Revenue increased 16.7%
Revenue changed +16.7% from the comparable as-filed period.
$96.1M→$112.1M2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →PI financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Gross profit increased 22.3%
Gross profit changed +22.3% from the comparable as-filed period.
$48.3M→$59.1M2 prior comparisons
Free-cash-flow proxy increased 14.7%
Free-cash-flow proxy changed +14.7% from the comparable as-filed period.
$18.0M→$20.6M2 prior comparisons
Research & development increased 18.9%
Research & development changed +18.9% from the comparable as-filed period.
$25.7M→$30.6M2 prior comparisons
Capex / revenue moved 142 bp higher
Capex / revenue changed +142 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
3.06%→4.48%2 prior comparisons
Receivables / revenue moved 600 bp higher
Receivables / revenue changed +600 basis points from the comparable as-filed period.
63.71%→69.71%2 prior comparisons
Debt / assets moved 2030 bp lower
Debt / assets changed -2030 basis points from the comparable as-filed period.
54.29%→33.99%0 prior comparisons
Debt / revenue moved 12566 bp lower
Debt / revenue changed -12566 basis points from the comparable as-filed period.
291.88%→166.22%0 prior comparisons
Working capital / assets moved 1196 bp higher
Working capital / assets changed +1196 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
42.60%→54.56%4 prior comparisons
Total assets increased 6.1%
Total assets changed +6.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$516.5M→$548.1M4 prior comparisons
Cash / debt moved 234 bp higher
Cash / debt changed +234 basis points from the comparable as-filed period.
18.45%→20.79%0 prior comparisons
SBC / revenue moved 78 bp lower
SBC / revenue changed -78 basis points from the comparable as-filed period.
15.15%→14.37%2 prior comparisons
Inventory decreased 10.0%
Inventory changed -10.0% from the comparable as-filed period.
$92.6M→$83.4M3 prior comparisons
Shares outstanding increased 2.5%
Shares outstanding changed +2.5% from the comparable as-filed period. The change ranks at the 0th percentile of 8 prior comparable changes.
30,109,132→30,859,5818 prior comparisons
Current assets decreased 4.9%
Current assets changed -4.9% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$351.8M→$334.5M4 prior comparisons
Cost of revenue increased 11.0%
Cost of revenue changed +11.0% from the comparable as-filed period.
$47.7M→$53.0M2 prior comparisons
Stock-based compensation increased 10.7%
Stock-based compensation changed +10.7% from the comparable as-filed period.
$14.6M→$16.1M2 prior comparisons
Operating cash-flow margin moved 110 bp higher
Operating cash-flow margin changed +110 basis points from the comparable as-filed period.
21.75%→22.85%2 prior comparisons
R&D / revenue moved 51 bp higher
R&D / revenue changed +51 basis points from the comparable as-filed period.
26.78%→27.28%2 prior comparisons
Free-cash-flow margin moved 32 bp lower
Free-cash-flow margin changed -32 basis points from the comparable as-filed period.
18.69%→18.37%2 prior comparisons
Noncurrent long-term debt increased 0.8%
Noncurrent long-term debt changed +0.8% from the comparable as-filed period.
$183.8M→$185.3M3 prior comparisons
Capital expenditure decreased 63.0%
Capital expenditure changed -63.0% from the comparable as-filed period.
$6.5M→$2.4M3 prior comparisons
Gross margin moved 79 bp higher
Gross margin changed +79 basis points from the comparable as-filed period.
57.83%→58.63%2 prior comparisons
Research & development increased 18.7%
Research & development changed +18.7% from the comparable as-filed period.
$24.7M→$29.3M2 prior comparisons
SBC / revenue moved 173 bp higher
SBC / revenue changed +173 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
13.30%→15.04%2 prior comparisons
Current ratio decreased 71.8%
Current ratio changed -71.8% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
11.64→3.284 prior comparisons
Operating cash-flow margin moved 543 bp lower
Operating cash-flow margin changed -543 basis points from the comparable as-filed period.
34.59%→29.16%2 prior comparisons
Receivables / revenue moved 930 bp higher
Receivables / revenue changed +930 basis points from the comparable as-filed period.
56.32%→65.62%2 prior comparisons
Working capital / assets moved 2326 bp lower
Working capital / assets changed -2326 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
62.84%→39.58%4 prior comparisons
Revenue increased 10.7%
Revenue changed +10.7% from the comparable as-filed period.
$97.9M→$108.4M2 prior comparisons
Free-cash-flow proxy increased 6.8%
Free-cash-flow proxy changed +6.8% from the comparable as-filed period.
$27.3M→$29.2M3 prior comparisons
Stock-based compensation increased 25.1%
Stock-based compensation changed +25.1% from the comparable as-filed period.
$13.0M→$16.3M2 prior comparisons
Operating income decreased 3.4%
Operating income changed -3.4% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$10.9M→$10.5M2 prior comparisons
Operating cash flow decreased 6.7%
Operating cash flow changed -6.7% from the comparable as-filed period.
$33.9M→$31.6M3 prior comparisons
Current assets decreased 12.9%
Current assets changed -12.9% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$349.8M→$304.6M4 prior comparisons
Gross profit increased 12.2%
Gross profit changed +12.2% from the comparable as-filed period.
$56.6M→$63.5M2 prior comparisons
Total assets increased 5.1%
Total assets changed +5.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$508.8M→$534.7M4 prior comparisons
Shares outstanding increased 5.0%
Shares outstanding changed +5.0% from the comparable as-filed period. The change ranks at the 50th percentile of 8 prior comparable changes.
29,089,692→30,554,4138 prior comparisons
Cash & equivalents decreased 9.1%
Cash & equivalents changed -9.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$42.4M→$38.6M4 prior comparisons
R&D / revenue moved 182 bp higher
R&D / revenue changed +182 basis points from the comparable as-filed period.
25.18%→27.00%2 prior comparisons
Inventory decreased 4.9%
Inventory changed -4.9% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$96.2M→$91.5M4 prior comparisons
Cost of revenue increased 8.6%
Cost of revenue changed +8.6% from the comparable as-filed period.
$41.3M→$44.8M2 prior comparisons
Free-cash-flow margin moved 98 bp lower
Free-cash-flow margin changed -98 basis points from the comparable as-filed period.
27.91%→26.93%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.