ZETA 最新10-Q变化
将 ZETA 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 · 2026-08-05 与上一份 10-Q · 2026-05-01
| 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 | +22 | −12 | ~19 | 26 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~3 | 1 |
| 法律诉讼 | 文字有新增/删除 | +2 | 0 | ~1 | 0 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
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。
未列出(无法可靠提取或缺失):其他信息
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 · 2026-08-05
We account for income taxes in accordance with ASC 740, Income Taxes, which requires an asset and liability approach for the financial accounting and reporting of income taxes. Under this method, deferred tax assets and liabilities are determined based on temporary differences between the financial …
Based on the weight of existing objective evidence as of the balance sheet date which includes cumulative losses in recent years, we have concluded that the U.S. deferred tax assets are not realizable on a more-likely-than-not basis and that a full valuation allowance is required. However, given ant…
Revenues increased by $134.3 million, or 43.5%, for the three months ended June 30, 2026 as compared to the three months ended June 30, 2025. The increase in revenues is attributable to incremental revenues of $75.9 million from new customers and $58.4 million from existing customers. The acquisitio…
Cost of revenues (excluding depreciation and amortization) increased by $64.0 million, or 54.7%, for the three months ended June 30, 2026 as compared to the three months ended June 30, 2025. This increase was primarily driven by $54.2 million of incremental media costs related to incremental revenue…
General and administrative expenses increased by $13.7 million, or 22.1%, for the three months ended June 30, 2026 as compared to the three months ended June 30, 2025. This increase was primarily driven by higher technology and infrastructure costs of $14.5 million, stock-based compensation of $1.2 …
相对上期删除的文字 · 来源:10-Q · 2026-05-01
Comparison of the Three Months Ended March 31, 2026 and 2025
Revenues increased by $131.9 million, or 49.9%, for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025. The increase in revenues is attributable to incremental revenues of $87.0 million from new customers and $44.9 million from existing customers. The acquisit…
Cost of revenues (excluding depreciation and amortization) increased by $59.0 million, or 57.0%, for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025. This increase was primarily driven by $47.8 million of incremental media costs related to incremental reven…
General and administrative expenses increased by $19.4 million, or 35.8%, for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025. This increase was primarily driven by higher technology and infrastructure cost of $12.7 million, employee-related costs of $3.7 m…
Research and development expenses increased by $18.2 million, or 67.7%, for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025. This increase was primarily driven by higher employee-related costs of $9.9 million, stock-based compensation of $6.1 million and co…
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-08-05
In re Zeta Global Holdings Corporation Securities Litigation
On July 8, 2026, the U.S. District Court for the Southern District of New York denied the motion to dismiss previously filed on July 11, 2025 by the Company and the individual defendants; the case will now proceed to discovery. We are vigorously defending ourselves against this lawsuit, and we belie…
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