Earnings Intelligence
Insight-rich articles built from earnings calls.
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Teradyne (TER) Q4 2025: AI Drives 60%+ of Revenue, Reshaping Segment Mix and Earnings Model
Teradyne is experiencing a major business model transformation with clear evidence of a long reinvestment runway, rapidly growing AI-driven revenue, and improving unit...
Palantir (PLTR) Q4 2025: U.S. Revenue Jumps 93%, Anchoring 127 Rule of 40 Breakout
Palantir demonstrates a long reinvestment runway, exceptional recent growth, improving unit economics, and a self-reinforcing business model, all evidenced by transcript data....
ATI (ATI) Q4 2025: Aerospace and Defense Mix Rises to 68%, Unlocking Margin Expansion Path
ATI is showing strong margin expansion, a clear mix shift to higher-value A&D, and compounding operational leverage. The business model is becoming more self-reinforcing with...
Fabrinet (FN) Q2 2026: Non-Optical Revenue Surges 61% as HPC Ramp Accelerates
Fabrinet demonstrates a long reinvestment runway at high ROIC, a dramatic uptick in HPC and telecom growth, improving unit economics, and deepening customer value. The business...
Twist Bioscience (TWST) Q1 2026: DNA Synthesis and Protein Solutions Jump 27%, AI Demand Fuels Margin Expansion
Twist Bioscience demonstrates a long reinvestment runway, a disruptive business model, improving unit economics, and deepening customer value. There are significant recent...
KLA (KLAC) Q2 2026: Advanced Packaging Surges 70%, Extending Share Gains in AI-Driven Market
KLA demonstrates a long reinvestment runway, clear business model advantages, and strong compounding characteristics (recurring service, advanced packaging share gains, process...
Halozyme (HALO) Q4 2025: Royalty Revenue Surges 52% as Hyperconcentration Platform Expands IP Runway
Halozyme exhibits a long reinvestment runway, disruptive business model, and compounding royalty streams. There is clear evidence of accelerating growth, margin expansion, and...
SanDisk (SNDK) Q2 2026: Data Center Revenue Jumps 64% as NAND Supply Tightens
SanDisk is experiencing a structural inflection with a long reinvestment runway, exceptional growth, and improving unit economics. The business model is becoming...
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
- Stellantis (STLA) Q4 2025: Tariff Headwinds Add $1-1.5B Cost, Shifting Focus to U.S. Sourcing and Top-Line Growth
- New Mountain Finance (NMFC) Q1 2025: 96% Portfolio “Green” Rating Underscores Defensive Credit Strategy
- Easterly Government Properties (DEA) Q4 2025: Virginia Acquisition Adds 11% Cap Rate, Bolstering Durable Growth Pipeline
- Lincoln Educational Services (LINC) Q4 2025: 21% Revenue Surge Anchored by Skilled Trades Expansion
- Stepan (SCL) Q4 2025: $100M Project Catalyst Savings Reshape Cost Base as Surfactant Demand Softens
Technology
- VICR: Backlog Jumps 16%, Capacity Nears Full Utilization as Licensing Accelerates
- VICR: Backlog Jumps 16% as Capacity Nears $1B Run Rate
- RMNI: RPO Jumps 12% as AI ERP Layering Drives Bookings Momentum
- AKAM: CIS Accelerates 45% as Inference Cloud Drives $200M AI Commitment
- FIVN: Enterprise AI Revenue Surpasses $100M, Fueling Backlog and Margin Expansion
- ALRM: Commercial & Energy Segments Grow 25%, Shifting SaaS Mix
Communication Services
- CURI: Licensing Revenue Surges 425% as AI Content Demand Accelerates
- TDS: Fiber Address Target Rises to 2.1 Million as Spectrum Monetization Unlocks Capital
- CCOI: On-Net Revenue Mix Soars to 61%, Accelerating Margin Expansion
- LYV: Venue Nation Costs Double to $50M as International Venue Expansion Accelerates
- TZOO: Club Memberships Surge 180%, Fueling Recurring Revenue Shift
- LILA: Adjusted EBITDA Less Capex Surges 27% Amid Resilient Recovery and 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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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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