MEDIUM IMPORTANCEOperating Income0TH HISTORICAL PCTL
Operating income increased 98.7%
Operating income changed +98.7% from the comparable as-filed period.
$60.7M→$120.7M2 prior comparisons
MEDIUM IMPORTANCEFree Cash Flow Proxy0TH HISTORICAL PCTL
Free-cash-flow proxy increased 61.5%
Free-cash-flow proxy changed +61.5% from the comparable as-filed period.
$51.3M→$82.9M2 prior comparisons
MEDIUM IMPORTANCEOperating Cash Flow0TH HISTORICAL PCTL
Operating cash flow increased 66.6%
Operating cash flow changed +66.6% from the comparable as-filed period.
$54.2M→$90.2M2 prior comparisons
MEDIUM IMPORTANCEMarginMargin Compression50TH HISTORICAL PCTL
Gross margin moved 288 bp lower
Gross margin changed -288 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
67.41%→64.53%2 prior comparisons
MEDIUM IMPORTANCENet Income0TH HISTORICAL PCTL
Net income increased 104.1%
Net income changed +104.1% from the comparable as-filed period.
$63.4M→$129.4M2 prior comparisons
MEDIUM IMPORTANCERevenueRevenue Deceleration0TH HISTORICAL PCTL
Revenue increased 114.7%
Revenue changed +114.7% from the comparable as-filed period.
$223.1M→$479.0M2 prior comparisons
MEDIUM IMPORTANCER And DR And D Acceleration100TH HISTORICAL PCTL
Research & development increased 118.4%
Research & development changed +118.4% from the comparable as-filed period.
$52.4M→$114.5M2 prior comparisons
MEDIUM IMPORTANCECash0TH HISTORICAL PCTL
Cash & equivalents increased 112.6%
Cash & equivalents changed +112.6% from the comparable as-filed period.
$219.6M→$466.9M3 prior comparisons
MEDIUM IMPORTANCEMarginMargin Compression0TH HISTORICAL PCTL
Operating margin moved 203 bp lower
Operating margin changed -203 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
27.23%→25.20%2 prior comparisons
MEDIUM IMPORTANCEShare CountShare Dilution86TH HISTORICAL PCTL
Shares outstanding increased 8.6%
Shares outstanding changed +8.6% from the comparable as-filed period. The change ranks at the 86th percentile of 7 prior comparable changes.
172,995,595→187,951,9187 prior comparisons
MEDIUM IMPORTANCEInventoryInventory Build0TH HISTORICAL PCTL
Inventory increased 168.3%
Inventory changed +168.3% from the comparable as-filed period.
$116.7M→$313.1M3 prior comparisons
MEDIUM IMPORTANCEMargin0TH HISTORICAL PCTL
Gross profit increased 105.5%
Gross profit changed +105.5% from the comparable as-filed period.
$150.4M→$309.1M2 prior comparisons
MEDIUM IMPORTANCEFinancial Value0TH HISTORICAL PCTL
Current liabilities increased 82.8%
Current liabilities changed +82.8% from the comparable as-filed period.
$108.4M→$198.2M3 prior comparisons
MEDIUM IMPORTANCEFinancial Value67TH HISTORICAL PCTL
Current assets increased 82.5%
Current assets changed +82.5% from the comparable as-filed period.
$803.6M→$1.5B3 prior comparisons
MEDIUM IMPORTANCESbc100TH HISTORICAL PCTL
Stock-based compensation increased 148.1%
Stock-based compensation changed +148.1% from the comparable as-filed period.
$35.5M→$88.0M2 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Total assets increased 232.8%
Total assets changed +232.8% from the comparable as-filed period.
$905.2M→$3.0B3 prior comparisons
MEDIUM IMPORTANCEFinancial Value33TH HISTORICAL PCTL
Trade receivables increased 59.4%
Trade receivables changed +59.4% from the comparable as-filed period.
$181.2M→$288.8M3 prior comparisons
MEDIUM IMPORTANCEFinancial Value67TH HISTORICAL PCTL
Working capital increased 82.4%
Working capital changed +82.4% from the comparable as-filed period.
$695.2M→$1.3B3 prior comparisons
MEDIUM IMPORTANCESg And A100TH HISTORICAL PCTL
Selling, general & administrative increased 98.7%
Selling, general & administrative changed +98.7% from the comparable as-filed period.
$37.2M→$73.9M2 prior comparisons
LOW IMPORTANCESbcSbc Intensity Increase0TH HISTORICAL PCTL
SBC / revenue moved 247 bp higher
SBC / revenue changed +247 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
15.89%→18.37%2 prior comparisons
LOW IMPORTANCEInventoryInventory Build100TH HISTORICAL PCTL
Inventory / revenue moved 1305 bp higher
Inventory / revenue changed +1305 basis points from the comparable as-filed period.
52.30%→65.35%2 prior comparisons
LOW IMPORTANCECapexCapex Acceleration100TH HISTORICAL PCTL
Capital expenditure increased 158.1%
Capital expenditure changed +158.1% from the comparable as-filed period.
$2.8M→$7.3M2 prior comparisons
LOW IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Receivables / revenue moved 2094 bp lower
Receivables / revenue changed -2094 basis points from the comparable as-filed period.
81.23%→60.29%2 prior comparisons
LOW IMPORTANCEFinancial Value50TH HISTORICAL PCTL
Operating cash-flow margin moved 545 bp lower
Operating cash-flow margin changed -545 basis points from the comparable as-filed period.
24.28%→18.84%2 prior comparisons
LOW IMPORTANCEFinancial Value50TH HISTORICAL PCTL
Free-cash-flow margin moved 570 bp lower
Free-cash-flow margin changed -570 basis points from the comparable as-filed period.
23.02%→17.32%2 prior comparisons
LOW IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Working capital / assets moved 3471 bp lower
Working capital / assets changed -3471 basis points from the comparable as-filed period.
76.81%→42.09%3 prior comparisons
LOW IMPORTANCEFinancial Value0TH HISTORICAL PCTL
Operating cash flow / net income decreased 18.4%
Operating cash flow / net income changed -18.4% from the comparable as-filed period.
0.85→0.71 prior comparisons
LOW IMPORTANCECapexCapex Acceleration50TH HISTORICAL PCTL
Capex / revenue moved 26 bp higher
Capex / revenue changed +26 basis points from the comparable as-filed period.
1.26%→1.52%2 prior comparisons
LOW IMPORTANCEFinancial Value0TH HISTORICAL PCTL
R&D / revenue moved 40 bp higher
R&D / revenue changed +40 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
23.51%→23.91%2 prior comparisons
LOW IMPORTANCEFinancial Value0TH HISTORICAL PCTL
Current ratio decreased 0.2%
Current ratio changed -0.2% from the comparable as-filed period.
7.41→7.43 prior comparisons
MEDIUM IMPORTANCEOperating Income0TH HISTORICAL PCTL
Operating income increased 471.2%
Operating income changed +471.2% from the comparable as-filed period.
$26.2M→$149.6M1 prior comparisons
MEDIUM IMPORTANCEMarginMargin Expansion0TH HISTORICAL PCTL
Operating margin moved 1736 bp higher
Operating margin changed +1736 basis points from the comparable as-filed period.
19.40%→36.76%1 prior comparisons
MEDIUM IMPORTANCENet Income0TH HISTORICAL PCTL
Net income increased 435.2%
Net income changed +435.2% from the comparable as-filed period.
$29.4M→$157.1M1 prior comparisons
MEDIUM IMPORTANCEMarginMargin Expansion100TH HISTORICAL PCTL
Gross margin moved 487 bp higher
Gross margin changed +487 basis points from the comparable as-filed period.
63.65%→68.52%1 prior comparisons
MEDIUM IMPORTANCERevenueRevenue Deceleration0TH HISTORICAL PCTL
Revenue increased 201.5%
Revenue changed +201.5% from the comparable as-filed period.
$135.0M→$407.0M1 prior comparisons
MEDIUM IMPORTANCER And DR And D Acceleration100TH HISTORICAL PCTL
Research & development increased 116.4%
Research & development changed +116.4% from the comparable as-filed period.
$36.3M→$78.5M1 prior comparisons
MEDIUM IMPORTANCEInventoryInventory Build50TH HISTORICAL PCTL
Inventory increased 290.7%
Inventory changed +290.7% from the comparable as-filed period.
$53.2M→$208.0M2 prior comparisons
MEDIUM IMPORTANCECash
Cash & equivalents increased 307.9%
Cash & equivalents changed +307.9% from the comparable as-filed period.
$299.2M→$1.2B0 prior comparisons
MEDIUM IMPORTANCEMargin0TH HISTORICAL PCTL
Gross profit increased 224.5%
Gross profit changed +224.5% from the comparable as-filed period.
$85.9M→$278.9M1 prior comparisons
MEDIUM IMPORTANCEInventoryInventory Build100TH HISTORICAL PCTL
Inventory / revenue moved 1166 bp higher
Inventory / revenue changed +1166 basis points from the comparable as-filed period.
39.43%→51.09%1 prior comparisons
LOW IMPORTANCESbc100TH HISTORICAL PCTL
Stock-based compensation increased 222.2%
Stock-based compensation changed +222.2% from the comparable as-filed period.
$16.2M→$52.2M1 prior comparisons
LOW IMPORTANCESg And A100TH HISTORICAL PCTL
Selling, general & administrative increased 116.3%
Selling, general & administrative changed +116.3% from the comparable as-filed period.
$23.5M→$50.8M1 prior comparisons
LOW IMPORTANCESbcSbc Intensity Increase0TH HISTORICAL PCTL
SBC / revenue moved 82 bp higher
SBC / revenue changed +82 basis points from the comparable as-filed period.
11.99%→12.82%1 prior comparisons