Current assets increased 31.4%
Current assets changed +31.4% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$2.5B→$3.3B4 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →P financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Current liabilities increased 43.2%
Current liabilities changed +43.2% 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 29.7%
Total assets changed +29.7% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$4.0B→$5.2B4 prior comparisons
Inventory increased 127.1%
Inventory changed +127.1% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$46.8M→$106.3M4 prior comparisons
Trade receivables increased 93.7%
Trade receivables changed +93.7% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$530.5M→$1.0B4 prior comparisons
Operating margin moved 476 bp higher
Operating margin changed +476 basis points from the comparable as-filed period.
0.57%→5.33%2 prior comparisons
Revenue increased 37.7%
Revenue changed +37.7% from the comparable as-filed period.
$861.0M→$1.2B2 prior comparisons
Cash & equivalents decreased 56.6%
Cash & equivalents changed -56.6% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$887.8M→$385.7M2 prior comparisons
Net income increased 57.4%
Net income changed +57.4% from the comparable as-filed period.
$47.1M→$74.1M2 prior comparisons
Gross profit increased 34.3%
Gross profit changed +34.3% from the comparable as-filed period.
$604.3M→$811.4M2 prior comparisons
Cost of revenue increased 45.9%
Cost of revenue changed +45.9% from the comparable as-filed period.
$256.7M→$374.5M2 prior comparisons
Inventory / revenue moved 353 bp higher
Inventory / revenue changed +353 basis points from the comparable as-filed period.
5.44%→8.96%2 prior comparisons
Stock-based compensation increased 36.1%
Stock-based compensation changed +36.1% from the comparable as-filed period.
$117.4M→$159.8M2 prior comparisons
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed -258.3% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$150.1M→-$237.6M3 prior comparisons
Operating income changed across a low base
Operating income changed +1196.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$4.9M→$63.2M2 prior comparisons
Gross margin moved 177 bp lower
Gross margin changed -177 basis points from the comparable as-filed period.
70.19%→68.42%2 prior comparisons
Working capital / assets moved 311 bp lower
Working capital / assets changed -311 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
24.60%→21.48%4 prior comparisons
Operating cash flow changed across a sign change
Operating cash flow changed -164.3% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$212.2M→-$136.3M3 prior comparisons
Research & development increased 21.4%
Research & development changed +21.4% from the comparable as-filed period.
$242.0M→$293.7M2 prior comparisons
Capital expenditure increased 63.2%
Capital expenditure changed +63.2% from the comparable as-filed period.
$62.0M→$101.3M3 prior comparisons
Receivables / revenue moved 2505 bp higher
Receivables / revenue changed +2505 basis points from the comparable as-filed period.
61.61%→86.66%2 prior comparisons
Capex / revenue moved 133 bp higher
Capex / revenue changed +133 basis points from the comparable as-filed period.
7.20%→8.54%2 prior comparisons
Working capital increased 13.2%
Working capital changed +13.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$990.3M→$1.1B4 prior comparisons
Free-cash-flow margin moved 3747 bp lower
Free-cash-flow margin changed -3747 basis points from the comparable as-filed period.
17.44%→-20.04%2 prior comparisons
R&D / revenue moved 334 bp lower
R&D / revenue changed -334 basis points from the comparable as-filed period.
28.11%→24.77%2 prior comparisons
Operating cash-flow margin moved 3614 bp lower
Operating cash-flow margin changed -3614 basis points from the comparable as-filed period.
24.64%→-11.50%2 prior comparisons
Shares outstanding increased 1.4%
Shares outstanding changed +1.4% from the comparable as-filed period. The change ranks at the 62th percentile of 8 prior comparable changes.
328,636,590→333,227,2518 prior comparisons
Operating cash flow / net income changed across a sign change
Operating cash flow / net income changed -140.8% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
4.5→-1.842 prior comparisons
SBC / revenue moved 16 bp lower
SBC / revenue changed -16 basis points from the comparable as-filed period.
13.63%→13.48%2 prior comparisons
Current ratio decreased 8.2%
Current ratio changed -8.2% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
1.65→1.514 prior comparisons
Revenue increased 35.2%
Revenue changed +35.2% from the comparable as-filed period.
$778.5M→$1.1B3 prior comparisons
Operating margin moved 590 bp higher
Operating margin changed +590 basis points from the comparable as-filed period.
-4.00%→1.89%3 prior comparisons
Operating income increased 164.0%
Operating income changed +164.0% from the comparable as-filed period.
-$31.2M→$19.9M3 prior comparisons
Operating cash flow decreased 36.5%
Operating cash flow changed -36.5% from the comparable as-filed period. The change ranks at the 100th percentile of 6 prior comparable changes.
$283.9M→$180.2M6 prior comparisons
Net income increased 272.0%
Net income changed +272.0% from the comparable as-filed period.
-$14.0M→$24.1M3 prior comparisons
Inventory increased 107.6%
Inventory changed +107.6% from the comparable as-filed period.
$37.5M→$77.9M3 prior comparisons
Gross profit increased 34.9%
Gross profit changed +34.9% from the comparable as-filed period.
$536.2M→$723.3M3 prior comparisons
Free-cash-flow proxy decreased 47.2%
Free-cash-flow proxy changed -47.2% from the comparable as-filed period. The change ranks at the 100th percentile of 6 prior comparable changes.
$211.6M→$111.8M6 prior comparisons
Capex / revenue moved 280 bp lower
Capex / revenue changed -280 basis points from the comparable as-filed period.
9.29%→6.50%2 prior comparisons
Capital expenditure decreased 5.4%
Capital expenditure changed -5.4% from the comparable as-filed period. The change ranks at the 33th percentile of 6 prior comparable changes.
$72.3M→$68.4M6 prior comparisons
Gross margin moved 17 bp lower
Gross margin changed -17 basis points from the comparable as-filed period.
68.87%→68.70%3 prior comparisons
Research & development increased 16.8%
Research & development changed +16.8% from the comparable as-filed period.
$221.7M→$259.1M3 prior comparisons
Cash & equivalents increased 13.3%
Cash & equivalents changed +13.3% from the comparable as-filed period.
$739.3M→$837.8M2 prior comparisons
Stock-based compensation increased 26.8%
Stock-based compensation changed +26.8% from the comparable as-filed period.
$96.3M→$122.1M3 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.