Capex / revenue moved 224 bp lower
Capex / revenue changed -224 basis points from the comparable as-filed period.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Capex / revenue changed -224 basis points from the comparable as-filed period.
Capital expenditure changed -30.7% from the comparable as-filed period.
Noncurrent long-term debt changed -6.9% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
Operating cash-flow margin changed -610 basis points from the comparable as-filed period.
Inventory changed +12.9% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Free-cash-flow margin changed -386 basis points from the comparable as-filed period.
Stock-based compensation changed +23.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash flow / net income changed -86.5% from the comparable as-filed period.
Receivables / revenue changed +216 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Revenue changed +8.3% from the comparable as-filed period.
Current assets changed +15.3% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Gross profit changed +22.9% from the comparable as-filed period.
Shares outstanding changed +0.3% from the comparable as-filed period. The change ranks at the 0th percentile of 8 prior comparable changes. This reverses 8 consecutive comparable moves in the opposite direction.
Cost of revenue changed +4.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
SBC / revenue changed +8 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Total assets changed +3.3% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Current ratio changed -10.4% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Working capital changed -2.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Working capital / assets changed -59 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
R&D / revenue changed -22 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Selling, general & administrative changed +6.9% from the comparable as-filed period.
Research & development changed +0.0% from the comparable as-filed period.
Capital expenditure changed -33.3% from the comparable as-filed period.
Stock-based compensation changed +850.0% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Noncurrent long-term debt changed -6.9% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
Revenue changed +9.9% from the comparable as-filed period.
Working capital changed -13.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Cost of revenue changed +9.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash flow / net income changed -26.5% from the comparable as-filed period.
SBC / revenue changed +67 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Gross margin changed +16 basis points from the comparable as-filed period.
Selling, general & administrative changed +17.8% from the comparable as-filed period.
Working capital / assets changed -156 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Operating cash flow changed -3.9% from the comparable as-filed period.
Operating cash-flow margin changed -127 basis points from the comparable as-filed period.
Shares outstanding changed -0.4% from the comparable as-filed period. The change ranks at the 0th percentile of 8 prior comparable changes.
Research & development changed -3.0% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Current ratio changed -11.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Current assets changed +5.8% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Gross profit changed +10.7% from the comparable as-filed period.
Free-cash-flow margin changed +131 basis points from the comparable as-filed period.
Inventory changed -2.3% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Receivables / revenue changed +45 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Total assets changed +1.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
R&D / revenue changed -34 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
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.