Earnings Intelligence
Insight-rich articles built from earnings calls.
Stay ahead with how businesses evolve.
High-Value Insights
Articles with exceptional investment signal
Tesla (TSLA) Q3 2025: AI5 Chip Targets 40x Leap, Accelerating Real-World AI Expansion
Tesla demonstrates a long reinvestment runway with high ROIC prospects, disruptive business model expansion, and exceptional growth signals across AI, robotics, and energy....
Read full analysis →Shift4 (FOUR) Q2 2025: Global Blue Adds $300M Revenue, Accelerating International and Luxury Retail Expansion
Shift4 demonstrates a long reinvestment runway, disruptive business model, accelerating growth, and expanding margins. The Global Blue acquisition opens new verticals and...
Read full analysis →Duos Technologies (DUOT) Q2 2025: Recurring Revenue Jumps 280% as Edge Data Center Pipeline Scales Toward 65 Installs
Duos Technologies demonstrates a clear, high-growth inflection with a 280% recurring revenue surge, robust backlog, and a disruptive edge data center business model. Unit...
Read full analysis →Travere Therapeutics (TVTX) Q1 2025: Filspari Sales Surge 182% YoY, Setting Up FSGS Launch
Travere demonstrates a long reinvestment runway, exceptional recent growth (182% YoY Filspari sales), improving unit economics, self-reinforcing business model, and deepening...
Read full analysis →Robinhood (HOOD) Q2 2025: Gold Subscribers Jump 75%, Asset Per Customer Doubles as Platform Expansion Accelerates
Robinhood demonstrates a long reinvestment runway with high returns, clear recent business inflections, improving unit economics, and a self-reinforcing business model....
Read full analysis →Oracle (ORCL) Q4 2025: Cloud Acceleration and AI-Driven Demand Push Revenue and Guidance to New Highs
Oracle is demonstrating a long reinvestment runway, exceptional growth in backlog and cloud revenue, improving unit economics, and a disruptive, self-reinforcing business...
Read full analysis →Broadcom (AVGO) Q2 2025: AI Semiconductor Growth and VMware Integration Drive Record Results
Broadcom is showing exceptional signal: long reinvestment runway, accelerating AI-driven growth (60% YoY guidance), improving unit economics, and a self-reinforcing business...
Read full analysis →MIRUM (MIRM) Q1 2025: Livmarli Tablet Approval and 61% Revenue Growth Signal Rare Disease Leadership
MIRUM demonstrates a long reinvestment runway, significant recent growth, improving unit economics, and a self-reinforcing rare disease model. Customer value is increasing,...
Read full analysis →Top Articles
- Oracle (ORCL) Q4 2025: Cloud Acceleration and AI-Driven Demand Push Revenue and Guidance to New Highs
- TSMC (TSM) Q1 2025: AI Demand and Global Expansion Drive 38% Growth Outlook, Margin Dilution in Focus
- Novo Nordisk (NVO) Q1 2025: Strong 18% Growth as GLP-1 Compounding Clouds U.S. Outlook
- Meta (META) Q1 2025: AI Investment Drives Revenue Growth, Margins Hold as CapEx Surges
- Walmart (WMT) Q1 2026 Earnings: E-commerce Profitability Milestone Amidst Tariff Headwinds
Recent Earnings
- Borr Drilling (BORR) Q2 2025: Active Rig Count Jumps 38%, Setting Up Coverage Surge
- National Storage Affiliates (NSA) Q3 2025: Preferred Equity Program Targets 10% Return as Revenue Inflects
- PCH Q3 2025: Real Estate EBITDA Surges 174% on Conservation and Rural Land Sales
- Viper Energy (VNOM) Q3 2025: Shareholder Returns Surge 48% as Asset Sale Accelerates Buybacks
- Suncoke Energy (SXC) Q3 2025: $70M Free Cash Flow Hit Exposes Contract Breach Risk
- ECVT Q3 2025: $556M Segment Sale Sharpens Focus on Sulfuric Acid Growth and Debt Cut
- Vitesse Energy (VTS) Q3 2025: 50% Extended Laterals Signal Capital Discipline and Inventory Upside
- Apple Hospitality REIT (APLE) Q3 2025: $48M Share Buybacks Signal Capital Allocation Shift Amid Demand Volatility
Technology
- IPGP: Emerging Growth Products Hold 52% of Sales as Non-Industrial Bets Scale
- VPG: Sensor Segment Jumps 19.1% as Humanoid Robotics Orders Accelerate
- ACLS: CS&I Revenue Hits $70M as Silicon Carbide and Memory Set Up Next Cycle
- DAVE: Net Monetization Rate Up 32%, Reinforcing Durable Profit Model
- AUDC: Conversational AI Revenue Surges 50%, Driving ARR to $75M
- CDW: Services Jump to 9% of Revenue as AI and Cloud Drive Margin Mix Shift
Communication Services
- SPHR: Sphere Segment Jumps 37% as Wizard of Oz Drives Content Monetization
- IAC: Google Traffic Sinks to 24%, Off-Platform Revenue Surges as Content Model Inverts
- GENI: Media Revenue Soars 89% as BetVision Distribution Scales
- SPOT: Video Podcast Users Jump 54% as Multi-Format Flywheel Accelerates
- MYPS: Direct-to-Consumer Revenue Jumps 48% as Core Casino Faces -19% Topline Drop
- UPWK: AI-Driven GSV Jumps 53% as Marketplace Take Rate Climbs
Basic Materials
- SXC: $70M Free Cash Flow Hit Exposes Contract Breach Risk
- KNF: Backlog Jumps 32% as M&A and Pricing Drive Margin Expansion
- ECVT: $556M Segment Sale Sharpens Focus on Sulfuric Acid Growth and Debt Cut
- BCC: General Line Sales Up 6% as Distribution Mix Shifts Margin Profile
- MLM: Aggregates Margin Expands 142bps as Infrastructure Tailwinds Build
- CMT: $47M in New Wins Bolsters $300M Revenue Path as Truck Weakness Persists
Consumer Cyclical
- BALL: North America Volumes Top 4% as Mix Shift Limits Margin Upside
- YUM: Taco Bell Digital Sales Up 28%, Franchise Scale and Portfolio Reset Drive Next Phase
- GPK: Waco Ramp Targets $80M EBITDA Uplift Amid Market Margin Pressure
- WING: Net New Restaurants Up 19% as Smart Kitchen Rollout Drives Expansion
- PTLO: Margin Drops 330bps as Strategic Reset Slows Expansion
- PLOW: Solutions Segment Surges 36%, M&A Engine Reignites
Consumer Defensive
- TAP: $3.6B Goodwill Impairment Underscores Cyclical Beer Category Strain
- VITL: Supply Network Adds 75 Farms, Enabling 37% Revenue Surge
- BRCC: Wholesale Sales Up 9% as Distribution Expansion Powers Share Gains
- SNDL: Free Cash Flow Turns Positive as Cannabis Operations Grow 50%
- INGR: Argo Plant Disruption Drives $12M Hit as Texture & Healthful Margin Climbs to 17.4%
- ADM: Nutrition Profit Jumps 24% as Self-Help Offsets Crush Margin Drag
Energy
- BORR: Active Rig Count Jumps 38%, Setting Up Coverage Surge
- VNOM: Shareholder Returns Surge 48% as Asset Sale Accelerates Buybacks
- CRGY: $800M Divestitures Reshape Portfolio, Permian Entry Expands Scale
- VTS: 50% Extended Laterals Signal Capital Discipline and Inventory Upside
- MPC: MPLX Distributions Up 12.5%, Locking In Capital Return Engine
- CRK: Western Hainesville Inventory Surges to 2,559 Net Locations, Shifting Growth Trajectory
Financial Services
- CNO: ROE Target Raised to 200bps on Bermuda Treaty and Fee Services Exit
- CSWC: Portfolio Grows 24% as Origination Pipeline Accelerates
- COHN: CCM Revenue Jumps to 77% of Total, Signaling Strategic Pivot
- HGTY: Operating Margin Jumps 590bps as State Farm Conversion Accelerates
- NMFC: $100M Buyback Expansion Signals Portfolio Diversification Pivot
- CRBG: Share Repurchases Surge $509M as VA Transaction Reshapes Capital Allocation
Healthcare
- PFE: Non-COVID Products Grow 4% as $7.7B Cost Savings Target Drives Margin Strength
- ADUS: Personal Care Drives 25% Revenue Surge, Margin Leverage Signals Upside
- HSTM: CredentialStream Revenue Jumps 23% as Core SaaS Mix Accelerates Margin Tailwind
- INFU: Biomedical Revenue Drops $6–7M, Margin Expansion Signals Shift to Higher-Return Segments
- SHC: Sterigenics Delivers 22% Nordion Growth Amid Margin Mix Shift
- NSPR: U.S. Launch Drives 39% Revenue Growth, Margin Leverage Building
Industrials
- ADT: Free Cash Flow Climbs 36% as Platform, AI, and Portfolio Shifts Reshape Growth Path
- PRIM: Energy Segment Jumps 47% as Renewables and Gas Generation Drive Backlog Shift
- TNC: 120bps Margin Expansion Defies 5.4% Organic Sales Drop
- GLDD: Backlog Climbs to $935M, Securing 2026 Revenue Visibility
- HLIO: Electronics Up 21% as Innovation Drives Margin Turnaround
- STRL: Backlog Soars 64% as Data Center Pipeline Redefines Growth Visibility
Real Estate
- NSA: Preferred Equity Program Targets 10% Return as Revenue Inflects
- PCH: Real Estate EBITDA Surges 174% on Conservation and Rural Land Sales
- APLE: $48M Share Buybacks Signal Capital Allocation Shift Amid Demand Volatility
- CIGI: Engineering Revenue Jumps 36% as Platform Scale Fuels Global Growth
- NNN: Acquisition Guidance Raised $250M as Tenant Stability and Balance Sheet Extend Growth Runway
- RHP: Group Room Bookings Up 9% as Corporate Demand Outpaces Association Recovery
Utilities
- OGS: Austin Reinforcement Project Lifts Winter Capacity 25%, Underscoring Growth-Ready Infrastructure
- OTTR: $1.9B Utility Capex Plan Lifts Long-Term EPS Growth Target to 9%
- EXC: Large Load Pipeline Hits 19 GW, Fueling Transmission Growth Narrative
- ORA: Energy Storage Revenue Doubles, Backlog Climbs 79% as EGS Pilots Advance
- FTS: $2.8B CapEx Expansion Anchors 7% Rate Base Growth Through 2030
- SPG: TRG Consolidation Lifts Cap Rate Above 7.25%, Unlocking NOI Upside
Make Better Investment Decisions
Decode earnings calls with AI-powered analysis.
Spot trends before the market catches on.
Newsworthy Companies
- Amazon (AMZN) Q3 2025: AWS Backlog Hits $200B, Unlocking AI Infrastructure Scale
- Apple (AAPL) Q4 2025: Services Revenue Hits $28.8B, Fueling Double-Digit Growth
- Microsoft (MSFT) Q1 2026: Commercial RPO Jumps 51% as AI Demand Drives 80% Capacity Expansion
- Meta (META) Q3 2025: CapEx Raised to $72B as AI Compute Demand Outpaces Expectations
- Visa (V) Q4 2025: Value-Added Services Approach 30% of Revenue, Lifting Growth Algorithm
- Procter & Gamble (PG) Q1 2026: 7,000 Role Reduction Targets Agility Amid Margin Pressure
- Tesla (TSLA) Q3 2025: AI5 Chip Targets 40x Leap, Accelerating Real-World AI Expansion
- Bank of America (BAC) Q3 2025: Net Interest Income Set for $1B Quarterly Climb, Automation Drives Efficiency
About EarningsIQ
EarningsIQ is a strategic reading layer on top of earnings season. We surface company performance, executive priorities, and macro signals, so investors can stay in sync without parsing transcripts.
Join the Smartest Earnings Read in the Market
Subscribe to The Earnings Dispatch
for strategic insights delivered weekly to your inbox.
Free weekly brief. Unsubscribe anytime.
What EarningsIQ Delivers
Actionable Insights
Distilled analysis from earnings calls that cuts through the noise and highlights what truly matters for your investment decisions.
Market Trends
Early identification of emerging sector trends and themes before they become mainstream, giving you an edge in positioning your portfolio.
Time Efficiency
Hours of research condensed into concise, mobile-friendly weekly updates that respect your time while keeping you informed.
Thematic Views
- Supply Chain Resilience: Companies Report 32% Increase in Diversification Investments
- AI Infrastructure: Global Capital Expenditures Reach $48B (+65% YoY) in Q1 2026
- Consumer Spending: Premium Segment Growth Outpaces Value as Inflation Concerns Ease
- Digital Transformation: Enterprise Software Spending Accelerates Across All Sectors
- Sustainability: ESG Initiatives Increasingly Tied to Operational Efficiency Gains
Why Earnings Intelligence Matters
In today's fast-moving markets, the signals that drive tomorrow's price movements are often hidden in today's earnings calls.
Quarterly earnings calls provide the earliest indicators of business momentum shifts, often weeks before they appear in technical charts.
Management commentary offers invaluable forward guidance that helps you anticipate market movements rather than react to them.
Our focused analysis helps you separate meaningful signals from market noise, enabling more confident investment decisions.
Stay Strategically Informed
Get The Dispatch , our weekly newsletter
that decodes earnings calls so you can invest with clarity.
Join 10,000+ investors receiving our weekly insights.