Earnings Intelligence
Insight-rich articles built from earnings calls.
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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 →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 →Life360 (LIF) Q3 2025: Advertising Revenue Up 82% as Platform Strategy Accelerates
Life360 demonstrates a long reinvestment runway, with double-digit revenue and advertising growth, improving margins, and a disruptive, multi-pronged business model. The Nativo...
Read full analysis →Mink Therapeutics (INKT) Q3 2025: 700% Equity Surge Fuels Pipeline Expansion in INKT Cell Therapy
Mink Therapeutics shows a long reinvestment runway, disruptive model, rapidly accelerating growth (clinical and financial), and clear inflection points. The business is moving...
Read full analysis →Profound Medical (PROF) Q3 2025: Tulsa Pro Revenue Jumps 87% as BPH AI Launch Expands TAM
Profound Medical demonstrates a long reinvestment runway, a transformative growth inflection (87% YoY revenue, tripled TAM), improving unit economics, self-reinforcing model...
Read full analysis →Viant Technologies (DSP) Q3 2025: CTV Share Hits 46% as AI Suite Drives 22% Pro Forma Growth
Viant demonstrates a long reinvestment runway with accelerating CTV and AI-driven growth, clear improvement in unit economics, and self-reinforcing platform effects (CTV/Iris...
Read full analysis →Cloudastructure (CSAI) Q3 2025: Remote Guarding Revenue Jumps 154% as Land-and-Expand Accelerates
Cloudastructure demonstrates a long reinvestment runway, disruptive business model, and exceptional growth with triple-digit revenue and backlog increases. Unit economics and...
Read full analysis →Ondas (ONDS) Q3 2025: Backlog Doubles to $40M as M&A Accelerates Defense Platform Scale
Ondas demonstrates a rare combination of accelerating growth (backlog up >100% YoY), a disruptive and scalable business model, improving unit economics, and a clear...
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
- American Integrity (NYC) Q3 2025: Policy Count Surges 49% as Florida Expansion Accelerates
- Varex Imaging (VREX) Q4 2025: Industrial Orders Top $55M, Tariff Mitigation and Segment Mix Shape Margin Path
- PDCC Q3 2025: CLO Equity Cash Flows Outpace Distributions by $0.26 Per Share as Portfolio Rotation Accelerates
- Helmerich & Payne (HP) Q4 2025: $210M Debt Paid Down as International Rig Reactivation Drives 2026 Pivot
- Euroseas (ESEA) Q3 2025: Contract Coverage Hits 75% for 2026, Locking in Cash Flow Visibility
- Elbit Systems (ESLT) Q3 2025: Backlog Surges $3.1B as European Demand Drives 12% Growth Trajectory
- Ituran (ITRN) Q3 2025: Subscriber Base Expands by 219,000 as e2run Mob Targets U.S. Rental Market
- NTIC (NTIC) Q4 2025: $13M Brazil Contract Anchors Oil & Gas Pipeline for 2026
Technology
- ITRN: Subscriber Base Expands by 219,000 as e2run Mob Targets U.S. Rental Market
- IIIV: Recurring Revenue Rises 9% as Public Sector SaaS Shift Deepens
- ARBE: Four OEM Design Wins Targeted as Cash Reserves Hold at $52M
- JKS: Energy Storage Revenue Set to Double, Margin Mix Shifts as ESS Hits 15% Target
- YMM: Transaction Service Revenue Jumps 39%, Monetization Engine Accelerates
- TSSI: Procurement Revenue Soars 1,000% as AI Rack Demand Reshapes Growth Trajectory
Communication Services
- BZ: Paid Enterprise Customers Up 13%, AI-Driven Efficiency Expands Margins
- IQ: Overseas Membership Revenue Surges 40%, AI Drives Content and Monetization Shift
- WB: AI-Driven Feed Lifts Engagement, E-Commerce Ad Revenue Jumps 50%
- SOHU: Online Games Surge 53% QoQ, Offsetting Ad Weakness
- GAME: Gross Margin Jumps 20 Points as Digital Asset Yield and Portfolio Overhaul Redefine Profitability
- CNVS: Streaming Viewers Surge 47% as MatchPoint Pipeline Accelerates
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
- VREX: Industrial Orders Top $55M, Tariff Mitigation and Segment Mix Shape Margin Path
- MDT: Cardiac Ablation Grows 71%, Igniting Multi-Year Revenue Acceleration
- ZYXI: Revenue Falls 73% as TRICARE Suspension and Cash Burn Force Strategic Reset
- LFMD: 33% Drop in CAC Signals Insurance-Driven Access Surge
- NRXP: Hope Clinics Pipeline Adds $20M Potential, Accelerating Neuropsychiatry Shift
- SY: Aesthetic Center Revenue Soars 305% as Chain Model Achieves Scale
Basic Materials
- NTIC: $13M Brazil Contract Anchors Oil & Gas Pipeline for 2026
- TGB: Florence Capex 99% Complete, Copper Ramp Drives 50% Revenue Surge
- PAAS: Juanicipio Acquisition Drives 44% Silver Output Boost, Margin Upside Signals
- UAMY: $352M in Multi-Year Contracts Catalyze Vertically Integrated Critical Minerals Expansion
- HBM: Copper World JV Adds $600M, Reducing Funding Burden and Expanding Growth Optionality
- ICL: Specialty EBITDA Jumps 13% as Strategic Pivot Targets $35B Functional Food Market
Energy
- HP: $210M Debt Paid Down as International Rig Reactivation Drives 2026 Pivot
- EC: Capex Hits 72% of Plan as Energy Transition and Cost Discipline Drive Resilience
- TBN: $160M Funding Secured as Beetaloo Pilot Reaches 68% Completion
- LB: Surface Use Revenues Up 2% as Pore Space Demand Drives Long-Term Upside
- NOA: Australia Revenue Soars 26% as Margin Strength Returns
- KGEI: Production Jumps 40% as New Wells Offset Price Headwinds
Consumer Cyclical
- HD: GMS Adds $2B Sales, Margin Mix Shifts as Storm-Driven Headwinds Persist
- AS: Outdoor Performance Sales Surge 36%, Salomon and Arc'teryx Drive Double-Digit Global Gains
- PDD: R&D Investment Jumps 41% as Ecosystem Spend Pressures Margins
- TCOM: International Bookings Surge 60% as APAC Drives Expansion
- CDRO: Mexico Net Gaming Revenue Rebounds 29% in Early Q4, Offsetting Flat Quarter
- XPEV: Deliveries Jump 149% as Physical AI and Dual-Energy Models Expand TAM
Industrials
- ESEA: Contract Coverage Hits 75% for 2026, Locking in Cash Flow Visibility
- ESLT: Backlog Surges $3.1B as European Demand Drives 12% Growth Trajectory
- DAC: $745M Backlog Surge Locks In 4.3 Years of Charter Visibility
- ULBI: Backlog Climbs 6.5% as Facility Consolidation and Product Launches Reshape Cost Base
- BRC: Engineered Product Mix Lifts Gross Margin to 51.5%
- ARMK: $1.6B New Wins Signal Accelerating Outsourcing Tailwind
Utilities
- SR: EPS Guidance Jumps 20% on Missouri Rate Win, Tennessee Acquisition in Focus
- GWRS: Tucson Acquisition Adds 2,200 Connections, Sharpening Growth Platform
- SPH: Advanced Packaging Revenue Doubles to 15% of Product Mix, Extending Outperformance Run
- WAVE: Net Loss Narrows 28% as U.S. Launch Unlocks Global Expansion
- PCYO: Oil Royalty Windfall Drives EPS Beat Amid Housing Headwinds
- CEPU: Market Liberalization Drives 20%+ EBITDA Uplift and 205 MW Storage Award
Consumer Defensive
- BRBR: Margin Drops 280bps as Tariffs and Commodity Costs Hit Profitability
- JJSF: Project Apollo Targets $20M Cost Savings as Portfolio Rationalization Reshapes 2026
- YSG: Skincare Revenue Surges 79%, Fueling Margin Recovery and R&D-Driven Edge
- RLX: International Revenue Jumps to 80% of Mix as Europe, APAC Drive Margin Expansion
- GROV: SG&A Cut Delivers $5M Savings as Platform Fix Remains Priority
- LGCY: Enrollment Climbs 31.6%, Margin Expansion Set as New Programs Launch
Financial Services
- FUTU: Funded Accounts Jump 43% as Margin Expansion Outpaces Client Acquisition Costs
- EZPW: Jewelry PLO Hits 68%, Unlocking Margin and Digital Leverage
- BTBT: ETH Holdings Surge 5x, Staking Revenue Jumps 542% as Model Shifts
- NU: Credit Portfolio Climbs 42% as AI-Driven Underwriting Reshapes Risk and Growth
- INV: Excelsius Pipeline Surges 79% as Production Orders Accelerate
- VINP: FRE Margin Jumps to 32%, Signaling Platform Leverage and Cost Discipline
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Newsworthy Companies
- 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
- 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
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What EarningsIQ Delivers
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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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