Earnings call analysis

Unclassified: earnings call analysis

81 calls · 28 companies · newest first

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Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
October 26, 2026	RMBS	Rambus	Q3'26	9/12	3 medium, 5 low flags	4	0	Call sheet →
October 26, 2026	AMKR	Amkor Technology	Q3'26	9/12	1 high, 5 medium, 2 low flags	6	3	Call sheet →
October 23, 2026	INFY	Infosys	Q2'27	8/12	1 high, 4 medium, 5 low flags	0	0	Call sheet →
October 22, 2026	SPOT	Spotify Technology	Q3'26	7/12	1 high, 3 medium, 3 low flags	5	0	Call sheet →
October 21, 2026	SAP	SAP SE	Q3'26	8/12	2 medium flags	0	0	Call sheet →
October 15, 2026	TSM	Taiwan Semiconductor Manufacturing	Q3'26	8/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
October 14, 2026	ASML	ASML Holding	Q3'26	10/12	2 medium flags	3	0	Call sheet →
September 10, 2026	IMPP	Imperial Petroleum	Q2'26	9/10	B	0	0	Call sheet →
September 10, 2026	CMCM	Cheetah Mobile	Q2'26	-	D	2	0	Call sheet →
September 9, 2026	CGNT	Cognyte Software	Q2'27	8/12	C	0	0	Call sheet →
September 8, 2026	GMHS	Gamehaus Holdings	Q4'26	6/10	C	1	0	Call sheet →
September 8, 2026	CAN	Canaan	Q2'26	9/12	D	0	1	Call sheet →
August 20, 2026	BABA	Alibaba Group Holding	Q1'27	4/12	1 high, 2 medium, 3 low flags	0	0	Call sheet →
August 18, 2026	VNET	VNet Group	Q2'26	5/12	1 high, 6 medium flags	0	0	Call sheet →
August 13, 2026	GDS	GDS Holdings	Q2'26	4/12	1 high, 3 medium, 1 low flags	0	0	Call sheet →
August 11, 2026	SE	Sea	Q2'26	6/12	2 high, 3 medium, 1 low flags	0	0	Call sheet →
August 10, 2026	BTDR	Bitdeer Technologies Group	Q2'26	6/12	2 high, 4 medium, 2 low flags	2	0	Call sheet →
August 10, 2026	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q2'26	7/12	3 medium, 4 low flags	0	2	Call sheet →
August 5, 2026	SQ	Block	Q2'26	8/12	1 high, 3 medium, 3 low flags	3	0	Call sheet →
August 5, 2026	GFS	GlobalFoundries	Q2'26	8/12	1 high, 3 medium, 4 low flags	5	0	Call sheet →
August 4, 2026	TSEM	Tower Semiconductor	Q2'26	8/12	1 high, 4 medium, 2 low flags	3	0	Call sheet →
August 4, 2026	SPOT	Spotify Technology	Q2'26	8/12	1 high, 5 medium, 3 low flags	4	1	Call sheet →
August 3, 2026	GRAB	Grab Holdings	Q2'26	4/12	1 high, 2 medium flags	0	0	Call sheet →
July 31, 2026	XOM	Exxon Mobil	Q2'26	9/12	2 high, 2 medium, 3 low flags	3	1	Call sheet →
2026-07-30	ASX	ASE Technology Holdings	Q2'26	6/12	3 high, 5 medium, 1 low flags	3	0	Call sheet →
July 29, 2026	ARM	Arm	Q1'27	4/12	1 high, 4 medium, 1 low flags	2	2	Call sheet →
July 29, 2026	UMC	United Microelectronics	Q2'26	8/12	3 high, 4 medium, 1 low flags	1	1	Call sheet →
July 23, 2026	INFY	Infosys	Q1'27	9/12	2 high, 3 medium, 2 low flags	2	0	Call sheet →
July 23, 2026	STM	STMicroelectronics	Q2'26	8/12	1 high, 5 medium, 2 low flags	4	1	Call sheet →
2026-07-23	SAP	SAP SE	Q2'26	5/12	1 high, 5 medium, 2 low flags	1	3	Call sheet →
July 22, 2026	OZK	Bank OZK	Q2'26	8/12	2 high, 5 medium, 1 low flags	0	0	Call sheet →
July 16, 2026	TSM	Taiwan Semiconductor Manufacturing	Q2'26	6/12	No flags	0	0	Call sheet →
July 15, 2026	ASML	ASML Holding	Q2'26	7/12	4 medium, 2 low flags	0	0	Call sheet →
May 13, 2026	TSEM	Tower Semiconductor	Q1'26	6/12	4 high, 3 medium, 1 low flags	1	1	Call sheet →
May 12, 2026	SE	Sea	Q1'26	9/12	1 high, 4 medium, 2 low flags	3	0	Call sheet →
May 11, 2026	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q1'26	3/12	3 high, 5 medium, 1 low flags	1	2	Call sheet →
May 7, 2026	SQ	Block	Q1'26	8/12	2 high, 3 medium, 1 low flags	3	0	Call sheet →
May 6, 2026	ARM	Arm	Q4'26	10/12	2 medium, 4 low flags	6	0	Call sheet →
May 4, 2026	GRAB	Grab Holdings	Q1'26	9/12	4 medium, 2 low flags	1	0	Call sheet →
May 1, 2026	XOM	Exxon Mobil	Q1'26	9/12	3 medium, 2 low flags	3	1	Call sheet →
April 28, 2026	SPOT	Spotify Technology	Q1'26	7/12	2 medium, 4 low flags	2	0	Call sheet →
April 23, 2026	INFY	Infosys	Q4'26	3/12	3 high, 4 medium, 2 low flags	3	1	Call sheet →
April 22, 2026	OZK	Bank OZK	Q1'26	9/12	3 medium, 4 low flags	0	0	Call sheet →
April 16, 2026	TSM	Taiwan Semiconductor Manufacturing	Q1'26	10/12	3 medium, 3 low flags	6	0	Call sheet →
April 15, 2026	ASML	ASML Holding	Q1'26	10/12	1 medium, 5 low flags	4	0	Call sheet →
March 31, 2026	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q4'25	5/12	3 high, 4 medium, 1 low flags	1	2	Call sheet →
March 3, 2026	SE	Sea	Q4'25	8/12	3 medium, 3 low flags	6	0	Call sheet →
February 26, 2026	SQ	Block	Q4'25	7/12	2 high, 3 medium, 1 low flags	5	1	Call sheet →
February 11, 2026	TSEM	Tower Semiconductor	Q4'25	10/12	1 high, 2 medium, 3 low flags	6	0	Call sheet →
February 11, 2026	GRAB	Grab Holdings	Q4'25	10/12	3 medium, 3 low flags	5	0	Call sheet →
February 10, 2026	SPOT	Spotify Technology	Q4'25	9/12	4 medium, 4 low flags	5	0	Call sheet →
February 4, 2026	ARM	Arm	Q3'26	9/12	4 medium, 4 low flags	7	0	Call sheet →
January 30, 2026	XOM	Exxon Mobil	Q4'25	10/12	6 low flags	5	0	Call sheet →
January 28, 2026	ASML	ASML Holding	Q4'25	12/12	1 medium, 6 low flags	6	0	Call sheet →
January 21, 2026	OZK	Bank OZK	Q4'25	6/12	1 high, 5 medium, 2 low flags	0	0	Call sheet →
2026-01-15	TSM	Taiwan Semiconductor Manufacturing	Q4'25	11/12	2 medium, 6 low flags	6	0	Call sheet →
January 14, 2026	INFY	Infosys	Q3'26	5/12	3 medium, 3 low flags	3	1	Call sheet →
November 13, 2025	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q3'25	5/12	4 high, 4 medium, 1 low flags	2	1	Call sheet →
2025-11-11	SE	Sea	Q3'25	9/12	4 medium, 3 low flags	6	0	Call sheet →
November 10, 2025	TSEM	Tower Semiconductor	Q3'25	9/12	2 high, 3 medium, 2 low flags	3	1	Call sheet →
November 7, 2025	SQ	Block	Q3'25	12/12	8 low flags	5	0	Call sheet →
November 4, 2025	SPOT	Spotify Technology	Q3'25	8/12	1 high, 4 medium, 3 low flags	4	1	Call sheet →
October 16, 2025	INFY	Infosys	Q2'26	3/12	3 high, 3 medium, 2 low flags	2	0	Call sheet →
August 12, 2025	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q2'25	9/12	1 high, 3 medium, 3 low flags	2	0	Call sheet →
August 4, 2025	TSEM	Tower Semiconductor	Q2'25	7/12	1 high, 3 medium, 2 low flags	2	1	Call sheet →
July 30, 2025	ARM	Arm	Q1'26	9/12	2 medium, 5 low flags	6	0	Call sheet →
2025-07-23	INFY	Infosys	Q1'26	5/12	1 high, 4 medium, 3 low flags	2	0	Call sheet →
May 14, 2025	TSEM	Tower Semiconductor	Q1'25	6/12	2 high, 3 medium, 2 low flags	1	1	Call sheet →
May 14, 2025	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q1'25	3/12	3 high, 3 medium, 2 low flags	2	0	Call sheet →
May 7, 2025	ARM	Arm	Q4'25	6/12	3 medium, 3 low flags	6	0	Call sheet →
2025-04-17	INFY	Infosys	Q4'25	5/12	2 high, 4 medium, 2 low flags	6	0	Call sheet →
March 27, 2025	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q4'24	5/12	2 high, 4 medium, 2 low flags	3	3	Call sheet →
February 10, 2025	TSEM	Tower Semiconductor	Q4'24	5/12	3 high, 4 medium, 1 low flags	1	2	Call sheet →
February 5, 2025	ARM	Arm	Q3'25	9/12	1 high, 3 medium, 2 low flags	4	2	Call sheet →
January 16, 2025	INFY	Infosys	Q3'25	4/12	3 high, 3 medium, 2 low flags	2	1	Call sheet →
November 13, 2024	TSEM	Tower Semiconductor	Q3'24	6/12	3 high, 4 medium flags	3	1	Call sheet →
November 13, 2024	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q3'24	5/12	4 high, 4 medium flags	1	3	Call sheet →
October 17, 2024	INFY	Infosys	Q2'25	5/12	2 high, 4 medium, 3 low flags	2	1	Call sheet →
August 9, 2024	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q2'24	8/12	2 high, 3 medium, 2 low flags	3	1	Call sheet →
July 24, 2024	TSEM	Tower Semiconductor	Q2'24	3/12	3 high, 5 medium flags	4	1	Call sheet →
July 18, 2024	INFY	Infosys	Q1'25	6/12	3 medium, 3 low flags	4	0	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one. Sector is the issuer's current SIC-based classification.