SBC / revenue moved 229 bp lower
SBC / revenue changed -229 basis points from the comparable as-filed period.
12.16%→9.87%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →TWLO financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Gross debt increased 0.2%
Gross debt changed +0.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$991.9M→$993.6M4 prior comparisons
Reported total debt increased 0.2%
Reported total debt changed +0.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$991.9M→$993.6M4 prior comparisons
Operating cash-flow margin moved 469 bp higher
Operating cash-flow margin changed +469 basis points from the comparable as-filed period.
20.27%→24.95%2 prior comparisons
Debt / revenue moved 1256 bp lower
Debt / revenue changed -1256 basis points from the comparable as-filed period.
76.27%→63.71%2 prior comparisons
Gross profit increased 20.3%
Gross profit changed +20.3% from the comparable as-filed period.
$632.1M→$760.5M2 prior comparisons
Cost of revenue increased 19.6%
Cost of revenue changed +19.6% from the comparable as-filed period.
$668.3M→$799.0M2 prior comparisons
Cash / debt moved 3275 bp higher
Cash / debt changed +3275 basis points from the comparable as-filed period.
74.09%→106.84%2 prior comparisons
Current assets increased 14.6%
Current assets changed +14.6% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$3.5B→$4.0B4 prior comparisons
Working capital increased 13.1%
Working capital changed +13.1% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$2.7B→$3.1B4 prior comparisons
Operating cash flow / net income decreased 65.9%
Operating cash flow / net income changed -65.9% from the comparable as-filed period.
7.08→2.410 prior comparisons
Shares outstanding increased 2.1%
Shares outstanding changed +2.1% from the comparable as-filed period. The change ranks at the 80th percentile of 5 prior comparable changes.
151,612,818→154,734,0325 prior comparisons
Total assets increased 14.4%
Total assets changed +14.4% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$9.7B→$11.1B4 prior comparisons
R&D / revenue moved 219 bp lower
R&D / revenue changed -219 basis points from the comparable as-filed period.
20.17%→17.98%2 prior comparisons
Research & development increased 6.9%
Research & development changed +6.9% from the comparable as-filed period.
$262.3M→$280.4M2 prior comparisons
Gross margin moved 16 bp higher
Gross margin changed +16 basis points from the comparable as-filed period.
48.61%→48.77%2 prior comparisons
Net debt changed across a sign change
Net debt changed -126.4% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$257.0M→-$67.9M2 prior comparisons
Receivables / revenue moved 126 bp higher
Receivables / revenue changed +126 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
47.15%→48.41%2 prior comparisons
Debt / assets moved 127 bp lower
Debt / assets changed -127 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
10.21%→8.95%4 prior comparisons
Current ratio decreased 4.6%
Current ratio changed -4.6% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
4.68→4.474 prior comparisons
Stock-based compensation decreased 2.7%
Stock-based compensation changed -2.7% from the comparable as-filed period.
$158.2M→$153.9M2 prior comparisons
Working capital / assets moved 30 bp lower
Working capital / assets changed -30 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
28.16%→27.86%4 prior comparisons
Net income changed across a low base
Net income changed +4659.4% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$22.4M→$1.1B2 prior comparisons
SBC / revenue moved 268 bp lower
SBC / revenue changed -268 basis points from the comparable as-filed period.
12.15%→9.47%2 prior comparisons
Net debt increased 665.3%
Net debt changed +665.3% from the comparable as-filed period.
$22.2M→$169.9M2 prior comparisons
Cost of revenue increased 23.6%
Cost of revenue changed +23.6% from the comparable as-filed period.
$625.7M→$773.2M2 prior comparisons
Receivables / revenue moved 284 bp higher
Receivables / revenue changed +284 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
47.86%→50.70%2 prior comparisons
Reported total debt increased 0.2%
Reported total debt changed +0.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$991.4M→$993.2M4 prior comparisons
Gross debt increased 0.2%
Gross debt changed +0.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$991.4M→$993.2M4 prior comparisons
Debt / revenue moved 1446 bp lower
Debt / revenue changed -1446 basis points from the comparable as-filed period.
80.71%→66.25%2 prior comparisons
Gross profit increased 20.4%
Gross profit changed +20.4% from the comparable as-filed period.
$602.7M→$725.9M2 prior comparisons
Total assets increased 10.1%
Total assets changed +10.1% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$9.8B→$10.8B4 prior comparisons
Gross margin moved 65 bp lower
Gross margin changed -65 basis points from the comparable as-filed period.
49.07%→48.42%2 prior comparisons
Cash / debt moved 1487 bp lower
Cash / debt changed -1487 basis points from the comparable as-filed period.
97.76%→82.89%2 prior comparisons
Operating cash flow / net income decreased 97.2%
Operating cash flow / net income changed -97.2% from the comparable as-filed period.
12.36→0.350 prior comparisons
Operating cash-flow margin moved 228 bp higher
Operating cash-flow margin changed +228 basis points from the comparable as-filed period.
22.56%→24.84%2 prior comparisons
Research & development increased 12.2%
Research & development changed +12.2% from the comparable as-filed period.
$243.5M→$273.3M2 prior comparisons
Cash & equivalents decreased 15.1%
Cash & equivalents changed -15.1% from the comparable as-filed period.
$969.2M→$823.3M2 prior comparisons
Shares outstanding increased 0.1%
Shares outstanding changed +0.1% from the comparable as-filed period. The change ranks at the 0th percentile of 5 prior comparable changes. This reverses 5 consecutive comparable moves in the opposite direction.
153,433,606→153,575,2205 prior comparisons
Working capital / assets moved 146 bp lower
Working capital / assets changed -146 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
28.55%→27.09%4 prior comparisons
R&D / revenue moved 159 bp lower
R&D / revenue changed -159 basis points from the comparable as-filed period.
19.82%→18.23%2 prior comparisons
Debt / assets moved 90 bp lower
Debt / assets changed -90 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
10.07%→9.16%4 prior comparisons
Current assets increased 6.1%
Current assets changed +6.1% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$3.5B→$3.7B4 prior comparisons
Working capital increased 4.4%
Working capital changed +4.4% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$2.8B→$2.9B4 prior comparisons
Current ratio decreased 5.8%
Current ratio changed -5.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
4.9→4.624 prior comparisons
Stock-based compensation decreased 4.9%
Stock-based compensation changed -4.9% from the comparable as-filed period.
$149.3M→$141.9M2 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.