Across 23 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 23 September 2026

• IBM International Business Machines Corp2026Q2 · 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…guide to guide, we're up about two points there.”— James Kavanaugh, Senior Vice President and Chief Financial Officer

• UNH UnitedHealth Group2026Q2 · 23 findings
  Contested39.1%

  Forward-looking52.2%

  Turns4

  “I see 2026 as a delay to that margin recovery trajectory, not a setback.”— Dan Kueter, CEO, UnitedHealthcare Commercial

• AZO AutoZone2026Q3 · 18 findings
  Contested38.9%

  Forward-looking38.9%

  Turns8

  “Those two weeks were softer than the rest of the quarter with comps of 1.3%”— Philip Daniele, President and Chief Executive 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

• 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

• META Meta Platforms2026Q2 · 19 findings
  Contested31.6%

  Forward-looking52.6%

  Turns2

  “strong growth in AI glasses revenue, partially offset by lower Quest headset sales”— Susan Li, CFO

• BA The Boeing Company2026Q2 · 24 findings
  Contested29.2%

  Forward-looking54.2%

  Turns5

  “Operating margin increased to 0.6%.”— Jay Malave, Executive Vice President and Chief Financial Officer

• GM General Motors Company2026Q2 · 28 findings
  Contested28.6%

  Forward-looking75.0%

  Turns9

  “we believe we can grow revenue, margins, EBIT, and free cash flow next year”— Paul Jacobson, Executive Vice President and CFO

• NVDA NVIDIA Corporation2026Q3 · 25 findings
  Contested28.0%

  Forward-looking64.0%

  Turns5

  “input costs are on the rise but we are working to hold gross margins in the mid-seventies”— Colette Kress, Chief Financial Officer

• 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

• MA Mastercard Incorporated2026Q2 · 18 findings
  Contested22.2%

  Forward-looking50.0%

  Turns1

  “back in Q2 of 2024, we were growing at 16%”— Sachin Mehra, Chief Financial Officer

• 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

• SBUX Starbucks2026Q2 · 28 findings
  Contested21.4%

  Forward-looking42.9%

  Turns7

  “U.S. licensed stores returned to positive system-wide comps for the first time since Q1 fiscal 2024.”— Cathy Smith, Executive Vice President and Chief Financial Officer

• PLTR Palantir2026Q2 · 17 findings
  Contested17.6%

  Forward-looking23.5%

  Turns1

  “This token model may be working for the labs, but it is not working for anyone else.”— Ryan Taylor, Chief Revenue Officer & Chief Legal Officer

• F Ford Motor Company2026Q2 · 30 findings
  Contested16.7%

  Forward-looking70.0%

  Turns1

  “in the second half you are going to have another roughly $900 million headwind”— Sherry House, Chief Financial Officer

• AMD Advanced Micro Devices Inc2026Q2 · 25 findings
  Contested16.0%

  Forward-looking64.0%

  Turns2

  “ROCm has reached an important inflection point with the performance, capabilities and developer experience customers need to deploy AI in production at scale”— Lisa Su, Chair and CEO

• INTC Intel Corporation2026Q2 · 27 findings
  Contested14.8%

  Forward-looking51.9%

  Turns6

  “We expect PC consumption to be subseasonal in the second half of the year and down low double digits percent for all of 2026.”— David Zinsner, Chief Financial Officer

• TSM TSMC2026Q2 · 14 findings
  Contested14.3%

  Forward-looking78.6%

  Turns4

  “AI-related demand continues to be extremely robust.”— C.C. Wei, Chairman and Chief Executive Officer

• LLY Eli Lilly and Company2026Q2 · 31 findings
  Contested12.9%

  Forward-looking51.6%

  Turns1

  CFO explained that implied H2 percentage growth deceleration versus Q2 reflects one-time prior-period rebate/discount estimate benefits and a 2025 OUS launch volume bolus that will not recur, not weaker underlying demand.

• AVGO Broadcom Inc.2026Q3 · 26 findings
  Contested11.5%

  Forward-looking69.2%

  Turns4

  “we forecast infrastructure software revenue to stabilize at approximately $8.7 billion”— Hock Tan, President and CEO

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.