Datasets:
Finance-Agentic-AI
/
Financial-Reports

Dataset card Data Studio Files
xet
 Community
doc_id
stringlengths
7
7
as_of_date
stringdate
2024-01-06 00:00:00
2025-12-26 00:00:00
doc_type
stringclasses
6 values
ticker
stringclasses
37 values
exchange
stringclasses
5 values
industry
stringclasses
10 values
country
stringclasses
7 values
currency
stringclasses
4 values
fiscal_quarter
stringclasses
4 values
fiscal_year
int64
2.02k
2.03k
sections_present
stringclasses
120 values
revenue_usd
int64
77.3M
150B
eps_diluted
float64
-4
12
gross_margin_pct
float64
10
85
operating_margin_pct
float64
-20
45
free_cash_flow_usd
int64
-27,599,128,414
43.3B
capex_usd
int64
6.14M
21.6B
total_debt_usd
int64
588k
219B
cash_balance_usd
int64
8.04M
86.8B
has_non_gaap
bool
2 classes
has_gaap_reconciliation
bool
2 classes
risk_factor_change
stringclasses
3 values
mdna_sentiment
stringclasses
5 values
guidance_type
stringclasses
4 values
guidance_details
stringlengths
12
18
⌀
guidance_horizon
stringclasses
4 values
red_flags
stringclasses
14 values
extraction_confidence_1_100
int64
60
99
data_provenance
stringclasses
5 values
doc_pages
int64
2
320
redaction_level
stringclasses
3 values
recommended_action
stringclasses
6 values
notes
stringclasses
5 values
D000101
2025-12-12
10-K
SHOP
AMEX
Consumer
US
CAD
Q4
2,021
Business;Controls;ESG;MD&A;Notes;RiskFactors
100,289,538,061
-2.99
26.3
16.9
-6,057,060,893
9,327,184,463
13,315,530,383
54,004,318,836
true
true
null
Positive
Revenue
Revenue:11.2-13.3%
FY
null
99
Newswire
109
null
Summarize
XBRL tags validated
D000102
2025-04-30
EarningsTranscript
MSFT
NASDAQ
Industrials
US
USD
Q2
2,022
Controls;FinancialStatements;Notes
54,026,622,009
9.54
45.1
6.6
12,556,806,984
7,941,769,052
606,646,740
11,452,601,482
true
true
New
Neutral
FCF
FCF:12.4-19.3%
2Y
RiskFactorChange
77
EDGAR
105
null
ExtractKPIs
Tables parsed with fallback
D000103
2025-01-18
8-K
TMUS
NYSE
RealEstate
CA
USD
Q3
2,022
MD&A;Notes
17,223,141,085
1.8
52.3
27.3
-56,007,440
2,504,711,189
16,504,747,269
8,002,300,682
true
true
null
Negative
null
null
null
null
80
EDGAR
60
Moderate
NoAction
OCR artifacts corrected
D000104
2024-09-01
10-K
IBM
NASDAQ
Comm
UK
EUR
Q3
2,023
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
52,478,516,678
10.17
36.4
-2.7
12,022,260,460
1,157,964,888
12,785,808,512
15,461,235,495
false
false
Increased
Positive
Margin
Margin:10.8-16.9%
FY
RiskFactorChange
89
EDGAR
15
null
ExtractKPIs
Tables parsed with fallback
D000105
2024-08-29
8-K
UBER
NASDAQ
Comm
UK
USD
Q2
2,023
Controls;MD&A
56,538,394,915
8.56
63.6
45
10,044,829,470
1,872,815,139
33,914,544,193
10,275,479,068
true
true
null
VeryPositive
Margin
Margin:-6.2--4.1%
H2
FormattingAnomaly
71
Newswire
75
Heavy
ExtractKPIs
OCR artifacts corrected
D000106
2024-06-18
10-Q
NKE
NASDAQ
Health
UK
GBP
Q2
2,020
FinancialStatements;MD&A;Notes;RiskFactors
43,457,926,034
-1.1
60.5
42.7
7,707,146,716
4,888,330,386
51,744,337,613
20,532,084,189
true
true
Decreased
Positive
FCF
FCF:-6.4--1.4%
FY
null
86
CompanyIR
61
Minor
ExtractKPIs
OCR artifacts corrected
D000107
2024-02-19
AnnualReport
SHOP
NYSE
Health
DE
USD
Q4
2,023
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
50,637,080,131
10.91
30.7
23.7
-9,942,264,140
6,442,039,862
43,233,041,613
2,162,403,348
true
true
null
Neutral
Revenue
Revenue:-3.7-1.1%
FY
null
88
CompanyIR
219
Heavy
ExtractKPIs
Manual check suggested for MD&A
D000108
2025-12-25
EarningsTranscript
CVX
NASDAQ
Consumer
DE
CAD
Q4
2,020
Business;ESG;FinancialStatements;RiskFactors
84,732,182,727
-0.74
47.6
19.9
-9,972,002,419
10,944,006,806
113,373,971,653
32,990,997,068
true
true
null
Negative
Revenue
Revenue:4.9-8.4%
Q+1
null
72
CompanyIR
18
null
Summarize
XBRL tags validated
D000109
2024-06-14
10-K
UBER
NASDAQ
Utilities
IN
GBP
Q3
2,025
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
12,599,749,163
7.46
63.8
45
-2,476,786,445
1,492,734,924
16,967,933,620
5,877,555,382
false
false
null
Neutral
Margin
Margin:12.3-13.2%
Q+1
null
99
VendorFeed
286
Minor
Summarize
Tables parsed with fallback
D000110
2025-02-16
EarningsTranscript
CVX
NYSE
Energy
CA
USD
Q1
2,024
ESG;MD&A;RiskFactors
89,739,252,841
-2.24
43.3
26.3
10,942,399,419
2,776,507,543
39,711,798,880
3,166,199,724
true
true
Increased
Neutral
EPS
EPS:7.4-14.0%
2Y
RiskFactorChange
66
EDGAR
119
Heavy
Summarize
Footnotes extracted partially
D000111
2024-08-10
8-K
BAC
NYSE
Utilities
US
USD
Q2
2,025
Business;Controls;ESG
28,746,954,164
-1.93
45
21.4
2,256,083,183
1,922,408,567
39,341,057,559
13,697,558,403
false
false
null
Neutral
EPS
EPS:-5.5-1.1%
Q+1
SelectiveDisclosureRisk
70
Email
89
null
Summarize
OCR artifacts corrected
D000112
2025-09-21
EarningsTranscript
MSFT
NASDAQ
Materials
US
USD
Q2
2,018
Notes;RiskFactors
18,602,630,729
7.56
60.6
45
1,417,453,041
2,736,957,435
26,211,787,873
6,809,933,187
false
false
null
Neutral
EPS
EPS:17.5-22.0%
H2
null
63
Newswire
7
null
Summarize
Manual check suggested for MD&A
D000113
2024-10-16
EarningsTranscript
PEP
NYSE
Consumer
DE
USD
Q1
2,020
MD&A;Notes
33,441,661,725
-0.72
63.9
45
4,613,746,587
4,757,204,475
20,296,747,495
14,681,984,609
false
false
Increased
Positive
Margin
Margin:15.2-23.0%
2Y
RiskFactorChange
78
Newswire
118
null
ExtractKPIs
Manual check suggested for MD&A
D000114
2025-10-06
10-Q
PEP
NASDAQ
Utilities
US
USD
Q3
2,021
Business;ESG;FinancialStatements;MD&A;RiskFactors
8,687,470,862
9.43
52
25.3
-1,485,672,088
517,750,738
8,549,973,952
3,571,018,058
true
true
New
Positive
Margin
Margin:5.8-12.1%
Q+1
RiskFactorChange
90
EDGAR
90
null
ExtractKPIs
OCR artifacts corrected
D000115
2024-06-05
EarningsTranscript
V
NASDAQ
Consumer
CA
GBP
Q2
2,021
Business;ESG;FinancialStatements
90,836,631,242
7.55
59.8
45
-17,831,265,163
6,399,156,809
16,569,678,738
24,273,387,241
true
true
Increased
Neutral
FCF
FCF:12.2-18.5%
Q+1
RiskFactorChange
85
CompanyIR
3
Minor
ExtractKPIs
XBRL tags validated
D000116
2024-09-27
10-Q
TSLA
AMEX
Tech
IN
USD
Q2
2,018
Business;FinancialStatements;MD&A;Notes
120,593,923,825
8.4
37.7
7.6
4,875,811,525
2,673,418,086
129,545,365,999
2,893,027,196
true
true
Decreased
Positive
Margin
Margin:-2.7--0.6%
FY
null
96
EDGAR
110
null
Summarize
Tables parsed with fallback
D000117
2024-01-21
10-Q
CSCO
NASDAQ
Consumer
FR
CAD
Q1
2,020
ESG;FinancialStatements;Notes;RiskFactors
72,341,744,171
0.68
22.8
-8.8
18,203,373,877
4,307,933,922
93,650,885,896
15,068,599,934
true
true
New
Positive
Margin
Margin:11.5-15.9%
Q+1
RiskFactorChange
81
EDGAR
52
null
ExtractKPIs
Manual check suggested for MD&A
D000118
2024-07-14
10-Q
PEP
NYSE
Financials
CA
USD
Q2
2,023
Business;ESG;FinancialStatements;MD&A;Notes;RiskFactors
110,958,434,587
9.73
80.7
45
21,883,737,111
2,359,727,271
3,679,732
42,780,267,322
true
true
Increased
Neutral
Margin
Margin:4.3-7.5%
Q+1
RiskFactorChange
97
Newswire
72
null
ExtractKPIs
Footnotes extracted partially
D000119
2024-01-16
10-K
ADBE
NASDAQ
Materials
CA
USD
Q4
2,022
Business;Controls;FinancialStatements;MD&A;Notes;RiskFactors
23,004,652,946
-1.65
14.9
2.6
454,612,327
2,858,779,096
3,310,772,942
1,441,835,521
false
false
Decreased
Positive
null
null
null
null
99
CompanyIR
255
Minor
Summarize
OCR artifacts corrected
D000120
2025-12-19
10-Q
XOM
NASDAQ
Utilities
UK
EUR
Q1
2,018
Business;MD&A;Notes;RiskFactors
18,732,915,753
-2.16
50
22.4
3,083,250,221
874,751,014
18,790,867,051
9,626,663,753
true
true
null
Neutral
EPS
EPS:19.7-22.7%
2Y
null
83
EDGAR
57
null
ExtractKPIs
Manual check suggested for MD&A
D000121
2024-05-31
10-K
IBM
NASDAQ
Comm
US
USD
Q2
2,021
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
40,631,008,926
2.19
53
44.4
-7,037,437,097
4,008,335,036
58,877,318,231
12,812,737,687
true
true
New
Neutral
Margin
Margin:16.4-23.8%
2Y
RiskFactorChange
97
EDGAR
130
null
Summarize
Tables parsed with fallback
D000122
2024-05-03
10-Q
LYFT
NYSE
Utilities
CA
EUR
Q4
2,019
Business;Controls;ESG;FinancialStatements;MD&A;RiskFactors
19,835,801,465
4.19
68.8
45
1,197,384,686
2,492,493,750
27,548,792,477
2,874,105,600
false
false
Increased
Positive
FCF
FCF:7.4-12.2%
2Y
RiskFactorChange
90
CompanyIR
90
null
ExtractKPIs
OCR artifacts corrected
D000123
2025-07-07
10-Q
WMT
NYSE
Financials
UK
USD
Q4
2,018
Business;Controls;FinancialStatements;MD&A;Notes;RiskFactors
67,749,605,719
5.19
44.8
29.8
7,636,140,833
2,781,857,767
33,347,054,158
9,584,940,652
false
false
null
Negative
EPS
EPS:18.7-20.7%
FY
null
99
Newswire
53
null
ExtractKPIs
Manual check suggested for MD&A
D000124
2025-04-28
10-Q
CRM
NASDAQ
Consumer
US
USD
Q1
2,021
Business;MD&A;Notes;RiskFactors
98,930,445,031
3.51
28.8
14.5
17,496,602,313
3,481,298,105
16,457,924,293
58,684,399,879
false
false
null
Neutral
FCF
FCF:-6.1--4.8%
Q+1
null
88
EDGAR
20
null
ExtractKPIs
OCR artifacts corrected
D000125
2024-08-18
10-K
AAPL
NASDAQ
Energy
US
CAD
Q1
2,021
Business;Controls;ESG;FinancialStatements;MD&A;Notes
104,727,849,445
4.15
85
45
-9,628,387,400
9,835,627,084
68,657,545,937
9,918,648,429
true
true
Increased
Neutral
Revenue
Revenue:4.6-10.5%
Q+1
RiskFactorChange
89
VendorFeed
291
null
Summarize
Tables parsed with fallback
D000126
2025-08-24
10-K
WMT
NYSE
Consumer
US
CAD
Q1
2,021
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
43,806,958,039
3.91
76.3
45
9,186,328,787
3,341,988,852
33,027,248,223
25,855,369,640
false
false
null
Neutral
Margin
Margin:0.6-7.1%
2Y
null
89
VendorFeed
214
Moderate
Summarize
Manual check suggested for MD&A
D000127
2024-04-16
10-Q
PEP
NYSE
Consumer
US
EUR
Q2
2,022
Business;Controls;ESG;MD&A;Notes
102,763,023,321
1.64
34.8
11.8
-14,752,580,852
2,150,041,853
86,550,262,113
21,517,656,094
true
false
New
Neutral
EPS
EPS:14.6-21.5%
FY
NonGAAPNoReconciliation;RiskFactorChange
91
EDGAR
56
Minor
EscalateAccounting
XBRL tags validated
D000128
2025-10-05
AnnualReport
CRM
NASDAQ
Energy
US
GBP
Q1
2,021
Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
119,588,282,238
3.67
12.9
-18.1
-6,948,508,352
12,426,095,031
91,970,601,112
3,306,533,715
true
true
null
Neutral
Revenue
Revenue:12.0-13.9%
FY
null
98
VendorFeed
102
Moderate
Summarize
XBRL tags validated
D000129
2025-10-10
10-Q
NKE
NYSE
Materials
US
USD
Q3
2,022
Business;Controls;ESG;FinancialStatements;Notes;RiskFactors
8,848,694,334
4.86
42.5
35.7
1,001,961,074
1,170,085,419
7,711,393,872
666,070,343
true
false
null
Neutral
Revenue
Revenue:9.6-10.4%
FY
NonGAAPNoReconciliation
90
Newswire
3
Minor
EscalateAccounting
Footnotes extracted partially
D000130
2024-05-09
10-K
PFE
NASDAQ
Consumer
SG
EUR
Q2
2,018
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
34,128,979,398
9.21
57.3
25.9
-2,790,080,179
4,118,037,978
25,974,098,733
10,134,936,574
false
false
Decreased
Positive
Margin
Margin:19.3-25.8%
Q+1
null
97
Newswire
33
null
Summarize
OCR artifacts corrected
D000131
2024-06-03
10-Q
JPM
NASDAQ
Consumer
IN
USD
Q3
2,018
Business;Controls;ESG;MD&A;Notes;RiskFactors
106,088,923,717
-3.79
51
19.2
16,997,530,255
7,712,914,708
73,217,211,311
12,945,651,607
true
true
Increased
Neutral
Revenue
Revenue:9.2-15.5%
H2
RiskFactorChange
99
Email
6
Minor
Summarize
XBRL tags validated
D000132
2024-05-26
10-Q
UBER
NASDAQ
Comm
CA
USD
Q1
2,021
Business;Controls;ESG;FinancialStatements;RiskFactors
85,079,836,159
10.14
84
45
-12,134,952,388
2,563,951,008
50,705,892,427
5,487,642,439
true
true
null
Neutral
FCF
FCF:3.5-8.9%
2Y
FormattingAnomaly
85
EDGAR
28
Minor
ExtractKPIs
Footnotes extracted partially
D000133
2025-11-23
10-K
XOM
NYSE
Industrials
IN
EUR
Q4
2,018
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
15,706,409,754
5.47
69
33.5
2,065,502,415
349,539,748
17,260,240,397
6,196,271,944
true
true
null
Positive
null
null
null
null
90
CompanyIR
182
null
Summarize
Tables parsed with fallback
D000134
2024-05-25
10-Q
INTC
NASDAQ
Tech
US
USD
Q1
2,025
Business;Controls;ESG;Notes
53,275,758,502
11.82
44.9
10.8
15,734,072,293
2,738,088,470
39,874,053,847
14,969,689,759
false
false
null
Neutral
EPS
EPS:-5.8-1.4%
H2
null
98
CompanyIR
97
Minor
ExtractKPIs
Tables parsed with fallback
D000135
2025-09-26
InvestorPresentation
PEP
TSX
Financials
US
USD
Q3
2,022
Business;ESG
37,046,720,935
5.52
44
25.8
-2,573,844,371
2,510,310,342
26,291,197,538
15,869,323,216
true
true
Decreased
Neutral
Revenue
Revenue:-1.6-1.9%
FY
null
78
CompanyIR
29
Minor
ExtractKPIs
Manual check suggested for MD&A
D000136
2025-06-15
InvestorPresentation
HD
NYSE
Utilities
CA
USD
Q2
2,023
Controls;ESG;FinancialStatements;MD&A
27,370,451,735
-0.36
51.9
43.6
2,104,740,275
3,889,716,290
15,264,426,553
15,051,282,355
true
true
null
Neutral
EPS
EPS:4.9-6.3%
H2
null
85
CompanyIR
34
null
ExtractKPIs
OCR artifacts corrected
D000137
2025-11-13
10-Q
INTC
NASDAQ
Materials
FR
GBP
Q3
2,024
Business;Controls;ESG;MD&A;Notes;RiskFactors
1,808,523,752
4.88
28
18.6
103,177,512
156,616,881
1,935,036,568
258,900,521
true
false
New
Positive
EPS
EPS:-1.6--0.8%
2Y
NonGAAPNoReconciliation;RiskFactorChange
99
EDGAR
45
null
EscalateAccounting
XBRL tags validated
D000138
2024-09-17
10-Q
AMD
NASDAQ
Tech
IN
USD
Q3
2,018
Controls;FinancialStatements;MD&A;Notes;RiskFactors
40,918,911,824
-3.81
59
45
-5,358,062,473
985,678,997
29,822,447,450
18,086,050,403
true
true
null
Neutral
Revenue
Revenue:-5.2-1.3%
FY
FormattingAnomaly
93
Newswire
57
Moderate
Summarize
Manual check suggested for MD&A
D000139
2024-06-19
8-K
NKE
NASDAQ
Health
FR
GBP
Q1
2,023
Controls;FinancialStatements;MD&A
2,197,951,438
11.44
38.1
23.1
-415,540,052
270,469,520
1,643,599,754
70,639,419
true
true
null
VeryNegative
FCF
FCF:16.4-20.0%
Q+1
null
68
EDGAR
9
Moderate
Summarize
Tables parsed with fallback
D000140
2025-11-18
8-K
NKE
NYSE
Tech
UK
USD
Q2
2,021
Business;FinancialStatements;MD&A;RiskFactors
22,283,969,701
-2.27
21.3
8.8
3,876,914,567
1,411,871,960
29,330,776,730
12,764,373,506
false
false
New
Neutral
EPS
EPS:17.6-19.7%
FY
RiskFactorChange
89
Newswire
100
null
Summarize
Footnotes extracted partially
D000141
2025-06-11
EarningsTranscript
NFLX
NASDAQ
Energy
US
USD
Q2
2,018
Business;Controls;ESG;Notes
39,509,771,067
6.63
45.3
7.9
-242,204,736
2,356,952,376
21,070,661,971
20,798,561,682
true
true
New
Neutral
FCF
FCF:0.4-4.3%
Q+1
RiskFactorChange
82
EDGAR
21
null
ExtractKPIs
OCR artifacts corrected
D000142
2025-06-25
10-Q
META
NYSE
RealEstate
US
CAD
Q4
2,020
Business;Controls;ESG;FinancialStatements;MD&A
17,698,043,829
6.46
35
27.6
-2,371,147,843
2,070,678,531
21,576,037,679
5,243,566,038
false
false
null
Negative
Margin
Margin:7.2-14.0%
FY
null
84
VendorFeed
119
null
Summarize
XBRL tags validated
D000143
2024-11-25
10-Q
PEP
AMEX
Energy
FR
USD
Q2
2,022
Business;Controls;FinancialStatements;MD&A;Notes;RiskFactors
98,080,960,509
4.92
48.4
20.2
-12,831,179,998
12,321,959,776
75,820,206,236
21,979,604,331
false
false
null
VeryPositive
Revenue
Revenue:13.2-19.1%
H2
FormattingAnomaly
99
CompanyIR
3
null
Summarize
Footnotes extracted partially
D000144
2025-02-27
EarningsTranscript
VZ
NASDAQ
RealEstate
DE
USD
Q3
2,025
Controls;FinancialStatements;MD&A;RiskFactors
3,594,623,636
0.54
50.5
43.4
-700,204,115
503,455,903
1,029,979,811
1,264,563,982
false
false
null
VeryPositive
Revenue
Revenue:13.3-20.5%
FY
null
88
EDGAR
111
null
Summarize
Tables parsed with fallback
D000145
2025-07-11
10-Q
T
NYSE
Materials
UK
USD
Q3
2,020
Business;Controls;ESG;Notes
34,165,007,732
9.72
71.5
43.2
-3,227,223,534
4,578,273,153
31,014,294,071
11,997,710,477
true
true
null
Positive
Revenue
Revenue:-1.3-5.0%
FY
null
96
EDGAR
98
null
ExtractKPIs
Footnotes extracted partially
D000146
2025-09-06
AnnualReport
ORCL
NASDAQ
Materials
SG
USD
Q3
2,021
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
8,529,974,734
11.63
52.4
29.3
2,220,502,194
1,229,872,932
2,161,465,636
2,779,318,296
false
false
null
Positive
null
null
null
null
93
EDGAR
228
Moderate
Summarize
XBRL tags validated
D000147
2024-03-09
10-Q
GOOGL
NYSE
Tech
US
CAD
Q2
2,020
Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
66,722,487,182
10.46
20.2
10.2
-2,996,541,752
6,016,239,444
72,465,637,941
2,082,564,619
true
true
null
Neutral
EPS
EPS:1.8-5.4%
FY
null
99
EDGAR
42
null
Summarize
XBRL tags validated
D000148
2024-07-21
10-Q
TSLA
NASDAQ
Tech
FR
GBP
Q4
2,023
ESG;FinancialStatements;Notes;RiskFactors
3,141,816,206
-3.45
74.1
35.9
-367,480,110
97,650,296
2,891,033,179
567,815,507
false
false
Increased
Negative
Revenue
Revenue:12.6-13.5%
2Y
RiskFactorChange
82
EDGAR
9
null
FlagForReview
XBRL tags validated
D000149
2025-11-28
InvestorPresentation
SHOP
NASDAQ
Industrials
IN
USD
Q3
2,018
Business;Controls;MD&A
49,890,735,824
5.12
59.5
45
12,045,596,223
1,220,682,445
67,098,334,488
764,845,548
true
true
Decreased
Neutral
FCF
FCF:13.8-21.7%
FY
null
79
EDGAR
116
Minor
ExtractKPIs
OCR artifacts corrected
D000150
2024-09-28
8-K
MSFT
NASDAQ
Energy
DE
USD
Q3
2,024
Business;Controls;FinancialStatements;RiskFactors
108,853,570,050
-0.31
68.2
45
14,884,365,035
8,642,998,148
99,444,255,128
4,077,259,503
true
true
null
Positive
Revenue
Revenue:3.8-7.8%
2Y
null
90
Email
65
null
Summarize
OCR artifacts corrected
D000151
2024-09-02
InvestorPresentation
AAPL
NASDAQ
Industrials
UK
USD
Q1
2,023
ESG;MD&A;Notes;RiskFactors
31,462,618,457
1.15
20.4
-2.4
8,892,566,180
1,774,514,058
27,837,663,721
5,785,543,934
true
true
null
Positive
EPS
EPS:1.7-6.5%
2Y
null
74
VendorFeed
99
null
Summarize
XBRL tags validated
D000152
2024-02-12
EarningsTranscript
META
NASDAQ
Materials
CA
CAD
Q1
2,022
ESG;MD&A;Notes
28,936,571,582
10.46
27.1
0.8
7,956,903,329
3,678,988,981
23,521,159,959
14,088,919,615
true
true
Increased
Negative
EPS
EPS:3.2-7.8%
Q+1
RiskFactorChange
77
CompanyIR
62
null
FlagForReview
OCR artifacts corrected
D000153
2025-02-23
10-K
IBM
NYSE
Health
SG
USD
Q1
2,020
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
50,465,926,773
11.11
79.6
45
-3,912,230,423
1,836,988,005
8,158,532,563
4,873,503,294
true
true
null
Negative
Revenue
Revenue:17.5-19.7%
FY
null
99
Newswire
71
null
ExtractKPIs
XBRL tags validated
D000154
2024-07-20
10-Q
SHOP
NYSE
Comm
US
USD
Q2
2,025
Business;Controls;FinancialStatements;RiskFactors
89,051,164,754
2.55
77.3
39.5
-15,129,084,913
3,903,339,877
18,665,324,228
16,730,649,417
true
true
null
Negative
Revenue
Revenue:19.3-25.1%
FY
null
83
Newswire
103
Moderate
Summarize
Tables parsed with fallback
D000155
2024-10-14
10-K
UNH
NASDAQ
Comm
UK
USD
Q1
2,024
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
36,575,643,217
4.77
53.4
42.2
454,729,273
2,163,108,600
42,350,428,619
21,588,587,998
false
false
New
Positive
EPS
EPS:13.7-19.1%
Q+1
RiskFactorChange
94
EDGAR
150
Minor
Summarize
Manual check suggested for MD&A
D000156
2025-10-20
8-K
BABA
NASDAQ
Energy
US
USD
Q2
2,024
Controls;ESG;FinancialStatements;RiskFactors
18,950,519,775
6.43
10.1
-20
2,655,168,963
2,221,088,685
3,248,440,407
432,424,277
false
false
Increased
VeryNegative
Revenue
Revenue:17.2-18.0%
H2
RiskFactorChange;SelectiveDisclosureRisk
87
VendorFeed
13
null
FlagForReview
XBRL tags validated
D000157
2024-05-31
10-K
KO
NASDAQ
Comm
US
USD
Q3
2,023
Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
34,725,533,793
0.33
27.3
-5.6
-2,034,490,925
5,147,148,316
45,574,071,661
870,000,281
false
false
New
VeryNegative
null
null
null
RiskFactorChange
92
EDGAR
288
null
FlagForReview
OCR artifacts corrected
D000158
2025-04-28
10-K
PEP
NASDAQ
Tech
US
CAD
Q4
2,018
Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
10,359,367,110
6.14
40.1
15.3
1,306,206,467
966,887,063
5,944,202,571
2,588,231,351
true
true
Decreased
Negative
Margin
Margin:-1.1-2.1%
Q+1
null
89
EDGAR
29
null
ExtractKPIs
XBRL tags validated
D000159
2024-01-18
10-Q
UBER
NASDAQ
Materials
US
GBP
Q1
2,018
Business;Controls;ESG;Notes;RiskFactors
36,158,822,438
-3.53
66.6
45
-5,122,883,837
3,306,610,796
31,296,525,432
4,966,221,681
true
true
New
Neutral
Margin
Margin:0.3-2.6%
FY
RiskFactorChange
93
Newswire
46
null
ExtractKPIs
Tables parsed with fallback
D000160
2024-12-08
10-Q
XOM
NASDAQ
Industrials
US
GBP
Q4
2,025
Business;Controls;ESG;FinancialStatements
19,358,027,495
-1.31
45.5
38.6
2,271,027,351
545,280,629
21,050,958,378
7,524,797,532
false
false
null
Positive
Margin
Margin:9.4-11.3%
2Y
null
78
CompanyIR
68
null
Summarize
XBRL tags validated
D000161
2025-10-12
EarningsTranscript
NFLX
NYSE
RealEstate
SG
USD
Q2
2,020
Business;Notes;RiskFactors
11,573,851,006
8.49
74.8
45
1,933,660,557
592,646,877
14,904,960,787
3,964,138,687
true
true
Decreased
Negative
EPS
EPS:6.7-12.0%
2Y
null
84
EDGAR
27
Minor
ExtractKPIs
OCR artifacts corrected
D000162
2024-11-15
10-Q
SAP
NYSE
Health
UK
USD
Q4
2,018
Business;Controls;ESG;Notes;RiskFactors
42,690,268,055
11.06
45.6
17.6
-852,213,216
4,794,430,457
22,458,523,226
10,824,636,205
true
true
Increased
Neutral
Margin
Margin:16.0-17.6%
FY
RiskFactorChange
84
CompanyIR
2
Minor
ExtractKPIs
OCR artifacts corrected
D000163
2025-09-15
10-K
INTC
NYSE
Comm
CA
USD
Q2
2,019
Business;Controls;ESG;FinancialStatements;MD&A;Notes
89,003,940,097
4.27
58.2
32.8
-2,266,747,631
8,085,805,246
61,322,032,646
38,320,195,258
true
false
Increased
Negative
Margin
Margin:11.9-16.9%
H2
NonGAAPNoReconciliation;RiskFactorChange
96
Newswire
141
null
EscalateAccounting
Tables parsed with fallback
D000164
2025-08-17
InvestorPresentation
T
NASDAQ
Utilities
US
USD
Q1
2,025
Business;FinancialStatements;MD&A;Notes
35,481,463,492
3.65
73.2
45
637,104,013
4,028,672,375
48,009,407,257
17,838,756,794
false
false
Increased
Positive
Revenue
Revenue:17.9-18.9%
FY
RiskFactorChange
78
Newswire
47
null
ExtractKPIs
Footnotes extracted partially
D000165
2025-01-17
10-Q
JPM
NASDAQ
Health
DE
EUR
Q2
2,023
Business;Controls;ESG;MD&A;Notes;RiskFactors
46,047,827,309
-3.43
51.2
45
-3,934,984,849
4,732,354,249
49,766,032,609
25,104,377,828
true
true
Increased
Positive
Margin
Margin:-4.3-3.5%
H2
RiskFactorChange
99
EDGAR
113
null
ExtractKPIs
Tables parsed with fallback
D000166
2024-07-08
10-Q
MA
NASDAQ
Health
US
USD
Q2
2,025
Business;Controls;ESG;MD&A;Notes;RiskFactors
12,611,677,941
-1.6
30.4
14.2
1,568,364,246
1,285,680,133
4,264,603,777
7,421,904,072
true
true
null
Negative
Revenue
Revenue:20.0-25.8%
Q+1
null
99
EDGAR
78
null
Summarize
Manual check suggested for MD&A
D000167
2024-04-03
10-Q
NKE
NASDAQ
Materials
US
CAD
Q1
2,023
Business;Controls;ESG;FinancialStatements;Notes;RiskFactors
24,130,734,569
5.35
21.3
-11.6
706,332,204
2,847,341,870
19,451,755,316
4,923,302,438
true
false
null
Positive
Revenue
Revenue:1.1-4.7%
FY
NonGAAPNoReconciliation
97
EDGAR
104
null
EscalateAccounting
OCR artifacts corrected
D000168
2024-01-31
10-K
TMUS
NYSE
Energy
US
CAD
Q4
2,019
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
41,706,229,252
-1.98
60.5
45
8,576,509,757
1,514,105,803
17,678,834,905
16,553,313,600
true
true
Increased
Negative
FCF
FCF:19.5-25.3%
Q+1
RiskFactorChange;CommodityPriceSensitivity
99
EDGAR
37
null
FlagForReview
Manual check suggested for MD&A
D000169
2024-08-25
8-K
UNH
NASDAQ
Materials
IN
USD
Q1
2,019
Controls;Notes;RiskFactors
38,038,220,438
-0.37
64.8
45
958,089,992
3,878,906,367
1,190,953,591
21,878,466,443
true
true
null
Neutral
FCF
FCF:15.1-21.3%
Q+1
null
68
EDGAR
73
null
Summarize
XBRL tags validated
D000170
2025-06-16
EarningsTranscript
LYFT
NASDAQ
Industrials
DE
GBP
Q3
2,023
Controls;ESG;FinancialStatements
687,118,797
7.22
29.1
18.2
-7,410,034
16,904,799
578,206,082
136,969,754
true
true
null
Positive
EPS
EPS:-3.6-2.4%
FY
null
76
EDGAR
112
null
ExtractKPIs
Manual check suggested for MD&A
D000171
2024-04-29
10-Q
KO
NASDAQ
Materials
FR
USD
Q2
2,023
Business;ESG;FinancialStatements;MD&A;Notes;RiskFactors
28,285,166,840
8.35
28.6
-1.6
2,580,984,985
3,200,932,988
13,062,619,471
2,455,105,370
true
true
New
Neutral
null
null
null
RiskFactorChange
99
EDGAR
26
null
AskClarification
Footnotes extracted partially
D000172
2024-08-10
10-Q
NKE
NASDAQ
Financials
DE
GBP
Q2
2,019
Business;ESG;FinancialStatements;MD&A
105,505,341,573
-0.59
51.1
26.2
-17,686,656,602
5,218,217,889
137,482,280,642
50,986,450,777
true
true
Decreased
Neutral
Margin
Margin:5.0-11.4%
FY
null
89
EDGAR
91
null
Summarize
Tables parsed with fallback
D000173
2024-08-21
10-Q
KO
NASDAQ
RealEstate
IN
CAD
Q2
2,022
Business;Controls;FinancialStatements;MD&A;Notes;RiskFactors
5,980,206,362
5.67
39.2
12.3
1,601,629,178
612,242,446
5,746,066,368
2,128,438,382
true
true
New
Neutral
Revenue
Revenue:15.2-23.0%
FY
RiskFactorChange
98
EDGAR
37
Minor
ExtractKPIs
Footnotes extracted partially
D000174
2025-08-06
InvestorPresentation
MSFT
NASDAQ
RealEstate
CA
GBP
Q2
2,022
Business;Controls;Notes;RiskFactors
19,167,343,956
-1.08
48.8
37.9
5,691,777,358
2,816,258,248
19,306,400,367
11,130,396,290
true
true
null
Negative
Revenue
Revenue:7.3-15.1%
H2
FormattingAnomaly
84
EDGAR
84
Minor
ExtractKPIs
OCR artifacts corrected
D000175
2024-11-16
10-K
LYFT
NYSE
Tech
US
GBP
Q3
2,024
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
103,224,001,871
-1.6
77.6
45
-18,082,604,375
7,222,828,304
132,655,894,896
42,128,781,797
true
true
null
Neutral
FCF
FCF:3.0-8.3%
FY
null
99
CompanyIR
260
null
ExtractKPIs
Tables parsed with fallback
D000176
2025-03-26
EarningsTranscript
SAP
NYSE
RealEstate
CA
USD
Q1
2,024
Business;FinancialStatements;Notes
11,055,628,630
-3.18
79.6
45
3,095,185,552
764,522,180
7,647,283,431
1,368,992,488
true
true
null
Positive
Margin
Margin:-0.9-6.9%
FY
null
71
Newswire
60
null
ExtractKPIs
Footnotes extracted partially
D000177
2024-03-11
10-Q
NKE
NASDAQ
Comm
FR
EUR
Q2
2,025
Business;ESG;FinancialStatements;Notes
60,311,764,306
5.39
60.9
34.6
-4,537,366,874
6,944,963,222
19,446,576,768
22,380,841,249
true
true
New
Neutral
Revenue
Revenue:-6.6--1.1%
2Y
RiskFactorChange
96
VendorFeed
49
null
ExtractKPIs
OCR artifacts corrected
D000178
2025-03-08
10-K
BAC
NASDAQ
Utilities
US
GBP
Q3
2,020
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
47,572,091,597
2.52
32.3
-0.1
1,041,393,198
1,732,056,743
60,237,300,636
3,986,783,363
true
false
Decreased
Negative
EPS
EPS:-7.8--1.7%
2Y
NonGAAPNoReconciliation
91
CompanyIR
313
null
EscalateAccounting
XBRL tags validated
D000179
2024-12-17
10-Q
PEP
NASDAQ
Comm
US
GBP
Q2
2,018
Business;Controls;ESG;FinancialStatements;MD&A;Notes
70,289,545,573
-2.21
37.8
6.6
6,468,667,791
3,747,476,486
38,867,643,358
22,338,952,883
true
false
null
Positive
Margin
Margin:19.7-22.5%
FY
NonGAAPNoReconciliation
98
EDGAR
120
null
EscalateAccounting
OCR artifacts corrected
D000180
2024-09-02
10-Q
SAP
NASDAQ
Tech
US
USD
Q2
2,018
Controls;ESG;FinancialStatements;Notes;RiskFactors
90,440,626,541
3.36
76.5
45
9,614,309,426
5,078,910,302
45,063,422,478
24,209,470,524
true
true
null
Neutral
Revenue
Revenue:-7.5--0.1%
Q+1
null
99
EDGAR
4
null
ExtractKPIs
Manual check suggested for MD&A
D000181
2024-02-16
10-Q
NVDA
NASDAQ
Comm
US
USD
Q1
2,024
Business;Controls;ESG;MD&A;RiskFactors
11,076,647,816
11.54
70.7
45
3,100,551,581
921,656,814
7,982,240,636
3,964,808,926
false
false
null
Neutral
EPS
EPS:16.5-20.2%
2Y
null
88
EDGAR
118
Minor
Summarize
Manual check suggested for MD&A
D000182
2024-09-24
10-Q
ORCL
NASDAQ
RealEstate
US
USD
Q2
2,019
Business;Controls;ESG;FinancialStatements;MD&A;RiskFactors
7,778,034,206
1.43
48.3
17.1
797,085,277
300,143,519
10,413,050,165
586,906,827
true
true
null
Neutral
EPS
EPS:18.2-20.8%
2Y
null
93
CompanyIR
73
Moderate
Summarize
Manual check suggested for MD&A
D000183
2025-05-05
InvestorPresentation
JNJ
NYSE
Energy
DE
USD
Q2
2,020
Business;MD&A;RiskFactors
56,300,056,258
-0.43
20.2
-15.8
-8,383,212,623
8,413,435,612
1,357,452,252
30,390,751,061
true
true
null
Negative
null
null
null
null
65
EDGAR
34
null
NoAction
Tables parsed with fallback
D000184
2025-12-03
10-K
JPM
NASDAQ
Energy
IN
GBP
Q1
2,025
Business;Controls;ESG;FinancialStatements;MD&A;Notes;RiskFactors
137,337,357,119
6.43
46.4
40.9
40,013,503,643
8,576,658,412
17,280,358,379
57,243,259,721
false
false
Increased
Positive
Revenue
Revenue:10.3-15.5%
2Y
RiskFactorChange;CommodityPriceSensitivity
99
EDGAR
46
Moderate
ExtractKPIs
Tables parsed with fallback
D000185
2024-03-04
8-K
PFE
NYSE
Utilities
FR
USD
Q2
2,022
Controls;ESG;MD&A
7,800,916,701
-2.82
71.5
45
2,039,754,739
991,203,259
11,620,202,961
3,230,502,133
false
false
New
Neutral
Revenue
Revenue:-3.7--2.6%
2Y
RiskFactorChange
67
EDGAR
31
Minor
Summarize
Footnotes extracted partially
D000186
2024-03-18
10-Q
PFE
NYSE
Health
US
EUR
Q4
2,025
Business;Controls;FinancialStatements;Notes;RiskFactors
70,810,344,553
2.08
82.6
45
17,537,258,811
2,106,810,585
29,815,433,362
8,666,995,292
true
true
null
Neutral
Revenue
Revenue:7.1-10.6%
H2
FormattingAnomaly
84
CompanyIR
6
null
ExtractKPIs
Footnotes extracted partially
D000187
2025-02-14
EarningsTranscript
NKE
NYSE
Tech
US
USD
Q4
2,020
FinancialStatements;RiskFactors
37,201,278,530
-0.46
22.7
9.7
-3,256,021,960
1,311,969,107
38,990,198,732
21,016,285,930
true
true
null
Positive
null
null
null
null
63
EDGAR
87
Moderate
Summarize
Tables parsed with fallback
D000188
2025-06-19
10-K
AMD
NASDAQ
Consumer
US
USD
Q1
2,018
Business;Controls;ESG;FinancialStatements;Notes;RiskFactors
24,911,789,695
2.51
54.5
29.3
-3,028,761,318
1,342,555,270
6,980,855,005
6,599,741,028
false
false
null
VeryPositive
Margin
Margin:16.6-20.2%
H2
FormattingAnomaly
88
CompanyIR
99
null
Summarize
OCR artifacts corrected
D000189
2024-06-09
InvestorPresentation
WMT
NASDAQ
RealEstate
UK
GBP
Q2
2,021
Controls;FinancialStatements
12,819,567,904
3.51
58
23.8
-2,510,700,352
1,066,222,371
8,428,004,491
1,325,736,961
true
true
null
Neutral
Revenue
Revenue:8.7-11.7%
H2
null
80
EDGAR
35
Minor
Summarize
Tables parsed with fallback
D000190
2024-04-20
10-Q
AAPL
NASDAQ
Utilities
IN
USD
Q1
2,021
Business;ESG;FinancialStatements;MD&A;RiskFactors
39,495,515,662
6.17
24.8
-14.3
764,190,305
3,007,710,882
45,952,969,223
5,743,872,955
true
true
New
Neutral
EPS
EPS:9.8-10.6%
Q+1
RiskFactorChange
96
EDGAR
49
null
Summarize
Tables parsed with fallback
D000191
2024-06-28
10-K
SAP
NASDAQ
Comm
SG
USD
Q3
2,021
Business;Controls;ESG;FinancialStatements;MD&A;RiskFactors
11,899,395,068
2.49
71.4
36.3
-105,843,542
397,383,626
5,938,171,557
4,315,615,996
true
true
Decreased
VeryNegative
Revenue
Revenue:16.7-23.9%
Q+1
null
88
EDGAR
158
null
ExtractKPIs
XBRL tags validated
D000192
2025-01-18
10-K
CSCO
NASDAQ
Utilities
US
USD
Q2
2,020
Business;Controls;ESG;FinancialStatements;Notes;RiskFactors
46,527,225,601
3.4
68.2
45
7,261,604,712
969,436,735
14,282,207,503
19,567,770,770
true
false
New
Neutral
FCF
FCF:-3.4-0.9%
Q+1
NonGAAPNoReconciliation;RiskFactorChange
99
VendorFeed
13
Minor
EscalateAccounting
Tables parsed with fallback
D000193
2024-01-19
InvestorPresentation
VZ
NYSE
Health
SG
EUR
Q4
2,019
FinancialStatements;Notes
34,577,182,313
7.81
70.2
41.5
618,732,226
2,518,371,648
41,791,749,279
14,342,796,255
false
false
null
VeryNegative
EPS
EPS:15.3-19.6%
Q+1
null
78
CompanyIR
30
null
ExtractKPIs
XBRL tags validated
D000194
2025-02-19
10-Q
BAC
NYSE
Utilities
US
CAD
Q3
2,022
Business;Controls;ESG;FinancialStatements;MD&A;Notes
27,046,314,391
-3.24
67.9
29.3
1,283,454,399
1,499,767,853
3,425,139,902
13,801,131,447
true
true
null
VeryNegative
EPS
EPS:8.2-12.9%
Q+1
null
92
Newswire
116
null
ExtractKPIs
XBRL tags validated
D000195
2024-02-06
10-Q
VZ
NYSE
Energy
FR
USD
Q3
2,023
ESG;FinancialStatements;MD&A;Notes;RiskFactors
20,178,354,460
11.11
59.8
33.6
-519,071,586
764,612,003
21,564,810,069
5,277,277,549
true
true
Increased
Negative
Margin
Margin:18.0-21.7%
H2
RiskFactorChange
99
CompanyIR
103
null
FlagForReview
Tables parsed with fallback
D000196
2025-10-09
10-K
WMT
NASDAQ
Comm
CA
USD
Q3
2,024
Business;Controls;ESG;MD&A;Notes;RiskFactors
31,055,182,131
6.43
11.4
-5.2
-1,106,384,910
1,336,458,422
27,052,549,805
15,811,395,651
false
false
null
Neutral
null
null
null
null
97
VendorFeed
320
null
NoAction
XBRL tags validated
D000197
2024-12-26
10-Q
LYFT
LSE
Industrials
DE
USD
Q2
2,019
Business;Controls;FinancialStatements;Notes
534,735,551
-1.92
62.7
45
-27,380,348
73,126,010
643,841,933
106,289,844
false
false
null
Positive
EPS
EPS:12.3-13.1%
H2
null
84
EDGAR
76
null
ExtractKPIs
XBRL tags validated
D000198
2025-11-09
EarningsTranscript
SAP
NASDAQ
Consumer
US
EUR
Q1
2,018
Controls;MD&A;Notes
107,985,532,387
-2.9
17.2
-1.1
-2,912,938,726
7,472,878,327
149,911,853,077
43,049,192,259
true
false
null
Neutral
Revenue
Revenue:-5.5--4.2%
2Y
NonGAAPNoReconciliation;SelectiveDisclosureRisk
73
EDGAR
91
null
EscalateAccounting
Manual check suggested for MD&A
D000199
2024-01-27
10-Q
V
NASDAQ
Comm
UK
GBP
Q1
2,025
Business;Controls;ESG;FinancialStatements;RiskFactors
43,706,873,859
8.48
22.9
-4.6
12,643,192,585
6,252,326,912
10,962,504,775
12,921,866,385
false
false
Decreased
Neutral
FCF
FCF:18.9-23.2%
H2
null
89
CompanyIR
49
null
ExtractKPIs
Footnotes extracted partially
D000200
2024-04-20
8-K
TSLA
NASDAQ
Tech
CA
USD
Q3
2,020
ESG;FinancialStatements;Notes
61,070,052,063
1.27
67.7
39
12,196,840,212
5,477,916,590
66,000,090,791
22,269,368,275
true
false
Increased
Neutral
Revenue
Revenue:9.1-10.8%
Q+1
NonGAAPNoReconciliation;RiskFactorChange
66
EDGAR
86
Minor
EscalateAccounting
Manual check suggested for MD&A