Earnings Intelligence
Insight-rich articles built from earnings calls.
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Articles with exceptional investment signal
Clearwater Analytics (CWAN) Q3 2025: Margin Surges 240bps as GenAI Powers 78.5% Gross Profit
Clearwater Analytics is demonstrating a long reinvestment runway, disruptive AI-driven business model, and accelerating growth across revenue, margin, and bookings. The...
Read full analysis →Digital Turbine (APPS) Q2 2026: International ODS Revenue Surges 80%, Reshaping Global Mix
Digital Turbine demonstrates a long reinvestment runway, significant recent growth (international ODS up 80%), improving unit economics, and a self-reinforcing business model...
Read full analysis →CLSQ (LAES) Q2 2025: R&D Spend Jumps to $4.7M, Accelerating Post-Quantum Chip Roadmap
CLSQ demonstrates a rare convergence of long runway, disruptive model, and accelerating growth potential. R&D and M&A activity are building clear competitive moats, with...
Read full analysis →American Battery Technology (ABAT) Q4 2025: Revenue Triples as Reno Recycling Plant Hits 70% Throughput Lift
ABAT demonstrates a long reinvestment runway, disruptive business model, and exceptional growth rates with accelerating cash flow. There is clear operational leverage,...
Read full analysis →Tempest (TEM) Q1 2025: Data Contracts Top $1B as Genomics Revenue Jumps 89%
Tempest exhibits all the hallmarks of a high-signal, inflecting business: a long reinvestment runway, disruptive data/AI-driven business model, accelerating growth (both...
Read full analysis →Astera Labs (ALAB) Q3 2025: PCIe Gen 6 Surges to 20% of Revenue, Signaling Next-Gen AI Infrastructure Shift
Astera Labs is showing clear evidence of a long reinvestment runway, disruptive business model, rapidly accelerating growth (104% YoY, 20% QoQ), improving unit economics,...
Read full analysis →Syndax (SNDX) Q2 2025: Revuforge Sales Jump 43% as Early-Line Adoption Drives Multi-Year Upside
Syndax demonstrates a rare blend of accelerating growth, improving unit economics, disruptive model, and a long reinvestment runway. Both franchises are early in adoption...
Read full analysis →AppLovin (APP) Q2 2025: Axon Self-Serve Launch Sets Stage for 77% Revenue Surge and Global Expansion
AppLovin is exhibiting all hallmarks of a business at a major inflection: long reinvestment runway, disruptive model, accelerating growth, and improving unit economics. The...
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
- CuriosityStream (CURI) Q3 2025: Licensing Revenue Surges 425% as AI Content Demand Accelerates
- 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
- Sentient Technologies (SXT) Q1 2025: $10M Tariff Cost Spurs CapEx Pivot as Natural Color Demand Accelerates
- 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
- RenaissanceRe (RNR) Q3 2025: Share Buybacks Top $1B as Underwriting Margin Holds Near 50%
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
- CURI: Licensing Revenue Surges 425% as AI Content Demand Accelerates
- FUBO: Ad Tech Integration Targets Double-Digit Uplift as Pro Forma EBITDA Hits $41M
- FUBO: Pro Forma EBITDA Doubles as Hulu Live Integration Drives $6.2B Scale
- 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
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
- RVTY: $800M Buyback and 7% Diagnostics Growth Signal Strategic Flexibility
Basic Materials
- SXT: $10M Tariff Cost Spurs CapEx Pivot as Natural Color Demand Accelerates
- ASH: Specialty Additives Margin Expands 340bps as Innovation Offsets Demand Weakness
- LYB: Cash Conversion Soars to 135% as $1.1B Improvement Plan Drives Resilience
- MTX: $100M Growth Pipeline Sets Up Margin Reversion
- LYB: Backlog Expands 73%, Locking in Multi-Year Growth Visibility
- OLN: $44M Cost Cuts and 19% Epoxy Cash Cost Reduction Anchor Trough Playbook
Energy
- BTU: PRB Contract Locks in 50M Tons, U.S. Coal Demand Tailwinds Build
- MPLX: 12.5% Distribution Growth Signals Capital Discipline Amid $2.4B 2026 Investment Plan
- MPC: MPLX Distribution Jumps 12.5%, Fueling Shareholder Yield Strategy
- MPLX: $2.4B Growth CapEx Targets Permian and Marcellus, Distribution Raised 12.5%
- 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
- GPK: $485M CapEx Cut Unlocks Free Cash Flow Inflection
- MSGE: Christmas Spectacular Drives $195M, Concert Bookings Set New Records
- 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
- GWW: Endless Assortment Grows 16%, Offsetting High-Touch Margin Pressure
- HUBB: Data Center Revenue Soars 60%, Powering Margin Expansion
- ITW: Enterprise Initiatives Drive 100bps Margin Expansion Across All Segments
- PNR: $70M Transformation Savings Anchor 100bps Margin Expansion Path
- ATI: Aerospace and Defense Mix Rises to 68%, Unlocking Margin Expansion Path
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
- RNR: Share Buybacks Top $1B as Underwriting Margin Holds Near 50%
- CSWC: $244M New Commitments Signal Lower Middle Market Expansion
- HLNE: Fee-Related Earnings Jump 37% as Evergreen AUM Surges 70%
- MTG: $915M Capital Returned as Reinsurance Drives Margin Leverage
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Newsworthy Companies
- Disney (DIS) Q1 2026: Parks Revenue Surpasses $10B as Streaming Margin Tops 10%
- Apple (AAPL) Q1 2026: iPhone Revenue Jumps 23% as Advanced Node Constraints Signal Persistent Demand
- Visa (V) Q1 2026: Value-Added Services Drive 28% Revenue Growth, Deepening Ecosystem Moat
- Microsoft (MSFT) Q2 2026: Commercial RPO Doubles to $625B, Locking In Multi-Year AI Demand
- Tesla (TSLA) Q4 2025: CapEx Surges to $20B as Optimus and Autonomy Take Center Stage
- 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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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.
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Earnings Calendar
| Date | Company | Article |
|---|---|---|
| February 10 | VREX | - |
| February 10 | NSP | - |
| February 10 | DIOD | - |
| February 10 | NMIH | - |
| February 10 | EW | - |
| February 10 | EW | - |
| February 10 | UPXI | - |
| February 10 | FRSH | - |
| February 10 | F | - |
| February 10 | LYFT | - |
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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