Reports Widget (Earnings, Revenue)

The Reports widget displays data from quarterly filings for companies (form 10-Q). It supports all of our Fundamental Metrics, as well as Non-GAAP Earnings and Revenue with analyst projections.

Use the metric selector in the widget header to pick what to display. Metrics are split into two groups:

1. Non-GAAP with projections — Earnings (EPS) and Revenue. These modes come with analyst expectations, surprises, and the price reaction chart.
2. GAAP from 10-Q + derived — all of our Fundamental Metrics, taken straight from 10-Q filings (and metrics derived from them).

The Reports widget has 3 parts:

1. Chart of the metric per se. Featuring metric values, analysts expectations for this metric and analysts consensus for the next quarter
2. Price reaction chart. Illustrates how price reacts to earnings reports releases, depending on surprise% and metric change%.
3. List of reports with values of a metric

Analyst Expectations data (expected values, surprises and the price reaction chart) is only available in the two Non-GAAP projection modes (Earnings and Revenue), and only for stocks which do have analysts reviewing them. Some US stocks don't have this data. When you pick a GAAP Fundamental Metric, the widget shows just the metric value chart and the reports list — no expectations, no surprises, and no price reaction chart.

Metric Value Chart

This chart's horizontal axis is Time (oldest records go first). It displays a few elements

1. Columns illustrate metric value. A column is red in case if the metric value is worse than at the same period of a previous year. It's green if the metric is better, and it's gray if the past period data is not available (i.e., the company is simply not that old). For some Fundamental Metrics "less is better" (e.g., debt), so the coloring is flipped — a decrease is green and an increase is red. A handful of metrics are neutral and are always drawn in the neutral (gray) color.
2. Last semi-transparent column illustrates the analysts exectation for a given metric. This appears only in the non-GAAP Earnings and Revenue modes.
3. Dashes (blue or orange) over columns illustrate analysts consensus for the expected value of a metric. This value was known prior to the report release date. If the actual metric value is above the dash, then it means that the company beats the analyst expectation (they call that a "positive surprise"). Dashes are shown only in the Earnings and Revenue modes.
4. Line (black or white) is the price action line for the corresponding periods of time. It equals volume weighted average price value for a given period. The price line is drawn in the Earnings and Revenue modes; GAAP Fundamental Metrics don't include a price series.

In the Earnings and Revenue modes the figures are Non-GAAP, so that past results and future projections stay comparable.

Here are a few things one might read from the chart above, as an example:

1. In 2020, Revenue for this company was worse than in 2019, in all quarters.
2. In 2022, Revenue was at all time highs for the last 4 years. In the first 3 quarters, Revenue exceeded analysts expectations a great deal.
3. As Revenue grew from 2020 to mid-2022, price was going up.
4. Analysts expect Revenue for Q1 2024 to be worse than Q1 2023.

Price reaction chart

Price reaction chart displays how price moved 3 days after the report, depending on Surprise% and metric growth. Each dot on a chart stands for 1 report. Dots are colored just like corresponding columns on the Metric Value chart. The older the report, the more transparent is the dot. This chart is only available in the Earnings and Revenue modes, since it relies on analyst surprises.

In general, you need this chart in order to see whether any pattern exist. Does price always go up after a positive surprise? Does price always go down after Revenue shrinks year-over-year? Most symbols don't have clear patterns like that. But for those few which do, you want to know that.

The way one might read the chart above is as follows: for positive surprises, the stock generally goes down in 3 days after the report, disregarding of whether the metric has improved (green dots) or degraded (red dots). This pattern is prominent especially with recent reports (dots which are the most opaque).

Reports list

Q4'23   5.84B   +8.75%  +3.20%  -0.30%
Q3'23   5.78B   +10.30% +3.05%  -2.80%
Q2'23   6.00B   +18.30% +2.39%  -0.90%
Q1'23   5.84B   +12.23% +4.75%  -2.10%
Q4'22   5.37B   +10.06% +2.89%  -2.30%

This is a simple list of reported values. The columns are: Period reported (i.e., Q1'22 or FY'20), Metric Value, Metric Change% (year over year), Surprise% (difference between analysts exectations and real value reported), Price change% after 3 days since report release date.

The last two columns — Surprise% and 3-day Price change% — are shown only in the Earnings and Revenue modes. For GAAP Fundamental Metrics the list only shows Period, Metric Value and Change% (year over year).

Pointing your mouse to a report line highlights other reports of the same periods at other years. I.e., if you point to Q2'23, then all the Q2 reports on the list will be highlighted. The same highlighting also works the other way around — hovering a column on the Metric Value chart or a dot on the Price reaction chart highlights the matching rows and periods. Highlighting is synced across every Reports widget you have open, so they all light up the same fiscal quarter at once.