AI-powered guidance extraction

Pull financial guidance from any earnings release.

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.

How it works

1

Drop in a ticker

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.

2

AI reads every filing

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.

3

One clean table, ready to export

Get a structured table with metric, value, low/high/average, and period type. Cross-source duplicates are flagged. Export to Excel in one click.

What you get back

A structured table of formal guidance — only the rows that meet strict numeric criteria, normalized across filings.

MetricValue / RangePeriodTypeSource
Revenue$10.7B – $11.0BQ3 FY26QuarterSEC
EPS (Non-GAAP)$2.65 – $2.71Q3 FY26QuarterSEC
Operating Margin (Non-GAAP)25.0%Full Year 2026Full YearTranscript

Illustrative output. Exports to Excel with filing-URL hyperlinks per row.

Built for analysts

Standardized metrics

"FY '26 subscription revenue" becomes "Subscription Revenue (Non-GAAP)" — names normalized across filings so quarter-over-quarter comparisons just work.

GAAP / Non-GAAP split

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.

Duplicate detection

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.

Filing URL on every row

Excel export includes a hyperlink to the SEC filing index for each row — verify any data point in two clicks.

Try it on your next earnings cycle

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