Free-cash-flow proxy increased 129.9%
Free-cash-flow proxy changed +129.9% from the comparable as-filed period.
$599.0M→$1.4B2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →WDC financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating income increased 158.3%
Operating income changed +158.3% from the comparable as-filed period.
$792.0M→$2.0B2 prior comparisons
Operating cash flow increased 138.7%
Operating cash flow changed +138.7% from the comparable as-filed period.
$672.0M→$1.6B2 prior comparisons
Operating margin moved 1860 bp higher
Operating margin changed +1860 basis points from the comparable as-filed period.
28.11%→46.70%2 prior comparisons
Revenue increased 55.5%
Revenue changed +55.5% from the comparable as-filed period.
$2.8B→$4.4B2 prior comparisons
Gross margin moved 1430 bp higher
Gross margin changed +1430 basis points from the comparable as-filed period.
43.54%→57.84%2 prior comparisons
Shares outstanding increased 9.5%
Shares outstanding changed +9.5% from the comparable as-filed period. The change ranks at the 100th percentile of 8 prior comparable changes.
341,899,281→374,323,2698 prior comparisons
Cash & equivalents decreased 35.8%
Cash & equivalents changed -35.8% from the comparable as-filed period.
$2.0B→$1.3B3 prior comparisons
Trade receivables increased 64.7%
Trade receivables changed +64.7% from the comparable as-filed period.
$1.4B→$2.2B3 prior comparisons
Gross profit increased 106.5%
Gross profit changed +106.5% from the comparable as-filed period.
$1.2B→$2.5B2 prior comparisons
Capex / revenue moved 259 bp higher
Capex / revenue changed +259 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.59%→5.18%2 prior comparisons
Inventory / revenue moved 878 bp lower
Inventory / revenue changed -878 basis points from the comparable as-filed period.
49.43%→40.65%2 prior comparisons
Current long-term debt decreased 64.6%
Current long-term debt changed -64.6% from the comparable as-filed period.
$2.2B→$789.0M3 prior comparisons
Working capital increased 61.2%
Working capital changed +61.2% from the comparable as-filed period.
$1.1B→$1.8B3 prior comparisons
Stock-based compensation increased 49.1%
Stock-based compensation changed +49.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$53.0M→$79.0M2 prior comparisons
Current liabilities decreased 20.9%
Current liabilities changed -20.9% from the comparable as-filed period.
$5.2B→$4.1B3 prior comparisons
Inventory increased 27.9%
Inventory changed +27.9% from the comparable as-filed period.
$1.4B→$1.8B3 prior comparisons
Capital expenditure increased 211.0%
Capital expenditure changed +211.0% from the comparable as-filed period.
$73.0M→$227.0M2 prior comparisons
Free-cash-flow margin moved 1017 bp higher
Free-cash-flow margin changed +1017 basis points from the comparable as-filed period.
21.26%→31.43%2 prior comparisons
Operating cash-flow margin moved 1277 bp higher
Operating cash-flow margin changed +1277 basis points from the comparable as-filed period.
23.85%→36.61%2 prior comparisons
Working capital / assets moved 480 bp higher
Working capital / assets changed +480 basis points from the comparable as-filed period.
7.67%→12.47%3 prior comparisons
Receivables / revenue moved 286 bp higher
Receivables / revenue changed +286 basis points from the comparable as-filed period.
48.08%→50.95%2 prior comparisons
Cost of revenue increased 16.1%
Cost of revenue changed +16.1% from the comparable as-filed period.
$1.6B→$1.8B2 prior comparisons
Selling, general & administrative increased 17.4%
Selling, general & administrative changed +17.4% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$138.0M→$162.0M2 prior comparisons
Current assets decreased 6.5%
Current assets changed -6.5% from the comparable as-filed period.
$6.3B→$5.9B3 prior comparisons
Current ratio increased 18.2%
Current ratio changed +18.2% from the comparable as-filed period.
1.21→1.433 prior comparisons
SBC / revenue moved 8 bp lower
SBC / revenue changed -8 basis points from the comparable as-filed period.
1.88%→1.80%2 prior comparisons
Total assets decreased 0.8%
Total assets changed -0.8% from the comparable as-filed period.
$14.4B→$14.2B3 prior comparisons
Operating income increased 56.6%
Operating income changed +56.6% from the comparable as-filed period.
$760.0M→$1.2B0 prior comparisons
Free-cash-flow proxy increased 158.0%
Free-cash-flow proxy changed +158.0% from the comparable as-filed period.
$379.0M→$978.0M0 prior comparisons
Operating cash flow increased 121.1%
Operating cash flow changed +121.1% from the comparable as-filed period.
$508.0M→$1.1B0 prior comparisons
Gross margin moved 1047 bp higher
Gross margin changed +1047 basis points from the comparable as-filed period.
39.76%→50.22%0 prior comparisons
Revenue increased 45.5%
Revenue changed +45.5% from the comparable as-filed period.
$2.3B→$3.3B0 prior comparisons
Current long-term debt decreased 34.8%
Current long-term debt changed -34.8% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$2.4B→$1.6B2 prior comparisons
Operating margin moved 253 bp higher
Operating margin changed +253 basis points from the comparable as-filed period.
33.13%→35.66%0 prior comparisons
Cash & equivalents decreased 41.0%
Cash & equivalents changed -41.0% from the comparable as-filed period.
$3.5B→$2.1B2 prior comparisons
Trade receivables increased 28.9%
Trade receivables changed +28.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$1.5B→$1.9B2 prior comparisons
Noncurrent long-term debt decreased 100.0%
Noncurrent long-term debt changed -100.0% from the comparable as-filed period.
$4.9B→$02 prior comparisons
Gross debt decreased 78.4%
Gross debt changed -78.4% from the comparable as-filed period.
$7.3B→$1.6B2 prior comparisons
Reported total debt decreased 78.4%
Reported total debt changed -78.4% from the comparable as-filed period.
$7.3B→$1.6B2 prior comparisons
Gross profit increased 83.8%
Gross profit changed +83.8% from the comparable as-filed period.
$912.0M→$1.7B0 prior comparisons
Inventory / revenue moved 1648 bp lower
Inventory / revenue changed -1648 basis points from the comparable as-filed period.
57.15%→40.67%0 prior comparisons
Working capital decreased 21.7%
Working capital changed -21.7% from the comparable as-filed period.
$2.9B→$2.3B2 prior comparisons
Debt / assets moved 3429 bp lower
Debt / assets changed -3429 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
44.80%→10.51%2 prior comparisons
Cash / debt moved 8225 bp higher
Cash / debt changed +8225 basis points from the comparable as-filed period.
47.42%→129.66%2 prior comparisons
Selling, general & administrative increased 36.1%
Selling, general & administrative changed +36.1% from the comparable as-filed period.
$108.0M→$147.0M0 prior comparisons
Working capital / assets moved 263 bp lower
Working capital / assets changed -263 basis points from the comparable as-filed period.
17.74%→15.11%2 prior comparisons
Current assets decreased 14.5%
Current assets changed -14.5% from the comparable as-filed period.
$8.1B→$6.9B2 prior comparisons
Free-cash-flow margin moved 1279 bp higher
Free-cash-flow margin changed +1279 basis points from the comparable as-filed period.
16.52%→29.31%0 prior comparisons
Operating cash-flow margin moved 1151 bp higher
Operating cash-flow margin changed +1151 basis points from the comparable as-filed period.
22.14%→33.65%0 prior comparisons
Debt / revenue moved 27228 bp lower
Debt / revenue changed -27228 basis points from the comparable as-filed period.
319.66%→47.38%0 prior comparisons
Stock-based compensation increased 51.4%
Stock-based compensation changed +51.4% from the comparable as-filed period.
$35.0M→$53.0M0 prior comparisons
Receivables / revenue moved 728 bp lower
Receivables / revenue changed -728 basis points from the comparable as-filed period.
64.04%→56.76%0 prior comparisons
Cost of revenue increased 20.2%
Cost of revenue changed +20.2% from the comparable as-filed period.
$1.4B→$1.7B0 prior comparisons
Net debt changed across a sign change
Net debt changed -112.2% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$3.9B→-$469.0M2 prior comparisons
Total assets decreased 8.1%
Total assets changed -8.1% from the comparable as-filed period.
$16.4B→$15.0B2 prior comparisons
Capex / revenue moved 128 bp lower
Capex / revenue changed -128 basis points from the comparable as-filed period.
5.62%→4.35%0 prior comparisons
Current liabilities decreased 10.5%
Current liabilities changed -10.5% from the comparable as-filed period.
$5.2B→$4.6B2 prior comparisons
Shares outstanding decreased 1.2%
Shares outstanding changed -1.2% from the comparable as-filed period. The change ranks at the 29th percentile of 7 prior comparable changes.
348,878,365→344,682,1317 prior comparisons
Inventory increased 3.5%
Inventory changed +3.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$1.3B→$1.4B2 prior comparisons
Capital expenditure increased 12.4%
Capital expenditure changed +12.4% from the comparable as-filed period.
$129.0M→$145.0M0 prior comparisons
Current ratio decreased 4.5%
Current ratio changed -4.5% from the comparable as-filed period.
1.56→1.492 prior comparisons
SBC / revenue moved 6 bp higher
SBC / revenue changed +6 basis points from the comparable as-filed period.
1.53%→1.59%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.