Earnings Intelligence
Insight-rich articles built from earnings calls.
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Credo (CRDO) Q4 2025: 180% Revenue Surge Signals Hyperscaler, Optical, and AEC Acceleration
Credo is showing a rare combination of rapid, high-quality revenue growth (180% YoY), margin expansion, and operating leverage. There are clear signs of a long reinvestment...
Read full analysis →Tarsus (TARS) Q1 2025: Xdemvi Sales Surge 217% as DTC and Medicare Access Unlock Prescriber Shift
Tarsus demonstrates a long reinvestment runway with high returns, a disruptive business model, and clear evidence of accelerating growth (217% sales increase, prescriber...
Read full analysis →Xpeng (XPEV) Q1 2025: Deliveries Rocket 331% as AI Vehicle Strategy Drives Margin Expansion
Xpeng displays exceptional signal: a long reinvestment runway, disruptive AI-first business model, rapidly improving unit economics, and accelerating growth. The 331% delivery...
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 →Venture Global (VG) Q3 2025: LNG Revenue Soars 260% as Plaquemines Drives Global Supply Surge
Venture Global demonstrates an exceptional signal profile: long reinvestment runway, disruptive and scalable business model, accelerating growth, improving unit economics,...
Read full analysis →AeroVironment (AVAV) Q4 2025: Backlog Surges 82% as Blue Halo Deal Expands $1.2B Bookings Pipeline
AVAV demonstrates exceptional signal: the business has a long reinvestment runway, is showing a massive backlog surge, and is transitioning into a multi-domain, high-growth...
Read full analysis →EYPT Q1 2025: R&D Spend Up 63% as DuraView Phase 3 Enrollment Surges Past 90%
EYPT demonstrates a high-signal profile: a long reinvestment runway, major clinical milestones, and accelerating growth in both R&D and potential addressable markets. Unit...
Read full analysis →Dayforce (DAY) Q2 2025: Bookings Surge 40% as Full Suite and AI Attachments Accelerate Recurring Revenue Path
Dayforce demonstrates a long reinvestment runway, a disruptive and self-reinforcing business model, and accelerating growth metrics. Bookings surged over 40%, recurring revenue...
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
- New Mountain Finance (NMFC) Q1 2025: 96% Portfolio “Green” Rating Underscores Defensive Credit Strategy
- Cadence Bank (CADE) Q4 2025: Net Interest Margin Rises 6bps as Deposit Mix Shifts Post-Integration
- Peabody (BTU) Q1 2025: PRB Contract Locks in 50M Tons, U.S. Coal Demand Tailwinds Build
- MPC Q4 2024: MPLX Distribution Jumps 12.5%, Fueling Shareholder Yield Strategy
- Hamilton Lane (HLNE) Q3 2026: Fee-Related Earnings Jump 37% as Evergreen AUM Surges 70%
- ETN Q4 2025: Electrical Americas Backlog Surges 31%, Powering Multi-Year Growth Visibility
Technology
- BR: 72% GenAI Investment Acceleration Signals Digital Transformation Tipping Point
- TER: AI Drives 60%+ of Revenue, Reshaping Segment Mix and Earnings Model
- AUDC: Voice AI Revenue Jumps 35% as Strategic Shift Gains Scale
- NXPI: Industrial and IoT Up 20%, Shifting Growth Mix Beyond Auto
- IT: AI-Driven Insights Library Expands 50%, Anchoring CV Growth Acceleration
- RMBS: Product Revenue Jumps 41% as DDR5 Gains Drive Share Expansion
Communication Services
- FUBO: Pro Forma EBITDA Doubles as Hulu Live Integration Drives $6.2B Scale
- FUBO: Ad Tech Integration Targets Double-Digit Uplift as Pro Forma EBITDA Hits $41M
- DIS: Parks Revenue Surpasses $10B as Streaming Margin Tops 10%
- CHTR: Capex Peaks at $11.7B, Free Cash Flow Set to Surge as Investments Normalize
- VZ: $5B OPEX Savings Fuels 2–3% Service Revenue Growth Ambition
- CMCSA: Wireless Lines Jump 1.5 Million as Convergence Drives Strategic Reset
Real Estate
- TWO: MSR Portfolio Doubles to $400B with UWM Merger, Reshaping Mortgage REIT Scale
- RITM: $100B Platform Scales with Crestline and Paramount, Asset Management Revaluation in Focus
- ORC: MBS Portfolio Expands 27% as Spread Tightening Reshapes Returns
- IVR: Book Value Rises 3.7% as GSE Demand Reshapes MBS Landscape
- WY: Climate Solutions EBITDA Jumps 42%, Anchoring Growth Amid Lumber Volatility
- PMT: Securitizations Surge to 19, Shifting Portfolio Toward Higher-Yield Assets
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
- PFE: Non-COVID Portfolio Grows 9% as Obesity Pipeline Targets $150B Market
- MRK: Pipeline Opportunity Surges $20B, Signaling Post-Keytruda Growth Ambition
- DOC: Senior Housing NOI Jumps 17% as Janus Living IPO Reshapes Portfolio
- IDXX: InViewDX Drives 69% Instrument Growth, Expanding Premium Platform Leverage
Basic Materials
- ASH: Specialty Additives Margin Expands 340bps as Innovation Offsets Demand Weakness
- LYB: Cash Conversion Soars to 135% as $1.1B Improvement Plan Drives Resilience
- LYB: Backlog Expands 73%, Locking in Multi-Year Growth Visibility
- MTX: $100M Growth Pipeline Sets Up Margin Reversion
- OLN: $44M Cost Cuts and 19% Epoxy Cash Cost Reduction Anchor Trough Playbook
- APD: Operating Income Climbs 12% as Capital Discipline Tightens
Energy
- BTU: PRB Contract Locks in 50M Tons, U.S. Coal Demand Tailwinds Build
- MPC: MPLX Distribution Jumps 12.5%, Fueling Shareholder Yield Strategy
- MPLX: $2.4B Growth CapEx Targets Permian and Marcellus, Distribution Raised 12.5%
- MPLX: 12.5% Distribution Growth Signals Capital Discipline Amid $2.4B 2026 Investment Plan
- RES: Technical Services Down 4% as Capital Allocation Tightens
- ARLP: Coal Royalty Volumes Jump 25% on Tunnel Ridge Expansion
Consumer Cyclical
- LAZR: LSI Photonics Grows to One-Third of Revenue as Automotive Uncertainty Deepens
- MSGE: Christmas Spectacular Drives $195M, Concert Bookings Set New Records
- GPK: $485M CapEx Cut Unlocks Free Cash Flow Inflection
- BALL: EMEA Operating Earnings Jump 37% as Capacity Investments Fuel 2026 Leverage
- CPRI: $1B Buyback Signals Post-Versace Capital Shift
- FLXS: Tariff Surcharges Add $9.5M Revenue, Margin Resilience Faces Second-Half Test
Industrials
- ETN: Electrical Americas Backlog Surges 31%, Powering Multi-Year Growth Visibility
- HUBB: Data Center Revenue Soars 60%, Powering Margin Expansion
- GWW: Endless Assortment Grows 16%, Offsetting High-Touch Margin Pressure
- ITW: Enterprise Initiatives Drive 100bps Margin Expansion Across All Segments
- PNR: $70M Transformation Savings Anchor 100bps Margin Expansion Path
- AME: Backlog Climbs to $3.6B, Fueling Acquisition-Driven Expansion
Utilities
- SR: Utility Earnings Jump 33% as Rate Actions and Portfolio Streamlining Advance
- NJR: NFVPS Guidance Raised 8% on Energy Services Volatility Capture
- SPG: $2B Acquisitions Expand Redevelopment Pipeline to $4B+
- GEV: Backlog Jumps $31B, Power and Electrification Margins Set Up Multi-Year Growth
- NEE: 13.5 GW Backlog Surge Anchors Decade-Long Growth Visibility
- PCYO: Land Segment Drives 37% of Full-Year Guidance in Early Upside
Consumer Defensive
- JJSF: Project Apollo Delivers $3M Cost Savings as Portfolio Shift Drives Margin Expansion
- INGR: $40M Argo Hit Weighs on U.S.-Canada, Texture & Solutions Margins Climb
- BRBR: Gross Margin Slides 730bps as Promotional Pressure and Whey Inflation Hit Profitability
- PEP: Double-Digit Shelf Space Gains Signal Aggressive Category Expansion
- ADM: $1.5B Inventory Windfall Unlocks Flexibility as Policy Clarity Looms
- TSN: Specialty Eggs and Prepared Foods Reach 40% of Sales, Powering Margin Expansion
Financial Services
- NMFC: 96% Portfolio “Green” Rating Underscores Defensive Credit Strategy
- CADE: Net Interest Margin Rises 6bps as Deposit Mix Shifts Post-Integration
- HLNE: Fee-Related Earnings Jump 37% as Evergreen AUM Surges 70%
- CSWC: $244M New Commitments Signal Lower Middle Market Expansion
- MTG: $915M Capital Returned as Reinsurance Drives Margin Leverage
- WTW: Margin Expands 130bps as Specialty and Digital Broking Drive Profitability
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Newsworthy Companies
- Disney (DIS) Q1 2026: Parks Revenue Surpasses $10B as Streaming Margin Tops 10%
- Visa (V) Q1 2026: Value-Added Services Drive 28% Revenue Growth, Deepening Ecosystem Moat
- Apple (AAPL) Q1 2026: iPhone Revenue Jumps 23% as Advanced Node Constraints Signal Persistent Demand
- Tesla (TSLA) Q4 2025: CapEx Surges to $20B as Optimus and Autonomy Take Center Stage
- Microsoft (MSFT) Q2 2026: Commercial RPO Doubles to $625B, Locking In Multi-Year AI Demand
- META (META) Q4 2025: AI-Driven Ad Revenue Surges 24% as Compute Constraints Persist
- Procter & Gamble (PG) Q2 2026: Productivity Drives 270bps Margin Gain as U.S. Recovery Hinges on Execution
- Johnson & Johnson (JNJ) Q4 2025: Oncology Surges 21% as Portfolio Shift Targets Double-Digit Growth
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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.
Market Trends
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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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