Gross margin moved 169 bp lower
Gross margin changed -169 basis points from the comparable as-filed period.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Gross margin changed -169 basis points from the comparable as-filed period.
Operating cash-flow margin changed +923 basis points from the comparable as-filed period.
Free-cash-flow proxy changed +11.4% from the comparable as-filed period.
Cash / debt changed -145 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
Debt / revenue changed -10595 basis points from the comparable as-filed period.
Free-cash-flow margin changed +464 basis points from the comparable as-filed period.
Debt / assets changed -655 basis points from the comparable as-filed period.
Net income changed -17.0% from the comparable as-filed period.
Revenue changed -9.6% from the comparable as-filed period.
Stock-based compensation changed +65.3% from the comparable as-filed period.
Operating cash flow changed +6.4% from the comparable as-filed period.
Operating cash flow / net income changed +28.3% from the comparable as-filed period.
Trade receivables changed -9.7% 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.
Selling, general & administrative changed +17.6% from the comparable as-filed period.
Current assets changed -12.4% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Current ratio changed +22.4% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Total assets changed +0.6% from the comparable as-filed period.
Shares outstanding changed +0.2% from the comparable as-filed period. The change ranks at the 12th percentile of 8 prior comparable changes.
SBC / revenue changed +65 basis points from the comparable as-filed period.
Capital expenditure changed +3.4% from the comparable as-filed period.
Working capital / assets changed +114 basis points from the comparable as-filed period.
Cost of revenue changed -1.7% from the comparable as-filed period.
Receivables / revenue changed -4 basis points from the comparable as-filed period.
Selling, general & administrative changed +30.5% from the comparable as-filed period.
Operating cash-flow margin changed +936 basis points from the comparable as-filed period.
Stock-based compensation changed +72.7% from the comparable as-filed period.
Debt / assets changed -727 basis points from the comparable as-filed period.
Debt / revenue changed -1262 basis points from the comparable as-filed period.
Capital expenditure changed +18.3% from the comparable as-filed period.
Free-cash-flow margin changed -508 basis points from the comparable as-filed period.
Operating cash flow / net income changed +213.0% from the comparable as-filed period.
Receivables / revenue changed +1418 basis points from the comparable as-filed period.
Working capital changed +15.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Total assets changed +4.2% from the comparable as-filed period.
Shares outstanding changed +0.2% from the comparable as-filed period. The change ranks at the 0th percentile of 8 prior comparable changes.
SBC / revenue changed +78 basis points from the comparable as-filed period.
Current ratio changed -4.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Cost of revenue changed -1.1% from the comparable as-filed period.
Working capital / assets changed +32 basis points from the comparable as-filed period.
Trade receivables changed +2.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
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.