Earnings Intelligence
Insight-rich articles built from earnings calls.
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Madrigal Pharmaceuticals (MDGL) Q3 2025: ResDifera Patient Base Jumps 28%, Secures Path to $1B+ Specialty Franchise
Madrigal demonstrates a long reinvestment runway, disruptive business model, strong unit economics, and accelerating growth with a clear path to multi-billion revenue. The...
Read full analysis →Celldex (CLDX) Q1 2025: 41% Complete Response Rate at 7 Months Drives New CSU Paradigm
Celldex exhibits a long reinvestment runway, a disruptive and differentiated business model, and is showing exceptional growth potential in a large, underserved market. The...
Read full analysis →Kestra (KMTS) Q2 2026: Gross Margin Surges to 50.6% as Clinical Evidence Drives Market Expansion
Kestra is showing rare, high-velocity growth (>50% YoY), a disruptive and scalable business model, and clear unit economic improvement. Clinical evidence is driving meaningful...
Read full analysis →Venture Global (VG) Q3 2025: LNG Revenue Soars 260% as Plaquemines Drives Global Supply Surge
Venture Global demonstrates an exceptional signal profile: long reinvestment runway, disruptive and scalable business model, accelerating growth, improving unit economics,...
Read full analysis →FUTU (FUTU) Q1 2025: Funded Accounts Jump 48% as AI and Global Expansion Accelerate
FUTU demonstrates a rare combination of explosive growth (funded accounts up 48%, assets up 60%, trading volume up 140%), improving margins, and self-reinforcing business model...
Read full analysis →American Battery Technology (ABAT) Q4 2025: Revenue Triples as Reno Recycling Plant Hits 70% Throughput Lift
ABAT demonstrates a long reinvestment runway, disruptive business model, and exceptional growth rates with accelerating cash flow. There is clear operational leverage,...
Read full analysis →LifeMD (LFMD) Q1 2025: Telehealth Revenue Jumps 70% as Platform Diversifies Into New Verticals
LifeMD is showing clear evidence of a long reinvestment runway, disruptive business model, accelerating growth, and improving unit economics. The company is transitioning into...
Read full analysis →Cipher Mining (CIFR) Q3 2025: $5.5B AWS Lease Secures 300MW, Accelerates HPC Pivot
Cipher's pivot to HPC with landmark AWS and Google deals, multi-billion dollar contracted revenue, and a massive pipeline indicate a long reinvestment runway, disruptive...
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
- SanuWave (SNWV) Q4 2025: Applicator Revenue Hits $6.8M, Channel Realignment Accelerates Post-CMS Shift
- Luminar (LAZR) Q4 2025: LSI Photonics Grows to One-Third of Revenue as Automotive Uncertainty Deepens
- New Mountain Finance (NMFC) Q1 2025: 96% Portfolio “Green” Rating Underscores Defensive Credit Strategy
- Cadence Bank (CADE) Q4 2025: Net Interest Margin Rises 6bps as Deposit Mix Shifts Post-Integration
- Peabody (BTU) Q1 2025: PRB Contract Locks in 50M Tons, U.S. Coal Demand Tailwinds Build
- Pfizer (PFE) 2026 Guidance: $17B LOE Headwind Drives Margin Compression, Obesity Pipeline Anchors Post-2028 Growth
- Kforce (KFRC) Q4 2025: India Development Center Opens as Consulting Mix Lifts Margin Path
- Hess Midstream (HESM) Q4 2025: CapEx Down 40% as Infrastructure Build-Out Ends, Unlocking 12% Free Cash Flow Growth
Technology
- APPF: Premium Tiers Surpass 25% Adoption, Driving Platform Expansion
- DXC: Fast Track AI Set to Drive 10% Revenue by 2029 Amid 4.3% Decline
- AAPL: iPhone Revenue Jumps 23% as Advanced Node Constraints Signal Persistent Demand
- KLAC: Advanced Packaging Surges 70%, Extending Share Gains in AI-Driven Market
- WDC: Cloud Revenue Climbs 28% as UltraSMR Mix Tops 50%
- OSIS: Security Division Surges 15% as Service Mix Drives Margin Upside
Communication Services
- DIS: Parks Revenue Surpasses $10B as Streaming Margin Tops 10%
- CHTR: Capex Peaks at $11.7B, Free Cash Flow Set to Surge as Investments Normalize
- VZ: $5B OPEX Savings Fuels 2–3% Service Revenue Growth Ambition
- CMCSA: Wireless Lines Jump 1.5 Million as Convergence Drives Strategic Reset
- META: AI-Driven Ad Revenue Surges 24% as Compute Constraints Persist
- NFLX: Ad Revenue Set to Double to $3B as Platform Diversifies
Real Estate
- ORC: MBS Portfolio Expands 27% as Spread Tightening Reshapes Returns
- IVR: Book Value Rises 3.7% as GSE Demand Reshapes MBS Landscape
- WY: Climate Solutions EBITDA Jumps 42%, Anchoring Growth Amid Lumber Volatility
- PMT: Securitizations Surge to 19, Shifting Portfolio Toward Higher-Yield Assets
- FPH: $3.4B Hearthstone AUM Diversifies Revenue, Entitlements Add 100 Acres to Pipeline
- SLG: Manhattan Leasing Hits 2.6M Sq Ft, Propelling Occupancy to 93%
Healthcare
- SNWV: Applicator Revenue Hits $6.8M, Channel Realignment Accelerates Post-CMS Shift
- PFE: $17B LOE Headwind Drives Margin Compression, Obesity Pipeline Anchors Post-2028 Growth
- IDXX: InViewDX Drives 69% Instrument Growth, Expanding Premium Platform Leverage
- RVTY: Software Up 20% as AI Drives Operational Leverage and Margin Resilience
- TWST: DNA Synthesis and Protein Solutions Jump 27%, AI Demand Fuels Margin Expansion
- RVTY: $800M Buyback and 7% Diagnostics Growth Signal Strategic Flexibility
Basic Materials
- MTX: $100M Growth Pipeline Sets Up Margin Reversion
- LYB: Cash Conversion Soars to 135% as $1.1B Improvement Plan Drives Resilience
- LYB: Backlog Expands 73%, Locking in Multi-Year Growth Visibility
- OLN: $44M Cost Cuts and 19% Epoxy Cash Cost Reduction Anchor Trough Playbook
- APD: Operating Income Climbs 12% as Capital Discipline Tightens
- SHW: Performance Coatings Margin Jumps 150bps as Cost Discipline Outpaces Demand
Energy
- BTU: PRB Contract Locks in 50M Tons, U.S. Coal Demand Tailwinds Build
- ARLP: Coal Royalty Volumes Jump 25% on Tunnel Ridge Expansion
- HESM: CapEx Down 40% as Infrastructure Build-Out Ends, Unlocking 12% Free Cash Flow Growth
- XOM: Advantaged Asset Mix Hits 65% of Production, Powering Structural Margin Upside
- IMO: Dividend Jumps 21% as Cost Initiatives Drive Long-Term Payout Confidence
- CNX: 60% CapEx Frontload Drives Flat Output and Strategic Flexibility
Consumer Cyclical
- LAZR: LSI Photonics Grows to One-Third of Revenue as Automotive Uncertainty Deepens
- APTV: $27B Bookings Set Up 2026 Margin Expansion Despite FX and Commodity Pressure
- CVCO: $10M Synergy Target Surpassed as American Homestar Integration Drives Strategic Reset
- GNTX: Core Gross Margin Jumps 300bps as Cost Discipline Offsets Tariff Drag
- BZH: New Communities to Drive 300bps Margin Expansion Despite Slow Start
- DECK: HOKA Grows 18% as DTC Momentum, Pricing Power, and Share Gains Drive Outlook Higher
Industrials
- KFRC: India Development Center Opens as Consulting Mix Lifts Margin Path
- CVLG: Bid Activity Up 33% as Freight Market Tightens
- ARCB: Asset-Light Productivity Up 19%, AI and Mix Drive Margin Resilience
- SXI: Grid and Fast-Growth Markets Drive 28% Revenue Mix Shift
- RHI: Sequential Growth Returns as Productivity Margins Target 200bps Expansion
- DLB: Automotive OEM Count Jumps 75% as Dolby Vision 2 Expands Revenue Base
Utilities
- GEV: Backlog Jumps $31B, Power and Electrification Margins Set Up Multi-Year Growth
- NEE: 13.5 GW Backlog Surge Anchors Decade-Long Growth Visibility
- PCYO: Land Segment Drives 37% of Full-Year Guidance in Early Upside
- 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
Consumer Defensive
- TSN: Specialty Eggs and Prepared Foods Reach 40% of Sales, Powering Margin Expansion
- CHD: E-Commerce Share Hits 23% as Power Brands Drive Category Gains
- JBSS: Gross Margin Rises 140bps as Pricing Actions Offset Volume Softness
- CL: Emerging Markets Drive 4.5% Organic Growth Amid Category Stagnation
- GCL: Revenue Doubles on Banliang Integration, FY Guidance Cut as Game Launches Slip
- MO: $1.3B eVapor Impairment Underscores Regulatory Drag on Smoke-Free Ambitions
Financial Services
- NMFC: 96% Portfolio “Green” Rating Underscores Defensive Credit Strategy
- CADE: Net Interest Margin Rises 6bps as Deposit Mix Shifts Post-Integration
- FBIZ: Dividend Hiked 17% as Fee Income and Core Deposits Accelerate
- FHB: $250M Buyback Authorization Signals Capital Flexibility Amid 4% Loan Growth Guide
- SBFG: Loan Growth Accelerates 12.8% as Deposit Base Expands
- WT: European AUM Jumps 74%, Unlocking Thematic ETF Scale
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Newsworthy Companies
- Disney (DIS) Q1 2026: Parks Revenue Surpasses $10B as Streaming Margin Tops 10%
- Visa (V) Q1 2026: Value-Added Services Drive 28% Revenue Growth, Deepening Ecosystem Moat
- Apple (AAPL) Q1 2026: iPhone Revenue Jumps 23% as Advanced Node Constraints Signal Persistent Demand
- Tesla (TSLA) Q4 2025: CapEx Surges to $20B as Optimus and Autonomy Take Center Stage
- Microsoft (MSFT) Q2 2026: Commercial RPO Doubles to $625B, Locking In Multi-Year AI Demand
- META (META) Q4 2025: AI-Driven Ad Revenue Surges 24% as Compute Constraints Persist
- Procter & Gamble (PG) Q2 2026: Productivity Drives 270bps Margin Gain as U.S. Recovery Hinges on Execution
- Johnson & Johnson (JNJ) Q4 2025: Oncology Surges 21% as Portfolio Shift Targets Double-Digit Growth
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What EarningsIQ Delivers
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Distilled analysis from earnings calls that cuts through the noise and highlights what truly matters for your investment decisions.
Market Trends
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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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