All importance HIGH importance MEDIUM importance LOW importance All Revenue Margin R And D Capex Debt Cash Inventory Sbc MEDIUM IMPORTANCE Operating Income 100TH HISTORICAL PCTL
Operating income increased 72.9% Operating income changed +72.9% from the comparable as-filed period.
$638.3M → $1.1B 3 prior comparisons
MEDIUM IMPORTANCE Margin Margin Expansion 100TH HISTORICAL PCTL
Operating margin moved 607 bp higher Operating margin changed +607 basis points from the comparable as-filed period.
11.54% → 17.62% 3 prior comparisons
MEDIUM IMPORTANCE Net Income 100TH HISTORICAL PCTL
Net income increased 67.6% Net income changed +67.6% from the comparable as-filed period.
$508.0M → $851.3M 2 prior comparisons
MEDIUM IMPORTANCE Debt 100TH HISTORICAL PCTL
Debt decreased 32.8% Debt changed -32.8% from the comparable as-filed period.
$1.5B → $1.0B 3 prior comparisons
LOW IMPORTANCE Revenue Revenue Deceleration 67TH HISTORICAL PCTL
Revenue increased 13.3% Revenue changed +13.3% from the comparable as-filed period.
$5.5B → $6.3B 3 prior comparisons
LOW IMPORTANCE Cash 100TH HISTORICAL PCTL
Cash & equivalents increased 11.5% Cash & equivalents changed +11.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$3.8B → $4.3B 2 prior comparisons
LOW IMPORTANCE Inventory Inventory Build 100TH HISTORICAL PCTL
Inventory increased 18.4% Inventory changed +18.4% from the comparable as-filed period.
$2.6B → $3.1B 3 prior comparisons
LOW IMPORTANCE Inventory Inventory Build 100TH HISTORICAL PCTL
Inventory / revenue moved 210 bp higher Inventory / revenue changed +210 basis points from the comparable as-filed period.
47.18% → 49.28% 2 prior comparisons
LOW IMPORTANCE Sg And A 67TH HISTORICAL PCTL
Selling, general & administrative increased 14.3% Selling, general & administrative changed +14.3% from the comparable as-filed period.
$888.7M → $1.0B 3 prior comparisons
LOW IMPORTANCE Sbc 67TH HISTORICAL PCTL
SBC / revenue moved 4 bp lower SBC / revenue changed -4 basis points from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
0.79% → 0.75% 3 prior comparisons
LOW IMPORTANCE Sbc 33TH HISTORICAL PCTL
Stock-based compensation increased 7.5% Stock-based compensation changed +7.5% from the comparable as-filed period.
$43.9M → $47.3M 3 prior comparisons
LOW IMPORTANCE Financial Value
Operating margin increased by 1.21 points Operating margin moved +1.21 percentage points from the comparable as-filed period.
12.17% → 13.38% 0 prior comparisons
HIGH IMPORTANCE Financial Value
Debt decreased 32.8% Debt changed -32.8% from the comparable as-filed period.
$1.5B → $1.0B 0 prior comparisons
INFORMATIONAL IMPORTANCE Financial Value
Capital expenditure increased 0.8% Capital expenditure changed +0.8% from the comparable as-filed period.
$207.4M → $209.0M 0 prior comparisons
HIGH IMPORTANCE Financial Value
Free-cash-flow proxy increased 209.9% Free-cash-flow proxy changed +209.9% from the comparable as-filed period.
$202.3M → $627.1M 0 prior comparisons
HIGH IMPORTANCE Financial Value
Net income increased 35.6% Net income changed +35.6% from the comparable as-filed period.
$479.2M → $650.0M 0 prior comparisons
HIGH IMPORTANCE Financial Value
Operating cash flow increased 104.0% Operating cash flow changed +104.0% from the comparable as-filed period.
$409.7M → $836.0M 0 prior comparisons
HIGH IMPORTANCE Financial Value
Operating income increased 32.6% Operating income changed +32.6% from the comparable as-filed period.
$606.5M → $804.0M 0 prior comparisons
HIGH IMPORTANCE Financial Value
Revenue increased 20.6% Revenue changed +20.6% from the comparable as-filed period.
$5.0B → $6.0B 0 prior comparisons
HIGH IMPORTANCE Financial Value
Selling, general & administrative increased 22.4% Selling, general & administrative changed +22.4% from the comparable as-filed period.
$797.1M → $975.9M 0 prior comparisons
HIGH IMPORTANCE Financial Value
Stock-based compensation increased 50.4% Stock-based compensation changed +50.4% from the comparable as-filed period.
$39.3M → $59.1M 0 prior comparisons
MEDIUM IMPORTANCE Financial Value
Inventory increased 11.5% Inventory changed +11.5% from the comparable as-filed period.
$2.7B → $3.0B 0 prior comparisons
LOW IMPORTANCE Financial Value
Capex / revenue decreased by 0.68 points Capex / revenue moved -0.68 percentage points from the comparable as-filed period.
4.16% → 3.48% 0 prior comparisons
LOW IMPORTANCE Financial Value
Cash & equivalents increased 9.2% Cash & equivalents changed +9.2% from the comparable as-filed period.
$3.8B → $4.1B 0 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.