TTWO 最新10-Q变化
将 TTWO 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 · 2026-08-07 与上一份 10-Q · 2026-02-04
| 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 | −59 | ~28 | 19 |
| 市场风险(第3项) | 文字有新增/删除 | +4 | −6 | ~2 | 5 |
| 控制与程序 | 文字有新增/删除 | +1 | 0 | ~2 | 1 |
| 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 | +3 | −6 | ~2 | 1 |
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):法律诉讼
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 · 2026-08-07
To date we have also announced that, during the remainder of fiscal year 2027, 2K plans to release NBA 2K27, PGA 2K27 and WWE 2K27.
Hardware Platforms. We derive a substantial portion of our revenue from the sale of products made for video game consoles manufactured by third parties. Such console revenue comprised 41.8% of our net revenue for the three months ended June 30, 2026. The success of our business is dependent upon con…
Online Content and Digital Distribution. We provide a variety of online delivered products, including direct digital downloads of our titles, and access to additional offerings through virtual currency, add-on content, in-game purchases, and in-game advertising, which drive ongoing engagement and in…
For the three months ended June 30, 2026, Net Bookings decreased by $37.2 as compared to the prior year period. The decrease was primarily driven by lower Net Bookings from our Grand Theft Auto series and Color Block Jam partially offset by higher Net Bookings from NBA 2K.
(1) Includes $3.1 and $(41.0) of stock-based compensation expense in 2026 and 2025, respectively, in software development costs and royalties.
相对上期删除的文字 · 来源:10-Q · 2026-02-04
During fiscal year 2026, 2K released Mafia: The Old Country, NBA 2K26, and Borderlands 4.
We have announced that, during the remainder of fiscal year 2026, 2K plans to release WWE 2K26.
volatility. Also, bankruptcies or consolidations of our large retail customers could hurt our business, due to uncollectible accounts receivable and the concentration of purchasing power among the remaining large retailers.
Hardware Platforms. We derive a substantial portion of our revenue from the sale of products made for video game consoles manufactured by third parties. Such console revenue comprised 38.7% of our net revenue for the nine months ended December 31, 2025. The success of our business is dependent upon …
Online Content and Digital Distribution. We provide a variety of online delivered products, including direct digital downloads of our titles, and access to additional offerings through virtual currency, add-on content, in-game purchases, and in-game advertising, which drive ongoing engagement and in…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-08-07
We seek to manage our interest rate risk by maintaining a short-term investment portfolio that includes bank-time deposits with high credit quality and maturities of less than two years. Since short-term investments mature relatively quickly and can be reinvested at the then-current market rates, in…
As of June 30, 2026, we had $461.7 of short-term investments. We also had $1,364.9 of cash and cash equivalents that are comprised primarily of money market funds and bank-time deposits. We determined that, based on the composition of our investment portfolio, there was no material interest rate ris…
For the three months ended June 30, 2026 and 2025, our foreign currency translation adjustment was a loss of $10.5 and a gain of $82.9, respectively. The change in foreign currency translation adjustment was primarily driven by the strengthening of the U.S. Dollar against the British Pound during th…
Our hedging programs are designed to reduce, but do not entirely eliminate, the effect of currency exchange rate movements. We believe that the counterparties to these foreign currency forward contracts are creditworthy multinational commercial banks and that the risk of counterparty nonperformance …
相对上期删除的文字 · 来源:10-Q · 2026-02-04
We seek to manage our interest rate risk by maintaining a short-term investment portfolio that includes corporate bonds with high credit quality and maturities of less than two years. Since short-term investments mature relatively quickly and
can be reinvested at the then-current market rates, interest income on a portfolio consisting of short-term securities is more subject to market fluctuations than a portfolio of longer-term maturities. However, the fair value of a short-term portfolio is less sensitive to market fluctuations than a …
As of December 31, 2025, we had $199.0 of short-term investments. We also had $2,160.0 of cash and cash equivalents that are comprised primarily of money market funds and bank-time deposits. We determined that, based on the composition of our investment portfolio, there was no material interest rate…
For the three months ended December 31, 2025 and 2024, our foreign currency translation adjustment was a gain of $15.9 and a loss of $104.3, respectively. The change in foreign currency translation adjustment was primarily driven by the weakening of the U.S. Dollar against the British Pound during t…
Our hedging programs are designed to reduce, but do not entirely eliminate, the effect of currency exchange rate movements. We believe that the counterparties to these foreign currency forward contracts are creditworthy multinational
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-08-07
designed our system of controls based on certain assumptions, which we believe are reasonable, about the likelihood of future events, and our system of controls may therefore not achieve its desired objectives under all possible future events.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-07
•On June 17, 2026, Lainie Goldstein, our Chief Financial Officer, adopted a new written trading plan. The plan’s maximum duration is until September 17, 2027 and the first trade will not occur until September 17, 2026, at the earliest. The trading plan is intended to permit Ms. Goldstein to sell up …
•On June 23, 2026, William "Bing" Gordon, a member of our Board of Directors, adopted a new written trading plan. The plan's maximum duration is until June 30, 2027 and the first trade will not occur until September 29, 2026, at the earliest. The trading plan is intended to permit Mr. Gordon to sell…
No other Section 16 officers or directors, as defined in Rule 16a-1(f), adopted, modified, or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as defined in Item 408 of Regulation S-K, during the three months ended June 30, 2026.
相对上期删除的文字 · 来源:10-Q · 2026-02-04
•On November 17, 2025, ZMC Advisors, L.P. (“ZMC”) adopted a new written trading plan. Pursuant to our Management Agreement with ZMC, Strauss Zelnick, a partner of ZMC, serves as our Executive Chairman and Chief Executive Officer, and Karl Slatoff, a partner of ZMC, serves as our President. The plan’…
•On November 18, 2025, Michael Sheresky, a member of our Board of Directors, adopted a new written trading plan. The plan’s maximum duration is until October 9, 2026 and the first trade will not occur until February 17, 2026, at the earliest. The trading plan is intended to permit Mr. Sheresky to se…
•On December 2, 2025, Karl Slatoff, our President, adopted a new written trading plan. The plan’s maximum duration is until December 31, 2026 and the first trade will not occur until June 3, 2026, at the earliest. The trading plan is intended to permit Mr. Slatoff to sell up to 100% of the vested sh…
received by him upon distribution from ZMC, if any, following the vesting of certain Restricted Stock Units held by ZMC that are subject to vesting on June 1, 2026.
•On December 2, 2025, William “Bing” Gordon, a member of our Board of Directors, adopted a new written trading plan. The plan’s maximum duration is until March 13, 2026 and the first trade will not occur until March 2, 2026, at the earliest. The trading plan is intended to permit Mr. Gordon to sell …
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