Earnings Intelligence
Insight-rich articles built from earnings calls.
Stay ahead with how businesses evolve.
High-Value Insights
Articles with exceptional investment signal
Willdan (WLDN) Q2 2025: Organic Growth Hits 23%, Cross-Selling and Data Center Demand Accelerate Pipeline
Willdan demonstrates a long reinvestment runway with high returns, as evidenced by 23% organic growth and margin expansion. There are significant recent developments (data...
Read full analysis →Scholar Rock (SRRK) Q1 2025: Priority Review Sets Up Epidegromab’s Q3 Launch for 35,000 SMA Patients
Scholar Rock is at a major inflection with a first-in-class asset approaching launch in a rare disease with high unmet need. The company has a long reinvestment runway,...
Read full analysis →Nextracker (NXT) Q2 2026: Backlog Surges Past $5B as Platform Expansion Drives Global Traction
Nextracker demonstrates a long reinvestment runway, disruptive and self-reinforcing business model, accelerating backlog and revenue growth, improving margins, and deepening...
Read full analysis →MaxLinear (MXL) Q3 2025: Infrastructure Revenue Jumps 75% as Optical and Wireless Ramps Begin
MaxLinear is undergoing a major business model transition with infrastructure-led growth, high returns on capital, and accelerating margins. There are clear,...
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 →Lumentum (LITE) Q1 2026: Cloud and AI Revenue Surges to 60% of Business, Capacity Constraints Drive Margin Leverage
Lumentum demonstrates a long reinvestment runway with high returns, a major inflection in growth and backlog, improving unit economics, and a self-reinforcing business model....
Read full analysis →Astera Labs (ALAB) Q3 2025: PCIe Gen 6 Surges to 20% of Revenue, Signaling Next-Gen AI Infrastructure Shift
Astera Labs is showing clear evidence of a long reinvestment runway, disruptive business model, rapidly accelerating growth (104% YoY, 20% QoQ), improving unit economics,...
Read full analysis →Tarsus (TARS) Q3 2025: 147% Growth Underscores Xdemvi’s Blockbuster Trajectory
Tarsus demonstrates a rare, high-growth category-creating launch with a long reinvestment runway, disruptive business model, and accelerating cash flow. Growth rates are...
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
- Knott Offshore Partners (KNOP) Q3 2025: Charter Backlog Climbs to $963M as Market Tightens
- Victoria’s Secret (VSCO) Q3 2025: Market Share Jumps 1% as Bra and Pink Intimates Revitalize Growth
- MNY Q3 2025: Adjusted EBITDA Loss Narrows 68% as High-Margin Mix and AI Reset Take Hold
- IDT (IDT) Q1 2026: Growth Segments Expand to 32% of Revenue, Accelerating Margin Shift
- Domo (DOMO) Q3 2026: Consumption Contracts Hit 80% of ARR, Driving Durable Retention Gains
- Fox Factory (CODI) Q1 2025: Tariff Exposure Pegged at $50M, Margin Resilience Emerges
- ZUMZ Q3 2025: Private Label Penetration Climbs to 31%, Fueling Margin Expansion and Multi-Year Highs
- Stitch Fix (SFIX) Q1 2026: AOV Climbs 10% as GenAI and Brand Expansion Drive Share Gains
Technology
- DOMO: Consumption Contracts Hit 80% of ARR, Driving Durable Retention Gains
- IOT: $105M Net New ARR Fueled by 20% Emerging Product Mix
- HPE: Networking Revenue Soars 150% as Juniper Integration Reshapes Profit Mix
- DOCU: IAM Customer Base Surges 140%, Accelerating Platform Shift
- S: Non-Endpoint Bookings Hit 50% as Platform Diversifies Beyond Core
- MEI: Data Center Revenue Doubles, Offsetting $100M EV Program Headwinds
Communication Services
- MNY: Adjusted EBITDA Loss Narrows 68% as High-Margin Mix and AI Reset Take Hold
- IDT: Growth Segments Expand to 32% of Revenue, Accelerating Margin Shift
- LEE: Digital Revenue Hits 53% Mix, Pushing Toward 90% Target
- CMCM: AI Segment Hits 151% Growth, Now Half of Revenue
- JFIN: Repeat Borrowers Drive 78.6% of Volume as Regulation Tightens Margins
- ZH: AI Penetration Quadruples to 15%, Catalyzing Content Ecosystem Shift
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
- COO: MyDay Private Label Surge Drives 5% Vision Growth as Strategic Review Advances
- NOTV: DSA Awards Surge 61%, Backlog Conversion Hits Three-Year High
- NUTX: Arbitration Revenue Hits 66% of Hospital Sales, Driving 240% Top-Line Surge
- SLP: $18M Backlog Signals Stabilizing Demand, AI Rollout Drives Pricing Power
- ARWR: $829M Partner Revenue Sets Stage for First Commercial Launch and Pipeline Acceleration
- AVXL: 17.8 Months Functional Delay in Alzheimer’s Drives EMA Re-Examination Push
Basic Materials
- REX: Corn Oil Revenue Jumps 60% as Carbon Capture Investment Accelerates
- SQM: Lithium Sales Volumes Hit All-Time High, CAPEX Cut by $800M
- JHX: Deck Rail Margins Hold 30.7% as Fiber Cement Traction Builds
- FCX: Grasberg Block Cave Restart Delayed, 2026 Output Flat Before $3B Cash Flow Surge
- NTIC: $13M Brazil Contract Anchors Oil & Gas Pipeline for 2026
- FSI: Food Contract Ramp Targets $50M+, Margin Tradeoff Shapes Next Phase
Energy
- FLNG: Data Center Revenue Surges 35%, Accelerating Margin Expansion
- GEOS: Smart Water Up 10% as Energy Solutions Margin Headwinds Persist
- FRO: VLCC Spot Bookings Surge 142%, Repricing Cash Flow Potential
- TEN: $4B Contracted Backlog Anchors Multi-Year Revenue Visibility
- 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
Consumer Cyclical
- VSCO: Market Share Jumps 1% as Bra and Pink Intimates Revitalize Growth
- SFIX: AOV Climbs 10% as GenAI and Brand Expansion Drive Share Gains
- SPWH: Gross Margin Climbs 100bps as Inventory Discipline Offsets Promotional Drag
- ZUMZ: Private Label Penetration Climbs to 31%, Fueling Margin Expansion and Multi-Year Highs
- ULTA: E-Commerce Grows Mid-Teens, Driving Channel Mix and Margin Dynamics
- CHPT: Debt Down $172M, Europe and Product Mix Set Up Margin Upside
Industrials
- KNOP: Charter Backlog Climbs to $963M as Market Tightens
- CODI: Tariff Exposure Pegged at $50M, Margin Resilience Emerges
- DCI: Operating Margin Hits 15.5% as Power Gen and Aftermarket Drive Leverage
- VSTS: $75M Cost Takeout Targets Reset Margin and Mix for 2026 Rebuild
- BWLP: TCE Rates Fall 9% as Market Volatility and Fleet Shifts Shape Outlook
- SB: $124M Contract Backlog Anchors Cash Flow Amid Charter Rate Reset
Utilities
- RGCO: Customer Additions Rise 11%, Rate Case and MVP Projects Set 2026 Tone
- FLNC: $1.4B Orders Fuel 85% Revenue Backlog Coverage for FY26
- UGI: AmeriGas EBIT Jumps 17% as Portfolio Optimization Drives Earnings Growth
- NJR: $5B CapEx Plan Lifts Utility Growth Visibility Through 2030
- SR: EPS Guidance Jumps 20% on Missouri Rate Win, Tennessee Acquisition in Focus
- GWRS: Tucson Acquisition Adds 2,200 Connections, Sharpening Growth Platform
Consumer Defensive
- KR: E-Commerce Profitability to Add $400M as Hybrid Fulfillment Reshapes Strategy
- HRL: $633M Record Dividend Return as Margin Pressures Persist
- DG: Shrink Improvement Drives 107bps Gross Margin Expansion, Bolstering Long-Term Margin Path
- DLTR: Multi-Price Penetration Lifts Halloween Sales 25%, Unlocks Margin Upside
- UNFI: Natural Segment Grows 11%, Driving Margin Expansion and Deleveraging
- GOTU: Offline Learning Surges Past 10% of Revenue, Signaling Hybrid Model Inflection
Financial Services
- BRO: Used Barrel Sales Plunge 61%, Exposing Portfolio Headwind
- TIGR: Hong Kong Drives 35% of New Accounts as Client Assets Soar 49.7%
- WDH: AI-Driven Insurance Premiums Jump 80%, Margin Expansion Signals Durable Efficiency Gains
- NOAH: Investment Product Revenue Mix Hits 28% as AI and Global Platform Drive Strategic Shift
- CLSK: $460M Buyback and 55% Margins Fuel AI Data Center Pivot
- PNNT: $10.8M Investment Loss Underscores Equity Rotation Urgency
Make Better Investment Decisions
Decode earnings calls with AI-powered analysis.
Spot trends before the market catches on.
Newsworthy Companies
- Walmart (WMT) Q3 2026: E-commerce Grows 27% as Automation Drives Profit Leverage
- Nvidia (NVDA) Q3 2026: Data Center Revenue Surges 66%, Extending AI Infrastructure Dominance
- 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
About EarningsIQ
EarningsIQ is a strategic reading layer on top of earnings season. We surface company performance, executive priorities, and macro signals, so investors can stay in sync without parsing transcripts.
Join the Smartest Earnings Read in the Market
Subscribe to The Earnings Dispatch
for strategic insights delivered weekly to your inbox.
Free weekly brief. Unsubscribe anytime.
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
Early identification of emerging sector trends and themes before they become mainstream, giving you an edge in positioning your portfolio.
Time Efficiency
Hours of research condensed into concise, mobile-friendly weekly updates that respect your time while keeping you informed.
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.
Stay Strategically Informed
Get The Dispatch , our weekly newsletter
that decodes earnings calls so you can invest with clarity.
Join 10,000+ investors receiving our weekly insights.