Certainty language minus hedging language in Risk Factors. Positive = assertive, negative = hedging-heavy.
From 2022-03-18 (10-K) to 2026-05-20 (10-Q), this metric increased across 14 filings.
Risk-factor drift item_1a vs prior same-form filing, cosine similarity
- 10-K 2026-02-25 vs 2025-02-26 99.3% boilerplate
- 10-K 2025-02-26 vs 2024-02-21 99.3% boilerplate
- 10-K 2024-02-21 vs 2023-02-24 98.8% boilerplate
- 10-K 2023-02-24 vs 2022-03-18 98.6% boilerplate
Non-GAAP reconciliation expansion growth in adjusted-figure add-backs vs prior filing
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10-K 2026-02-25 8 → 4 add-backs (+-4)new: Acquisition Related Intangible Amortization Unallocated Operating Expenses
Auditor’s report opinion, going-concern & control flags, critical audit matters
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10-K 2026-02-25 unqualified
- Valuation of Inventories - Provisions for Excess or Obsolete Inventories and Excess Product Purchase Commitments
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10-K 2025-02-26 unqualified
- Valuation of Inventories - Provisions for Excess or Obsolete Inventories and Excess Product Purchase Commitments
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10-K 2024-02-21 unqualified
- Valuation of Inventories - Provisions for Excess or Obsolete Inventories and Excess Product Purchase Commitments
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10-K 2023-02-24 unqualified
- Valuation of Inventories - Provisions for Excess or Obsolete Inventories and Excess Product Purchase Commitments
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10-K 2022-03-18 unqualified
- Valuation of Inventories - Provisions for Excess or Obsolete Inventories
Balance-sheet trends inventory, receivables, reserves & impairment vs prior year
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Inventory building faster than sales FY 2026-01-25inventory +112% vs revenue +65% · DIO 112.7→125.0 days
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Inventory building faster than sales FY 2026-01-25inventory +112% vs revenue +65% · DIO 112.7→125.0 days
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Receivables building faster than sales FY 2024-01-28receivables +161% vs revenue +126% · DSO 51.8→59.9 days
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Inventory building faster than sales FY 2023-01-29inventory +98% vs revenue +0% · DIO 100.7→162.1 days
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Receivables building faster than sales FY 2022-01-30receivables +91% vs revenue +61% · DSO 53.2→63.1 days
Segment changes reportable-segment roster vs prior filing
Dropped
- ALL Other 10-K 2026-02-25
Added
- ALL Other 10-K 2025-02-26
- Compute Networking 10-K 2025-02-26
- Graphics 10-K 2025-02-26
Revenue-recognition drift rev-rec policy language change vs prior filing
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10-K 2026-02-25 90% similar to prior acquisition context
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10-K 2024-02-21 93% similar to prior acquisition context