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Point72
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BairdPrudential
Point72
Barings
Bank of America
Amazon
BairdPrudential
Point72
Barings
Bank of America
Amazon
BairdPrudential
Point72
Barings
Bank of America
Amazon
BairdPrudential
Transcript Search

Skip the Webcasts

Search across every earnings transcript instantly. Find exactly what management said about any topic, competitor, or financial metric.

  • Semantic search across all transcripts and filings
  • Find competitor mentions and topic patterns
  • Compare management tone across quarters

450+ transcripts indexed

Transcript Search450+ transcripts indexed
MSFT
MSFT Q2 2025Satya Nadella

"We are scaling our AI infrastructure to meet demand that continues to outpace supply. Azure AI usage more than doubled for the sixth consecutive quarter..."

98%
GOOGL
GOOGL Q4 2024Sundar Pichai

"Our planned capex for 2025 is approximately $75 billion, reflecting confidence in the long-term opportunities ahead driven by AI infrastructure demand..."

94%
META
META Q4 2024Mark Zuckerberg

"We plan to bring online approximately 1GW of new compute capacity this year. AI is the primary driver of our capex growth..."

91%
Powered by Calypso Semantic Search
NVDA
NVDANVIDIA Corp.
Q4 2025 Earnings
Bull Case
Data center revenue $35.6B, +93% YoY — Blackwell demand "staggering"
Inference workloads now >40% of data center revenue, expanding TAM
Gross margins 73% despite Blackwell ramp; customer lock-in via CUDA
Bear Case
China export restrictions cut ~$5B+ annual revenue opportunity
Top 4 customers ~40% of revenue — hyperscaler concentration risk
Custom ASIC threat from Google TPU, Amazon Trainium, MSFT Maia
Generated by Calypso AI
Key Debates

Bull vs. Bear in Seconds

Every earnings call is distilled into key bull and bear arguments. See what the street is debating and where conviction is shifting.

  • AI-extracted bull and bear theses from every call
  • Quarter-over-quarter thesis evolution tracking
  • Key quotes tied to each debate point
Financial Data

All the Numbers, One View

Revenue, margins, valuations, and price moves pulled and compared automatically. No more digging through filings.

  • Into-print and current setup metrics
  • YoY comparisons with automated change detection
  • Real-time stock prices and performance vs. benchmarks
Mega-Cap Tech4 companies
Live Data
CompanyPrice1D ChgRevenueRev YoYGross MgnOp MgnP/EP/Rev
AAPLAAPL
$259.48+1.19%$124.3B+4.1%46.9%35.4%33.1x8.8x
MSFTMSFT
$432.16+2.54%$69.6B+16.0%69.4%44.6%35.8x13.2x
NVDANVDA
$140.11-0.40%$39.3B+78.0%73.0%62.3%42.6x22.1x
METAMETA
$738.31+9.71%$48.4B+24.5%81.8%41.2%25.4x10.8x
Calypso Financial Data
Timeline
$142.561Y: +45.0%vs QQQ: +28.0%52W: $85–$175
NVDA — 1Y
NVDA QQQ
+80%+55%+30%+5%-20%
Feb '25AprJunAugOctDecFeb '26
Stock Timeline

A Year of Context, Instantly

See how earnings, catalysts, and macro events moved the stock over the past year — all mapped to price action so you can ramp up in seconds.

  • 12 months of price action with event overlays
  • Earnings, guidance, and catalyst markers
  • Switch between tickers instantly
Smart Transcripts

Every Call, Analyzed

AI extracts key topics, tags sentiment, and ranks what matters — so you can skip straight to the signal.

  • AI-generated table of contents for every earnings call
  • Sentiment scoring: stronger, weaker, or consistent
  • Key quotes and metrics highlighted by topic
ADBE
ADBEQ1 FY26Table of Contents
StrongerConsistentWeaker
Prepared Remarks
1
FY25 HighlightsStronger
Shantanu Narayen · $23.77B revenue, AI-influenced ARR acceleration
"We achieved record revenue of $23.77 billion and non-GAAP EPS of $20.94."
2
Digital Media MetricsConsistent
David Wadhwani · 11.5% ARR growth
"We exited the quarter with $19.2 billion of digital media ARR, growing ending ARR 11.5% year over year."
3
Digital Experience GrowthStronger
Anil Chakravarthy · 40% subscription growth
"Subscription revenue for AEP and native apps grew over 40% year over year."
Questions & Answers
4
SEMrush RationaleStronger
Alex Zukin · Brand visibility across LLMs and search
"Together, Adobe and Semrush will offer a comprehensive solution for marketers across LLMs and search engines."
5
Generative CreditsStronger
Michael Turrin · 3x QoQ consumption, upgrades
"We're starting to see increasing user upgrades to higher price plans and credit pack add-ons."
AI-Generated Topic Analysis
NFLX
NFLXQ4 2025Full Transcript
ConfidentCautiousKey Metric
Gregory PetersCo-CEO

AI Sentiment Tagging
Sentiment Analysis

Read Between the Lines

Every transcript is tagged with AI-detected sentiment — confident language, cautious hedging, key metrics highlighted so nothing slips past.

  • Confident, cautious, key metric highlights in-line
  • Spot tone shifts before the market does
  • Full transcript with one-click navigation to tagged sections
QoQ Changes

Catch What Changed

AI compares what management said this quarter vs. last — surfacing contradictions, shifted narratives, and dropped talking points automatically.

  • Automatic quarter-over-quarter contradiction detection
  • Prior vs. current quote comparison with analysis
  • Narrative shifts flagged before the street notices
ADBE
ADBEAdobe Inc.
4 ChangesQ1 2026
Prior QuarterThis Quarter

"AEP and native apps with Q3 subscription revenue growing over 40% year-over-year."

"AEP and apps ending ARR grew over 30% year over year."

Growth metric decelerated from "over 40%" to "over 30%", signaling weaker AEP momentum than prior framing suggested.

"We're seeing strong adoption of the standalone Firefly subscription offering."

"Usage and monetization is measured and charged through generative credits."

Shifted from subscription-based to usage-based monetization for AI — a meaningful change in the business model signal.

"Simply put, Adobe is the operating system for creative work."

"We are providing functionality in ChatGPT Copilot and other conversational platforms."

Pivoting from owning the creative OS to distributing into third-party AI platforms — a strategic reframing.

"Our upcoming LLM Optimizer release, a powerful agentic app for brand visibility."

"We anticipate the SEMRush transaction to close in 2026."

Replaced organic product roadmap (LLM Optimizer) with M&A-driven approach, suggesting build plan was insufficient.

QoQ Contradiction Analysis
Live Earnings
47 companies this week
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NUNU
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Week of Feb 23, 2026
BMO AMC
Earnings Calendar

Know What's Reporting

A live weekly calendar of every company reporting earnings — with BMO/AMC timing, company logos, and one-click access to analysis.

  • Full weekly earnings calendar with BMO/AMC breakdown
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Live Earnings

Earnings Day, In Real Time

Track intraday price moves, after-hours reactions, and live transcript analysis as calls happen — all on one screen.

  • Intraday price chart tracking all reporting companies
  • Live transcripts with AI analysis as the call unfolds
  • Pre-market and after-hours moves vs. historical averages
Intraday Performance
4:00 AMPre-Market
-3%-1%+1%+3%+5%7 AMOpen12 PMClose8 PM
NVDA
CRM
LOW
SNOW
CompanyPriceTodayLast ERAvg MoveTiming
NVDANVDA
$142.56+3.2%+8.9%±7.4%AMC
CRMCRM
$318.42-1.8%-4.2%±5.1%AMC
LOWLOW
$248.91+1.4%+2.1%±3.8%BMO
SNOWSNOW
$178.33+5.7%+12.3%±9.2%AMC
Real-Time Earnings Tracker% change from previous close

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Frequently asked questions

Calypso is an AI-powered platform that analyzes corporate earnings calls for hedge funds and institutional investors. Our AI agents parse transcripts in real-time, generate bull/bear debates, track thesis evolution, and surface actionable insights.

Within minutes of an earnings call transcript being filed, our pipeline ingests, processes, and generates a full analysis — including key quotes, sentiment scoring, guidance changes, and bull/bear arguments.

We cover the full S&P 500 and are expanding coverage. If you need specific tickers outside our standard coverage, we can add them to your account.

Calypso offers a free 14-day trial with full access. After that, plans start at $20/month for individual analysts, with team and enterprise options available.

Yes. Our AI chat feature lets you ask natural-language questions across any earnings call or set of transcripts. Answers are cited with direct quotes from primary source material.

Yes. We use enterprise-grade security practices including encrypted data in transit and at rest. We do not use your data to train models.

Bloomberg provides raw data and transcripts. Calypso goes further — our AI agents generate structured analysis, dialectical debates, thesis evolution tracking, and sentiment scoring that would take an analyst hours to produce manually.