Working capital / assets moved 401 bp lower
Working capital / assets changed -401 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Working capital / assets changed -401 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
SBC / revenue changed -213 basis points from the comparable as-filed period.
Shares outstanding changed +2.2% from the comparable as-filed period. The change ranks at the 71th percentile of 7 prior comparable changes.
Capital expenditure changed +89.9% from the comparable as-filed period.
Free-cash-flow margin changed -1302 basis points from the comparable as-filed period.
Operating cash-flow margin changed -1276 basis points from the comparable as-filed period.
R&D / revenue changed -666 basis points from the comparable as-filed period.
Gross margin changed +12 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Inventory / revenue changed +115 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Research & development changed +7.2% from the comparable as-filed period.
Capex / revenue changed +26 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Current assets changed +4.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Total assets changed +3.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Working capital changed -2.0% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Cash & equivalents changed -0.6% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Cost of revenue changed +4.6% from the comparable as-filed period.
Selling, general & administrative changed +2.6% from the comparable as-filed period.
Stock-based compensation changed -6.3% from the comparable as-filed period.
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.