Every earnings call scored for disclosure quality and financial quality, every promise tracked to the quarter it was kept or missed, across the whole coverage universe.
Latest analysis · Anthropic Q3 2026 S-1/A review · November 2, 2026
A $895.4 billion capacity commitment meets a $131.8 billion cash reserve. The next test is durable profitability.
Read the report preview →Latest analysis · HOG Q1 2026 · October 28, 2026
The inventory reset gained traction. Tariffs, operating costs and a changed finance business kept the earnings picture weak.
Read the report preview →Latest analysis · HOG Q2 2026 · October 28, 2026
Guidance rose as dealer inventory improved. A $19.8m tariff recovery complicates the operating-profit rebound.
Read the report preview →Latest analysis · Anthropic Q2 2026 S-1 review · October 27, 2026
The S-1 reports $11.555 billion in Q2 revenue and $974 million in operating profit. Management already expects near-term margin pressure from higher-cost compute.
Read the report preview →Latest analysis · Beverage quarterly comparison · September 12, 2026
FIZZ’s volume and margins deteriorated while several beverage peers grew. A six-company comparison with source links and hedge earnings calculations.
Read the report preview →Latest analysis · KDP Q2 2026 · September 12, 2026
Strong beverages support the business, but tariff refunds, derivative timing and a new financing structure complicate the coffee recovery.
Read the report preview →Latest analysis · MNST Q2 2026 · September 12, 2026
Receivables outpace revenue, payables support cash flow, and commodity hedges contribute about 0.71 cent of quarterly EPS on a split-adjusted basis.
Read the report preview →Latest analysis · LOVE Q2 FY2027 · September 11, 2026
Q2 FY2027 | Initial financial review · Results released September 10, 2026
Read the report preview →Latest analysis · KR Q2 FY2026 · September 11, 2026
Q2 FY2026 | Initial financial review · Results released September 11, 2026
Read the report preview →Latest analysis · CPRT Q4 FY2026 · September 11, 2026
Q4 FY2026 | Initial financial review · Results released September 10, 2026
Read the report preview →Latest analysis · M Q2 FY2026 · September 11, 2026
Q2 FY2026 | Initial financial review · Results released September 10, 2026
Read the report preview →Latest analysis · ORCL Q1 FY2027 · September 11, 2026
Q1 FY2027 | Revenue rose 30%. Nearly half of operating cash flow came from customer prepayments with a financing component.
Read the report preview →Latest analysis · ADBE Q3 FY2026 · September 11, 2026
Q3 FY2026 | Revenue and EPS beat guidance. Net income grew just 3%, and the acquired-revenue bridge became harder to follow.
Read the report preview →Latest analysis · RH Q2 FY2026 · September 11, 2026
Q2 FY2026 | Revenue rose 2.6%, but EBITDA excluding the tariff refund fell 33.3%. A bigger fourth-quarter bet now carries the year.
Read the report preview →Latest analysis · FIZZ Q1 FY2027 · September 11, 2026
National Beverage's first-quarter filing shows what flat sales leave out: 6.4% fewer cases, a 17.4% decline in operating profit, and a smaller balance of hedge gains awaiting recognition.
Read the report preview →| # | Ticker | Company | Kept rate | Kept of resolved | Missed |
|---|---|---|---|---|---|
| 1 | TE | T1 Energy | 30% | 7 of 23 | 16 |
| 2 | BSX | Boston Scientific | 35% | 6 of 17 | 11 |
| 3 | HD | Home Depot | 45% | 5 of 11 | 6 |
| 4 | IREN | Iron Networks | 44% | 11 of 25 | 14 |
| 5 | APLD | Applied Digital | 45% | 13 of 29 | 16 |
| 6 | OTIS | Otis Worldwide | 53% | 8 of 15 | 7 |
| 7 | RGTI | Rigetti Computing | 60% | 6 of 10 | 4 |
| 8 | ZTS | Zoetis | 60% | 6 of 10 | 4 |
| 9 | GPC | Genuine Parts | 58% | 7 of 12 | 5 |
| 10 | MOH | Molina Healthcare | 58% | 7 of 12 | 5 |
| Company | Promise | Marked missed |
|---|---|---|
| DG Dollar General | Modest SG&A deleverage in 2026 was forecast in Q1 2026 earnings call | Q2'27 |
| DELL Dell Technologies | Deliver AI server revenue growth >800% YoY (Q1) | Q2'27 |
| DECK Deckers Brands | Q2 consolidated revenue up approximately 5% versus last year | Q2'27 |
| ROST Ross Stores | Store refresh program continuation after evaluating learnings | Q1'27 |
| NVDA NVIDIA | We expect OpEx to grow in the low 40s year-over-year | Q1'27 |
| NKE NIKE | Greater China revenue trends over the near term to be in line with recent performance (then -7%) | Q1'27 |
| MOD Modine Manufacturing | Margins would improve sequentially through the year | Q1'27 |
| MDB MongoDB | AI becoming meaningful revenue driver | Q1'27 |
Featured research · Finance Paper Mill
A study reports a 1.08% subsequent three-day abnormal-return spread between extreme event-day market-return quintiles among firms with extreme earnings surprises.
Authors’ historical findings, 1998–2022, before trading costs. No independent house test has been completed.
For an earnings-call reader, the practical question is what information gets overlooked—and whether it can still be traded when the signal becomes observable.
Read the free research preview →From our sister publication, curated by Signal & Evidence.
The public archive is free. The daily forensic call sheets are paid.
Earnings Call Intelligence is the culmination of a hedge fund portfolio manager's 30 years of reading earnings-call transcripts the way a forensic analyst does. While many investors focus on details that don't impact the investment decision, we focus on what really moves the stock price: what changed in the language, what management promised and whether they delivered, and where the disclosure quality and the financial quality diverge. How we work →
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