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.
Earnings
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.