SBC / revenue moved 244 bp higher
SBC / revenue changed +244 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
22.41%→24.85%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →PINS financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Capital expenditure increased 378.6%
Capital expenditure changed +378.6% from the comparable as-filed period.
$3.2M→$15.5M2 prior comparisons
Revenue increased 11.9%
Revenue changed +11.9% from the comparable as-filed period.
$1.0B→$1.2B2 prior comparisons
Operating cash-flow margin moved 376 bp lower
Operating cash-flow margin changed -376 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
30.66%→26.90%2 prior comparisons
Free-cash-flow margin moved 477 bp lower
Free-cash-flow margin changed -477 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
30.35%→25.58%2 prior comparisons
Working capital / assets moved 1772 bp lower
Working capital / assets changed -1772 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
56.91%→39.20%4 prior comparisons
Free-cash-flow proxy decreased 5.7%
Free-cash-flow proxy changed -5.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$318.4M→$300.3M2 prior comparisons
Stock-based compensation increased 24.1%
Stock-based compensation changed +24.1% from the comparable as-filed period.
$235.1M→$291.7M2 prior comparisons
Cost of revenue increased 23.2%
Cost of revenue changed +23.2% from the comparable as-filed period.
$212.3M→$261.6M2 prior comparisons
Operating cash flow / net income increased 320.2%
Operating cash flow / net income changed +320.2% from the comparable as-filed period.
3.49→14.681 prior comparisons
Research & development increased 15.3%
Research & development changed +15.3% from the comparable as-filed period.
$371.3M→$428.1M2 prior comparisons
Trade receivables increased 14.5%
Trade receivables changed +14.5% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$800.5M→$916.8M4 prior comparisons
Capex / revenue moved 101 bp higher
Capex / revenue changed +101 basis points from the comparable as-filed period.
0.31%→1.32%2 prior comparisons
Receivables / revenue moved 180 bp higher
Receivables / revenue changed +180 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
76.30%→78.09%2 prior comparisons
Operating cash flow decreased 1.8%
Operating cash flow changed -1.8% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$321.7M→$315.7M2 prior comparisons
Total assets decreased 10.2%
Total assets changed -10.2% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$5.5B→$5.0B4 prior comparisons
R&D / revenue moved 108 bp higher
R&D / revenue changed +108 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
35.38%→36.47%2 prior comparisons
Operating income changed across a low base
Operating income changed -1174.8% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base. This reverses 2 consecutive comparable moves in the opposite direction.
-$4.3M→-$55.2M2 prior comparisons
Capital expenditure increased 108.5%
Capital expenditure changed +108.5% from the comparable as-filed period.
$11.0M→$23.0M3 prior comparisons
Receivables / revenue moved 286 bp higher
Receivables / revenue changed +286 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
76.15%→79.01%2 prior comparisons
Cost of revenue increased 26.8%
Cost of revenue changed +26.8% from the comparable as-filed period.
$203.0M→$257.4M2 prior comparisons
Operating cash-flow margin moved 402 bp higher
Operating cash-flow margin changed +402 basis points from the comparable as-filed period.
20.81%→24.83%2 prior comparisons
Free-cash-flow margin moved 318 bp higher
Free-cash-flow margin changed +318 basis points from the comparable as-filed period.
19.70%→22.88%2 prior comparisons
Working capital / assets moved 2168 bp lower
Working capital / assets changed -2168 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
57.68%→36.00%4 prior comparisons
R&D / revenue moved 221 bp higher
R&D / revenue changed +221 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
36.03%→38.23%2 prior comparisons
Net income changed across a sign change
Net income changed -220.4% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$38.8M→-$46.7M2 prior comparisons
Capex / revenue moved 84 bp higher
Capex / revenue changed +84 basis points from the comparable as-filed period.
1.10%→1.95%2 prior comparisons
Total assets decreased 11.9%
Total assets changed -11.9% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$5.4B→$4.8B4 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.