MEDIUM IMPORTANCEMarginMargin Expansion100TH HISTORICAL PCTL
Gross margin moved 5525 bp higher
Gross margin changed +5525 basis points from the comparable as-filed period.
29.77%→85.01%2 prior comparisons
MEDIUM IMPORTANCERevenueRevenue Acceleration100TH HISTORICAL PCTL
Revenue increased 377.9%
Revenue changed +377.9% from the comparable as-filed period.
$2.3B→$11.0B2 prior comparisons
MEDIUM IMPORTANCEMarginMargin Expansion50TH HISTORICAL PCTL
Operating margin moved 7197 bp higher
Operating margin changed +7197 basis points from the comparable as-filed period.
7.63%→79.59%2 prior comparisons
MEDIUM IMPORTANCECash50TH HISTORICAL PCTL
Cash & equivalents increased 256.2%
Cash & equivalents changed +256.2% from the comparable as-filed period.
$1.4B→$5.1B2 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Current assets increased 208.0%
Current assets changed +208.0% from the comparable as-filed period.
$5.0B→$15.4B2 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Working capital increased 171.1%
Working capital changed +171.1% from the comparable as-filed period.
$3.5B→$9.4B2 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Trade receivables increased 452.0%
Trade receivables changed +452.0% from the comparable as-filed period.
$1.2B→$6.6B2 prior comparisons
MEDIUM IMPORTANCEInventoryInventory Build100TH HISTORICAL PCTL
Inventory increased 58.2%
Inventory changed +58.2% from the comparable as-filed period.
$1.9B→$3.0B2 prior comparisons
MEDIUM IMPORTANCEFree Cash Flow Proxy50TH HISTORICAL PCTL
Free-cash-flow proxy changed across a low base
Free-cash-flow proxy changed +1340.4% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$438.0M→$6.3B2 prior comparisons
MEDIUM IMPORTANCEInventory100TH HISTORICAL PCTL
Inventory / revenue moved 5528 bp lower
Inventory / revenue changed -5528 basis points from the comparable as-filed period.
82.63%→27.34%2 prior comparisons
MEDIUM IMPORTANCEOperating Cash Flow50TH HISTORICAL PCTL
Operating cash flow changed across a low base
Operating cash flow changed +1203.9% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$488.0M→$6.4B2 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Current liabilities increased 292.5%
Current liabilities changed +292.5% from the comparable as-filed period.
$1.5B→$6.0B2 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Total assets increased 102.3%
Total assets changed +102.3% from the comparable as-filed period.
$12.7B→$25.8B2 prior comparisons
MEDIUM IMPORTANCEOperating Income100TH HISTORICAL PCTL
Operating income changed across a low base
Operating income changed +4888.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$176.0M→$8.8B2 prior comparisons
LOW IMPORTANCEFinancial Value50TH HISTORICAL PCTL
Free-cash-flow margin moved 3822 bp higher
Free-cash-flow margin changed +3822 basis points from the comparable as-filed period.
18.98%→57.19%2 prior comparisons
LOW IMPORTANCEFinancial Value50TH HISTORICAL PCTL
Working capital / assets moved 925 bp higher
Working capital / assets changed +925 basis points from the comparable as-filed period.
27.20%→36.45%2 prior comparisons
LOW IMPORTANCESbc100TH HISTORICAL PCTL
Stock-based compensation increased 71.7%
Stock-based compensation changed +71.7% from the comparable as-filed period.
$53.0M→$91.0M2 prior comparisons
LOW IMPORTANCEFinancial Value50TH HISTORICAL PCTL
Receivables / revenue moved 801 bp higher
Receivables / revenue changed +801 basis points from the comparable as-filed period.
51.69%→59.70%2 prior comparisons
LOW IMPORTANCEFinancial Value100TH HISTORICAL PCTL
R&D / revenue moved 1021 bp lower
R&D / revenue changed -1021 basis points from the comparable as-filed period.
13.69%→3.48%2 prior comparisons
LOW IMPORTANCEFinancial Value50TH HISTORICAL PCTL
Operating cash-flow margin moved 3654 bp higher
Operating cash-flow margin changed +3654 basis points from the comparable as-filed period.
21.14%→57.68%2 prior comparisons
LOW IMPORTANCER And DR And D Acceleration100TH HISTORICAL PCTL
Research & development increased 21.5%
Research & development changed +21.5% from the comparable as-filed period.
$316.0M→$384.0M2 prior comparisons
LOW IMPORTANCECapex50TH HISTORICAL PCTL
Capex / revenue moved 168 bp lower
Capex / revenue changed -168 basis points from the comparable as-filed period.
2.17%→0.49%2 prior comparisons
LOW IMPORTANCEMargin100TH HISTORICAL PCTL
Gross profit changed across a low base
Gross profit changed +1265.1% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$687.0M→$9.4B2 prior comparisons
LOW IMPORTANCEShare Count100TH HISTORICAL PCTL
Shares outstanding decreased 2.9%
Shares outstanding changed -2.9% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
146,553,179→142,289,3653 prior comparisons
LOW IMPORTANCESbc100TH HISTORICAL PCTL
SBC / revenue moved 147 bp lower
SBC / revenue changed -147 basis points from the comparable as-filed period.
2.30%→0.82%2 prior comparisons
LOW IMPORTANCESg And A50TH HISTORICAL PCTL
Selling, general & administrative increased 19.6%
Selling, general & administrative changed +19.6% from the comparable as-filed period.
$179.0M→$214.0M2 prior comparisons
LOW IMPORTANCEFinancial Value0TH HISTORICAL PCTL
Current ratio decreased 21.5%
Current ratio changed -21.5% from the comparable as-filed period.
3.29→2.582 prior comparisons
LOW IMPORTANCECapexCapex Acceleration0TH HISTORICAL PCTL
Capital expenditure increased 8.0%
Capital expenditure changed +8.0% from the comparable as-filed period.
$50.0M→$54.0M2 prior comparisons
LOW IMPORTANCEFinancial Value0TH HISTORICAL PCTL
Cost of revenue increased 2.0%
Cost of revenue changed +2.0% from the comparable as-filed period.
$1.6B→$1.7B2 prior comparisons
MEDIUM IMPORTANCEMarginMargin Expansion
Operating margin moved 18007 bp higher
Operating margin changed +18007 basis points from the comparable as-filed period.
-110.97%→69.09%0 prior comparisons
MEDIUM IMPORTANCERevenue
Revenue increased 251.0%
Revenue changed +251.0% from the comparable as-filed period.
$1.7B→$6.0B0 prior comparisons
MEDIUM IMPORTANCEMarginMargin Expansion
Gross margin moved 5582 bp higher
Gross margin changed +5582 basis points from the comparable as-filed period.
22.54%→78.35%0 prior comparisons
MEDIUM IMPORTANCECash100TH HISTORICAL PCTL
Cash & equivalents increased 147.8%
Cash & equivalents changed +147.8% from the comparable as-filed period.
$1.5B→$3.7B1 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Current assets increased 80.1%
Current assets changed +80.1% from the comparable as-filed period.
$5.1B→$9.2B1 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Trade receivables increased 178.4%
Trade receivables changed +178.4% from the comparable as-filed period.
$979.0M→$2.7B1 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Working capital increased 95.2%
Working capital changed +95.2% from the comparable as-filed period.
$3.7B→$7.3B1 prior comparisons
MEDIUM IMPORTANCEFinancial Value
Noncurrent long-term debt decreased 100.0%
Noncurrent long-term debt changed -100.0% from the comparable as-filed period.
$1.9B→$00 prior comparisons
MEDIUM IMPORTANCEFinancial Value
Gross debt decreased 100.0%
Gross debt changed -100.0% from the comparable as-filed period.
$1.9B→$00 prior comparisons
MEDIUM IMPORTANCEFinancial Value
Reported total debt decreased 100.0%
Reported total debt changed -100.0% from the comparable as-filed period.
$1.9B→$00 prior comparisons
MEDIUM IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Total assets increased 31.8%
Total assets changed +31.8% from the comparable as-filed period.
$13.0B→$17.1B1 prior comparisons
LOW IMPORTANCEOperating Cash Flow
Operating cash flow changed across a low base
Operating cash flow changed +11584.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$26.0M→$3.0B0 prior comparisons
LOW IMPORTANCEInventory
Inventory / revenue moved 8982 bp lower
Inventory / revenue changed -8982 basis points from the comparable as-filed period.
127.43%→37.61%0 prior comparisons
LOW IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Current liabilities increased 39.4%
Current liabilities changed +39.4% from the comparable as-filed period.
$1.4B→$1.9B1 prior comparisons
LOW IMPORTANCEFree Cash Flow Proxy
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed +16727.8% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$18.0M→$3.0B0 prior comparisons
LOW IMPORTANCEOperating Income
Operating income changed across a sign change
Operating income changed +318.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$1.9B→$4.1B0 prior comparisons
LOW IMPORTANCEFinancial Value100TH HISTORICAL PCTL
Working capital / assets moved 1380 bp higher
Working capital / assets changed +1380 basis points from the comparable as-filed period.
28.67%→42.47%1 prior comparisons
LOW IMPORTANCEFinancial Value0TH HISTORICAL PCTL
Current ratio increased 29.2%
Current ratio changed +29.2% from the comparable as-filed period.
3.7→4.781 prior comparisons
LOW IMPORTANCECapex
Capex / revenue moved 184 bp lower
Capex / revenue changed -184 basis points from the comparable as-filed period.
2.60%→0.76%0 prior comparisons
LOW IMPORTANCEFinancial Value
Operating cash-flow margin moved 4952 bp higher
Operating cash-flow margin changed +4952 basis points from the comparable as-filed period.
1.53%→51.06%0 prior comparisons
LOW IMPORTANCEFinancial Value
Receivables / revenue moved 1194 bp lower
Receivables / revenue changed -1194 basis points from the comparable as-filed period.
57.76%→45.82%0 prior comparisons
LOW IMPORTANCEFinancial Value
R&D / revenue moved 1115 bp lower
R&D / revenue changed -1115 basis points from the comparable as-filed period.
16.81%→5.66%0 prior comparisons
LOW IMPORTANCEFinancial Value
Free-cash-flow margin moved 5136 bp higher
Free-cash-flow margin changed +5136 basis points from the comparable as-filed period.
-1.06%→50.30%0 prior comparisons
LOW IMPORTANCEFinancial Value
Debt / revenue moved 11487 bp lower
Debt / revenue changed -11487 basis points from the comparable as-filed period.
114.87%→0.00%0 prior comparisons
LOW IMPORTANCEFinancial Value
Debt / assets moved 1502 bp lower
Debt / assets changed -1502 basis points from the comparable as-filed period.
15.02%→0.00%0 prior comparisons
LOW IMPORTANCEFinancial Value
Current long-term debt decreased 100.0%
Current long-term debt changed -100.0% from the comparable as-filed period.
$20.0M→$00 prior comparisons
LOW IMPORTANCESbc
SBC / revenue moved 169 bp lower
SBC / revenue changed -169 basis points from the comparable as-filed period.
2.60%→0.91%0 prior comparisons
LOW IMPORTANCEMargin
Gross profit changed across a low base
Gross profit changed +1120.4% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$382.0M→$4.7B0 prior comparisons
LOW IMPORTANCER And DR And D Acceleration
Research & development increased 18.2%
Research & development changed +18.2% from the comparable as-filed period.
$285.0M→$337.0M0 prior comparisons
LOW IMPORTANCESbc
Stock-based compensation increased 22.7%
Stock-based compensation changed +22.7% from the comparable as-filed period.
$44.0M→$54.0M0 prior comparisons
LOW IMPORTANCEFinancial Value
Net debt changed across a sign change
Net debt changed -948.9% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$440.0M→-$3.7B0 prior comparisons
LOW IMPORTANCEShare CountShare Dilution100TH HISTORICAL PCTL
Shares outstanding increased 1.9%
Shares outstanding changed +1.9% from the comparable as-filed period.
145,299,218→148,089,7581 prior comparisons
LOW IMPORTANCESg And A
Selling, general & administrative increased 15.8%
Selling, general & administrative changed +15.8% from the comparable as-filed period.
$139.0M→$161.0M0 prior comparisons
LOW IMPORTANCEInventoryInventory Build0TH HISTORICAL PCTL
Inventory increased 3.6%
Inventory changed +3.6% from the comparable as-filed period.
$2.2B→$2.2B1 prior comparisons
LOW IMPORTANCECapexCapex Acceleration
Capital expenditure increased 2.3%
Capital expenditure changed +2.3% from the comparable as-filed period.
$44.0M→$45.0M0 prior comparisons
LOW IMPORTANCEFinancial Value
Cost of revenue decreased 1.9%
Cost of revenue changed -1.9% from the comparable as-filed period.
$1.3B→$1.3B0 prior comparisons