Articles

Azure grew 48%, but Microsoft's cash capex reached $39.4B. Why cloud growth and free cash flow tell different stories in FY2027 Q1.

Google Cloud grew 103% to $30.7B, but Alphabet's free cash flow turned negative. An earnings analysis of AI capex, Search and cash generation.

Micron's fiscal Q4 2026 revenue reached $54.2B with exceptional gross margins. A source-backed look at AI memory pricing and cycle risk.

TSMC reported $46.72B revenue and a 66.4% gross margin in Q3 2026. What advanced-node demand reveals about the semiconductor cycle.

Bloom Energy Q3 2026 revenue grew 138.1% to $1.24B, and gross margin reached 33.8%. What the numbers reveal about power demand.

ServiceNow delivered $3.99B subscription revenue and $13.65B current RPO in Q3 2026. How should investors measure AI monetization?

Robinhood Q3 2026 revenue reached $1.4B while net deposits were $16B. Why trading volumes and customer assets tell different stories.

Use annual report search to find the latest US filing, verify the page where a 10-K figure appears, and compare source-backed figures in one workflow.

Use ChatGPT for financial research with source-backed answers from covered US and Nordic filings, then verify every figure against the filing page.

Company financial data Europe is shaped by EU accounting, listing, and tax transparency rules, then surfaced in annual filings and notes.

Use financial research in Claude with Clarifo to pull quarterly US filing figures, compare peers, and cite every number back to source pages.

Google Search revenue rose 12% in Q3 2026 even as query growth reached a five-year high. What Alphabet's earnings call reveals about AI Mode monetization.

Alphabet's Q3 2026 operating profit rose 30%, but diluted EPS fell to $2.12. Follow the equity-investment losses, AI capital spending, and shareholder financing.

Chevron reported $12.003B of Q3 2026 free cash flow and $14.243B adjusted FCF. Reconcile working capital, asset-sale proceeds and affiliate loan repayments before comparing cash generation.

Stora Enso's adjusted EBIT rose to €161m in Q3 2026 while IFRS operating profit fell to €47m. The report's adjustment bridge explains why.

AbbVie reported $2.37 GAAP EPS and $3.82 adjusted EPS in Q3 2026. Both figures include acquired IPR&D expense; the reconciliation explains the difference.

We show how to evaluate a company financials API for quarterly US coverage, fresh filings, and source-backed statements.

Netflix Q3 revenue grew 12% and operating margin reached 34.6%. Why engagement, advertising and cash content spending matter.

CoreWeave Q2 revenue reached $2.58B and its backlog about $104B, but interest expense was $640M. Why AI cloud funding matters.

The H1 2026 most purchased Stockholm-listed names were Sivers Semiconductors, Epiroc and Saab. Nasdaq Stockholm’s OMX Stockholm 30 remains the benchmark index.

Amazon Q3 2026 revenue grew to $201.9B as AWS sales accelerated 39.3%. Why operating profit and AI spending deserve equal attention.

ASML's Q3 2026 sales reached €11.7B with a 57.5% gross margin. Why long lead times and capacity plans matter for EUV demand.

Chipotle Q3 2026 comparable sales rose 2.1%, while operating margin fell to 13.7%. Explore the difference between traffic and profit.

Lam Research reported $8.22B September-quarter revenue and a 40% GAAP operating margin. A look at semiconductor equipment operating leverage.

Meta reported 26% revenue growth but a 20% operating margin in Q3 2026. Separate its $9.89B legal charge from ongoing AI investment.

Oracle's remaining performance obligations reached $664B as IaaS revenue grew 121%. How backlog, AI infrastructure and financing fit together.

PayPal Q3 2026 payment volume rose 6% to $487.1B while transaction margin grew just 2%. A closer look at checkout economics.

SoFi reported $1.4B net revenue, $241M net income and 17.1M members in Q3 2026. What the results reveal about sustainable profitability.

Tesla's Q3 2026 gross margin rose to 19.6%, yet operating profit fell 56%. Trace the R&D, tariff and cash-capex drivers using Clarifo financials and SEC evidence.

UPS reported $22.9B Q3 revenue, 7.6% GAAP margin and 9.0% adjusted margin. A close look at impairments and cash flow guidance.

Vertiv's Q3 2026 revenue rose 61% to $4.31B, while organic orders increased over 100%. What the divergence says about capacity.

Azure, Google Cloud and AWS grew quickly in Q3 2026. Compare Microsoft's, Alphabet's and Amazon's cloud earnings, capex and cash flow using Clarifo and SEC data.

Reliable Nordic company data comes from the companies' own interim reports, ESEF annual reports and stock exchange releases. Where to download them, how to use the reporting calendar and how to compare peers, with UPM, Stora Enso and Metsä Board.

The 8-K earnings release is the first publication of a US company's quarter: headline GAAP figures, non-GAAP measures and guidance. The 10-Q follows with full statements, segments and year-to-date cash flow. We walk through Johnson & Johnson's Q3 2026.

ChatGPT financial research is reliable when each figure links to the filing it came from. We show how to ask and how to verify a figure, using Apple's Q3 FY2026 10-Q.

The CEO Barometer is a CEO sentiment index: a 0-100 score of how confidently CEOs of listed companies talk about their business in their own reports. We explain the six themes and checks, and show the Q2 2026 readings.

A company financials platform puts US GAAP and IFRS statements in one shape, but presentation, operating profit, leases and cash flow classification still differ. We show what to check, using Cisco and Nokia.

US risk factors sit in one place, 10-K Item 1A; Nordic risks are spread across the board of directors' report and the notes. We show how to search both, with cited passages from three FY2025-FY2026 reports.

As of 28 October 2026, 204 S&P 500 companies had reported Q3 2026 and 152 of the 175 with figures grew revenue. We show how we track the season from filings, with PepsiCo, RTX, General Motors and KONE as examples.

ESEF makes the primary statements in EU listed companies' annual reports machine-readable, but notes, segments, adjusted measures and quarterly reports remain largely outside it. We show what that means for company financial data in Europe, using UPM-Kymmene's FY2025 figures.

Nokia and Neste were the largest Helsinki stock exchange companies by FY2025 revenue, each above EUR 19 billion, followed by Kesko and KONE. Full top 20 of operating companies, in euros, from reported figures.

A financial data MCP connects Claude or ChatGPT to company filings so answers cite their source. Three setup steps, four starter prompts and a worked Walmart example.

Annual report search works best by concept and with the period pinned. We trace Microsoft's capital expenditures from FY2017 to FY2026 and link each figure to its 10-K.

How to research Duolingo's ASC 606 disclosures with Clarifo, reconcile the $496.2M deferred revenue balance and document reported versus calculated figures.

Explore US GAAP through real CAVA, Duolingo and Celsius accounting case studies, with separate Behind the Figures research workflows.

Duolingo ended FY2025 with $496.2M in deferred revenue. A real ASC 606 case study on subscription payments, revenue recognition and contract liabilities.

How to use Clarifo to find CAVA's lease note, reconcile $624.9M in future payments to its $466.2M liability, and document ASC 842 findings.

CAVA reports $624.9M of future lease payments against a $466.2M operating lease liability. A real ASC 842 case study for understanding restaurant obligations.

A source-first Clarifo workflow to reconcile Celsius's Alani Nu purchase price, intangible assets and goodwill under ASC 805.

Celsius's Alani Nu acquisition involved $2.06B in consideration and $734M in goodwill. Explore ASC 805 purchase accounting and intangible valuation.

Under ASU 2026-03, investment companies within Topic 946 must reflect lock-ups and other contractual sale restrictions as a discount in fair value and disclose it, while banks and operating companies keep the unadjusted quoted price. We show what Wells Fargo, Hercules Capital, Nvidia and Northern Trust disclose today.

Amazon.com, Inc. was the largest US company by revenue in its latest fiscal year at $716.9 billion, just ahead of Walmart Inc. at $713.2 billion. The top 20 US-listed operating companies, each figure checked against the company's 10-K.

Use annual report search to open the right filing, check the cited page, and compare companies side by side in Clarifo.

Microsoft generated $18.6B in free cash flow in Q3 2026 while Alphabet reported negative $9.1B. What their AI capex and cloud results reveal.

Anthropic's S-1 reveals rapid revenue growth, a huge non-cash loss and major compute commitments. What retail investors should check before buying ANT.

US companies report revenue and profit by the segments their chief operating decision maker uses (ASC 280), now with significant segment expenses, and separately by geography and product. We read Caterpillar's and Meta's FY2025 10-Ks to show what the split reveals.

SEC XBRL financial data gives you tagged facts from every 10-K and 10-Q, not a ready time series. What a company financials dataset has to add, shown on Amazon.com, Inc.'s quarterly figures.

ESEF financial data is the machine-readable layer inside EU listed companies' annual reports. We explain iXBRL tags, the ESEF taxonomy, block-tagged notes and common pitfalls, using KONE's FY2025 report.

AB Volvo was the largest of the Stockholm stock exchange companies by FY2025 net sales at SEK 479.2 billion, ahead of Volvo Car AB and Ericsson. The top 20 SEK reporters on Nasdaq Stockholm, plus large listed companies that report in US dollars or euros.

A 10-K search works best when you know which Item holds the answer and search by concept rather than keyword. A map of the 10-K, a worked example tracing JPMorgan Chase's 2025 net interest income to its page, and three prompts for Claude and ChatGPT.

Ten copy-ready prompts for financial research in Claude, grouped by task, each returning figures linked to the filing. Real results shown for Nvidia and Nokia.

An MCP server for financial data should be read-only, cite the filing behind every figure and name the period. We show what that looks like with a real Microsoft FY2026 answer.

Nordic company financials are published in IFRS interim reports, annual reports and ESEF files, released as stock exchange releases on a pre-announced calendar. We trace KONE and Atlas Copco's FY2025 figures to their sources.

A 10-Q reports the income statement for the quarter and the year to date, but the cash flow statement only year to date, and Q4 never gets a 10-Q at all. We show how to read discrete quarters correctly, using Micron's 53-week fiscal 2026.

A five-step modelling workflow on an equity research data platform: find the filing, pull financials, check segments, compare peers and export, worked through on Apple's FY2025 10-K segment data.

A Nordic financial data API has to handle IFRS, EUR and SEK reporting, half-year reports and year-to-date columns. We explain each, using KONE and Atlas Copco's Q3 2026 reports.

A six-point checklist for checking an AI equity research tool answer against the filing, worked through on Costco's FY2026 revenue, net sales and membership fees.

In the quarter ended 30 June 2026 our CEO sentiment index read 61. Technology led at 68; demand language split sharply, from Sandvik's strong mining orders to Dometic's volatile RV market and Castellum's sluggish rental market.

A company financials API is only as good as its periods, units and sources. Five checks to run before you build on one, shown on Microsoft's fiscal 2026 quarters.

Clarifo MCP 1.1 is now available directly in ChatGPT, making it easier to research public companies using verified financial data and original filings. Discover the plugin, compare company financials, search SEC disclosures and explore US and Nordic stocks with source-backed answers.

We now make it easier to move from our research to Claude. The workflow is simple: ask Claude to retrieve, compare and structure material from Clarifo, then keep the source trail visible in your notes. Financial research in Claude becomes more useful when the AI can retrieve actual company filings and financial data instead of relying on its training data. With the Clarifo Claude Connector, you can bring Nordic and US company financials, public filings and peer comparisons directly into your Claude conversations.

Anthropic's S-1 runs to hundreds of pages. We show how to find its restricted stock units, the convertible notes behind the $80.7 billion loss and how it compares with a listed company, using Clarifo Search, Claude or ChatGPT.

Anthropic filed to list on Nasdaq as ANT. Revenue reached $16.3B in H1 2026, compute fell to 55% of revenue, and $72.4B of the $80.7B net loss is a non-cash fair-value charge. Every figure from the S-1.

A practical guide to IFRS 15 for construction teams, covering over-time recognition, performance obligations, contract modifications and progress measures. Learn IFRS 15 construction revenue recognition with YIT and NCC examples. Compare reported accounting policies using Clarifo in ChatGPT and Claude.

We have connected financial statement data to our MCP workflow so you can move from source documents to structured figures without leaving Clarifo. The setup is built for faster retrieval, comparison, and reuse across coverage. Financial data is now accessible through Clarifo MCP in ChatGPT and Claude. Retrieve structured financial statements, compare companies and trace reported figures back to their sources.

Nvidia’s filings and results give the figures. We use our workflow to connect those figures to segment mix, customer concentration and capital intensity, so the business behind the numbers becomes clearer.

IFRS 18 will change how companies present operating profit from 2027. We examine the latest regulatory developments, the challenge of restating 2026 comparatives and how Clarifo helps investors and finance teams investigate source-backed reporting disclosures through ChatGPT and Claude.

BlackRock, J.B. Hunt and Travelers reveal three different earnings stories in Q3 2026. We compare revenue growth, profitability and earnings per share, then show how investors can analyze SEC filings using Clarifo inside ChatGPT, with source-backed research starting at $19.90 per month.

Q3 earnings season is underway. We look at the first filing-based S&P 500 results, where revenue growth is holding up, margins are mixed, and many earnings releases are still ahead of the 10-Qs needed for clean comparison.

A practical workflow for using an equity research data platform to search filings, verify numbers, compare peers, and turn source-linked answers into workspaces.

Clarifo is an AI equity research tool built for cited filings, side-by-side company comparisons, and report-ready outputs across Nordic and US markets.

OpenAI is reportedly approaching a $50 billion annualized revenue run rate. We look at what the latest filings from Microsoft, Oracle, Alphabet, Amazon and Meta say about whether AI monetization is growing fast enough to support the current infrastructure boom.

Microsoft, Alphabet, Meta and Oracle are generating more cash than ever, but AI infrastructure spending is absorbing much of the increase. Nvidia shows the other side of the investment cycle.

Clarifo is now available directly in ChatGPT, bringing source-backed financial research, company filings, financial statements and company comparisons into your ChatGPT workflow.

Connect Clarifo to Claude and move from a single question to filing-backed research — reported figures, segment data and source-cited analysis in one workflow.

IFRS 16 is working as intended, but some recurring application costs remain higher than expected. We examine what the IASB’s new targeted improvement project means for finance teams.

A current roadmap of IAS 28, IFRS 20, Risk Mitigation Accounting and ESRS-40a, including key deadlines, effective dates and next actions.

Q2 2026 filings show that the Nordic construction recovery is advancing through infrastructure and public projects first, while residential demand remains uneven across Finland and Sweden.

Nokia’s Q2 shows how AI & Cloud demand moves from orders to revenue, margins and cash flow—and why each stage must be analysed separately.

Accounting standards evolve through issuance, endorsement, implementation and review. Effective reporting research must connect the requirement to its current lifecycle stage.

A new mandatory income statement structure, management-defined performance measures, and real Nordic company examples — what IFRS 18 means for finance teams before 2027.

How to use Clarifo MCP in Claude Connect Clarifo's Nordic and US financial statement data to Claude and query listed companies in natural language.