All importance HIGH importance MEDIUM importance LOW importance All Revenue Margin R And D Capex Debt Cash Inventory Sbc LOW IMPORTANCE Revenue Revenue Acceleration 100TH HISTORICAL PCTL
Revenue increased 13.3% Revenue changed +13.3% from the comparable as-filed period.
$2.8B → $3.1B 2 prior comparisons
LOW IMPORTANCE Margin Margin Expansion 50TH HISTORICAL PCTL
Operating margin moved 79 bp higher Operating margin changed +79 basis points from the comparable as-filed period.
25.03% → 25.82% 2 prior comparisons
LOW IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Free-cash-flow margin moved 508 bp higher Free-cash-flow margin changed +508 basis points from the comparable as-filed period.
8.14% → 13.21% 2 prior comparisons
LOW IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Operating cash-flow margin moved 510 bp higher Operating cash-flow margin changed +510 basis points from the comparable as-filed period.
9.87% → 14.97% 2 prior comparisons
LOW IMPORTANCE Sbc 100TH HISTORICAL PCTL
Stock-based compensation increased 40.5% Stock-based compensation changed +40.5% from the comparable as-filed period.
$74.0M → $104.0M 2 prior comparisons
LOW IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Working capital / assets moved 1693 bp lower Working capital / assets changed -1693 basis points from the comparable as-filed period.
19.80% → 2.87% 3 prior comparisons
LOW IMPORTANCE Financial Value 33TH HISTORICAL PCTL
Total assets increased 17.2% Total assets changed +17.2% from the comparable as-filed period.
$16.4B → $19.2B 3 prior comparisons
LOW IMPORTANCE Margin 100TH HISTORICAL PCTL
Gross profit increased 18.8% Gross profit changed +18.8% from the comparable as-filed period.
$1.4B → $1.7B 2 prior comparisons
LOW IMPORTANCE Share Count 75TH HISTORICAL PCTL
Shares outstanding decreased 0.7% Shares outstanding changed -0.7% from the comparable as-filed period. The change ranks at the 75th percentile of 8 prior comparable changes.
166,603,894 → 165,493,788 8 prior comparisons
LOW IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Trade receivables increased 16.6% Trade receivables changed +16.6% from the comparable as-filed period.
$1.9B → $2.2B 3 prior comparisons
LOW IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Operating cash flow / net income increased 58.2% Operating cash flow / net income changed +58.2% from the comparable as-filed period.
0.53 → 0.84 2 prior comparisons
LOW IMPORTANCE Financial Value 0TH HISTORICAL PCTL
Noncurrent long-term debt increased 9.9% Noncurrent long-term debt changed +9.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$7.7B → $8.4B 4 prior comparisons
LOW IMPORTANCE Net Income 50TH HISTORICAL PCTL
Net income increased 8.6% Net income changed +8.6% from the comparable as-filed period.
$513.0M → $557.0M 2 prior comparisons
LOW IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Receivables / revenue moved 196 bp higher Receivables / revenue changed +196 basis points from the comparable as-filed period.
66.98% → 68.94% 2 prior comparisons
LOW IMPORTANCE R And D R And D Acceleration 100TH HISTORICAL PCTL
Research & development increased 12.6% Research & development changed +12.6% from the comparable as-filed period.
$231.0M → $260.0M 2 prior comparisons
LOW IMPORTANCE Sbc Sbc Intensity Increase 100TH HISTORICAL PCTL
SBC / revenue moved 64 bp higher SBC / revenue changed +64 basis points from the comparable as-filed period.
2.68% → 3.32% 2 prior comparisons
LOW IMPORTANCE Sg And A 50TH HISTORICAL PCTL
Selling, general & administrative increased 10.2% Selling, general & administrative changed +10.2% from the comparable as-filed period.
$450.0M → $496.0M 2 prior comparisons
LOW IMPORTANCE Capex Capex Acceleration 0TH HISTORICAL PCTL
Capex / revenue moved 2 bp higher Capex / revenue changed +2 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
1.74% → 1.76% 2 prior comparisons
LOW IMPORTANCE Capex Capex Acceleration 100TH HISTORICAL PCTL
Capital expenditure increased 14.6% Capital expenditure changed +14.6% from the comparable as-filed period.
$48.0M → $55.0M 2 prior comparisons
LOW IMPORTANCE Financial Value 0TH HISTORICAL PCTL
R&D / revenue moved 6 bp lower R&D / revenue changed -6 basis points from the comparable as-filed period.
8.35% → 8.30% 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.