All importance HIGH importance MEDIUM importance LOW importance All Revenue Margin R And D Capex Debt Cash Inventory Sbc MEDIUM IMPORTANCE Operating Income 50TH HISTORICAL PCTL
Operating income increased 158.3% Operating income changed +158.3% from the comparable as-filed period.
$792.0M → $2.0B 2 prior comparisons
MEDIUM IMPORTANCE Free Cash Flow Proxy 0TH HISTORICAL PCTL
Free-cash-flow proxy increased 129.9% Free-cash-flow proxy changed +129.9% from the comparable as-filed period.
$599.0M → $1.4B 2 prior comparisons
MEDIUM IMPORTANCE Operating Cash Flow 50TH HISTORICAL PCTL
Operating cash flow increased 138.7% Operating cash flow changed +138.7% from the comparable as-filed period.
$672.0M → $1.6B 2 prior comparisons
MEDIUM IMPORTANCE Margin Margin Expansion 50TH HISTORICAL PCTL
Operating margin moved 1860 bp higher Operating margin changed +1860 basis points from the comparable as-filed period.
28.11% → 46.70% 2 prior comparisons
MEDIUM IMPORTANCE Revenue Revenue Acceleration 100TH HISTORICAL PCTL
Revenue increased 55.5% Revenue changed +55.5% from the comparable as-filed period.
$2.8B → $4.4B 2 prior comparisons
MEDIUM IMPORTANCE Margin Margin Expansion 100TH HISTORICAL PCTL
Gross margin moved 1430 bp higher Gross margin changed +1430 basis points from the comparable as-filed period.
43.54% → 57.84% 2 prior comparisons
MEDIUM IMPORTANCE Share Count Share Dilution 100TH HISTORICAL PCTL
Shares outstanding increased 9.5% Shares outstanding changed +9.5% from the comparable as-filed period. The change ranks at the 100th percentile of 8 prior comparable changes.
341,899,281 → 374,323,269 8 prior comparisons
MEDIUM IMPORTANCE Cash 67TH HISTORICAL PCTL
Cash & equivalents decreased 35.8% Cash & equivalents changed -35.8% from the comparable as-filed period.
$2.0B → $1.3B 3 prior comparisons
MEDIUM IMPORTANCE Margin 50TH HISTORICAL PCTL
Gross profit increased 106.5% Gross profit changed +106.5% from the comparable as-filed period.
$1.2B → $2.5B 2 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Trade receivables increased 64.7% Trade receivables changed +64.7% from the comparable as-filed period.
$1.4B → $2.2B 3 prior comparisons
MEDIUM IMPORTANCE Capex Capex Acceleration 50TH HISTORICAL PCTL
Capex / revenue moved 259 bp higher Capex / revenue changed +259 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.59% → 5.18% 2 prior comparisons
MEDIUM IMPORTANCE Inventory 100TH HISTORICAL PCTL
Inventory / revenue moved 878 bp lower Inventory / revenue changed -878 basis points from the comparable as-filed period.
49.43% → 40.65% 2 prior comparisons
MEDIUM IMPORTANCE Financial Value 0TH HISTORICAL PCTL
Working capital increased 61.2% Working capital changed +61.2% from the comparable as-filed period.
$1.1B → $1.8B 3 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Current long-term debt decreased 64.6% Current long-term debt changed -64.6% from the comparable as-filed period.
$2.2B → $789.0M 3 prior comparisons
MEDIUM IMPORTANCE Operating Income
Operating income increased 56.6% Operating income changed +56.6% from the comparable as-filed period.
$760.0M → $1.2B 0 prior comparisons
MEDIUM IMPORTANCE Free Cash Flow Proxy
Free-cash-flow proxy increased 158.0% Free-cash-flow proxy changed +158.0% from the comparable as-filed period.
$379.0M → $978.0M 0 prior comparisons
MEDIUM IMPORTANCE Operating Cash Flow
Operating cash flow increased 121.1% Operating cash flow changed +121.1% from the comparable as-filed period.
$508.0M → $1.1B 0 prior comparisons
MEDIUM IMPORTANCE Revenue
Revenue increased 45.5% Revenue changed +45.5% from the comparable as-filed period.
$2.3B → $3.3B 0 prior comparisons
MEDIUM IMPORTANCE Margin Margin Expansion
Gross margin moved 1047 bp higher Gross margin changed +1047 basis points from the comparable as-filed period.
39.76% → 50.22% 0 prior comparisons
MEDIUM IMPORTANCE Financial Value 50TH HISTORICAL PCTL
Current long-term debt decreased 34.8% Current long-term debt changed -34.8% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$2.4B → $1.6B 2 prior comparisons
MEDIUM IMPORTANCE Margin Margin Expansion
Operating margin moved 253 bp higher Operating margin changed +253 basis points from the comparable as-filed period.
33.13% → 35.66% 0 prior comparisons
MEDIUM IMPORTANCE Cash 100TH HISTORICAL PCTL
Cash & equivalents decreased 41.0% Cash & equivalents changed -41.0% from the comparable as-filed period.
$3.5B → $2.1B 2 prior comparisons
MEDIUM IMPORTANCE Financial Value 0TH HISTORICAL PCTL
Trade receivables increased 28.9% Trade receivables changed +28.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$1.5B → $1.9B 2 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Noncurrent long-term debt decreased 100.0% Noncurrent long-term debt changed -100.0% from the comparable as-filed period.
$4.9B → $0 2 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Gross debt decreased 78.4% Gross debt changed -78.4% from the comparable as-filed period.
$7.3B → $1.6B 2 prior comparisons
MEDIUM IMPORTANCE Financial Value 100TH HISTORICAL PCTL
Reported total debt decreased 78.4% Reported total debt changed -78.4% from the comparable as-filed period.
$7.3B → $1.6B 2 prior comparisons
MEDIUM IMPORTANCE Margin
Gross profit increased 83.8% Gross profit changed +83.8% from the comparable as-filed period.
$912.0M → $1.7B 0 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.