Receivables / revenue moved 868 bp higher
Receivables / revenue changed +868 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
45.44%→54.12%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →NOW financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating cash-flow margin moved 343 bp lower
Operating cash-flow margin changed -343 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
23.86%→20.43%2 prior comparisons
Stock-based compensation increased 28.0%
Stock-based compensation changed +28.0% from the comparable as-filed period.
$492.0M→$630.0M2 prior comparisons
Operating cash flow / net income increased 87.0%
Operating cash flow / net income changed +87.0% from the comparable as-filed period.
1.62→3.032 prior comparisons
Cash & equivalents decreased 12.2%
Cash & equivalents changed -12.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$2.7B→$2.4B2 prior comparisons
SBC / revenue moved 90 bp higher
SBC / revenue changed +90 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
14.44%→15.34%2 prior comparisons
Operating cash flow increased 3.2%
Operating cash flow changed +3.2% from the comparable as-filed period.
$813.0M→$839.0M2 prior comparisons
Gross profit increased 10.0%
Gross profit changed +10.0% from the comparable as-filed period.
$2.6B→$2.9B2 prior comparisons
R&D / revenue moved 127 bp higher
R&D / revenue changed +127 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
22.01%→23.28%2 prior comparisons
Free-cash-flow margin moved 125 bp higher
Free-cash-flow margin changed +125 basis points from the comparable as-filed period.
16.97%→18.22%2 prior comparisons
Current assets increased 1.4%
Current assets changed +1.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$8.4B→$8.5B4 prior comparisons
Research & development increased 24.7%
Research & development changed +24.7% from the comparable as-filed period.
$734.0M→$915.0M3 prior comparisons
Gross profit increased 13.1%
Gross profit changed +13.1% from the comparable as-filed period.
$2.5B→$2.8B3 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.