Articles

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.