regulation S-K.
On August 10, 2026, the Company committed to an organizational restructuring program (the “2026 Restructuring Program”) designed to restructure resources focused specifically on its ProteusTM development program as well as other adjustments to streamline general and administrative expenses to align …
In connection with the 2026 Restructuring Program, on August 10, 2026, the Company and John Vieceli, Ph.D., the Company’s Chief Product Officer, mutually agreed to end their employment relationship effective August 13, 2026 (the “Separation Date”). Dr. Vieceli is subject to the Amended and Restated …
The material terms of Dr. Vieceli’s separation are described in, and the Severance Plan is filed as, Exhibit 10.18 to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which is incorporated by reference herein.
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