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Ideas / Our mission

Defense Against the Dark Arts in Finance: Using AI to Restore Fundamental Expectations

Promotional emails are not our favorite genre. They rarely convey deep insights. But a few weeks ago, as the Q2 earnings season was nearing its peak, we sent out one…

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October 9, 2021
Announcements / Explainer / Forecasts

Seeing Around Corners: AI’s Preview Of Q3 Earnings for Apple, Tesla and 18 More Big Names

Earnings announcements have been few and far between in the last month. This is the usual "calm before the storm" this time of year, and it will last for another…

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September 28, 2021
Forecasts

Earnings Surprises to Expect: Lululemon, GameStop, Zscaler and More

The week of Labor Day is short and quiet in the world of corporate earnings. Companies whose quarter ended at the end of June have already announced their results. The…

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September 6, 2021
Forecasts

Earnings Surprises to Expect: Salesforce, Best Buy and Peloton

The week of August 23 is light on earnings announcements: only about 100 companies will be publishing their quarterly results. Most of the big releases will come from technology companies…

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August 23, 2021
Forecasts

Earnings Surprises to Expect: Big Retailers, NVIDIA, Cisco

While not as busy as the last few weeks, the week of August 16 offers many important earnings announcements that investors will be watching closely. There are two key groups…

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August 16, 2021
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