Across 13 companies

The board

How each company’s own earnings-call commentary was composed — not how the company performed, and not a view on its stock. Ranked by contested share: the portion of findings management framed as negative or mixed. Calls skew positive by nature, so the mix tells you more than the count, and every number here is a share because pages carry very different numbers of findings.

Updated 08 August 2026

• META Meta Platforms, Inc.2026Q1 · 17 findings
  Contested41.2%

  Forward-looking41.2%

  Turns3

  “declined slightly from December due to Internet disruptions in Iran and a restriction on access to WhatsApp in Russia”— Susan Li, Chief Financial Officer

• IBM IBM2026Q2 · 30 findings
  Contested40.0%

  Forward-looking63.3%

  Turns6

  “That infrastructure guide 90 days ago, we said was going to be down low to mid-single digit\u2026guide to guide, we're up about two points there.”— James Kavanaugh, Senior Vice President and Chief Financial Officer

• MSFT Microsoft Corporation2026Q2 · 40 findings
  Contested37.5%

  Forward-looking40.0%

  Turns5

  “Microsoft cloud gross margin percentage should be roughly 65%, down year over year driven by continued investments in AI”— Amy Hood, CFO

• TSM TSMC2026Q1 · 19 findings
  Contested36.8%

  Forward-looking73.7%

  Turns3

  “Historically, we do not add additional capacity to a node once it has reached its target capacity...we are now executing a global capacity plan to support the robust multiyear pipeline of demand for 3-nanometer technologies”— C.C. Wei, Chairman and CEO

• GOOGL Alphabet Inc.2026Q2 · 22 findings
  Contested36.4%

  Forward-looking45.5%

  Turns1

  “we would expect a slight FX headwind to our consolidated revenue in Q3 compared to a 1 percentage point FX tailwind in Q2”— Anat Ashkenazi, CFO

• TSLA Tesla2026Q2 · 22 findings
  Contested36.4%

  Forward-looking50.0%

  Turns1

  “Long term, we believe the energy business should normalize at a gross margin rate in the mid- to low-20% range.”— Vaibhav Taneja, CFO

• AAPL Apple Inc.2026Q2 · 26 findings
  Contested34.6%

  Forward-looking50.0%

  Turns3

  “On iPad, keep in mind we face a difficult compare driven by the launch of the A16-powered iPad in the prior year.”— Kevan Parekh, CFO

• LLY Eli Lilly and Company2026Q1 · 27 findings
  Contested29.6%

  Forward-looking44.4%

  Turns3

  “with share leadership already established, increased patient activation will be key to drive sustainable growth”— Patrik Jonsson, President, Lilly International

• NFLX Netflix2026Q2 · 11 findings
  Contested27.3%

  Forward-looking54.5%

  Turns2

  “there is a little bit of quarter-to-quarter chop in growth because last year was more back half weighted”— Spencer Adam Neumann, CFO

• V Visa2026Q2 · 29 findings
  Contested24.1%

  Forward-looking51.7%

  Turns2

  “a step down of about 2.5 points in payments volume growth in constant dollars from Q1, primarily due to the conflict in the Middle East”— Christopher Suh, Chief Financial Officer

• AVGO Broadcom Inc.2026Q2 · 30 findings
  Contested23.3%

  Forward-looking70.0%

  Turns3

  “Bookings during the same period exceeded $6 billion, which is a clear indication we are on the path towards a full cyclical recovery”— Hock E. Tan, President and CEO

• AMZN Amazon.com2026Q2 · 23 findings
  Contested21.7%

  Forward-looking39.1%

  Turns4

  “third quarter 2026 year-over-year growth would have been nearly 400 basis points higher”— Brian Olsavsky, CFO

• NVDA NVIDIA Corporation2026Q2 · 20 findings
  Contested20.0%

  Forward-looking70.0%

  Turns2

  “Notably in the quarter was an increase in Hopper 100 and H200 shipments.”— Colette Kress, CFO

Every analyzed company appears. These are management's own words as read by a language model — a description of how each call was framed, and not a rating, a forecast, or a view on any stock.