Earnings Intelligence
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Bandwidth (BAND) Q4 2025: AI-Driven Voice Deals Surge, Software Services Run Rate Hits $15M
Bandwidth shows a long reinvestment runway, high returns on capital, and clear operating leverage. There is strong evidence of accelerating enterprise wins, AI-driven growth,...
Amplitude (AMPL) Q4 2025: AI Agent Queries Jump to 25%, Catalyzing Enterprise Expansion
Amplitude demonstrates a long reinvestment runway, disruptive business model, and strong customer expansion. AI adoption is a structural tailwind, and enterprise growth is...
Analog Devices (ADI) Q1 2026: Data Center and ATE Surge Powers 30% Revenue Growth, Industrial Up 20%+ Sequentially
ADI demonstrates a long reinvestment runway, strong unit economics, and self-reinforcing business model. Recent growth in ATE and data center is significant but not at the...
GeneDx (WGS) Q4 2025: Exome and Genome Revenue Jumps 54% as Sales Force Expansion Targets Untapped Markets
GeneDx demonstrates a long reinvestment runway, exceptional recent growth, improving unit economics, compounding data advantages, and a disruptive business model. The outlook...
PODD Q4 2025: Omnipod Drives 29% Revenue Growth as Type 2 Penetration Accelerates
Insulet demonstrates a long reinvestment runway, high ROIC, and a durable, self-reinforcing business model with strong recurring revenues. There is clear evidence of margin and...
Sprott (SII) Q4 2025: ETF AUM Surges 94% as Metals Flywheel Accelerates
Sprott is showing a long reinvestment runway with high returns on capital, a major recent AUM surge, improving unit economics, and a self-reinforcing model (especially in...
Tandem Diabetes Care (TNDM) Q4 2025: Pharmacy Channel to Reach 15% of U.S. Sales Amid PAYGO Model Shift
Tandem demonstrates a long reinvestment runway with disruptive model changes (PAYGO, direct international), improving unit economics, and self-reinforcing business model....
INSM Q4 2025: Brensupri Launch Drives $1B+ 2026 Guide, Unlocking Bronchiectasis Market Expansion
Insmed demonstrates a long reinvestment runway, disruptive business model, and exceptional launch metrics. Unit economics, customer value, and cash flow are all improving. The...
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
- MFIC Q4 2025: Direct Origination Hits 92% as Portfolio Rotation Accelerates
- Stellantis (STLA) Q4 2025: Tariff Headwinds Add $1-1.5B Cost, Shifting Focus to U.S. Sourcing and Top-Line Growth
- LIVN Q4 2025: Cardiopulmonary Upgrades Drive 13% Segment Growth as Epilepsy Access Expands
- HOV Q1 2026: Incentives Climb to 12.6% of Sales Price as Margin Pressure Peaks, Inventory Turns Accelerate
- New Mountain Finance (NMFC) Q1 2025: 96% Portfolio “Green” Rating Underscores Defensive Credit Strategy
Technology
- EXLS: Data and AI-Led Revenue Climbs 21% as Segment Surpasses 57% of Mix
- VLN: $5M Cost Cuts, Core Market Focus Drives 8% Growth Outlook
- LAW: Generative AI Revenue Jumps 600% as Platform Unifies Under New Pricing Model
- UIS: $1.7B Renewals Lock in Recurring Base, AI-Driven Expansion Signals Margin Leverage
- FLYW: EBITDA Margin Expands 190bps as Enterprise Penetration Deepens
- GDDY: Arrow Cohorts Lift Attach Rates 30%, AI Platform Drives Margin Expansion
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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
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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
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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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