All importance HIGH importance MEDIUM importance LOW importance All Revenue Margin R And D Capex Debt Cash Inventory Sbc MEDIUM IMPORTANCE Cash 0TH HISTORICAL PCTL
Cash & equivalents decreased 34.7% Cash & equivalents changed -34.7% from the comparable as-filed period.
$4.9B → $3.2B 2 prior comparisons
LOW IMPORTANCE Margin Margin Compression 33TH HISTORICAL PCTL
Operating margin moved 81 bp lower Operating margin changed -81 basis points from the comparable as-filed period.
14.48% → 13.67% 3 prior comparisons
LOW IMPORTANCE Revenue 67TH HISTORICAL PCTL
Revenue increased 8.3% Revenue changed +8.3% from the comparable as-filed period.
$24.0B → $26.0B 3 prior comparisons
LOW IMPORTANCE Margin Margin Compression 100TH HISTORICAL PCTL
Gross margin moved 77 bp lower Gross margin changed -77 basis points from the comparable as-filed period.
33.81% → 33.04% 3 prior comparisons
LOW IMPORTANCE Net Income 0TH HISTORICAL PCTL
Net income increased 0.0% Net income changed +0.0% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$2.4B → $2.4B 3 prior comparisons
LOW IMPORTANCE Operating Income 0TH HISTORICAL PCTL
Operating income increased 2.3% Operating income changed +2.3% from the comparable as-filed period.
$3.5B → $3.5B 3 prior comparisons
LOW IMPORTANCE Sg And A 33TH HISTORICAL PCTL
Selling, general & administrative increased 6.7% Selling, general & administrative changed +6.7% from the comparable as-filed period.
$4.2B → $4.5B 3 prior comparisons
LOW IMPORTANCE Inventory Inventory Build 100TH HISTORICAL PCTL
Inventory increased 8.5% Inventory changed +8.5% from the comparable as-filed period.
$16.3B → $17.7B 3 prior comparisons
LOW IMPORTANCE Margin 67TH HISTORICAL PCTL
Gross profit increased 5.9% Gross profit changed +5.9% from the comparable as-filed period.
$8.1B → $8.6B 3 prior comparisons
LOW IMPORTANCE Inventory Inventory Build 0TH HISTORICAL PCTL
Inventory / revenue moved 13 bp higher Inventory / revenue changed +13 basis points from the comparable as-filed period.
68.21% → 68.33% 2 prior comparisons
INFORMATIONAL IMPORTANCE Free Cash Flow Proxy 17TH HISTORICAL PCTL
Free-cash-flow proxy decreased 1.1% Free-cash-flow proxy changed -1.1% from the comparable as-filed period. The change ranks at the 17th percentile of 6 prior comparable changes.
$2.9B → $2.8B 6 prior comparisons
INFORMATIONAL IMPORTANCE Inventory 0TH HISTORICAL PCTL
Inventory increased 0.6% Inventory changed +0.6% from the comparable as-filed period.
$18.3B → $18.4B 3 prior comparisons
INFORMATIONAL IMPORTANCE Net Income 0TH HISTORICAL PCTL
Net income decreased 0.8% Net income changed -0.8% from the comparable as-filed period.
$1.6B → $1.6B 3 prior comparisons
INFORMATIONAL IMPORTANCE Operating Cash Flow 0TH HISTORICAL PCTL
Operating cash flow decreased 0.9% Operating cash flow changed -0.9% from the comparable as-filed period. The change ranks at the 0th percentile of 6 prior comparable changes.
$3.4B → $3.4B 6 prior comparisons
INFORMATIONAL IMPORTANCE Operating Income 33TH HISTORICAL PCTL
Operating income increased 2.4% Operating income changed +2.4% from the comparable as-filed period.
$2.5B → $2.6B 3 prior comparisons
INFORMATIONAL IMPORTANCE Capex 33TH HISTORICAL PCTL
Capital expenditure increased 0.6% Capital expenditure changed +0.6% from the comparable as-filed period. The change ranks at the 33th percentile of 6 prior comparable changes.
$518.0M → $521.0M 6 prior comparisons
INFORMATIONAL IMPORTANCE Capex 50TH HISTORICAL PCTL
Capex / revenue moved 22 bp lower Capex / revenue changed -22 basis points from the comparable as-filed period.
2.47% → 2.26% 2 prior comparisons
LOW IMPORTANCE Margin 67TH HISTORICAL PCTL
Operating margin moved 85 bp lower Operating margin changed -85 basis points from the comparable as-filed period.
11.92% → 11.07% 3 prior comparisons
MEDIUM IMPORTANCE Sbc 83TH HISTORICAL PCTL
Stock-based compensation increased 12.1% Stock-based compensation changed +12.1% from the comparable as-filed period. The change ranks at the 83th percentile of 6 prior comparable changes.
$58.0M → $65.0M 6 prior comparisons
MEDIUM IMPORTANCE Sg And A 100TH HISTORICAL PCTL
Selling, general & administrative increased 9.3% Selling, general & administrative changed +9.3% from the comparable as-filed period.
$4.0B → $4.4B 3 prior comparisons
MEDIUM IMPORTANCE Margin 100TH HISTORICAL PCTL
Gross profit increased 8.0% Gross profit changed +8.0% from the comparable as-filed period.
$7.0B → $7.5B 3 prior comparisons
MEDIUM IMPORTANCE Margin 100TH HISTORICAL PCTL
Gross margin moved 69 bp lower Gross margin changed -69 basis points from the comparable as-filed period.
33.38% → 32.68% 3 prior comparisons
HIGH IMPORTANCE Revenue 100TH HISTORICAL PCTL
Revenue increased 10.3% Revenue changed +10.3% from the comparable as-filed period.
$20.9B → $23.1B 3 prior comparisons
HIGH IMPORTANCE Cash 50TH HISTORICAL PCTL
Cash & equivalents decreased 74.3% Cash & equivalents changed -74.3% from the comparable as-filed period.
$3.1B → $786.0M 2 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.