Operating margin moved 378 bp higher
Operating margin changed +378 basis points from the comparable as-filed period.
16.42%→20.20%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →SPSC financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating income increased 28.0%
Operating income changed +28.0% from the comparable as-filed period.
$31.2M→$39.9M2 prior comparisons
Shares outstanding decreased 6.0%
Shares outstanding changed -6.0% from the comparable as-filed period. The change ranks at the 100th percentile of 8 prior comparable changes.
37,709,094→35,440,9268 prior comparisons
Working capital increased 24.1%
Working capital changed +24.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$155.6M→$193.0M4 prior comparisons
Gross margin moved 162 bp higher
Gross margin changed +162 basis points from the comparable as-filed period.
69.49%→71.11%2 prior comparisons
Net income increased 20.0%
Net income changed +20.0% from the comparable as-filed period.
$25.6M→$30.7M2 prior comparisons
Free-cash-flow proxy increased 7.2%
Free-cash-flow proxy changed +7.2% from the comparable as-filed period.
$54.6M→$58.5M2 prior comparisons
Cash & equivalents increased 15.0%
Cash & equivalents changed +15.0% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$133.7M→$153.8M4 prior comparisons
Working capital / assets moved 362 bp higher
Working capital / assets changed +362 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
13.43%→17.04%4 prior comparisons
Operating cash flow increased 5.6%
Operating cash flow changed +5.6% from the comparable as-filed period.
$60.6M→$64.0M2 prior comparisons
Revenue increased 4.1%
Revenue changed +4.1% from the comparable as-filed period.
$189.9M→$197.6M2 prior comparisons
Total assets decreased 2.3%
Total assets changed -2.3% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$1.2B→$1.1B4 prior comparisons
Current assets increased 9.9%
Current assets changed +9.9% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$315.6M→$347.0M4 prior comparisons
Receivables / revenue moved 203 bp lower
Receivables / revenue changed -203 basis points from the comparable as-filed period.
35.51%→33.48%2 prior comparisons
Research & development decreased 4.2%
Research & development changed -4.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$17.3M→$16.5M2 prior comparisons
Capital expenditure decreased 9.1%
Capital expenditure changed -9.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$6.1M→$5.5M2 prior comparisons
Gross profit increased 6.5%
Gross profit changed +6.5% from the comparable as-filed period.
$132.0M→$140.5M2 prior comparisons
Current ratio increased 14.3%
Current ratio changed +14.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
1.97→2.254 prior comparisons
Capex / revenue moved 40 bp lower
Capex / revenue changed -40 basis points from the comparable as-filed period.
3.19%→2.79%2 prior comparisons
Operating cash flow / net income decreased 12.0%
Operating cash flow / net income changed -12.0% from the comparable as-filed period.
2.37→2.092 prior comparisons
R&D / revenue moved 73 bp lower
R&D / revenue changed -73 basis points from the comparable as-filed period.
9.10%→8.37%2 prior comparisons
SBC / revenue moved 33 bp higher
SBC / revenue changed +33 basis points from the comparable as-filed period.
7.61%→7.94%2 prior comparisons
Current liabilities decreased 3.8%
Current liabilities changed -3.8% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$160.0M→$154.0M4 prior comparisons
Cost of revenue decreased 1.4%
Cost of revenue changed -1.4% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$57.9M→$57.1M2 prior comparisons
Free-cash-flow margin moved 87 bp higher
Free-cash-flow margin changed +87 basis points from the comparable as-filed period.
28.73%→29.60%2 prior comparisons
Stock-based compensation increased 8.6%
Stock-based compensation changed +8.6% from the comparable as-filed period.
$14.5M→$15.7M2 prior comparisons
Operating cash-flow margin moved 47 bp higher
Operating cash-flow margin changed +47 basis points from the comparable as-filed period.
31.92%→32.38%2 prior comparisons
Trade receivables decreased 1.9%
Trade receivables changed -1.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$67.4M→$66.2M4 prior comparisons
Research & development decreased 1.8%
Research & development changed -1.8% from the comparable as-filed period.
$17.3M→$17.0M3 prior comparisons
Revenue increased 5.6%
Revenue changed +5.6% from the comparable as-filed period.
$187.4M→$197.8M3 prior comparisons
Gross profit increased 8.8%
Gross profit changed +8.8% from the comparable as-filed period.
$127.6M→$138.8M3 prior comparisons
Gross margin moved 208 bp higher
Gross margin changed +208 basis points from the comparable as-filed period.
68.08%→70.16%3 prior comparisons
Stock-based compensation increased 24.7%
Stock-based compensation changed +24.7% from the comparable as-filed period.
$15.0M→$18.7M3 prior comparisons
Operating margin moved 987 bp lower
Operating margin changed -987 basis points from the comparable as-filed period.
14.12%→4.25%3 prior comparisons
Operating income decreased 68.2%
Operating income changed -68.2% from the comparable as-filed period.
$26.5M→$8.4M3 prior comparisons
Net income decreased 65.2%
Net income changed -65.2% from the comparable as-filed period.
$19.7M→$6.9M3 prior comparisons
Cash & equivalents increased 60.9%
Cash & equivalents changed +60.9% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$107.6M→$173.2M4 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.