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Metrics That Vanished

Metrics flagged as absent from the analyzed call, subject to source review
50 metric comparisons flagged by transcript analysis across 428 companies. These are review leads, not confirmed withdrawals. A figure absent from a call may still appear in the earnings release, presentation or SEC filings. Check those sources before drawing conclusions about disclosure.
CompanyMetricLast DisclosedThis Quarter
EAT
Brinker International
GWAP (Guests With A Problem)Q3'26: 1.9%, 3-year decline, headline metricQ4'26: Not disclosed; removed from daily reporting and bonus
WTFC
Wintrust Financial
Guardianship/wealth acquisition AUMQ2'26: Deal announced, pending closeQ3'26: $1.2B AUM added, closed Sept 1, revenue/expense undisclosed
MCO
Moody's
Enterprise Adj. Operating MarginQ2'26: 55.3%, +440bps yoyQ3'26: 52.6%, yoy bps delta not disclosed this call
AVGO
Broadcom
InventoryQ2'26: $4.3 bn, 86 daysQ3'26: $4.5 bn, days not disclosed
AMAT
Applied Materials
DRAM RevenueQ2'26: $1.7B, +18% YoYQ3'26: Not broken out, but noted 52% YoY growth in DRAM segment
UBER
Uber Technologies
Uber One membership/growthQ1'26: 50M members, +50% YoY, >50% of bookingsQ2'26: Not disclosed; mentioned once re: DH deal only
TTMI
TTM Technologies
Cash flow from operationsQ1'26: $21.7M, explicitly disclosedQ2'26: Not disclosed this quarter
TSLA
Tesla
RevenueQ1'26: Q1: $21.3B (-9% YoY)Q2'26: Q2: Not disclosed (record deliveries claimed)
TLN
Talen Energy
Net leverage ratioQ1'26: 3.1x as of 3/31Q2'26: Not disclosed this quarter; only 3.5x target repeated
SPOT
Spotify Technology
Ad-Supported Revenue Growth RateQ1'26: ~3% YoY, explicitly disclosedQ2'26: Not disclosed; only mix/advertiser-count metrics given
SLB
Schlumberger
OneSubsea MarginsQ1'26: 14.4% (Q1 disclosure)Q2'26: Not disclosed
SLB
Schlumberger
Digital ARRQ1'26: $1.02B (+15% YoY)Q2'26: Not disclosed
SAP
SAP SE
Public Cloud Order Entry ShareQ1'26: >70% of quarterly volumeQ2'26: Not disclosed
RUN
Sunrun
Aggregate creation costs (non-GAAP)Q1'26: $872M in Q1, +18% YoY on a unit basisQ2'26: Metric discontinued this quarter
NUE
Nucor
Steel Mills BacklogQ1'26: 4.7M tons (Q1 end)Q2'26: Not disclosed (Q2)
NDAQ
Nasdaq
Corporate Solutions RevenueQ1'26: Essentially flatQ2'26: Not disclosed separately
MPWR
Monolithic Power Systems
Gross MarginQ1'26: 55.5%Q2'26: Not disclosed
MLM
Martin Marietta Materials
Data Center ShipmentsQ1'26: +62% in Q1Q2'26: Not disclosed, just 'secular growth'
LMT
Lockheed Martin
Aeronautics RevenueQ1'26: $7.8B (-1% YoY)Q2'26: Not specifically disclosed
LMT
Lockheed Martin
RMS RevenueQ1'26: -8% YoYQ2'26: Growth mentioned but not quantified
LIN
Linde
Operating Cash FlowQ1'26: $2.2B (+4% YoY)Q2'26: Not disclosed
LIN
Linde
Free Cash FlowQ1'26: $900MQ2'26: Not disclosed
KKR
KKR
Forward Monetization PipelineQ1'26: $1.2B+Q2'26: Not quantified
IR
Ingersoll Rand
China OrdersQ1'26: Positive organic growthQ2'26: Not disclosed
IONQ
IonQ
RPO bookings-to-revenue ratioQ1'26: $2.50 added per $1 recognizedQ2'26: Not disclosed
HUT
Hut 8
Revenue per BTC minedQ1'26: $76,077 (down from $91,512 PY)Q2'26: Not disclosed
HUT
Hut 8
Development pipelineQ1'26: 8.4 GWQ2'26: 8.7 GW, +~300MW QoQ, explicitly excludes an undisclosed larger internal subset
GOOGL
Alphabet
EPSQ1'26: $5.11 (+82% YoY)Q2'26: Not disclosed (red flag)
GOOGL
Alphabet
Gemini Enterprise MAUsQ1'26: 40% QoQ growthQ2'26: Not disclosed
FSLR
First Solar
EPSQ1'26: $3.22Q2'26: Not disclosed
FIS
Fidelity National Information Services
Capital markets recurring ACV growthQ1'26: +45% y/yQ2'26: Not disclosed; instead, 'pretty large miss' in ACV sales cited
DUK
Duke Energy
ESA capacity 'under construction' fractionQ1'26: ~2/3 of 7.6GWQ2'26: Not disclosed for 7.8GW
CWH
Camping World Holdings
Adjusted EBITDAQ1'26: $28M (-10% YoY)Q2'26: Not disclosed (guide cut to $230-270M)
CSX
CSX
Fuel EfficiencyQ1'26: 0.97 gal/1000 GTM (record Q1)Q2'26: Not disclosed (record Q2)
COIN
Coinbase Global
Total RevenueQ1'26: $1.4B (-21% QoQ)Q2'26: Not disclosed
COIN
Coinbase Global
Net IncomeQ1'26: -$394M lossQ2'26: Not disclosed
COIN
Coinbase Global
Adjusted EBITDAQ1'26: $303M positiveQ2'26: Not disclosed
COIN
Coinbase Global
Native Unit InflowsQ1'26: 12 consecutive quartersQ2'26: Not specifically mentioned
CEG
Constellation Energy
Combined Cycle/Cogen Capacity FactorQ1'26: 47.1% disclosedQ2'26: Not disclosed this quarter
CDNS
Cadence Design Systems
China RevenueQ1'26: 13% of totalQ2'26: Not disclosed
ARES
Ares Management
Management FeesQ1'26: $1.01B (+22% YoY)Q2'26: Not disclosed (only 'exceeded $1B')
ARES
Ares Management
Software Non-AccrualsQ1'26: One companyQ2'26: Not disclosed
AR
Antero Resources
Days Sales OutstandingQ1'26: Disclosed quarterlyQ2'26: No longer disclosed
ALGN
Align Technology
Total RevenueQ1'26: $1.04 B (+6.2% YoY)Q2'26: Not disclosed (guidance $1.04‑$1.06 B, +3‑5% YoY)
ALGN
Align Technology
Clear Aligner RevenueQ1'26: $856 M (+7.4% YoY)Q2'26: Not disclosed (guidance: volume up mid‑single digits, ASP flat)
ALGN
Align Technology
Systems & Services RevenueQ1'26: $184.1 M (+1.0% YoY)Q2'26: Not disclosed (systems down 7% YoY at midpoint, offset by higher ASP)
ALGN
Align Technology
Free Cash FlowQ1'26: $120.3 MQ2'26: Not disclosed (no CFFO or CapEx numbers released)
ALGN
Align Technology
Days Sales Outstanding (DSO)Q1'26: 97 days (flat YoY)Q2'26: Not disclosed
ROKU
Roku
Platform Gross MarginQ4'25: 52% (stable range)Q1'26: Not disclosed
AEO
American Eagle Outfitters
Free Cash FlowQ4'25: Strong finish to 2025Q1'26: Not disclosed
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Scores, kept-promise rates, and flags on this site reflect the author's opinion, applying a stated methodology to statements management made on public earnings calls. Informational and educational purposes only - not investment advice, a recommendation, or an offer to buy or sell any security. Sources believed reliable but not guaranteed; the author may hold positions in the securities discussed.