Revenue increased 12.8%
Revenue changed +12.8% from the comparable as-filed period.
$2.3B→$2.6B2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →WDAY financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Capital expenditure increased 110.7%
Capital expenditure changed +110.7% from the comparable as-filed period.
$28.0M→$59.0M3 prior comparisons
Receivables / revenue moved 301 bp higher
Receivables / revenue changed +301 basis points from the comparable as-filed period.
68.53%→71.54%2 prior comparisons
Trade receivables increased 17.8%
Trade receivables changed +17.8% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$1.6B→$1.9B4 prior comparisons
Operating cash flow / net income decreased 69.6%
Operating cash flow / net income changed -69.6% from the comparable as-filed period.
2.7→0.822 prior comparisons
Capex / revenue moved 103 bp higher
Capex / revenue changed +103 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
1.19%→2.23%2 prior comparisons
Free-cash-flow margin moved 768 bp lower
Free-cash-flow margin changed -768 basis points from the comparable as-filed period.
25.04%→17.37%2 prior comparisons
Operating cash-flow margin moved 664 bp lower
Operating cash-flow margin changed -664 basis points from the comparable as-filed period.
26.24%→19.59%2 prior comparisons
Research & development increased 13.2%
Research & development changed +13.2% from the comparable as-filed period.
$660.0M→$747.0M2 prior comparisons
Stock-based compensation increased 18.2%
Stock-based compensation changed +18.2% from the comparable as-filed period.
$391.0M→$462.0M2 prior comparisons
SBC / revenue moved 79 bp higher
SBC / revenue changed +79 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
16.65%→17.44%2 prior comparisons
R&D / revenue moved 9 bp higher
R&D / revenue changed +9 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
28.11%→28.20%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.