Analyze earnings

Goal. Build a defensible view on a company's earnings print: what was the consensus, what did they actually report, and what changed in their guidance.

Setup

• Symbol of interest (we'll use AAPL as the example).
• Security dashboard accessible from your plan tier.

Steps

1. Focus the symbol. Type AAPL in the command bar, press Enter. Then press s to open the Security dashboard.
2. Read the consensus. Navigate to Analyst Estimates → Actuals & Consensus (fundamentals#actuals). Note the consensus EPS and revenue for the latest reported quarter.
3. Compare to actuals. Same panel — see the beat/miss magnitudes.
4. Check estimate revisions. Analyst Estimates → Estimates Trends (fundamentals#trends). Have analysts been revising up or down going into the print? Sustained revisions tell a different story than a sudden post-print revision.
5. Drill into financials. Financial Analysis → Income Statement (fundamentals#income) — revenue mix, gross / operating / net margin trend.
6. Read the transcript. News & Filings → Transcripts (disclosures#transcripts). Skim the prepared remarks, then jump to Q&A.
7. Summarize with AI. With the transcript open, switch to AI chat and ask: "Summarize management's commentary on margins and guidance." The active panel's text is in context.
8. Cross-check the price reaction. Graphs → Intraday (the security dashboard intraday panel) on the day of the print to see how the market interpreted what you just read.

What you should see

• A coherent picture: consensus expectations, what was reported, the revision trend going in, the management explanation, and the market's reaction in one workspace.
• A short AI-generated summary you can paste into your notes or share via permalink.

Variations

• Multi-quarter — switch to Estimates Over Time (fundamentals#over-time) to see how consensus has drifted across the past several quarters.
• Comparison — for sector-relative reads, use the Comparison graph (security-dashboard#comparison) with peers from Advanced search.
• Pre-print prep — set a news keyword alert on "AAPL earnings" in the days before to catch leaks/leaks-of-leaks.

Tips

• Transcripts post 2–24 hours after the call ends; for live commentary, use a separate live feed.
• Don't take the AI summary at face value — open the transcript section it cites and confirm the quote.

Related

• Security dashboard — Fundamentals
• Security dashboard — Disclosures
• AI chat
• Investor guide