Revenue increased 14.2%
Revenue changed +14.2% from the comparable as-filed period.
$833.6M→$952.0M2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →CSGP financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed +2590.9% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$5.5M→$137.0M2 prior comparisons
Operating cash-flow margin moved 1157 bp higher
Operating cash-flow margin changed +1157 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
8.18%→19.75%2 prior comparisons
SBC / revenue moved 513 bp lower
SBC / revenue changed -513 basis points from the comparable as-filed period.
8.49%→3.36%2 prior comparisons
Inventory increased 217.5%
Inventory changed +217.5% from the comparable as-filed period.
$6.3M→$20.0M1 prior comparisons
Capital expenditure decreased 30.8%
Capital expenditure changed -30.8% from the comparable as-filed period.
$73.7M→$51.0M2 prior comparisons
Current ratio decreased 57.7%
Current ratio changed -57.7% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
3.12→1.324 prior comparisons
Working capital / assets moved 1287 bp lower
Working capital / assets changed -1287 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
15.11%→2.24%4 prior comparisons
Total assets decreased 5.1%
Total assets changed -5.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$10.8B→$10.3B4 prior comparisons
Cost of revenue increased 22.5%
Cost of revenue changed +22.5% from the comparable as-filed period.
$172.2M→$211.0M2 prior comparisons
Free-cash-flow margin moved 1505 bp higher
Free-cash-flow margin changed +1505 basis points from the comparable as-filed period.
-0.66%→14.39%2 prior comparisons
Cash / debt moved 14353 bp lower
Cash / debt changed -14353 basis points from the comparable as-filed period.
193.53%→50.00%3 prior comparisons
Debt / revenue moved 1492 bp lower
Debt / revenue changed -1492 basis points from the comparable as-filed period.
119.96%→105.04%1 prior comparisons
Current liabilities decreased 7.1%
Current liabilities changed -7.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$770.5M→$716.0M4 prior comparisons
Net debt changed across a sign change
Net debt changed +153.5% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$935.3M→$500.0M3 prior comparisons
Gross profit increased 12.0%
Gross profit changed +12.0% from the comparable as-filed period.
$661.4M→$741.0M2 prior comparisons
Trade receivables increased 14.8%
Trade receivables changed +14.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$243.8M→$280.0M4 prior comparisons
Inventory / revenue moved 135 bp higher
Inventory / revenue changed +135 basis points from the comparable as-filed period.
0.76%→2.10%0 prior comparisons
Reported total debt unchangedd 0.0%
Reported total debt changed +0.0% from the comparable as-filed period. The change ranks at the 88th percentile of 8 prior comparable changes.
$1.0B→$1.0B8 prior comparisons
Gross debt unchangedd 0.0%
Gross debt changed +0.0% from the comparable as-filed period. The change ranks at the 88th percentile of 8 prior comparable changes.
$1.0B→$1.0B8 prior comparisons
Debt / assets moved 50 bp higher
Debt / assets changed +50 basis points from the comparable as-filed period.
9.24%→9.74%3 prior comparisons
Noncurrent long-term debt increased 0.1%
Noncurrent long-term debt changed +0.1% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$992.9M→$994.0M4 prior comparisons
Receivables / revenue moved 17 bp higher
Receivables / revenue changed +17 basis points from the comparable as-filed period.
29.25%→29.41%2 prior comparisons
Stock-based compensation decreased 26.6%
Stock-based compensation changed -26.6% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$51.8M→$38.0M2 prior comparisons
Trade receivables increased 24.1%
Trade receivables changed +24.1% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$203.8M→$253.0M4 prior comparisons
Inventory increased 177.8%
Inventory changed +177.8% from the comparable as-filed period.
$7.2M→$20.0M1 prior comparisons
Working capital / assets moved 2521 bp lower
Working capital / assets changed -2521 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
34.16%→8.95%4 prior comparisons
Current ratio decreased 62.0%
Current ratio changed -62.0% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
5.83→2.214 prior comparisons
Operating cash-flow margin moved 632 bp lower
Operating cash-flow margin changed -632 basis points from the comparable as-filed period.
18.75%→12.43%2 prior comparisons
Gross profit increased 18.7%
Gross profit changed +18.7% from the comparable as-filed period.
$613.5M→$728.0M2 prior comparisons
SBC / revenue moved 252 bp lower
SBC / revenue changed -252 basis points from the comparable as-filed period.
6.63%→4.11%2 prior comparisons
Cash / debt moved 23626 bp lower
Cash / debt changed -23626 basis points from the comparable as-filed period.
362.86%→126.60%3 prior comparisons
Debt / revenue moved 1988 bp lower
Debt / revenue changed -1988 basis points from the comparable as-filed period.
127.99%→108.11%1 prior comparisons
Free-cash-flow margin moved 478 bp higher
Free-cash-flow margin changed +478 basis points from the comparable as-filed period.
3.55%→8.32%2 prior comparisons
Gross margin moved 18 bp higher
Gross margin changed +18 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
78.52%→78.70%2 prior comparisons
Stockholders' equity decreased 7.8%
Stockholders' equity changed -7.8% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$8.6B→$7.9B2 prior comparisons
Cost of revenue increased 17.4%
Cost of revenue changed +17.4% from the comparable as-filed period.
$167.8M→$197.0M2 prior comparisons
Reported total debt unchangedd 0.0%
Reported total debt changed +0.0% from the comparable as-filed period. The change ranks at the 88th percentile of 8 prior comparable changes.
$1.0B→$1.0B8 prior comparisons
Gross debt unchangedd 0.0%
Gross debt changed +0.0% from the comparable as-filed period. The change ranks at the 88th percentile of 8 prior comparable changes.
$1.0B→$1.0B8 prior comparisons
Inventory / revenue moved 124 bp higher
Inventory / revenue changed +124 basis points from the comparable as-filed period.
0.92%→2.16%0 prior comparisons
Total assets decreased 3.5%
Total assets changed -3.5% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$10.5B→$10.1B4 prior comparisons
Receivables / revenue moved 127 bp higher
Receivables / revenue changed +127 basis points from the comparable as-filed period.
26.08%→27.35%2 prior comparisons
Debt / equity moved 98 bp higher
Debt / equity changed +98 basis points from the comparable as-filed period.
11.63%→12.61%1 prior comparisons
Current liabilities increased 0.6%
Current liabilities changed +0.6% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$742.4M→$747.0M4 prior comparisons
Noncurrent long-term debt increased 0.2%
Noncurrent long-term debt changed +0.2% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$992.5M→$994.0M4 prior comparisons
Debt / assets moved 35 bp higher
Debt / assets changed +35 basis points from the comparable as-filed period.
9.52%→9.86%3 prior comparisons
Method Importance combines metric-family relevance, magnitude, issuer-history unusualness, persistence, and financial-statement significance. It is analytical prioritization, not a legal materiality conclusion or investment signal.