10-Q Filings

Overview

The 10-Q is the quarterly report that US public companies file with the SEC—same depth as a 10-K, but covering a single quarter.

Every week, we scan SEC EDGAR for new filings across 8,000+ publicly traded companies. For any 10-Q filed in the past 7 days, our pipeline extracts and analyzes the full document—with particular emphasis on the Management Discussion & Analysis (MD&A) and Risk Factors sections, where companies disclose quarterly performance updates, emerging challenges, and strategic pivots.

Each filing is classified into one or more of 70+ event subtypes (leadership changes, acquisitions, cost reduction initiatives, cybersecurity investments, etc.) using a model we've fine-tuned specifically for SEC document analysis.

A single filing can produce between 5-25 signals, depending on how many relevant initiatives or pain points can be inferred accurately from the document's content.

Available Subtypes

Signal Categories

Signals are organized into these categories:

Schema

{
  "signal_id": "6229b797-6c79-4c38-a5e0-507b98e305ae",
  "batch_id": "0ebf94b0",
  "signal_type": "10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2025-12-10T09:22:14.726023Z",
  "association": "company",
  "company": {
    "name": "Dell Technologies Inc.",
    "domain": "www.delltechnologies.com",
    "ticker": "DELL",
    "linkedin_url": "linkedin.com/company/delltechnologies",
    "industries": [
      "Computer Hardware"
    ],
    "employee_count_low": 108000,
    "employee_count_high": 108000,
    "description": "Dell Technologies is a multinational technology company that develops, sells, repairs, and supports computers and related products and services."
  },
  "data": {
    "summary": "Dell's financing originations nearly double to $3.1B in Q3, signaling rapid as-a-service adoption.",
    "detail": "A 94% year-over-year surge in new financing originations indicates massive customer adoption of Dell's subscription and as-a-service models. This rapid scaling creates urgent needs for more robust billing, contract management, and revenue recognition systems.",
    "relevance": 0.9,
    "confidence": "high",
    "sentiment": "positive",
    "excerpts": "New financing originations were $3.1 billion and $1.6 billion for the three months ended October 31, 2025 and November 1, 2024, respectively.",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1571996/000157199625000127/dell-20251031.htm",
    "technologies_mentioned": [
      "as-a-service",
      "subscription models"
    ],
    "competitors_mentioned": [],
    "vendors_mentioned": [],
    "regions_mentioned": [],
    "filing_date": "2025-12-05",
    "filing_year": 2025,
    "sales_relevance": "Billing/subscription tools",
    "period_end_date": "2025-10-31",
    "quarter": "Q3",
    "fiscal_year": 2026,
    "signal_category": "revenue",
    "metrics": {
      "dollar_millions": 3100,
      "dollar_context": "New financing originations for Q3 2025, up from $1.6B in Q3 2024",
      "pct": 0.94,
      "pct_context": "Year-over-year increase in quarterly financing originations",
      "timeframe": "current_quarter"
    }
  }
}

Field Reference

Core Fields

Company Object

Data Object

Data Activation

Timing

detected_at is when Autobound extracted the signal. Use quarter and fiscal_year to understand which reporting period the filing covers. Access the original via source_url.

Use data.filing_date to understand when the filing was actually submitted to the SEC.

Uniqueness

One signal per subtype per company per quarter. If we detect aiInvestment in Oracle's Q3 FY2025 10-Q, we won't fire another until their Q4 10-Q.

Delivery

Each delivery arrives in a timestamped folder. Signals in that folder cover the window between this delivery and the previous one. Treat all signals in a new folder as recent and actionable—no need to diff against prior deliveries.

Best Practices

• Filter on relevance and confidence both above 0.9 for high-precision use cases
• Build picklists from signal_subtype values
• Use data.quarter + data.fiscal_year for triggering rather than specific dates

API Usage

Generate Content API

{
  "enabledInsights": [
    "capexIncrease",
    "aiInvestment",
    "marginPressure"
  ],
  "disabledInsights": []
}

Generate Insights API

{
  "insightSubtype": "capexIncrease"
}

Example Output

"Noticed in Dell's latest 10-Q that financing originations nearly doubled to $3.1B—massive adoption of their as-a-service model. That kind of subscription growth creates real complexity around billing and revenue recognition. We're helping similar companies streamline those systems—would love to share what's working."

Coverage

• Refresh: Weekly
• Coverage: 7,000 US public companies
• Best for: US enterprise accounts, Quarterly budget cycles, Strategic initiative tracking