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为好奇的投资者而做。

首页/RSI/申报文件变化

RSI 最新10-Q变化

将 RSI 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 · 2026-10-29 与上一份 10-Q · 2026-07-30

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+27−24~2245
市场风险(第3项)文字有新增/删除+3−3~20
控制与程序文字有新增/删除00~22
法律诉讼文字有新增/删除+5−101
风险因素公司称无重大变化(指向 10-K)————
其他信息文字有新增/删除+50~11

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 · 2026-10-29

  • Comparison of the Three Months Ended September 30, 2026 and 2025
  • Revenue. Revenue increased by $107.9 million, or 39%, to $385.8 million for the three months ended September 30, 2026 as compared to $277.9 million for the same period in 2025. The increase was mainly due to and directly correlated with our continued growth across existing markets. The increase refl…
  • Costs of Revenue. Costs of revenue increased by $62.0 million, or 34%, to $245.5 million for the three months ended September 30, 2026 as compared to $183.5 million for the same period in 2025. The increase was mainly due to and directly correlated with our continued growth as noted above. Gaming ta…
  • Depreciation and Amortization. Depreciation and amortization expense increased by $2.0 million, or 19%, to $12.2 million for the three months ended September 30, 2026 as compared to $10.2 million for the same period in 2025. The increase was mainly due to additional costs to acquire internally devel…
  • Interest Income, Net. Interest income, net, increased by $1.6 million, or 62%, to $4.2 million for the three months ended September 30, 2026 as compared to $2.6 million for the same period in 2025. The increase in interest income was mainly attributed to higher amounts of cash held in interest-beari…

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • Revenue. Revenue increased by $124.6 million, or 46%, to $393.8 million for the three months ended June 30, 2026 as compared to $269.2 million for the same period in 2025. The increase was mainly due to and directly correlated with our continued growth across existing markets. The increase reflects …
  • Costs of Revenue. Costs of revenue increased by $80.0 million, or 46%, to $254.1 million for the three months ended June 30, 2026 as compared to $174.1 million for the same period in 2025. The increase was mainly due to and directly correlated with our continued growth as noted above. Gaming taxes, …
  • Sales and Marketing. Sales and marketing expense increased by $12.8 million, or 34%, to $49.9 million for the three months ended June 30, 2026 as compared to $37.1 million for the same period in 2025. The increase was primarily driven by higher marketing spend related to the 2026 FIFA World Cup, the…
  • Interest Income, Net. Interest income, net, increased by $1.3 million, or 57%, to $3.5 million for the three months ended June 30, 2026 as compared to $2.2 million for the same period in 2025. The increase in interest income was mainly attributed to higher amounts of cash held in interest-bearing ac…
  • Change in Tax Receivable Agreement Liability. Change in tax receivable agreement liability decreased by $112.7 million to nil for the three months ended June 30, 2026. The decrease was associated with our initial recognition of a TRA liability upon realization of future tax benefits associated with …

市场风险(第3项)

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • As of September 30, 2026, we had cash, cash equivalents and restricted cash of $385.9 million, which consisted primarily of bank deposits, certificates of deposits and money market funds. Such interest-earning instruments carry a degree of interest rate risk; however, due to the relatively short-ter…
  • We are exposed to foreign currency exchange risk related to our transactions in currencies other than the U.S. Dollar, which is our reporting and functional currency for a majority of our operations. We seek to naturally hedge our foreign exchange transaction exposure by matching the transaction cur…
  • During the three months ended September 30, 2026, we converted a portion of our cash balances denominated in Colombian Pesos into U.S. Dollars. Because this cash remained in an entity with a Colombian Peso functional currency at September 30, 2026, we recorded a $4.3 million foreign currency remeasu…

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • in the ordinary course of our business. Currently, these risks are not material to our financial condition or results of operations, but they may be in the future.
  • As of June 30, 2026, we had cash, cash equivalents and restricted cash of $342.7 million, which consisted primarily of bank deposits, certificates of deposits and money market funds. Such interest-earning instruments carry a degree of interest rate risk; however, due to the relatively short-term nat…
  • We are exposed to foreign currency exchange risk related to our transactions in currencies other than the U.S. Dollar, which is our reporting and functional currency for a majority of our operations. We seek to naturally hedge our foreign exchange transaction exposure by matching the transaction cur…

法律诉讼

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • On October 9, 2025, Nathan Jennings (“Plaintiff”) filed a Verified Stockholder Class Action Complaint (“Complaint”) in the Delaware Court of Chancery (the “Court”), styled Nathan Jennings v. Rush Street Interactive, Inc., C.A. No. 2025-1153-LWW (the “Action”). The Complaint alleged that Section 6.3 …
  • The Company proposed the Amendment and, at the Annual Meeting held on June 3, 2026, our stockholders voted to approve the Amendment.
  • On July 10, 2026, the Court entered a stipulated Order dismissing the Action as moot and retaining jurisdiction to determine Plaintiff’s counsel’s application for an award of attorneys’ fees and expenses (the “Dismissal Order”). The Dismissal Order was entered by the Court without a finding of wrong…
  • Following entry of the Dismissal Order, the parties engaged in arm’s-length negotiations, pursuant to which we and/or our insurer(s) have agreed to pay Plaintiff’s counsel $120,000 in attorneys’ fees (inclusive of expenses) (the “Mootness Fee”) in full settlement for any claim by Plaintiff or Plaint…
  • In addition to the above action, we are subject to various other legal proceedings and claims that arise in the ordinary course of business. In our opinion, the amount of ultimate liability with respect to any of these actions is unlikely to materially affect our financial condition, results of oper…

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • In our opinion, the amount of ultimate liability with respect to any of these actions is unlikely to materially affect our financial condition, results of operations or liquidity, though the outcomes could be material to our operating results for any particular period, depending, in part, upon the o…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • (Y/N)1Aggregate Number of Securities Subject to Trading Arrangement2
  • 1 Denotes whether the trading plan is intended, when adopted, to satisfy the affirmative defense of Rule 10b5-1 (c).
  • 2 The aggregate number of shares to be sold may differ based on tax withholdings for vesting equity awards and actual market achievement for performance stock units. The amount listed for such officer reflects the maximum number of shares available to be sold without reducing estimated shares to be …
  • 3 Represents the adoption of a Rule 10b5-1 trading plan by Mr. Schwartz individually and by trusts affiliated with him. The plans provide for the potential sale of up to 1,220,991 shares of the Class A Common Stock by Mr. Schwartz, up to 278,978 shares by the Richard T. Schwartz Revocable Trust U/A …
  • 4 Represents the adoption of a Rule 10b5-1 trading plan by trusts affiliated with Mr. Stetz. The plans provide for the potential sale of up to 270,866 shares of Class A Common Stock by Mr. Stetz and up to 84,116 shares by OAN Trust, of which Mr. Stetz’s spouse serves as trustee.

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

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