Gross profit increased 23.9%
Gross profit changed +23.9% from the comparable as-filed period.
$108.8M→$134.8M2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →QTWO financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Revenue increased 11.9%
Revenue changed +11.9% from the comparable as-filed period.
$201.7M→$225.8M2 prior comparisons
SBC / revenue moved 268 bp lower
SBC / revenue changed -268 basis points from the comparable as-filed period.
11.53%→8.85%2 prior comparisons
Free-cash-flow margin moved 648 bp higher
Free-cash-flow margin changed +648 basis points from the comparable as-filed period.
21.26%→27.73%2 prior comparisons
Operating cash-flow margin moved 605 bp higher
Operating cash-flow margin changed +605 basis points from the comparable as-filed period.
22.60%→28.65%2 prior comparisons
Receivables / revenue moved 701 bp higher
Receivables / revenue changed +701 basis points from the comparable as-filed period.
34.64%→41.65%2 prior comparisons
Capital expenditure decreased 24.0%
Capital expenditure changed -24.0% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$2.7M→$2.1M2 prior comparisons
Operating cash flow / net income decreased 35.7%
Operating cash flow / net income changed -35.7% from the comparable as-filed period.
3.03→1.950 prior comparisons
Working capital / assets moved 208 bp higher
Working capital / assets changed +208 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
-1.71%→0.37%4 prior comparisons
Research & development increased 6.2%
Research & development changed +6.2% from the comparable as-filed period.
$38.9M→$41.4M2 prior comparisons
Stock-based compensation decreased 14.1%
Stock-based compensation changed -14.1% from the comparable as-filed period.
$23.3M→$20.0M2 prior comparisons
Capex / revenue moved 43 bp lower
Capex / revenue changed -43 basis points from the comparable as-filed period.
1.35%→0.91%2 prior comparisons
R&D / revenue moved 98 bp lower
R&D / revenue changed -98 basis points from the comparable as-filed period.
19.30%→18.32%2 prior comparisons
Shares outstanding decreased 1.2%
Shares outstanding changed -1.2% from the comparable as-filed period. The change ranks at the 25th percentile of 8 prior comparable changes.
62,530,005→61,781,5428 prior comparisons
Cost of revenue decreased 2.1%
Cost of revenue changed -2.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$92.9M→$90.9M2 prior comparisons
Current ratio increased 4.8%
Current ratio changed +4.8% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
0.97→1.014 prior comparisons
Gross profit increased 24.5%
Gross profit changed +24.5% from the comparable as-filed period.
$104.6M→$130.2M2 prior comparisons
Revenue increased 12.6%
Revenue changed +12.6% from the comparable as-filed period.
$195.1M→$219.8M2 prior comparisons
Capital expenditure increased 30.1%
Capital expenditure changed +30.1% from the comparable as-filed period.
$1.3M→$1.7M3 prior comparisons
Operating cash-flow margin moved 267 bp higher
Operating cash-flow margin changed +267 basis points from the comparable as-filed period.
24.93%→27.60%2 prior comparisons
SBC / revenue moved 218 bp lower
SBC / revenue changed -218 basis points from the comparable as-filed period.
11.53%→9.35%2 prior comparisons
Free-cash-flow margin moved 257 bp higher
Free-cash-flow margin changed +257 basis points from the comparable as-filed period.
24.25%→26.82%2 prior comparisons
Operating cash flow / net income decreased 50.9%
Operating cash flow / net income changed -50.9% from the comparable as-filed period.
4.13→2.030 prior comparisons
Research & development increased 11.4%
Research & development changed +11.4% from the comparable as-filed period.
$36.9M→$41.1M2 prior comparisons
Trade receivables increased 16.9%
Trade receivables changed +16.9% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$60.3M→$70.5M4 prior comparisons
Shares outstanding decreased 0.1%
Shares outstanding changed -0.1% from the comparable as-filed period. The change ranks at the 0th percentile of 8 prior comparable changes. This reverses 8 consecutive comparable moves in the opposite direction.
62,442,411→62,354,6958 prior comparisons
Current ratio increased 4.8%
Current ratio changed +4.8% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
0.9→0.944 prior comparisons
Receivables / revenue moved 117 bp higher
Receivables / revenue changed +117 basis points from the comparable as-filed period.
30.91%→32.09%2 prior comparisons
Capex / revenue moved 10 bp higher
Capex / revenue changed +10 basis points from the comparable as-filed period.
0.67%→0.78%2 prior comparisons
Stock-based compensation decreased 8.6%
Stock-based compensation changed -8.6% from the comparable as-filed period.
$22.5M→$20.6M2 prior comparisons
R&D / revenue moved 21 bp lower
R&D / revenue changed -21 basis points from the comparable as-filed period.
18.92%→18.71%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.