Current liabilities increased 49.9%
Current liabilities changed +49.9% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$7.9B→$11.8B4 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →NOW financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Trade receivables increased 43.5%
Trade receivables changed +43.5% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$1.5B→$2.2B4 prior comparisons
Total assets increased 46.1%
Total assets changed +46.1% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$21.8B→$31.8B4 prior comparisons
Shares outstanding increased 399.0%
Shares outstanding changed +399.0% from the comparable as-filed period. The change ranks at the 88th percentile of 8 prior comparable changes.
208,000,000→1,038,000,0008 prior comparisons
Operating margin moved 741 bp lower
Operating margin changed -741 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
16.79%→9.38%2 prior comparisons
Operating income decreased 32.7%
Operating income changed -32.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$572.0M→$385.0M2 prior comparisons
Working capital changed across a sign change
Working capital changed -767.6% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes. Relative percentage is de-emphasized because the comparison has a sign change.
$497.0M→-$3.3B4 prior comparisons
Free-cash-flow proxy increased 29.4%
Free-cash-flow proxy changed +29.4% from the comparable as-filed period.
$578.0M→$748.0M2 prior comparisons
Gross margin moved 678 bp lower
Gross margin changed -678 basis points from the comparable as-filed period.
77.28%→70.51%2 prior comparisons
Working capital / assets moved 1271 bp lower
Working capital / assets changed -1271 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
2.28%→-10.42%4 prior comparisons
Current ratio decreased 32.4%
Current ratio changed -32.4% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
1.06→0.724 prior comparisons
Net income decreased 44.8%
Net income changed -44.8% from the comparable as-filed period.
$502.0M→$277.0M2 prior comparisons
Cost of revenue increased 56.5%
Cost of revenue changed +56.5% from the comparable as-filed period.
$774.0M→$1.2B2 prior comparisons
Revenue increased 20.5%
Revenue changed +20.5% from the comparable as-filed period.
$3.4B→$4.1B2 prior comparisons
Research & development increased 27.5%
Research & development changed +27.5% from the comparable as-filed period.
$750.0M→$956.0M2 prior comparisons
Capex / revenue moved 468 bp lower
Capex / revenue changed -468 basis points from the comparable as-filed period.
6.90%→2.22%2 prior comparisons
Capital expenditure decreased 61.3%
Capital expenditure changed -61.3% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$235.0M→$91.0M2 prior comparisons
Receivables / revenue moved 868 bp higher
Receivables / revenue changed +868 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
45.44%→54.12%2 prior comparisons
Operating cash-flow margin moved 343 bp lower
Operating cash-flow margin changed -343 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
23.86%→20.43%2 prior comparisons
Stock-based compensation increased 28.0%
Stock-based compensation changed +28.0% from the comparable as-filed period.
$492.0M→$630.0M2 prior comparisons
Operating cash flow / net income increased 87.0%
Operating cash flow / net income changed +87.0% from the comparable as-filed period.
1.62→3.032 prior comparisons
Cash & equivalents decreased 12.2%
Cash & equivalents changed -12.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$2.7B→$2.4B2 prior comparisons
SBC / revenue moved 90 bp higher
SBC / revenue changed +90 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
14.44%→15.34%2 prior comparisons
Operating cash flow increased 3.2%
Operating cash flow changed +3.2% from the comparable as-filed period.
$813.0M→$839.0M2 prior comparisons
Gross profit increased 10.0%
Gross profit changed +10.0% from the comparable as-filed period.
$2.6B→$2.9B2 prior comparisons
R&D / revenue moved 127 bp higher
R&D / revenue changed +127 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
22.01%→23.28%2 prior comparisons
Free-cash-flow margin moved 125 bp higher
Free-cash-flow margin changed +125 basis points from the comparable as-filed period.
16.97%→18.22%2 prior comparisons
Current assets increased 1.4%
Current assets changed +1.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$8.4B→$8.5B4 prior comparisons
Operating income decreased 54.7%
Operating income changed -54.7% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$358.0M→$162.0M3 prior comparisons
Gross margin moved 680 bp lower
Gross margin changed -680 basis points from the comparable as-filed period.
77.48%→70.68%3 prior comparisons
Operating margin moved 707 bp lower
Operating margin changed -707 basis points from the comparable as-filed period.
11.14%→4.06%3 prior comparisons
Revenue increased 24.0%
Revenue changed +24.0% from the comparable as-filed period.
$3.2B→$4.0B3 prior comparisons
Net income decreased 22.6%
Net income changed -22.6% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$385.0M→$298.0M3 prior comparisons
Cash & equivalents decreased 19.9%
Cash & equivalents changed -19.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$3.1B→$2.5B2 prior comparisons
Research & development increased 24.7%
Research & development changed +24.7% from the comparable as-filed period.
$734.0M→$915.0M3 prior comparisons
Gross profit increased 13.1%
Gross profit changed +13.1% from the comparable as-filed period.
$2.5B→$2.8B3 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.