Blog & Earnings Analysis

Stock Earnings Analysis

AI-powered earnings analysis with management quotes, bull/bear cases, and financial breakdowns for 400+ public companies.

4 min read

Consumer Goods Earnings Q4 2025 Roundup: 7 Companies Analyzed

Comprehensive analysis of 7 consumer goods companies that reported earnings in Q4 2025. Average revenue growth: +4.7%.

GTLB7 min read

GTLB Dips 6.2% Despite Growing Revenue 23.9%

Gitlab reported Q4 2025 earnings. Revenue surged 23.9% to $262M. The stock dropped 6.2% anyway — here's why.

MDB7 min read

Inside MongoDB's Q4: $695M in Revenue and a Debate About What's Next

MongoDB reported Q4 2025 earnings. Revenue surged 26.7% to $695M. The stock barely moved, but the details matter.

PGR7 min read

A Tough Quarter for Progressive: Revenue Drops to $15.0B

Progressive reported Q4 2025 earnings. Revenue fell 26.5% to $15.0B. The stock barely moved, but the details matter.

5 min read

Semiconductor Earnings Q4 2025 Roundup: 18 Companies Analyzed

Comprehensive analysis of 18 semiconductor companies that reported earnings in Q4 2025. Average revenue growth: +25.1%.

13 min read

Software Earnings Q4 2025 Roundup: 88 Companies Analyzed

Comprehensive analysis of 88 software companies that reported earnings in Q4 2025. Average revenue growth: +15.5%.

4 min read

Aerospace & Defense Earnings Q4 2025 Roundup: 5 Companies Analyzed

Comprehensive analysis of 5 aerospace & defense companies that reported earnings in Q4 2025. Average revenue growth: +19.2%.

3 min read

Airlines Earnings Q4 2025 Roundup: 3 Companies Analyzed

Comprehensive analysis of 3 airlines companies that reported earnings in Q4 2025. Average revenue growth: +4.9%.

ASAN7 min read

What Asana's Q4 Earnings Tell Us About What's Next

Asana reported Q4 2025 earnings. Revenue grew 9.2% to $206M. The stock barely moved, but the details matter.

6 min read

Automotive Earnings Q4 2025 Roundup: 23 Companies Analyzed

Comprehensive analysis of 23 automotive companies that reported earnings in Q4 2025. Average revenue growth: +12.8%.

4 min read

Banking & Financial Services Earnings Q4 2025 Roundup: 5 Companies Analyzed

Comprehensive analysis of 5 banking & financial services companies that reported earnings in Q4 2025. Average revenue growth: +24.7%.

4 min read

Gaming Earnings Q4 2025 Roundup: 5 Companies Analyzed

Comprehensive analysis of 5 gaming companies that reported earnings in Q4 2025. Average revenue growth: +35.2%.

4 min read

Healthcare Earnings Q4 2025 Roundup: 4 Companies Analyzed

Comprehensive analysis of 4 healthcare companies that reported earnings in Q4 2025. Average revenue growth: +3.8%.

4 min read

Media & Entertainment Earnings Q4 2025 Roundup: 5 Companies Analyzed

Comprehensive analysis of 5 media & entertainment companies that reported earnings in Q4 2025. Average revenue growth: +6.1%.

NCLH8 min read

Norwegian Cruise Line Holdings's Q4 Wasn't Bad. The Market Disagrees.

Norwegian Cruise Line Holdings reported Q4 2025 earnings. Revenue grew 5.5% to $2.2B. The stock dropped 10.5% anyway — here's why.

4 min read

Oil & Gas Earnings Q4 2025 Roundup: 4 Companies Analyzed

Comprehensive analysis of 4 oil & gas companies that reported earnings in Q4 2025. Average revenue growth: -3.3%.

3 min read

Renewable Energy Earnings Q4 2025 Roundup: 3 Companies Analyzed

Comprehensive analysis of 3 renewable energy companies that reported earnings in Q4 2025. Average revenue growth: +7.6%.

4 min read

Retail Earnings Q3 2025 Roundup: 7 Companies Analyzed

Comprehensive analysis of 7 retail companies that reported earnings in Q3 2025. Average revenue growth: +5.1%.

4 min read

Telecom Earnings Q4 2025 Roundup: 5 Companies Analyzed

Comprehensive analysis of 5 telecom companies that reported earnings in Q4 2025. Average revenue growth: +11.1%.

4 min read

Utilities Earnings Q4 2025 Roundup: 4 Companies Analyzed

Comprehensive analysis of 4 utilities companies that reported earnings in Q4 2025. Average revenue growth: +30.7%.

8 min read

How to Analyze Earnings Calls: A Complete Guide for Investors

Learn how to analyze earnings calls like a professional investor. A step-by-step framework for extracting alpha from quarterly reports, management commentary, and financial data.

8 min read

Earnings Season Guide: When Companies Report & How to Prepare

Everything you need to know about earnings season: when it happens, which companies report when, how to prepare, and strategies for trading around quarterly reports.

DNA8 min read

A Rough Day for Gingko Bioworks: Q4 Revenue Misses and Stock Drops 27.4%

Gingko Bioworks reported Q4 2025 earnings. Revenue fell 23.8% to $33M. The stock dropped 27.4% anyway — here's why.

DV7 min read

DV Surges 10.0% After Crushing Q4 Earnings

DoubleVerify reported Q4 2025 earnings. Revenue grew 7.9% to $206M. The stock jumped 10.0%, and for good reason.