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11.2026

How to Publish Company Research With Every Figure Sourced

Clarifo Research lets analysts, advisers and investors publish company analysis with every figure linked to its filing. A worked AbbVie Q3 2026 example shows how.

To publish company research that readers can trust, every figure in it has to lead back to the filing it came from. That is how Clarifo Research works: analysts, advisers and investors research companies from annual reports, interim reports and SEC filings, then publish the analysis publicly, to a private link or only for themselves, with each number linked to the page of the report behind it. Readers can subscribe to the authors they trust, and authors can later check their view against what the company and its share price did next.

This guide explains what a sourced analysis looks like, walks through one published example, AbbVie's third quarter of 2026, and lists what to check before you publish your own.

What Clarifo Research is

Clarifo Research is the public home for company analysis written on Clarifo. The hub at clarifo.com/research shows three things: the analyses from our own research desk, a feed of the newest public research from every author, newest first, and the authors themselves, each with a library page under their own @username. A reader can filter the feed to one company and see every public analysis written about it.

Our own earnings and company analyses are published in exactly the same library format any author gets. That is deliberate: the research desk is a working example of the product, not a separate editorial system. If a feature is good enough for our analyses, it is available to yours.

A worked example: AbbVie Q3 2026

Take the AbbVie Q3 2026 analysis on our research desk. AbbVie Inc. (ABBV) reported third-quarter 2026 net revenues of $17.404 billion, up 10.3% from $15.776 billion a year earlier, and GAAP diluted EPS of $2.37 against $0.10, according to AbbVie's Q3 2026 earnings release (Form 8-K, Exhibit 99.1).1 The same revenue and earnings lines appear in the Form 10-Q for the quarter ended September 30, 2026, filed on 3 November 2026.2

The table below is the kind of block a published analysis carries. Each reported line comes from the filing; the margins are calculated from those lines and labelled as such.

AbbVie, USD millionQ3 2026Q3 2025Change
Net revenues (reported)17,40415,776+10.3%
Operating earnings (reported)6,2671,904+229.1%
Net earnings attributable to AbbVie (reported)4,218186n.m.
Diluted EPS, USD (reported)2.370.10n.m.
Operating margin (calculated)36.0%12.1%+23.9 pp
Source: AbbVie Inc. Form 8-K Exhibit 99.1 and Form 10-Q, quarter ended September 30, 2026 · clarifo.com
Operating margin = operating earnings / net revenues: 6,267 / 17,404 = 36.0% and 1,904 / 15,776 = 12.1%. Revenue change = 17,404 / 15,776 - 1 = 10.3%. n.m. = not meaningful, because the year-earlier base is close to zero.

The finding the analysis draws from these lines is not the headline growth rate. A 23.9 percentage point jump in operating margin is far more than a 10.3% revenue increase can produce on its own, so most of the profit rebound reflects an unusually low year-earlier base rather than a new level of profitability. A reader does not have to take that on trust: the inputs and the arithmetic are on the page, and each reported number opens the filing it came from.

There is a fair counterview. AbbVie's own release also reports adjusted diluted EPS of $3.82 and raised its full-year 2026 adjusted EPS guidance to $13.95 to $13.99,1 which points to underlying strength that the GAAP comparison exaggerates in one direction and the low base explains in the other. The test that settles it is the next quarter: if the GAAP operating margin holds in the mid-30s once the comparison base normalises, the improvement is more than a base effect.

How it works: research, publish, follow

Work from the filings

Ask questions across annual reports, interim reports and SEC filings, compare companies and periods in one table, and keep every figure linked to the page it came from.

Decide who reads it

Turn the work into a document and publish it publicly, to people with the link, privately, or on a schedule.

Let readers come back

Readers subscribe to you and hear about each new publication. You follow companies and get a brief when they report.

The research and the document live in the same workspace, so the numbers your readers see are the numbers you checked. Citations are not pasted in afterwards; they travel with the figures from the research step into the published page. Our documentation explains how page-level citations work.

Choosing who reads your analysis

Not every analysis is meant for the open web. When you publish a document, you choose one of these options:

OptionWho can read itTypical use
PublicAnyone, listed in your research library and indexable by search enginesBuilding an audience under your own name
Link onlyPeople you send the link toClient notes, colleagues, an investment committee
PrivateOnly youYour own record of a thesis
ScheduledGoes out at the time you setPublishing right after a company reports
Publishing options in Clarifo Research, November 2026 · clarifo.com/research

Your public library is opt-in. In Settings, under Profile visibility, a public profile shows your display name, @username, bio, picture, links and the documents you publish publicly. Read counts are private by default: the library ranks your most read analyses without showing the numbers unless you choose to display them. If you publish as a firm or research brand rather than as yourself, you can mark the byline as an organisation, so search and AI engines list the organisation as the author.

See whether your view held

A view is only useful if you can check it later. In a portfolio, turn on "Show my analyses" and every analysis, thesis and note you wrote appears on the price chart at the date you wrote it. You can keep a note on every holding with the thesis and what to watch, and the workspace chat reads that note when you ask about the portfolio. Positions and total return sit next to it, so the reasoning and the outcome are in one place.

For the AbbVie example, that means the Q3 analysis sits on the chart at 4 November 2026. When the fourth-quarter report arrives, the question raised above, whether the margin holds once the base normalises, can be checked against the new filing and the share price since.

Moderated, sourced and clearly the author's view

Every public publication goes through an automated content review, and documents that are flagged go to a human moderator before they reach the feed or subscribers. The public feed only shows research that has passed moderation. Published research is the author's own opinion, not investment advice, and our content policy sets out what can be published.

A checklist before you publish

  • Use the latest period: check that the company has not released a newer quarter since you started.
  • Name the company, period and currency with every figure, and keep one number format throughout.
  • Separate reported figures from your own calculations, and show the arithmetic for each derived margin or growth rate.
  • Keep the source link next to the claim it supports, not only in a list at the end.
  • Write one finding the data supports, then state the strongest counterview and the next report that would settle it.
  • Choose the audience on purpose: public, link only, private or scheduled.

Sources and methodology

Checked 5 November 2026 against AbbVie Inc. Form 8-K Exhibit 99.1, third-quarter 2026 results (filed 30 October 2026) and the AbbVie Inc. Form 10-Q for the quarter ended September 30, 2026 (filed 3 November 2026). Margins and growth rates are calculated from the reported lines as shown in the table note. Product features described are those available in Clarifo Research on the same date.

  1. AbbVie Inc., third-quarter 2026 earnings release, Form 8-K Exhibit 99.1, SEC EDGAR
  2. AbbVie Inc., Form 10-Q for the quarter ended September 30, 2026, SEC EDGAR

Research from the filings, publish when you are ready, and let readers check every figure. Try Clarifo free for 7 days.

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