First, it shows you what the market actually cares about.

Same report, different eyes: some watch revenue, some watch gross margins, some only care about next quarter's guidance. What matters isn't how many numbers there are — it's which single number is currently deciding how this company gets priced.

Earnings Analysis starts by working out what the market was betting on before the print, then checks whether the report confirmed that expectation, broke it, or muddied it. What you get isn't a recap of the release — it's a breakdown of the expectations gap.

Then it separates this quarter's results from the forward signals.

Current-quarter profit is a rearview mirror. Orders, inventory, deferred revenue, management guidance, and the tone on the call are closer to leading indicators. It helps you judge whether growth is sustainable — or just a one-off item, cost cuts, or expectations management dressing up the numbers.

• Map the disagreementPinpoint the core tension the market cared about going in — and why bulls and bears walked away from the same report with opposite conclusions.
• Grade growth qualitySeparate real business expansion, margin improvement, one-time gains, and accounting effects — so pretty numbers don't mislead you.
• Land on checkpointsAnchor your "hold, wait, or trim" call to metrics the next report can actually verify — instead of leaving it as a gut feeling.

The final output is an earnings map you can actually track.

1. 01

   One-line verdict

   It opens with the report's main storyline: strong results but weak guidance, or numbers that look good but don't hold up on quality.

2. 02

   The numbers that matter

   Only the handful of metrics the market is actually pricing — whether each came in above, below, or in line, and crucially, so what.

3. 03

   Trend signals

   Comparing across recent quarters: is growth accelerating, slowing, stabilizing — or at an inflection point.

4. 04

   Trade scenarios

   For each situation — holding, watching, or worried — it names the exact earnings metric to watch next to confirm or kill your thesis.

When should you use it?

When a company just reported, the stock is swinging after hours, the market is split on the same set of results, or you're wondering whether a position is still worth holding — it connects the numbers, the valuation, and the price reaction into one causal chain.

It won't hand you a price target or bury you in models. What it does is make the key changes in the report legible — and tell you which signal to use to test your own judgment next time.