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 · 2026-06-02 与上一份 10-Q · 2025-12-08
| 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 | +20 | −46 | ~31 | 26 |
| 市场风险(第3项) | 文字有新增/删除 | +1 | −1 | ~2 | 10 |
| 控制与程序 | 文字有新增/删除 | +1 | −1 | ~2 | 10 |
| 法律诉讼 | 文字有新增/删除 | +1 | −1 | ~2 | 10 |
| 风险因素 | 文字有新增/删除 | +27 | −36 | ~40 | 254 |
| 其他信息 | 文字有新增/删除 | +1 | −1 | ~2 | 10 |
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 · 2026-06-02
Our fiscal year ends on January 31st. References to fiscal 2027, for example, are to the fiscal year ending January 31, 2027.
On February 10, 2026, we announced the commencement of an issuer self-tender offer (the "Tender Offer") to purchase for cash up to $180.0 million in value of shares of our common stock at a price of not less than $5.75 nor greater than $6.50 per share, to the seller in cash, less any applicable with…
ARR is independent of historical revenue, unearned revenue, remaining performance obligations or any other accounting principles generally accepted in the United States of America, ("GAAP"), financial measure over any period. It should be considered in addition to, not as a substitute for, nor super…
The cohorts of customers that we present ARR for include customers with ARR of less than $50,000, customers with ARR of $50,000 or more, and total customers. The cohort designation is based on the designation as of the 12 months prior to the end of the current period and does not reflect changes in …
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…
相对上期删除的文字 · 来源:10-Q · 2025-12-08
In August 2024, we acquired Hearsay Social, Inc., a digital client engagement platform for financial services ("Hearsay"). See Note 4 "Business Combinations" to our condensed consolidated financial statements for additional information.
Our fiscal year ends on January 31st. References to fiscal 2026, for example, are to the fiscal year ending January 31, 2026.
On August 18, 2025, we announced that Michael Walrath, Yext's Chief Executive Officer and Chairman on the Board of Directors, has submitted a non-binding proposal to acquire all outstanding shares of Yext not already owned by him at a price of $9.00 per share in cash. Our Board of Directors has form…
On February 7, 2025, we completed an acquisition of KabanaSoft, LLC, doing business as Places Scout (“Places Scout”), for a purchase price of $20.3 million in cash, subject to customary adjustments as set forth in the Unit Purchase Agreement. The acquisition strengthens Yext’s ability to provide bes…
On May 15, 2025, we entered into a credit agreement with funds and accounts managed by BlackRock as lenders, and Acquiom Agency Services LLC, as Administrative Agent (the “May 2025 Credit Agreement”), which provides for term loan facilities in aggregate principal amounts of up to $200.0 million. In …
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-06-02
•our expectations regarding our capital allocation strategy;
相对上期删除的文字 · 来源:10-Q · 2025-12-08
•any statement regarding our consideration or the success of the proposal to acquire Yext by Michael Walrath or any alternative proposals, including the expected timetable for a Special Committee of our Board of Directors’ review, evaluation, negotiation and recommendation to our Board of Directors …
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-06-02
•our expectations regarding our capital allocation strategy;
相对上期删除的文字 · 来源:10-Q · 2025-12-08
•any statement regarding our consideration or the success of the proposal to acquire Yext by Michael Walrath or any alternative proposals, including the expected timetable for a Special Committee of our Board of Directors’ review, evaluation, negotiation and recommendation to our Board of Directors …
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-06-02
•our expectations regarding our capital allocation strategy;
相对上期删除的文字 · 来源:10-Q · 2025-12-08
•any statement regarding our consideration or the success of the proposal to acquire Yext by Michael Walrath or any alternative proposals, including the expected timetable for a Special Committee of our Board of Directors’ review, evaluation, negotiation and recommendation to our Board of Directors …
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-06-02
•Our capital allocation strategy, including our recently completed self-tender offer, may not be effective at enhancing stockholder value, or providing other benefits we expect.
We experienced revenue growth rates of 6% from the fiscal year ended January 31, 2025 to the fiscal year ended January 31, 2026, 4% from the fiscal year ended January 31, 2024 to the fiscal year ended January 31, 2025, and 1% from the fiscal year ended January 31, 2023 to the fiscal year ended Janua…
You should not rely on our revenue for any prior quarterly or annual periods as an indication of our future revenue or revenue growth. We may continue to experience declines in growth rate as a result of a number of factors, including our ability to execute on our business strategy, our ability to c…
We have a history of losses and may not maintain profitability in the future.
While we generated net income of $2.6 million for the three months ended April 30, 2026, and $37.9 million for the fiscal year ended January 31 2026, we generated net losses of $27.9 million, and $2.6 million for the fiscal years ended January 31, 2025 and 2024, respectively. As of April 30, 2026, w…
相对上期删除的文字 · 来源:10-Q · 2025-12-08
•The announcement and pendency of the non-binding offer to acquire Yext may adversely affect our business, financial condition and results of operations.
The announcement and pendency of the non-binding offer to acquire Yext may adversely affect our business, financial condition and results of operations.
There is no assurance that Michael Walrath’s expression of interest will result in other bids or a definitive transaction. Uncertainty about the effect of the proposal or alternatives on our employees, customers, and other parties may have an adverse effect on our business, financial condition and r…
•the impairment of our ability to attract, retain, and motivate our employees, including key personnel;
•the diversion of significant management time and resources;
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-06-02
•our expectations regarding our capital allocation strategy;
相对上期删除的文字 · 来源:10-Q · 2025-12-08
•any statement regarding our consideration or the success of the proposal to acquire Yext by Michael Walrath or any alternative proposals, including the expected timetable for a Special Committee of our Board of Directors’ review, evaluation, negotiation and recommendation to our Board of Directors …
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