VRNS 最新10-Q变化
将 VRNS 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 · 2026-07-29 与上一份 10-Q · 2026-04-29
| 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 | +25 | −18 | ~15 | 31 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~2 | 7 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 文字有新增/删除 | +14 | −16 | ~27 | 259 |
| 其他信息 | 文字有新增/删除 | +1 | −2 | 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 · 2026-07-29
Since inception, we have continued to scale our business and execute on strategic initiatives which we believe have positioned us for durable long-term growth. During the three and six months ended June 30, 2026, we have continued to grow our revenues despite revenue recognition accounting treatment…
The following tables are a summary of our condensed consolidated statements of operations for the three months ended June 30, 2026 and 2025 in dollars and as a percentage of our total revenues.
For the three months ended June 30, 2026, our revenues increased 18% compared to the three months ended June 30, 2025 despite existing customer conversions to SaaS which cause variations due to accounting treatment differences in revenue recognition for sales within the respective periods. SaaS reve…
The increase in cost of revenues was primarily related to a $6.4 million increase in third-party hosting costs associated with our transition to a SaaS delivery model, a $3.0 million increase in salaries, benefits and stock-based compensation expense due to increased headcount for customer success p…
The increase in research and development expenses was primarily related to a $14.7 million increase in salaries, benefits and stock-based compensation expense primarily due to increased headcount and conditional consideration related to the business acquisitions, an increase of $1.6 million in facil…
相对上期删除的文字 · 来源:10-Q · 2026-04-29
Since inception, we have continued to scale our business and execute on strategic initiatives which we believe have positioned us for durable long-term growth. During the three months ended March 31, 2026, we have continued to grow our revenues despite revenue recognition accounting treatment variat…
Comparison of the Three Months Ended March 31, 2026 and 2025
The following tables are a summary of our condensed consolidated statements of operations for the three months ended March 31, 2026 and 2025 in dollars and as a percentage of our total revenues.
For the three months ended March 31, 2026, our revenues increased 27% compared to the three months ended March 31, 2025 despite existing customer conversions to SaaS which cause variations due to accounting treatment differences in revenue recognition for sales within the respective periods. SaaS re…
The increase in cost of revenues was primarily related to a $6.1 million increase in third-party hosting costs associated with our transition to a SaaS delivery model. The increase is also due to a $3.7 million increase in salaries, benefits and stock-based compensation expense due to increased head…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-07-29
limitations imposed by the jurisdictions in which we operate. Similar events and restrictions in the future could negatively affect our business.
Uncertainty in the global economy makes it extremely difficult for our customers and us to forecast and plan future business activities accurately. This could cause our customers to reevaluate decisions to purchase our product or to delay their purchasing decisions, which could lengthen our sales cy…
Privacy and data protection laws in the United States and internationally are rapidly evolving and remain subject to uncertainty. U.S. federal, state, and foreign authorities have enacted, and continue to consider, laws governing the collection, use, disclosure, storage, and security of personal inf…
Cross‑border data transfers from the European Economic Area and the UK to the United States rely on mechanisms such as standard contractual clauses, the UK’s International Data Transfer Agreement (or Addendum), and the EU–U.S. Data Privacy Framework (including its UK extension). In September 2025, t…
attacks. Inadequate account security practices may also result in unauthorized access to confidential and/or sensitive data or loss of SaaS platform availability.
相对上期删除的文字 · 来源:10-Q · 2026-04-29
Uncertainty in the global economy makes it extremely difficult for our customers and us to forecast and plan future business activities accurately. This could cause our customers to reevaluate decisions to purchase our product or to delay their purchasing decisions, which could lengthen our sales cy…
Privacy and data protection laws in the United States and internationally are rapidly evolving and remain subject to uncertainty. U.S. federal, state, and foreign authorities have enacted, and continue to consider, laws governing the collection, use, disclosure, storage, and security of personal inf…
Cross‑border data transfers from the European Economic Area and the UK to the United States rely on mechanisms such as standard contractual clauses, the UK’s International Data Transfer Agreement (or Addendum), and the EU–U.S. Data Privacy Framework (including its UK extension). In September 2025, t…
Data Privacy Framework, providing near‑term stability for organizations that self‑certify to the framework; however, challenges and appeals remain possible, and the transfer landscape continues to evolve. Compliance with GDPR, the UK regime as amended by the Data (Use and Access) Act 2025, and other…
Although our solutions are designed to increase the number of customers that purchase our products and the number of products purchased by existing and new customers to create a recurring revenue stream that increases and is more predictable over time, our customers are not required to renew their s…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-07-29
During the fiscal quarter ended June 30, 2026, no director or officer adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.
相对上期删除的文字 · 来源:10-Q · 2026-04-29
On February 11, 2026, Guy Melamed, our Chief Financial Officer and Chief Operating Officer, terminated a Rule 10b5–1 trading arrangement that was previously adopted on September 15, 2025. Mr. Melamed’s terminated Rule 10b5–1 trading arrangement would have expired on September 10, 2026, if not earlie…
Except as described above, during the fiscal quarter ended March 31, 2026, no director or officer adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.
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