YEXT 最新10-Q变化
将 YEXT 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 · 2026-09-01 与上一份 10-Q · 2026-06-02
| 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 | +16 | −7 | ~19 | 51 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 12 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 12 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 12 |
| 风险因素 | 文字有新增/删除 | +3 | −1 | ~9 | 311 |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 12 |
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 · 2026-09-01
Cost of revenue was $27.3 million for the three months ended July 31, 2026, compared to $28.1 million for the three months ended July 31, 2025, a decrease of $0.8 million or 3%. The decrease was primarily driven by a $0.7 million decrease in personnel-related costs, reflecting lower headcount, and a…
Sales and marketing expense was $26.3 million for the three months ended July 31, 2026, compared to $32.1 million for the three months ended July 31, 2025, a decrease of $5.8 million or 18%. The decrease was primarily driven by a $4.4 million decrease in personnel-related costs, reflecting lower hea…
Research and development expense was $19.4 million for the three months ended July 31, 2026, compared to $23.4 million for the three months ended July 31, 2025, a decrease of $4.0 million or 17%. The decrease was primarily driven by employee-related costs as personnel-related costs decreased $1.6 mi…
General and administrative expense was $20.6 million for the three months ended July 31, 2026, compared to a $0.1 million benefit for the three months ended July 31, 2025, an increase of $20.7 million. The increase was primarily driven by changes in the fair value of contingent consideration of $23.…
Six Months Ended July 31, 2026 Compared to Six Months Ended July 31, 2025
相对上期删除的文字 · 来源:10-Q · 2026-06-02
Cost of revenue was $29.2 million for the three months ended April 30, 2026, compared to $27.1 million for the three months ended April 30, 2025, an increase of $2.1 million or 8%. The increase was primarily driven by a $1.1 million increase in data center costs. In addition, asset impairment charge…
Sales and marketing expense was $29.4 million for the three months ended April 30, 2026, compared to $36.2 million for the three months ended April 30, 2025, a decrease of $6.8 million or 19%. The decrease was primarily driven by employee-related costs as personnel-related costs decreased $5.7 milli…
Research and development expense was $21.5 million for the three months ended April 30, 2026, compared to $21.9 million for the three months ended April 30, 2025, a decrease of $0.4 million or 2%. The decrease was primarily driven by a $0.8 million decrease in personnel-related costs, reflecting low…
General and administrative expense was $22.3 million for the three months ended April 30, 2026, compared to $23.2 million for the three months ended April 30, 2025, a decrease of $0.9 million or 4%. The decrease was primarily driven by changes in the fair value of contingent consideration of $1.6 mi…
Beginning with the three months ended April 30, 2026, we revised our definition of Non-GAAP net income (loss) and Adjusted EBITDA to include asset impairment charges associated with capitalized implementation costs of cloud computing arrangements. We believe this change provides investors with a vie…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-09-01
In addition, artificial intelligence (“AI”) is forcing rapid evolution of multiple industries. The introduction of alternative tools to traditional software is changing market opportunities and customer behavior generally. While we seek to anticipate our customers’ needs, any such changes in the gen…
adequately expand and scale our sales force, we will experience further delays in signing new customers, which could slow our revenue growth.
For the fiscal years ended January 31, 2026, 2025 and 2024, the aggregate of our top five customers accounted for approximately 8%, 8% and 9%, respectively, of our revenue. During the three months ended January 31, 2024, we experienced the attrition of one of these top five customers, and the corres…
相对上期删除的文字 · 来源:10-Q · 2026-06-02
For the fiscal years ended January 31, 2026, 2025 and 2024, the aggregate of our top five customers accounted for approximately 8%, 8% and 9%, respectively, of our revenue. During the three months ended January 31, 2024, we experienced the attrition of one of these top five customers, and the corres…
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