Earnings
What Do Adjusted Earnings Leave Out of the Story?
Non-GAAP figures now dominate earnings releases, and the distance between them and audited results is where the real information sits.
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Earnings
Earnings covers company results with attention to segment margins, cash conversion, inventory movement and guidance language. Coverage notes what management emphasized and what went unaddressed on the call. Written for analysts and investors who read past a headline beat to the operating detail underneath.
Quarterly results read closely: segment margins, working capital, guidance changes, and the questions management declined to answer on the call.
Earnings
Why Does Guidance Move Stocks More Than the Earnings Beat Itself?
A quarter that beats every estimate can still sink a stock while a cautious outlook does the damage — the disclosure rules and market data behind that…
Earnings
Which Phrases on Earnings Calls Deserve a Reader's Skepticism?
Language analysis has documented the tells — vague timing, blame-shifting, sudden accounting chatter — that historically precede disappointments.
Earnings
JPMorgan Posts Record $21.2 Billion Quarter as Dealing Booms
The largest U.S. bank reported its biggest quarterly profit ever on July 14, powered by a 27 percent surge in investment banking revenue.
Earnings
How the Earnings Season Calendar Actually Works, Quarter After Quarter
Banks first, tech last, and a flood in between: the season is a schedule as much as an event, and the schedule carries information.