All importance HIGH importance MEDIUM importance LOW importance All Revenue Margin R And D Capex Debt Cash Inventory Sbc MEDIUM IMPORTANCE Revenue Revenue Acceleration 100TH HISTORICAL PCTL
Revenue increased 53.2% Revenue changed +53.2% from the comparable as-filed period.
$3.6B → $5.6B 2 prior comparisons
MEDIUM IMPORTANCE Margin Margin Compression 50TH HISTORICAL PCTL
Operating margin moved 451 bp lower Operating margin changed -451 basis points from the comparable as-filed period.
12.40% → 7.89% 2 prior comparisons
MEDIUM IMPORTANCE Free Cash Flow Proxy 100TH HISTORICAL PCTL
Free-cash-flow proxy decreased 55.1% Free-cash-flow proxy changed -55.1% from the comparable as-filed period.
$296.2M → $133.0M 3 prior comparisons
MEDIUM IMPORTANCE Margin 100TH HISTORICAL PCTL
Gross profit increased 43.8% Gross profit changed +43.8% from the comparable as-filed period.
$1.4B → $1.9B 2 prior comparisons
MEDIUM IMPORTANCE Inventory Inventory Build 100TH HISTORICAL PCTL
Inventory increased 63.5% Inventory changed +63.5% from the comparable as-filed period.
$3.4B → $5.6B 3 prior comparisons
MEDIUM IMPORTANCE Sg And A 100TH HISTORICAL PCTL
Selling, general & administrative increased 64.7% Selling, general & administrative changed +64.7% from the comparable as-filed period.
$878.7M → $1.4B 2 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Total assets increased 70.7% Total assets changed +70.7% from the comparable as-filed period.
$10.7B → $18.2B 3 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Current liabilities increased 65.4% Current liabilities changed +65.4% from the comparable as-filed period.
$3.0B → $4.9B 3 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Current assets increased 44.8% Current assets changed +44.8% from the comparable as-filed period.
$5.1B → $7.3B 3 prior comparisons
MEDIUM IMPORTANCE Margin Margin Compression 50TH HISTORICAL PCTL
Gross margin moved 227 bp lower Gross margin changed -227 basis points from the comparable as-filed period.
37.06% → 34.78% 2 prior comparisons
MEDIUM IMPORTANCE Inventory Inventory Build 100TH HISTORICAL PCTL
Inventory / revenue moved 627 bp higher Inventory / revenue changed +627 basis points from the comparable as-filed period.
93.34% → 99.62% 2 prior comparisons
MEDIUM IMPORTANCE Cash 100TH HISTORICAL PCTL
Cash & equivalents decreased 25.8% Cash & equivalents changed -25.8% from the comparable as-filed period.
$1.2B → $913.7M 3 prior comparisons
MEDIUM IMPORTANCE Revenue Revenue Acceleration 100TH HISTORICAL PCTL
Revenue increased 62.7% Revenue changed +62.7% from the comparable as-filed period.
$3.2B → $5.2B 3 prior comparisons
MEDIUM IMPORTANCE Margin Margin Compression 33TH HISTORICAL PCTL
Operating margin moved 281 bp lower Operating margin changed -281 basis points from the comparable as-filed period.
11.53% → 8.73% 3 prior comparisons
MEDIUM IMPORTANCE Margin Margin Compression 100TH HISTORICAL PCTL
Gross margin moved 411 bp lower Gross margin changed -411 basis points from the comparable as-filed period.
36.70% → 32.59% 3 prior comparisons
MEDIUM IMPORTANCE Operating Cash Flow 67TH HISTORICAL PCTL
Operating cash flow increased 55.3% Operating cash flow changed +55.3% from the comparable as-filed period. The change ranks at the 67th percentile of 6 prior comparable changes.
$178.0M → $276.5M 6 prior comparisons
MEDIUM IMPORTANCE Sbc 83TH HISTORICAL PCTL
Stock-based compensation increased 55.7% Stock-based compensation changed +55.7% from the comparable as-filed period. The change ranks at the 83th percentile of 6 prior comparable changes.
$19.2M → $29.9M 6 prior comparisons
MEDIUM IMPORTANCE Inventory Inventory Normalization 100TH HISTORICAL PCTL
Inventory / revenue moved 750 bp lower Inventory / revenue changed -750 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
112.43% → 104.94% 2 prior comparisons
MEDIUM IMPORTANCE Inventory Inventory Build 100TH HISTORICAL PCTL
Inventory increased 51.8% Inventory changed +51.8% from the comparable as-filed period.
$3.6B → $5.4B 3 prior comparisons
MEDIUM IMPORTANCE Margin 100TH HISTORICAL PCTL
Gross profit increased 44.5% Gross profit changed +44.5% from the comparable as-filed period.
$1.2B → $1.7B 3 prior comparisons
MEDIUM IMPORTANCE Sg And A 100TH HISTORICAL PCTL
Selling, general & administrative increased 48.2% Selling, general & administrative changed +48.2% from the comparable as-filed period.
$785.5M → $1.2B 3 prior comparisons
MEDIUM IMPORTANCE Operating Income 33TH HISTORICAL PCTL
Operating income increased 23.1% Operating income changed +23.1% from the comparable as-filed period.
$366.1M → $450.7M 3 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.