Current assets increased 32.6%
Current assets changed +32.6% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$1.2B→$1.6B4 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →IOT financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Working capital increased 53.3%
Working capital changed +53.3% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$394.4M→$604.7M4 prior comparisons
Operating margin moved 776 bp higher
Operating margin changed +776 basis points from the comparable as-filed period.
-6.80%→0.96%2 prior comparisons
Free-cash-flow proxy increased 46.5%
Free-cash-flow proxy changed +46.5% from the comparable as-filed period.
$44.2M→$64.7M3 prior comparisons
Operating cash flow increased 46.6%
Operating cash flow changed +46.6% from the comparable as-filed period.
$50.2M→$73.5M3 prior comparisons
Revenue increased 29.9%
Revenue changed +29.9% from the comparable as-filed period.
$391.5M→$508.4M2 prior comparisons
Trade receivables increased 37.3%
Trade receivables changed +37.3% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$246.1M→$337.8M4 prior comparisons
Gross profit increased 30.4%
Gross profit changed +30.4% from the comparable as-filed period.
$301.0M→$392.6M2 prior comparisons
Total assets increased 25.5%
Total assets changed +25.5% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$2.2B→$2.8B4 prior comparisons
Operating income changed across a sign change
Operating income changed +118.3% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$26.6M→$4.9M2 prior comparisons
Current liabilities increased 22.3%
Current liabilities changed +22.3% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$791.6M→$968.1M4 prior comparisons
Working capital / assets moved 397 bp higher
Working capital / assets changed +397 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
17.87%→21.84%4 prior comparisons
Capital expenditure increased 47.1%
Capital expenditure changed +47.1% from the comparable as-filed period.
$6.0M→$8.8M3 prior comparisons
Receivables / revenue moved 358 bp higher
Receivables / revenue changed +358 basis points from the comparable as-filed period.
62.86%→66.44%2 prior comparisons
Research & development increased 19.8%
Research & development changed +19.8% from the comparable as-filed period.
$85.6M→$102.6M2 prior comparisons
Net income changed across a sign change
Net income changed +196.7% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$16.8M→$16.2M2 prior comparisons
SBC / revenue moved 177 bp lower
SBC / revenue changed -177 basis points from the comparable as-filed period.
20.73%→18.96%2 prior comparisons
Cash & equivalents increased 12.7%
Cash & equivalents changed +12.7% from the comparable as-filed period.
$258.5M→$291.4M3 prior comparisons
Gross margin moved 33 bp higher
Gross margin changed +33 basis points from the comparable as-filed period.
76.88%→77.21%2 prior comparisons
Inventory increased 19.9%
Inventory changed +19.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$47.6M→$57.0M4 prior comparisons
Stock-based compensation increased 18.8%
Stock-based compensation changed +18.8% from the comparable as-filed period.
$81.1M→$96.4M2 prior comparisons
Current ratio increased 8.4%
Current ratio changed +8.4% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
1.5→1.624 prior comparisons
R&D / revenue moved 170 bp lower
R&D / revenue changed -170 basis points from the comparable as-filed period.
21.87%→20.17%2 prior comparisons
Operating cash-flow margin moved 165 bp higher
Operating cash-flow margin changed +165 basis points from the comparable as-filed period.
12.81%→14.46%2 prior comparisons
Inventory / revenue moved 94 bp lower
Inventory / revenue changed -94 basis points from the comparable as-filed period.
12.15%→11.22%2 prior comparisons
Free-cash-flow margin moved 144 bp higher
Free-cash-flow margin changed +144 basis points from the comparable as-filed period.
11.29%→12.73%2 prior comparisons
Capex / revenue moved 20 bp higher
Capex / revenue changed +20 basis points from the comparable as-filed period.
1.52%→1.73%2 prior comparisons
Free-cash-flow proxy increased 60.2%
Free-cash-flow proxy changed +60.2% from the comparable as-filed period. The change ranks at the 0th percentile of 6 prior comparable changes.
$45.7M→$73.2M6 prior comparisons
Operating cash flow increased 54.7%
Operating cash flow changed +54.7% from the comparable as-filed period. The change ranks at the 0th percentile of 6 prior comparable changes.
$52.6M→$81.4M6 prior comparisons
Operating margin moved 1057 bp higher
Operating margin changed +1057 basis points from the comparable as-filed period.
-9.06%→1.50%3 prior comparisons
Revenue increased 30.5%
Revenue changed +30.5% from the comparable as-filed period.
$366.9M→$478.8M3 prior comparisons
Gross margin moved 191 bp lower
Gross margin changed -191 basis points from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
77.33%→75.42%3 prior comparisons
SBC / revenue moved 483 bp lower
SBC / revenue changed -483 basis points from the comparable as-filed period.
21.01%→16.18%3 prior comparisons
Gross profit increased 27.3%
Gross profit changed +27.3% from the comparable as-filed period.
$283.7M→$361.1M3 prior comparisons
Inventory increased 37.9%
Inventory changed +37.9% from the comparable as-filed period.
$37.9M→$52.2M3 prior comparisons
Operating income changed across a sign change
Operating income changed +121.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$33.3M→$7.2M3 prior comparisons
Net income changed across a sign change
Net income changed +301.2% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$22.1M→$44.5M3 prior comparisons
Cash & equivalents decreased 15.5%
Cash & equivalents changed -15.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$259.0M→$219.0M2 prior comparisons
Research & development increased 17.2%
Research & development changed +17.2% from the comparable as-filed period.
$83.2M→$97.6M3 prior comparisons
Capital expenditure increased 19.0%
Capital expenditure changed +19.0% from the comparable as-filed period. The change ranks at the 0th percentile of 6 prior comparable changes.
$6.9M→$8.2M6 prior comparisons
Capex / revenue moved 17 bp lower
Capex / revenue changed -17 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
1.89%→1.72%2 prior comparisons
Inventory / revenue moved 58 bp higher
Inventory / revenue changed +58 basis points from the comparable as-filed period.
10.33%→10.91%2 prior comparisons
Stock-based compensation increased 0.5%
Stock-based compensation changed +0.5% from the comparable as-filed period.
$77.1M→$77.5M3 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.