Inventory / revenue moved 2275 bp lower
Inventory / revenue changed -2275 basis points from the comparable as-filed period.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Inventory / revenue changed -2275 basis points from the comparable as-filed period.
Revenue changed +17.8% from the comparable as-filed period.
Capital expenditure changed +87.6% from the comparable as-filed period.
Shares outstanding changed -2.5% from the comparable as-filed period. The change ranks at the 75th percentile of 8 prior comparable changes.
Capex / revenue changed +116 basis points from the comparable as-filed period.
Operating cash-flow margin changed +266 basis points from the comparable as-filed period.
Selling, general & administrative changed +21.9% from the comparable as-filed period.
SBC / revenue changed -12 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Free-cash-flow margin changed +150 basis points from the comparable as-filed period.
Inventory changed -4.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Stock-based compensation changed +6.8% from the comparable as-filed period.
Capital expenditure changed +34.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash flow changed +11.9% from the comparable as-filed period.
Inventory changed +16.1% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Revenue changed -4.2% from the comparable as-filed period.
Free-cash-flow proxy changed +8.1% from the comparable as-filed period.
Capex / revenue changed +69 basis points from the comparable as-filed period.
Operating cash-flow margin changed +203 basis points from the comparable as-filed period.
Shares outstanding changed -1.4% from the comparable as-filed period. The change ranks at the 38th percentile of 8 prior comparable changes.
Cash & equivalents changed +5.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
SBC / revenue changed +7 basis points from the comparable as-filed period.
Free-cash-flow margin changed +134 basis points from the comparable as-filed period.
Cost of revenue changed +0.6% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Selling, general & administrative changed +3.4% from the comparable as-filed period.
Stock-based compensation changed +1.9% from the comparable as-filed period.
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.