Stock-based compensation increased 31.6%
Stock-based compensation changed +31.6% from the comparable as-filed period.
$5.6B→$7.3B2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →META financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed -110.4% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$11.2B→-$1.2B2 prior comparisons
Operating cash-flow margin moved 779 bp lower
Operating cash-flow margin changed -779 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
58.54%→50.75%2 prior comparisons
Operating cash flow increased 9.3%
Operating cash flow changed +9.3% from the comparable as-filed period.
$30.0B→$32.8B2 prior comparisons
Free-cash-flow margin moved 2359 bp lower
Free-cash-flow margin changed -2359 basis points from the comparable as-filed period.
21.80%→-1.79%2 prior comparisons
Operating cash flow / net income decreased 70.0%
Operating cash flow / net income changed -70.0% from the comparable as-filed period.
11.07→3.332 prior comparisons
Receivables / revenue moved 141 bp higher
Receivables / revenue changed +141 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
33.76%→35.16%2 prior comparisons
Cash & equivalents increased 10.2%
Cash & equivalents changed +10.2% from the comparable as-filed period.
$10.2B→$11.2B2 prior comparisons
R&D / revenue moved 149 bp higher
R&D / revenue changed +149 basis points from the comparable as-filed period.
29.55%→31.04%2 prior comparisons
SBC / revenue moved 48 bp higher
SBC / revenue changed +48 basis points from the comparable as-filed period.
10.84%→11.32%2 prior comparisons
Current ratio decreased 3.8%
Current ratio changed -3.8% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
1.98→1.94 prior comparisons
Working capital / assets moved 2 bp lower
Working capital / assets changed -2 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
11.90%→11.88%4 prior comparisons
Cash & equivalents increased 28.8%
Cash & equivalents changed +28.8% from the comparable as-filed period.
$12.0B→$15.5B2 prior comparisons
Cost of revenue increased 33.4%
Cost of revenue changed +33.4% from the comparable as-filed period.
$8.5B→$11.3B2 prior comparisons
Stock-based compensation increased 57.2%
Stock-based compensation changed +57.2% from the comparable as-filed period.
$4.8B→$7.6B2 prior comparisons
Working capital / assets moved 304 bp higher
Working capital / assets changed +304 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
12.32%→15.36%4 prior comparisons
Operating income decreased 8.2%
Operating income changed -8.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$20.4B→$18.8B2 prior comparisons
Gross margin moved 76 bp lower
Gross margin changed -76 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
82.13%→81.37%2 prior comparisons
SBC / revenue moved 233 bp higher
SBC / revenue changed +233 basis points from the comparable as-filed period.
10.17%→12.50%2 prior comparisons
Free-cash-flow margin moved 1612 bp lower
Free-cash-flow margin changed -1612 basis points from the comparable as-filed period.
18.99%→2.87%2 prior comparisons
Operating cash flow / net income increased 44.2%
Operating cash flow / net income changed +44.2% from the comparable as-filed period.
1.39→2.012 prior comparisons
R&D / revenue moved 838 bp higher
R&D / revenue changed +838 basis points from the comparable as-filed period.
27.24%→35.62%2 prior comparisons
Net income decreased 13.6%
Net income changed -13.6% from the comparable as-filed period.
$18.3B→$15.8B2 prior comparisons
Operating cash-flow margin moved 139 bp lower
Operating cash-flow margin changed -139 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
53.79%→52.40%2 prior comparisons
Receivables / revenue moved 92 bp higher
Receivables / revenue changed +92 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
34.85%→35.78%2 prior comparisons
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.