Cost of revenue increased 23.6%
Cost of revenue changed +23.6% from the comparable as-filed period.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Cost of revenue changed +23.6% from the comparable as-filed period.
Gross profit changed +26.4% from the comparable as-filed period.
Capital expenditure changed +38.4% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Selling, general & administrative changed +30.8% from the comparable as-filed period.
Operating margin changed -18 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Stock-based compensation changed +28.6% from the comparable as-filed period.
Operating cash flow changed +13.5% from the comparable as-filed period.
Free-cash-flow proxy changed +10.5% from the comparable as-filed period.
Current ratio changed +12.5% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
Cash / debt changed -3920 basis points from the comparable as-filed period.
Debt / assets changed +2120 basis points from the comparable as-filed period.
Debt / equity changed +7782 basis points from the comparable as-filed period.
Debt / revenue changed +16051 basis points from the comparable as-filed period.
Gross margin changed +52 basis points from the comparable as-filed period.
Stockholders' equity changed +11.5% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Current assets changed +10.6% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Inventory / revenue changed +74 basis points from the comparable as-filed period.
Working capital / assets changed -81 basis points from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
Net income changed +2.7% from the comparable as-filed period.
Free-cash-flow margin changed -192 basis points from the comparable as-filed period.
Shares outstanding changed -0.6% from the comparable as-filed period. The change ranks at the 38th percentile of 8 prior comparable changes.
Operating cash-flow margin changed -169 basis points from the comparable as-filed period.
SBC / revenue changed +1 basis points from the comparable as-filed period.
Capex / revenue changed +22 basis points from the comparable as-filed period.
Operating cash flow / net income changed +10.4% from the comparable as-filed period.
Current liabilities changed -1.7% 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.