Drop in a ticker. We fetch the last few 8-K earnings releases and transcripts, parse each one with AI, and return a clean table of formal guidance — metrics, ranges, periods, fiscal quarters. Export to Excel in one click.
Works with US tickers (MSFT), Bloomberg-style suffixes (NOK FH), or raw CIK numbers (320193). Pick your sources — SEC 8-K filings, earnings transcripts, or both.
Each 8-K exhibit and earnings transcript is parsed to pull formal guidance: metrics, ranges, periods, fiscal quarters — only the rows that meet strict criteria.
Get a structured table with metric, value, low/high/average, and period type. Cross-source duplicates are flagged. Export to Excel in one click.
A structured table of formal guidance — only the rows that meet strict numeric criteria, normalized across filings.
| Metric | Value / Range | Period | Type | Source |
|---|---|---|---|---|
| Revenue | $10.7B – $11.0B | Q3 FY26 | Quarter | SEC |
| EPS (Non-GAAP) | $2.65 – $2.71 | Q3 FY26 | Quarter | SEC |
| Operating Margin (Non-GAAP) | 25.0% | Full Year 2026 | Full Year | Transcript |
Illustrative output. Exports to Excel with filing-URL hyperlinks per row.
"FY '26 subscription revenue" becomes "Subscription Revenue (Non-GAAP)" — names normalized across filings so quarter-over-quarter comparisons just work.
When guidance is given on both bases ("$X on a GAAP basis ... $Y on a non-GAAP basis"), the rows are split automatically and tagged.
Same metric, same period, same fiscal quarter from both an 8-K and a transcript? Flagged side-by-side so you can spot the differences.
Excel export includes a hyperlink to the SEC filing index for each row — verify any data point in two clicks.
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