Deep Research Agents

Generates a comprehensive summary of earnings results for a company, analyzing financial performance, key metrics, and management commentary from earnings reports and conference calls.

The Guidance Tracker shows the current state of every forward-looking commitment a company still has open, and how each one got there. It reads the company's filings and earnings releases over a lookback window (two years by default), extracts each piece of guidance and each expected event, and threads together the restatements of the same target so you see one coherent history per commitment rather than scattered mentions.

For each open thread, the agent narrates how the guidance moved over time: when it was first given, whether management later raised, narrowed, or lowered it, and where it stands now. A closing narrative summarizes how the overall guidance picture has shifted across the window.

Scope a run to a single earnings period to see only the guidance that period touched. In that mode each thread is flagged as new, meaning the period introduced it, or updated, meaning the period restated a commitment that already had prior history. Leave the period unset to see the full set of open commitments.

Every thread links back to the filings it was built from. For how guidance is extracted, standardized, and threaded across documents, see Guidance Tracking.

Guidance Performance (Long-Term) scores how well a company has delivered on the guidance it gave, across a long history (five years by default). It takes the commitments that have since closed, finds what actually happened, and grades each one.

For metric guidance, each closed target gets a verdict of beat, met, or missed against the final guided figure. For expected events, each gets occurred, delayed, pending, or cancelled. A target with no comparable actual is left unscored rather than guessed. The verdict is judged against the company's reported actuals, and a verdict is only kept when a real actual backs it, so the grade reflects what was reported rather than what the model assumed.

The run then rates the company on two scores from 1 to 5:

• Accuracy: how closely outcomes matched the guidance, weighted toward the targets that mattered most.
• Discipline: how consistent and reconcilable the company's guidance practice has been over time.

An overall rationale cites the specific threads that drove the scores. This is the long-history view of a company's track record. For scoring tied to one reporting date, use Guidance Performance (Earnings). For the methodology behind the verdicts and scores, see Guidance Tracking.

Guidance Performance (Earnings) scores the guidance that came due at one specific earnings release. Where the long-term agent grades a company's whole track record, this one stays narrow: it grades only the targets that this quarter actually put to the test.

Select a company and an earnings period. The agent finds the commitments that resolve at that release: metric guidance whose guided period matches what the company is now reporting, and expected events whose window closes on or before the release. It evaluates each as of the earnings release date, so the verdict reflects what was known then rather than today.

Each tested metric gets a verdict of beat, met, or missed against the final guided figure, and each event gets occurred, delayed, pending, or cancelled. As with the long-term agent, a verdict is kept only when a reported actual backs it. The run also returns accuracy and discipline scores for the guidance this release resolved.

The period matching is reporting-aware, so a fourth-quarter release tests the full-year guidance it reports against. For the methodology behind the verdicts and scores, see Guidance Tracking.

The Tariff Impact Tracker estimates how the April 2025 U.S. reciprocal tariffs affect a single company. Select a company and the agent reads its filings and earnings calls, supplemented by web search, to find where management has discussed tariff exposure and what it has done about it.

The output separates two impacts and reports each as a money range:

• Revenue impact: lost sales and demand destruction attributable to tariffs, both already observed and forward-looking.
• Cost impact: the net hit to costs and profitability the company actually bears after its own pricing actions, cost reductions, and supply-chain adjustments.

Alongside the numbers, the agent narrates the qualitative picture: pricing strategy, supply-chain changes, and capital-allocation decisions management has tied to tariffs. It backs the analysis with up to three verbatim quotes from the source documents, each attributed to where it was said. When a company has no meaningful tariff exposure, the agent says so rather than manufacturing an impact.

The estimates are model-derived from what the company has disclosed, not read from a tariff schedule. They reflect the net effect management reports bearing, so a company that has fully passed tariffs through to price shows a smaller cost impact than its gross exposure would suggest.