Operating income decreased 44.5%
Operating income changed -44.5% from the comparable as-filed period.
-$40.8M→-$59.0M0 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →SAIL financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating margin moved 366 bp lower
Operating margin changed -366 basis points from the comparable as-filed period.
-15.43%→-19.09%0 prior comparisons
Net income decreased 377.3%
Net income changed -377.3% from the comparable as-filed period.
-$10.6M→-$50.4M0 prior comparisons
Trade receivables increased 35.5%
Trade receivables changed +35.5% from the comparable as-filed period.
$203.5M→$275.8M1 prior comparisons
Research & development increased 29.3%
Research & development changed +29.3% from the comparable as-filed period.
$48.1M→$62.2M0 prior comparisons
Current liabilities increased 25.4%
Current liabilities changed +25.4% from the comparable as-filed period.
$504.5M→$632.6M1 prior comparisons
SBC / revenue moved 381 bp higher
SBC / revenue changed +381 basis points from the comparable as-filed period.
18.32%→22.12%0 prior comparisons
Stock-based compensation increased 41.1%
Stock-based compensation changed +41.1% from the comparable as-filed period.
$48.4M→$68.3M0 prior comparisons
Revenue increased 16.8%
Revenue changed +16.8% from the comparable as-filed period.
$264.4M→$308.8M0 prior comparisons
Current assets increased 24.0%
Current assets changed +24.0% from the comparable as-filed period.
$626.6M→$776.7M1 prior comparisons
Free-cash-flow proxy decreased 12.2%
Free-cash-flow proxy changed -12.2% from the comparable as-filed period.
$49.0M→$43.0M1 prior comparisons
Cash & equivalents increased 14.3%
Cash & equivalents changed +14.3% from the comparable as-filed period.
$271.1M→$309.9M0 prior comparisons
Receivables / revenue moved 1233 bp higher
Receivables / revenue changed +1233 basis points from the comparable as-filed period.
76.96%→89.30%0 prior comparisons
Capital expenditure increased 101.0%
Capital expenditure changed +101.0% from the comparable as-filed period.
$962,000→$1.9M1 prior comparisons
Free-cash-flow margin moved 460 bp lower
Free-cash-flow margin changed -460 basis points from the comparable as-filed period.
18.53%→13.93%0 prior comparisons
Operating cash-flow margin moved 433 bp lower
Operating cash-flow margin changed -433 basis points from the comparable as-filed period.
18.89%→14.56%0 prior comparisons
Operating cash flow decreased 10.0%
Operating cash flow changed -10.0% from the comparable as-filed period.
$49.9M→$45.0M1 prior comparisons
Gross margin moved 75 bp lower
Gross margin changed -75 basis points from the comparable as-filed period.
67.26%→66.51%0 prior comparisons
Working capital increased 18.0%
Working capital changed +18.0% from the comparable as-filed period.
$122.1M→$144.1M1 prior comparisons
Gross profit increased 15.5%
Gross profit changed +15.5% from the comparable as-filed period.
$177.8M→$205.4M0 prior comparisons
R&D / revenue moved 194 bp higher
R&D / revenue changed +194 basis points from the comparable as-filed period.
18.20%→20.14%0 prior comparisons
Shares outstanding increased 2.6%
Shares outstanding changed +2.6% from the comparable as-filed period.
556,635,292→570,911,6331 prior comparisons
Total assets increased 1.9%
Total assets changed +1.9% from the comparable as-filed period.
$7.4B→$7.6B1 prior comparisons
Capex / revenue moved 26 bp higher
Capex / revenue changed +26 basis points from the comparable as-filed period.
0.36%→0.63%0 prior comparisons
Working capital / assets moved 26 bp higher
Working capital / assets changed +26 basis points from the comparable as-filed period.
1.64%→1.90%1 prior comparisons
Current ratio decreased 1.2%
Current ratio changed -1.2% from the comparable as-filed period.
1.24→1.231 prior comparisons
Operating income increased 56.8%
Operating income changed +56.8% from the comparable as-filed period.
-$185.0M→-$79.8M0 prior comparisons
Operating margin moved 5176 bp higher
Operating margin changed +5176 basis points from the comparable as-filed period.
-80.26%→-28.49%0 prior comparisons
Net income increased 60.1%
Net income changed +60.1% from the comparable as-filed period.
-$187.3M→-$74.7M0 prior comparisons
Gross margin moved 926 bp higher
Gross margin changed +926 basis points from the comparable as-filed period.
55.39%→64.65%0 prior comparisons
Cash & equivalents increased 71.3%
Cash & equivalents changed +71.3% from the comparable as-filed period.
$228.1M→$390.8M0 prior comparisons
Revenue increased 21.6%
Revenue changed +21.6% from the comparable as-filed period.
$230.5M→$280.1M0 prior comparisons
Current assets increased 47.9%
Current assets changed +47.9% from the comparable as-filed period.
$556.6M→$823.3M0 prior comparisons
Gross profit increased 41.9%
Gross profit changed +41.9% from the comparable as-filed period.
$127.7M→$181.1M0 prior comparisons
Stock-based compensation decreased 34.6%
Stock-based compensation changed -34.6% from the comparable as-filed period.
$105.7M→$69.1M0 prior comparisons
Trade receivables increased 34.4%
Trade receivables changed +34.4% from the comparable as-filed period.
$190.5M→$256.0M0 prior comparisons
Working capital increased 185.5%
Working capital changed +185.5% from the comparable as-filed period.
$81.6M→$233.0M0 prior comparisons
SBC / revenue moved 2120 bp lower
SBC / revenue changed -2120 basis points from the comparable as-filed period.
45.87%→24.67%0 prior comparisons
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed +137.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$99.0M→$37.3M0 prior comparisons
Operating cash flow changed across a sign change
Operating cash flow changed +139.5% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$96.8M→$38.2M0 prior comparisons
Current liabilities increased 24.3%
Current liabilities changed +24.3% from the comparable as-filed period.
$474.9M→$590.3M0 prior comparisons
R&D / revenue moved 717 bp lower
R&D / revenue changed -717 basis points from the comparable as-filed period.
29.19%→22.02%0 prior comparisons
Receivables / revenue moved 873 bp higher
Receivables / revenue changed +873 basis points from the comparable as-filed period.
82.64%→91.37%0 prior comparisons
Operating cash-flow margin moved 5566 bp higher
Operating cash-flow margin changed +5566 basis points from the comparable as-filed period.
-42.00%→13.65%0 prior comparisons
Free-cash-flow margin moved 5626 bp higher
Free-cash-flow margin changed +5626 basis points from the comparable as-filed period.
-42.96%→13.30%0 prior comparisons
Capital expenditure decreased 55.8%
Capital expenditure changed -55.8% from the comparable as-filed period.
$2.2M→$969,0000 prior comparisons
Working capital / assets moved 200 bp higher
Working capital / assets changed +200 basis points from the comparable as-filed period.
1.10%→3.10%0 prior comparisons
Research & development decreased 8.3%
Research & development changed -8.3% from the comparable as-filed period.
$67.3M→$61.7M0 prior comparisons
Current ratio increased 19.0%
Current ratio changed +19.0% from the comparable as-filed period.
1.17→1.390 prior comparisons
Capex / revenue moved 60 bp lower
Capex / revenue changed -60 basis points from the comparable as-filed period.
0.95%→0.35%0 prior comparisons
Shares outstanding increased 1.9%
Shares outstanding changed +1.9% from the comparable as-filed period.
556,588,850→567,182,9970 prior comparisons
Total assets increased 1.5%
Total assets changed +1.5% from the comparable as-filed period.
$7.4B→$7.5B0 prior comparisons
Stockholders' equity increased 0.9%
Stockholders' equity changed +0.9% from the comparable as-filed period.
$6.8B→$6.8B0 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.