Capex / revenue moved 183 bp lower
Capex / revenue changed -183 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Capex / revenue changed -183 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Free-cash-flow margin changed -953 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash-flow margin changed -1136 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Revenue changed +11.0% from the comparable as-filed period.
Receivables / revenue changed +796 basis points from the comparable as-filed period.
Operating income changed +6.8% from the comparable as-filed period.
Stock-based compensation changed +24.1% from the comparable as-filed period.
Gross margin changed +37 basis points from the comparable as-filed period.
Operating cash flow / net income changed -29.6% from the comparable as-filed period.
SBC / revenue changed +118 basis points from the comparable as-filed period.
Net income changed +4.6% from the comparable as-filed period.
Cost of revenue changed +10.1% from the comparable as-filed period.
Research & development changed -2.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
R&D / revenue changed -158 basis points from the comparable as-filed period.
Total assets changed -2.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Current assets changed -2.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Operating income changed -10.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Receivables / revenue changed -353 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Gross margin changed -81 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Revenue changed +9.3% from the comparable as-filed period.
Free-cash-flow margin changed +439 basis points from the comparable as-filed period.
Operating cash-flow margin changed +327 basis points from the comparable as-filed period.
Net income changed -11.3% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash flow / net income changed +38.1% from the comparable as-filed period.
Capex / revenue changed -112 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Total assets changed -6.2% 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.
Stock-based compensation changed +20.9% from the comparable as-filed period.
SBC / revenue changed +95 basis points from the comparable as-filed period.
Current assets changed -3.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
Cost of revenue changed +11.4% from the comparable as-filed period.
Trade receivables changed +4.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Research & development changed -0.3% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
R&D / revenue changed -113 basis points 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.