Earnings Intelligence
Insight-rich articles built from earnings calls.
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High-Value Insights
Articles with exceptional investment signal
Natera (NTRA) Q4 2025: MRD Clinical Units Surge 56%, Expanding Oncology Moat
Natera demonstrates a long reinvestment runway, exceptional growth in MRD units, improving unit economics, and a self-reinforcing business model. Customer value is deepening,...
YPF (YPF) Q4 2025: Shale Oil Output Surges 42%, Driving Record $5B EBITDA Amid Portfolio Shift
YPF is undergoing a significant business evolution, with a long reinvestment runway, exceptional recent growth in shale output, improving unit economics, self-reinforcing...
Mesoblast (MESO) Q2 2026: Ryonsel Launch Drives $49M Revenue as Adult Label Expansion and BLA Filings Advance
Mesoblast exhibits a long reinvestment runway, disruptive business model, improving unit economics, and strong commercial traction with Ryonsel. Backlog and pipeline catalysts...
PubMatic (PUBM) Q4 2025: Emerging Revenue Soars 75% as Agentic AI Adoption Accelerates
PubMatic demonstrates a long reinvestment runway, disruptive business model, and self-reinforcing dynamics with AI and platform scale. There are double-digit and accelerating...
Gogo (GOGO) Q1 2025: Service Revenue Jumps 143% as Galileo and 5G Position for Multi-Orbit Upside
Gogo exhibits a long reinvestment runway, disruptive business model, and improving unit economics. Service revenue and margins are surging, and government/defense tailwinds...
Block (SQ) Q4 2025: Workforce Cut of 4,000 Sets Stage for 54% Profit Surge in 2026
Block is demonstrating a rare, high-impact business evolution: a radical cost reset, accelerating profit and margin guidance, deepening ecosystem engagement, and a disruptive,...
PureCycle (PCT) Q4 2025: Denver Feedstock Ramps 44%, Unlocking Commercial Pipeline for 2026
PureCycle demonstrates a long reinvestment runway, disruptive business model, improving unit economics, and deepening customer value. Regulatory and technical milestones create...
MasTec (MTZ) Q4 2025: Backlog Jumps 33% to $18B, Locking in Multi-Year Visibility
MasTec shows a long reinvestment runway, record backlog growth, and improving unit economics. The business model has elements of self-reinforcing scale, and customers are...
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
- HE (HE) Q4 2025: $479M Maui Settlement Nears as PBR Overhaul and CapEx Cycle Reshape Utility Trajectory
- American Healthcare REIT (AHR) Q4 2025: Shop Segment Drives 25% NOI Surge, Sharpening Portfolio Growth
- SHO Q4 2025: Expense Growth Held to 3% as Asset Recycling Remains Core Capital Lever
- CubeSmart (CUBE) Q4 2025: New Supply Headwinds Drop to 19%, Unlocking Path to Revenue Growth
- Escalade (ESCA) Q4 2025: Gross Margin Jumps 280bps as Cost Actions Reshape Profitability
Technology
- TTEC: Digital Segment Faces $193M Impairment as AI-Driven Mix Shift Accelerates
- INTT: Backlog Jumps 36% as Non-Semi Orders Fuel Diversification
- PLAB: High-End IC Revenue Climbs 19% as Capacity Expansion Accelerates
- DCBO: Enterprise Pipeline Drives 14.5% ARR Growth Ex-AWS, Setting Up H2 Reacceleration
- INTU: AI-Driven Mid-Market Revenue Jumps 40% as Platform Model Deepens Competitive Moat
- ICG: ETH Holdings Up 56% as Mining Revenue Softens and Staking Expands
Communication Services
- CURI: Licensing Revenue Surges 425% as AI Content Demand Accelerates
- TV: Fiber Network to Reach 75% of Footprint as OPEX Drops 8.3%
- GSAT: Two-Way IoT Launch Expands Addressable Market by 50%
- GOGO: Service Revenue Jumps 143% as Galileo and 5G Position for Multi-Orbit Upside
- CABO: $403M Debt Paydown Reshapes Balance Sheet Amid Broadband Headwinds
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Newsworthy Companies
- Nvidia (NVDA): Record Data Center Revenue Signals Accelerating AI Infrastructure Build-out
- JPMorgan Chase (JPM): Investment Banking Rebounds While Consumer Division Navigates Changing Rate Environment
- Johnson & Johnson (JNJ): Pipeline Advancements Offset by Litigation Concerns in Quarterly Guidance
- Microsoft (MSFT): Azure Growth Accelerates as Enterprise AI Adoption Gains Momentum
- Apple (AAPL): Services Revenue Hits New Record While iPhone Sales Show Stability
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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
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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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