Earnings Intelligence
Insight-rich articles built from earnings calls.
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Eli Lilly (LLY) Q1 2025: 45% Revenue Surge as Obesity and Diabetes Pipeline Redefines Growth Trajectory
Eli Lilly demonstrates a long and clear reinvestment runway, with blockbuster growth, margin expansion, and a disruptive business model centered on metabolic disease. The 45%...
Read full analysis →UXIN Q4 2024: Retail Volume Jumps 178% as Superstore Model Scales Profitability
UXIN demonstrates a long reinvestment runway, a disruptive business model, and clear evidence of accelerating growth and margin expansion. Unit economics are improving, the...
Read full analysis →Klaviyo (KVYO) Q3 2025: AI-Powered Service Adoption Surges, 43% International Growth Unlocks New Runway
Klaviyo demonstrates a rare combination of high growth, expanding profitability, and accelerating innovation, with clear evidence of a long reinvestment runway, exceptional...
Read full analysis →Lumentum (LITE) Q4 2025: Cloud & Networking Jumps 67% as AI Demand Drives Supply Constraints
Lumentum demonstrates a long reinvestment runway, exceptional recent growth, improving unit economics, and a self-reinforcing business model with deepening customer value. The...
Read full analysis →Ligand (LGND) Q2 2025: Royalty Revenue Surges 57% as Pipeline and Portfolio Expansion Drive Upward Guidance
Ligand demonstrates a long reinvestment runway, exceptional recent growth, improving unit economics, and a self-reinforcing business model. Customers are becoming more...
Read full analysis →Cipher Mining (CIFR) Q3 2025: $5.5B AWS Lease Secures 300MW, Accelerates HPC Pivot
Cipher's pivot to HPC with landmark AWS and Google deals, multi-billion dollar contracted revenue, and a massive pipeline indicate a long reinvestment runway, disruptive...
Read full analysis →Kestra (KMTS) Q2 2026: Gross Margin Surges to 50.6% as Clinical Evidence Drives Market Expansion
Kestra is showing rare, high-velocity growth (>50% YoY), a disruptive and scalable business model, and clear unit economic improvement. Clinical evidence is driving meaningful...
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 →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
- SanuWave (SNWV) Q4 2025: Applicator Revenue Hits $6.8M, Channel Realignment Accelerates Post-CMS Shift
- Luminar (LAZR) Q4 2025: LSI Photonics Grows to One-Third of Revenue as Automotive Uncertainty Deepens
- Peabody (BTU) Q1 2025: PRB Contract Locks in 50M Tons, U.S. Coal Demand Tailwinds Build
- Carnival (CCL) Q4 2025: Net Income Jumps 60% as Balance Sheet Hits Investment Grade
- Lamb Weston (LW) Q2 2026: 8% North America Volume Growth Offsets Price-Mix Drag, Guidance Holds
- Conagra Brands (CAG) Q2 2026: Project Catalyst and 7% Inflation Shape Margin Trajectory
- Paychex (PAYX) Q2 2026: Paycor Adds 17% Revenue Lift, But Macro Pressures Shift Guidance to Low End
- Winnebago (WGO) Q1 2026: Motorhome Margin Jumps 390bps as Product Refresh Drives Segment Upside
Technology
- PAYX: Paycor Adds 17% Revenue Lift, But Macro Pressures Shift Guidance to Low End
- OCC: Gross Profit Margin Climbs to 30.9% as Data Center Expansion Looms
- ACN: Advanced AI Bookings Double to $2.2B, Underpinning Broad-Based Demand Shift
- MU: HBM Revenue Fully Booked for 2026 as $20B CapEx Signals AI-Driven Supply Squeeze
- JBL: AI Revenue Surges 35% as Cloud and Data Center Wins Expand Margin Leverage
- CSPI: Service Revenue Jumps 63%, Pushing Margins to 37% High
Communication Services
- SCHL: $400M Sale-Leaseback Unlocks Buyback Firepower Amid School Channel Strength
- ZDGE: Subscriptions Jump 54% as Marketplace Offsets Legacy Declines
- MOMO: Overseas Revenue Surges 69% as Domestic Headwinds Weigh on Margins
- PLAY: Remodels Deliver 700bps Margin Upside Amid Menu and Game Revamp
- MNY: Adjusted EBITDA Loss Narrows 68% as High-Margin Mix and AI Reset Take Hold
- IDT: Growth Segments Expand to 32% of Revenue, Accelerating Margin Shift
Real Estate
- NYC: Policy Count Surges 49% as Florida Expansion Accelerates
- MDV: Asset Recycling Targets $100K+ Expense Reduction Amid 7% Cap Rate Market
- CLPR: New Leases Up 14% as Residential Strength Offsets Office Drag
- FVR: $75M Preferred Equity Secured, Fueling 10% Asset Base Expansion
- SUNS: Portfolio Commitments Jump $54M as Southern U.S. Lending Accelerates
- RMR: $2B Debt Refi and $300M Asset Sales Drive Capital Flexibility Amid Fee Headwinds
Healthcare
- SNWV: Applicator Revenue Hits $6.8M, Channel Realignment Accelerates Post-CMS Shift
- PFE: $17B LOE Headwind Drives Margin Compression, Obesity Pipeline Anchors Post-2028 Growth
- OGI: International Sales Jump 171% as Margin Expansion Accelerates
- CSBR: Gross Margin Expands to 52% as Radiolabeling and Data Platform Drive Leverage
- PHR: Adjusted EBITDA Margin Hits 24% as AccessOne Adds Provider Financing Growth Lever
- COO: MyDay Private Label Surge Drives 5% Vision Growth as Strategic Review Advances
Basic Materials
- WS: Direct Sales Reach 65% of Mix, Driving Margin Expansion
- ODC: Net Cash Position and 29.5% Margin Signal Strategic Flex for Second-Half Upside
- CMP: Net Debt Down 14% as Cost Reset Drives Margin Recovery
- REX: Corn Oil Revenue Jumps 60% as Carbon Capture Investment Accelerates
- SQM: Lithium Sales Volumes Hit All-Time High, CAPEX Cut by $800M
- JHX: Deck Rail Margins Hold 30.7% as Fiber Cement Traction Builds
Energy
- BTU: PRB Contract Locks in 50M Tons, U.S. Coal Demand Tailwinds Build
- IMPP: Fleet Days Surge 36%, Dry Bulk Integration Lifts Core Earnings
- SGU: Heating Oil Volume Up 12% as Acquisitions Offset Attrition
- FLNG: Data Center Revenue Surges 35%, Accelerating Margin Expansion
- GEOS: Smart Water Up 10% as Energy Solutions Margin Headwinds Persist
- FRO: VLCC Spot Bookings Surge 142%, Repricing Cash Flow Potential
Consumer Cyclical
- LAZR: LSI Photonics Grows to One-Third of Revenue as Automotive Uncertainty Deepens
- CCL: Net Income Jumps 60% as Balance Sheet Hits Investment Grade
- WGO: Motorhome Margin Jumps 390bps as Product Refresh Drives Segment Upside
- NKE: $4B Classics Reset Drives Portfolio Shift, Margin Recovery Hinges on Execution
- KBH: Built-to-Order Homes Reach 57% Mix, Setting Up Margin Recovery
- KMX: $150M SG&A Reduction Target Signals Cost Discipline Amid Sales Slide
Industrials
- JOB: SG&A Down 13% as Cost Actions Offset Persistent Staffing Weakness
- CTAS: Route-Based Margins Hit All-Time Highs as Vertical Focus Drives 14% Safety Growth
- FCEL: Backlog Climbs to $1.19B as Data Center Pipeline Accelerates
- ISSC: Backlog Rises to $77M, Signaling Multi-Year Demand Visibility
- TTC: AMP Cost Savings Target Raised to $125M as Underground and Golf Drive Margin Upside
- ABM: WGN Star Acquisition Adds Mid-Teens Margin, Accelerates Semiconductor Expansion
Utilities
- RGCO: Customer Additions Rise 11%, Rate Case and MVP Projects Set 2026 Tone
- FLNC: $1.4B Orders Fuel 85% Revenue Backlog Coverage for FY26
- UGI: AmeriGas EBIT Jumps 17% as Portfolio Optimization Drives Earnings Growth
- NJR: $5B CapEx Plan Lifts Utility Growth Visibility Through 2030
- SR: EPS Guidance Jumps 20% on Missouri Rate Win, Tennessee Acquisition in Focus
- GWRS: Tucson Acquisition Adds 2,200 Connections, Sharpening Growth Platform
Consumer Defensive
- LW: 8% North America Volume Growth Offsets Price-Mix Drag, Guidance Holds
- CAG: Project Catalyst and 7% Inflation Shape Margin Trajectory
- AVO: International Farming Sales Surge 97%, Unlocking Global Growth Leverage
- GIS: 90% of Price Investments Deliver Expected Volume, Underpinning Retail Rebound
- COST: Digital Comps Up 20.5% as Personalization and AI Fuel Member Engagement
- SKIL: GK Drives 73% of Revenue Decline, Reshaping Portfolio for Platform Growth
Financial Services
- FDS: AI-Driven Solutions Fuel 45% Sequential Uptake, Accelerating Workflow Integration
- VBNK: US RPP Assets Jump 67% as Cross-Border Expansion Accelerates
- BRO: Used Barrel Sales Plunge 61%, Exposing Portfolio Headwind
- TIGR: Hong Kong Drives 35% of New Accounts as Client Assets Soar 49.7%
- WDH: AI-Driven Insurance Premiums Jump 80%, Margin Expansion Signals Durable Efficiency Gains
- NOAH: Investment Product Revenue Mix Hits 28% as AI and Global Platform Drive Strategic Shift
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Newsworthy Companies
- Walmart (WMT) Q3 2026: E-commerce Grows 27% as Automation Drives Profit Leverage
- Nvidia (NVDA) Q3 2026: Data Center Revenue Surges 66%, Extending AI Infrastructure Dominance
- Home Depot (HD) Q3 2025: GMS Adds $2B Sales, Margin Mix Shifts as Storm-Driven Headwinds Persist
- Disney (DIS) Q4 2025: DTC Profit Surges 39% as ESPN App Drives Bundle Uptake
- 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
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What EarningsIQ Delivers
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Distilled analysis from earnings calls that cuts through the noise and highlights what truly matters for your investment decisions.
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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.
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