SBC / revenue moved 232 bp lower
SBC / revenue changed -232 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
14.52%→12.20%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →DV financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Revenue increased 9.0%
Revenue changed +9.0% from the comparable as-filed period.
$188.6M→$205.6M2 prior comparisons
Receivables / revenue moved 448 bp lower
Receivables / revenue changed -448 basis points from the comparable as-filed period.
115.36%→110.88%2 prior comparisons
Operating cash flow increased 9.4%
Operating cash flow changed +9.4% from the comparable as-filed period.
$51.2M→$56.0M2 prior comparisons
Total assets increased 4.2%
Total assets changed +4.2% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$1.3B→$1.3B4 prior comparisons
Capex / revenue moved 143 bp lower
Capex / revenue changed -143 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
6.44%→5.01%2 prior comparisons
Gross margin moved 100 bp lower
Gross margin changed -100 basis points from the comparable as-filed period.
82.26%→81.26%2 prior comparisons
Current ratio increased 17.9%
Current ratio changed +17.9% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
3.98→4.694 prior comparisons
R&D / revenue moved 217 bp lower
R&D / revenue changed -217 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
23.77%→21.60%2 prior comparisons
Cost of revenue increased 15.2%
Cost of revenue changed +15.2% from the comparable as-filed period.
$33.5M→$38.5M2 prior comparisons
Capital expenditure decreased 15.2%
Capital expenditure changed -15.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$12.1M→$10.3M2 prior comparisons
Stock-based compensation decreased 8.4%
Stock-based compensation changed -8.4% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$27.4M→$25.1M2 prior comparisons
Free-cash-flow margin moved 151 bp higher
Free-cash-flow margin changed +151 basis points from the comparable as-filed period.
20.70%→22.21%2 prior comparisons
Shares outstanding decreased 3.0%
Shares outstanding changed -3.0% from the comparable as-filed period. The change ranks at the 25th percentile of 8 prior comparable changes.
161,107,214→156,211,1288 prior comparisons
Trade receivables increased 4.8%
Trade receivables changed +4.8% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$217.6M→$228.0M4 prior comparisons
Research & development decreased 0.9%
Research & development changed -0.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$44.8M→$44.4M2 prior comparisons
Current liabilities decreased 7.4%
Current liabilities changed -7.4% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$119.9M→$111.0M4 prior comparisons
Operating cash-flow margin moved 8 bp higher
Operating cash-flow margin changed +8 basis points from the comparable as-filed period.
27.13%→27.22%2 prior comparisons
Receivables / revenue moved 1099 bp higher
Receivables / revenue changed +1099 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
99.92%→110.91%2 prior comparisons
Shares outstanding decreased 5.3%
Shares outstanding changed -5.3% from the comparable as-filed period. The change ranks at the 75th percentile of 8 prior comparable changes.
163,628,379→154,986,8478 prior comparisons
Free-cash-flow margin moved 1271 bp higher
Free-cash-flow margin changed +1271 basis points from the comparable as-filed period.
21.21%→33.92%2 prior comparisons
Operating cash-flow margin moved 1310 bp higher
Operating cash-flow margin changed +1310 basis points from the comparable as-filed period.
26.25%→39.34%2 prior comparisons
Revenue increased 2.5%
Revenue changed +2.5% from the comparable as-filed period.
$189.0M→$193.8M2 prior comparisons
Gross margin moved 76 bp higher
Gross margin changed +76 basis points from the comparable as-filed period.
82.47%→83.24%2 prior comparisons
SBC / revenue moved 112 bp lower
SBC / revenue changed -112 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
14.29%→13.17%2 prior comparisons
Capex / revenue moved 38 bp higher
Capex / revenue changed +38 basis points from the comparable as-filed period.
5.04%→5.42%2 prior comparisons
R&D / revenue moved 103 bp lower
R&D / revenue changed -103 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
24.97%→23.94%2 prior comparisons
Research & development decreased 1.7%
Research & development changed -1.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$47.2M→$46.4M2 prior comparisons
Capital expenditure increased 10.3%
Capital expenditure changed +10.3% from the comparable as-filed period.
$9.5M→$10.5M3 prior comparisons
Total assets increased 1.0%
Total assets changed +1.0% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$1.3B→$1.3B4 prior comparisons
Stock-based compensation decreased 5.5%
Stock-based compensation changed -5.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$27.0M→$25.5M2 prior comparisons
Cash & equivalents decreased 0.8%
Cash & equivalents changed -0.8% from the comparable as-filed period.
$211.8M→$210.2M2 prior comparisons
Cost of revenue decreased 1.9%
Cost of revenue changed -1.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$33.1M→$32.5M2 prior comparisons
Working capital increased 2.6%
Working capital changed +2.6% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$357.5M→$366.6M4 prior comparisons
Current assets increased 2.0%
Current assets changed +2.0% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$462.4M→$471.4M4 prior comparisons
Working capital / assets moved 42 bp higher
Working capital / assets changed +42 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
27.56%→27.98%4 prior comparisons
Current ratio increased 2.0%
Current ratio changed +2.0% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
4.41→4.54 prior comparisons
Current liabilities decreased 0.1%
Current liabilities changed -0.1% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$104.9M→$104.8M4 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.