SBC / revenue moved 275 bp lower
SBC / revenue changed -275 basis points from the comparable as-filed period.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
SBC / revenue changed -275 basis points from the comparable as-filed period.
Operating cash flow changed +482.3% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
Receivables / revenue changed -282 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Free-cash-flow margin changed +2607 basis points from the comparable as-filed period.
Operating cash-flow margin changed +2583 basis points from the comparable as-filed period.
Operating income changed +105.1% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
Stock-based compensation changed +19.2% from the comparable as-filed period.
Capital expenditure changed +27.2% from the comparable as-filed period.
Shares outstanding changed +3.1% from the comparable as-filed period. The change ranks at the 50th percentile of 8 prior comparable changes.
Capex / revenue changed -24 basis points from the comparable as-filed period.
Cost of revenue changed +8.1% from the comparable as-filed period.
Current ratio changed -12.0% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Total assets changed -2.0% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Inventory changed -4.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Cost of revenue changed +26.5% from the comparable as-filed period.
Capital expenditure changed +132.2% from the comparable as-filed period.
Receivables / revenue changed +798 basis points from the comparable as-filed period.
Cash & equivalents changed +13.6% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash-flow margin changed +236 basis points from the comparable as-filed period.
Working capital changed +15.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
SBC / revenue changed +103 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Capex / revenue changed +53 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Inventory changed -8.2% 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.
Total assets changed -6.7% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Free-cash-flow margin changed +184 basis points from the comparable as-filed period.
Shares outstanding changed +2.8% from the comparable as-filed period. The change ranks at the 38th percentile of 8 prior comparable changes.
Current ratio changed -8.5% 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.