Blog & Earnings Analysis

Stock Earnings Analysis

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

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.

8 min read

7 Earnings Red Flags Every Investor Should Watch For

Learn the warning signs in earnings reports that often precede stock declines. From margin compression to guidance hedging, these red flags help investors identify deteriorating fundamentals early.

ESTC9 min read

Elastic Grew Revenue 17.7%. The Stock Dropped 14.1% Anyway.

Elastic reported Q4 2025 earnings. Revenue grew 17.7% to $450M. The stock dropped 14.1% anyway — here's why.

GRND8 min read

Grindr's Q4 Shows Momentum, But One Question Lingers

Grindr reported Q4 2025 earnings. Revenue surged 29.0% to $126M. The stock barely moved, but the details matter.