Free-cash-flow proxy decreased 49.7%
Free-cash-flow proxy changed -49.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$143.0M→$72.0M2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →MBLY financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating cash flow decreased 44.3%
Operating cash flow changed -44.3% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$167.0M→$93.0M2 prior comparisons
Total assets decreased 28.8%
Total assets changed -28.8% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$12.5B→$8.9B4 prior comparisons
Current liabilities increased 26.7%
Current liabilities changed +26.7% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$374.0M→$474.0M4 prior comparisons
Operating margin moved 496 bp higher
Operating margin changed +496 basis points from the comparable as-filed period.
-21.63%→-16.67%2 prior comparisons
Gross margin moved 483 bp higher
Gross margin changed +483 basis points from the comparable as-filed period.
48.21%→53.05%2 prior comparisons
Operating income increased 24.8%
Operating income changed +24.8% from the comparable as-filed period.
-$109.0M→-$82.0M2 prior comparisons
Net income increased 30.2%
Net income changed +30.2% from the comparable as-filed period.
-$96.0M→-$67.0M2 prior comparisons
Current ratio decreased 31.2%
Current ratio changed -31.2% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
6.46→4.444 prior comparisons
Working capital decreased 20.1%
Working capital changed -20.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$2.0B→$1.6B4 prior comparisons
Inventory / revenue moved 314 bp lower
Inventory / revenue changed -314 basis points from the comparable as-filed period.
63.10%→59.96%2 prior comparisons
Cash & equivalents decreased 23.0%
Cash & equivalents changed -23.0% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$1.7B→$1.3B4 prior comparisons
Stock-based compensation increased 43.1%
Stock-based compensation changed +43.1% from the comparable as-filed period.
$72.0M→$103.0M2 prior comparisons
Operating cash-flow margin moved 1423 bp lower
Operating cash-flow margin changed -1423 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
33.13%→18.90%2 prior comparisons
SBC / revenue moved 665 bp higher
SBC / revenue changed +665 basis points from the comparable as-filed period.
14.29%→20.93%2 prior comparisons
Free-cash-flow margin moved 1374 bp lower
Free-cash-flow margin changed -1374 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
28.37%→14.63%2 prior comparisons
Shares outstanding increased 16.9%
Shares outstanding changed +16.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
216,005,938→252,403,8444 prior comparisons
Inventory decreased 7.2%
Inventory changed -7.2% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$318.0M→$295.0M4 prior comparisons
R&D / revenue moved 259 bp lower
R&D / revenue changed -259 basis points from the comparable as-filed period.
60.32%→57.72%2 prior comparisons
Current assets decreased 12.8%
Current assets changed -12.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$2.4B→$2.1B4 prior comparisons
Working capital / assets moved 201 bp higher
Working capital / assets changed +201 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
16.36%→18.37%4 prior comparisons
Research & development decreased 6.6%
Research & development changed -6.6% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$304.0M→$284.0M2 prior comparisons
Revenue decreased 2.4%
Revenue changed -2.4% from the comparable as-filed period.
$504.0M→$492.0M2 prior comparisons
Receivables / revenue moved 118 bp higher
Receivables / revenue changed +118 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
39.88%→41.06%2 prior comparisons
Cost of revenue decreased 11.5%
Cost of revenue changed -11.5% from the comparable as-filed period.
$261.0M→$231.0M2 prior comparisons
Capex / revenue moved 49 bp lower
Capex / revenue changed -49 basis points from the comparable as-filed period.
4.76%→4.27%2 prior comparisons
Capital expenditure decreased 12.5%
Capital expenditure changed -12.5% from the comparable as-filed period.
$24.0M→$21.0M2 prior comparisons
Gross profit increased 7.4%
Gross profit changed +7.4% from the comparable as-filed period.
$243.0M→$261.0M2 prior comparisons
Trade receivables increased 0.5%
Trade receivables changed +0.5% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$201.0M→$202.0M4 prior comparisons
Working capital decreased 20.5%
Working capital changed -20.5% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$2.1B→$1.6B4 prior comparisons
Free-cash-flow proxy decreased 42.7%
Free-cash-flow proxy changed -42.7% from the comparable as-filed period.
$199.0M→$114.0M3 prior comparisons
Current liabilities increased 30.3%
Current liabilities changed +30.3% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$347.0M→$452.0M4 prior comparisons
Operating cash flow decreased 36.6%
Operating cash flow changed -36.6% from the comparable as-filed period.
$213.0M→$135.0M3 prior comparisons
Total assets decreased 29.7%
Total assets changed -29.7% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$12.6B→$8.8B4 prior comparisons
Operating income increased 59.5%
Operating income changed +59.5% from the comparable as-filed period.
-$74.0M→-$30.0M2 prior comparisons
Operating margin moved 872 bp higher
Operating margin changed +872 basis points from the comparable as-filed period.
-14.62%→-5.91%2 prior comparisons
Cash & equivalents decreased 23.3%
Cash & equivalents changed -23.3% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$1.7B→$1.3B4 prior comparisons
Research & development decreased 26.6%
Research & development changed -26.6% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$282.0M→$207.0M2 prior comparisons
Net income increased 68.7%
Net income changed +68.7% from the comparable as-filed period.
-$67.0M→-$21.0M2 prior comparisons
Gross margin moved 354 bp lower
Gross margin changed -354 basis points from the comparable as-filed period.
49.80%→46.26%2 prior comparisons
Current ratio decreased 33.4%
Current ratio changed -33.4% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
6.91→4.64 prior comparisons
Inventory / revenue moved 321 bp lower
Inventory / revenue changed -321 basis points from the comparable as-filed period.
64.23%→61.02%2 prior comparisons
Current assets decreased 13.2%
Current assets changed -13.2% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$2.4B→$2.1B4 prior comparisons
SBC / revenue moved 369 bp higher
SBC / revenue changed +369 basis points from the comparable as-filed period.
13.64%→17.32%2 prior comparisons
Free-cash-flow margin moved 1689 bp lower
Free-cash-flow margin changed -1689 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
39.33%→22.44%2 prior comparisons
Operating cash-flow margin moved 1552 bp lower
Operating cash-flow margin changed -1552 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
42.09%→26.57%2 prior comparisons
Capital expenditure increased 50.0%
Capital expenditure changed +50.0% from the comparable as-filed period.
$14.0M→$21.0M3 prior comparisons
Shares outstanding increased 16.9%
Shares outstanding changed +16.9% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
216,005,938→252,419,5834 prior comparisons
R&D / revenue moved 1498 bp lower
R&D / revenue changed -1498 basis points from the comparable as-filed period.
55.73%→40.75%2 prior comparisons
Stock-based compensation increased 27.5%
Stock-based compensation changed +27.5% from the comparable as-filed period.
$69.0M→$88.0M2 prior comparisons
Working capital / assets moved 213 bp higher
Working capital / assets changed +213 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
16.30%→18.43%4 prior comparisons
Capex / revenue moved 137 bp higher
Capex / revenue changed +137 basis points from the comparable as-filed period.
2.77%→4.13%2 prior comparisons
Receivables / revenue moved 194 bp lower
Receivables / revenue changed -194 basis points from the comparable as-filed period.
42.89%→40.94%2 prior comparisons
Revenue increased 0.4%
Revenue changed +0.4% from the comparable as-filed period.
$506.0M→$508.0M2 prior comparisons
Inventory decreased 4.6%
Inventory changed -4.6% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$325.0M→$310.0M4 prior comparisons
Cost of revenue increased 7.5%
Cost of revenue changed +7.5% from the comparable as-filed period.
$254.0M→$273.0M2 prior comparisons
Gross profit decreased 6.7%
Gross profit changed -6.7% from the comparable as-filed period.
$252.0M→$235.0M2 prior comparisons
Trade receivables decreased 4.1%
Trade receivables changed -4.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$217.0M→$208.0M4 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.