Your AI for |
Trusted by professionals from
Research that used to take hours — in minutes.
"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..."
"Our planned capex for 2025 is approximately $75 billion, reflecting confidence in the long-term opportunities ahead driven by AI infrastructure demand..."
"We plan to bring online approximately 1GW of new compute capacity this year. AI is the primary driver of our capex growth..."
| Company | Price | 1D Chg | Revenue | Rev YoY | Gross Mgn | Op Mgn | P/E | P/Rev |
|---|---|---|---|---|---|---|---|---|
 AAPL | $259.48 | +1.19% | $124.3B | +4.1% | 46.9% | 35.4% | 33.1x | 8.8x |
| MSFT | $432.16 | +2.54% | $69.6B | +16.0% | 69.4% | 44.6% | 35.8x | 13.2x |
| NVDA | $140.11 | -0.40% | $39.3B | +78.0% | 73.0% | 62.3% | 42.6x | 22.1x |
| META | $738.31 | +9.71% | $48.4B | +24.5% | 81.8% | 41.2% | 25.4x | 10.8x |
"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.
D
DPZ
FANG
HIMS
HD
CEG
AMT
DOCN
MELI
WDAY
AXON
FSLR
LOW
NU
CORZNVDA
CRM
SNOW
MNST
WBD
CELH
INTU
DELL
ZSNVDACRMLOWSNOWFrom earnings call to insight in minutes
Add Your Coverage
Select the companies you follow. Calypso instantly loads every earnings transcript, financial metric, and key debate.
AI Does the Work
Within minutes of every earnings call, get bull/bear cases, key quote extraction, financial comparisons, and thesis tracking.
Make Better Decisions
Ask questions in natural language, compare narratives across quarters, and get a daily briefing with everything that matters.
What you get every day
Street Theses
AI-extracted bull and bear cases from every earnings call.
Key Financials
Revenue, margins, guidance — pulled and compared automatically.
Setups
Pre-earnings context and expectations for upcoming reports.
Headlines
Curated news matched to your coverage universe.
Key Debates
The top bull/bear debates for every company you follow.
GPT-5.2
State-of-the-art AI models trained on financial data.
Full Transcripts
Complete earnings transcripts indexed and searchable.
Earnings Previews
AI-generated previews before companies report.
Built for serious research
Speed, accuracy, and privacy — the things that matter when the stakes are real.
Real-Time Processing
Transcripts analyzed within minutes of release — no overnight batch jobs.
Finance-Trained AI
Built on GPT-5.2 with fine-tuning from buy-side professionals — not a generic chatbot.
Your Data Stays Private
Searches, chat history, and portfolio are private to your account. We never share your research activity.
Always Up to Date
Coverage spans 400+ companies across every major sector. New companies added every earnings season.
Ready to transform your research?
Join professionals from Point72, Barings, and Bank of America who trust Calypso for their equities research.