Operating income increased 71.3%
Operating income changed +71.3% from the comparable as-filed period.
$258.0M→$442.0M2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →DASH financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Revenue increased 34.0%
Revenue changed +34.0% from the comparable as-filed period.
$3.4B→$4.6B2 prior comparisons
Cash & equivalents increased 54.1%
Cash & equivalents changed +54.1% from the comparable as-filed period.
$3.3B→$5.1B2 prior comparisons
Operating margin moved 209 bp higher
Operating margin changed +209 basis points from the comparable as-filed period.
7.49%→9.58%2 prior comparisons
Working capital decreased 44.6%
Working capital changed -44.6% from the comparable as-filed period.
$5.4B→$3.0B3 prior comparisons
Research & development increased 40.6%
Research & development changed +40.6% from the comparable as-filed period.
$355.0M→$499.0M2 prior comparisons
Trade receivables increased 35.6%
Trade receivables changed +35.6% from the comparable as-filed period.
$894.0M→$1.2B3 prior comparisons
Current liabilities increased 24.5%
Current liabilities changed +24.5% from the comparable as-filed period.
$5.1B→$6.4B3 prior comparisons
Operating cash flow increased 14.1%
Operating cash flow changed +14.1% from the comparable as-filed period.
$871.0M→$994.0M2 prior comparisons
Free-cash-flow proxy increased 11.9%
Free-cash-flow proxy changed +11.9% from the comparable as-filed period.
$808.0M→$904.0M2 prior comparisons
Working capital / assets moved 1540 bp lower
Working capital / assets changed -1540 basis points from the comparable as-filed period.
29.83%→14.43%3 prior comparisons
Free-cash-flow margin moved 386 bp lower
Free-cash-flow margin changed -386 basis points from the comparable as-filed period.
23.45%→19.58%2 prior comparisons
Capital expenditure increased 42.9%
Capital expenditure changed +42.9% from the comparable as-filed period.
$63.0M→$90.0M2 prior comparisons
Operating cash-flow margin moved 374 bp lower
Operating cash-flow margin changed -374 basis points from the comparable as-filed period.
25.28%→21.53%2 prior comparisons
Current ratio decreased 28.4%
Current ratio changed -28.4% from the comparable as-filed period.
2.04→1.463 prior comparisons
Total assets increased 14.5%
Total assets changed +14.5% from the comparable as-filed period.
$18.0B→$20.6B3 prior comparisons
SBC / revenue moved 168 bp lower
SBC / revenue changed -168 basis points from the comparable as-filed period.
7.49%→5.81%2 prior comparisons
Current assets decreased 10.8%
Current assets changed -10.8% from the comparable as-filed period.
$10.5B→$9.4B3 prior comparisons
Capex / revenue moved 12 bp higher
Capex / revenue changed +12 basis points from the comparable as-filed period.
1.83%→1.95%2 prior comparisons
R&D / revenue moved 51 bp higher
R&D / revenue changed +51 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
10.30%→10.81%2 prior comparisons
Stock-based compensation increased 3.9%
Stock-based compensation changed +3.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$258.0M→$268.0M2 prior comparisons
Receivables / revenue moved 31 bp higher
Receivables / revenue changed +31 basis points from the comparable as-filed period.
25.94%→26.26%2 prior comparisons
Revenue increased 35.6%
Revenue changed +35.6% from the comparable as-filed period.
$3.3B→$4.5B2 prior comparisons
Free-cash-flow proxy increased 101.6%
Free-cash-flow proxy changed +101.6% from the comparable as-filed period.
$438.0M→$883.0M3 prior comparisons
Operating cash flow increased 87.3%
Operating cash flow changed +87.3% from the comparable as-filed period.
$504.0M→$944.0M3 prior comparisons
Working capital decreased 55.1%
Working capital changed -55.1% from the comparable as-filed period.
$5.0B→$2.3B3 prior comparisons
Current liabilities increased 31.0%
Current liabilities changed +31.0% from the comparable as-filed period.
$4.7B→$6.2B3 prior comparisons
Operating margin moved 146 bp lower
Operating margin changed -146 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
4.96%→3.50%2 prior comparisons
Research & development increased 52.4%
Research & development changed +52.4% from the comparable as-filed period.
$351.0M→$535.0M2 prior comparisons
Trade receivables increased 31.0%
Trade receivables changed +31.0% from the comparable as-filed period.
$840.0M→$1.1B3 prior comparisons
Operating cash-flow margin moved 585 bp higher
Operating cash-flow margin changed +585 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
15.35%→21.19%2 prior comparisons
Free-cash-flow margin moved 649 bp higher
Free-cash-flow margin changed +649 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
13.34%→19.82%2 prior comparisons
Current assets decreased 13.5%
Current assets changed -13.5% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$9.7B→$8.4B3 prior comparisons
Stock-based compensation increased 23.8%
Stock-based compensation changed +23.8% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$282.0M→$349.0M2 prior comparisons
Working capital / assets moved 1815 bp lower
Working capital / assets changed -1815 basis points from the comparable as-filed period.
29.73%→11.57%3 prior comparisons
Current ratio decreased 34.0%
Current ratio changed -34.0% from the comparable as-filed period.
2.07→1.373 prior comparisons
Cash & equivalents increased 13.1%
Cash & equivalents changed +13.1% from the comparable as-filed period.
$3.9B→$4.4B2 prior comparisons
Total assets increased 15.4%
Total assets changed +15.4% from the comparable as-filed period.
$17.0B→$19.6B3 prior comparisons
Operating income decreased 4.3%
Operating income changed -4.3% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$163.0M→$156.0M2 prior comparisons
Capex / revenue moved 64 bp lower
Capex / revenue changed -64 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.01%→1.37%2 prior comparisons
SBC / revenue moved 75 bp lower
SBC / revenue changed -75 basis points from the comparable as-filed period.
8.59%→7.84%2 prior comparisons
R&D / revenue moved 132 bp higher
R&D / revenue changed +132 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
10.69%→12.01%2 prior comparisons
Receivables / revenue moved 88 bp lower
Receivables / revenue changed -88 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
25.58%→24.70%2 prior comparisons
Capital expenditure decreased 7.6%
Capital expenditure changed -7.6% from the comparable as-filed period.
$66.0M→$61.0M3 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.