Earnings Intelligence
Insight-rich articles built from earnings calls.
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Articles with exceptional investment signal
iQIYI (IQ) Q4 2025: Overseas Membership Revenue Soars 40%, Unlocking Second Growth Engine
iQIYI is showing a long reinvestment runway with high returns (AI, international, experiential), recent 40%+ growth in overseas revenue, improving unit economics,...
Trip.com (TCOM) Q4 2025: International OTA Bookings Surge 60% as Inbound Travel Doubles
Trip.com demonstrates a long reinvestment runway, disruptive AI-driven business model, and clear international expansion with double-digit growth and a major mix shift. Unit...
NU (NU) Q4 2025: ARPAC Rises 27% as Credit Expansion and AI Drive Monetization
Nubank demonstrates a long reinvestment runway, compounding scale, improving unit economics, and a disruptive, self-reinforcing business model. The company is transitioning to...
Carls Med (CARL) Q4 2025: 61% Revenue Growth as Personalized Spine Surgery Scales, Lead Times Cut to 6 Days
Carls Med demonstrates a long reinvestment runway (digital-first, scalable, high-ROIC niche), a 61% revenue growth inflection, improving margins and unit economics, and a...
SARO Q4 2025: Free Cash Flow Surges 75% as LEAP, CRS Expansion Drive Margin Upside
SARO demonstrates a long reinvestment runway with high ROIC, recent significant business developments, improving unit economics, and a self-reinforcing business model....
Axon (AXON) Q4 2025: Bookings Surge 46% as AI-Driven Portfolio Broadens Revenue Base
Axon demonstrates a long reinvestment runway, disruptive business model, and accelerating growth with strong backlog and bookings. Unit economics, ARPU, and margins are...
Chime (CHYM) Q4 2025: Chime Card Drives 30% Credit Mix Surge, Fueling Margin Expansion
Chime demonstrates a long reinvestment runway, disruptive business model, and improving unit economics with a clear shift to higher-margin credit. Proprietary tech stack,...
MIRM Q4 2025: Net Product Sales Jump 55% as Four Registrational Readouts Approach
Mirim shows strong signal: a long reinvestment runway, disruptive rare disease platform, improving margins, and clear commercial leverage. Four pivotal readouts create a...
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
- Acme United (ACU) Q4 2025: MyMedic $19M Acquisition Expands Direct-to-Consumer Platform
- Green Brick Partners (GRBK) Q4 2025: Incentives Jump to 9.2% of Revenue as Margins Compress
- Crescent Capital BDC (CCAP) Q4 2025: Non-Accruals Rise to 4.1% as Portfolio Diversification Anchors Stability
- EIC Q4 2025: $45M Rotated Into Non-CLO Credit as Spread Compression Squeezes Core Returns
Technology
- ARBE: Non-Auto Pipeline Drives $4–6M Outlook as Defense Orders Accelerate
- RXT: Public Cloud Services Up 28% as Platform Engineering Model Gains Traction
- CLMB: Fortinet Onboarding Targets $250M, Dividend Suspended to Accelerate M&A
- BSY: Asset Analytics Revenue Hits $50M Run Rate, AI Monetization Path Accelerates
- GCT: Europe Revenue Jumps 68%, Showcasing Playbook Scalability
- ACMR: New Product Ramp Targets 25% Growth Amid Margin Headwinds
Communication Services
- CURI: Licensing Revenue Surges 425% as AI Content Demand Accelerates
- MCS: Movie Club Annual Members Hit 38% as Theaters Prep for 2026 Slate Surge
- SSP: Transformation Plan Targets $150M EBITDA Lift, Sports and Core Ads Drive Momentum
- PLTK: D2C Revenue Surges 43% as SuperPlay Drives Portfolio Shift
- THRY: $40M Free Cash Flow Target Signals SaaS Scale, Quality Customer Shift
- WBD: Streaming Subscribers Top 130M, Franchise Slate Drives 2027 Visibility
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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
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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