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 08 November 2026

• MSFT Microsoft Corporation2026Q3 · 33 findings
  Contested48.5%

  Forward-looking54.5%

  Turns7

  “Operating expense growth will be in the mid- to high single digits”— Amy Hood, Chief Financial Officer

• GM General Motors Company2026Q3 · 23 findings
  Contested47.8%

  Forward-looking73.9%

  Turns7

  “EV volumes declined as we lapped the expiration of the consumer purchase incentive in the third quarter of 2025 and aligned EV production with demand.”— Paul Jacobson, Executive Vice President and CFO

• 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

• F Ford Motor Company2026Q3 · 26 findings
  Contested38.5%

  Forward-looking65.4%

  Turns5

  “we're targeting profitability next year to be roughly in line with this year, with an even stronger automotive business that enables us to invest in our future”— James Farley, President and CEO

• BA The Boeing Company2026Q3 · 29 findings
  Contested37.9%

  Forward-looking72.4%

  Turns6

  “our outlook is supported by a record backlog of $745 billion with improved pricing dynamics”— Robert K. Ortberg, President and Chief Executive Officer

• MA Mastercard Incorporated2026Q3 · 16 findings
  Contested37.5%

  Forward-looking81.2%

  Turns4

  “there is also a little bit of timing of services projects and the signing of deals moving from Q4 to Q3”— Ling Hai, Chief Financial Officer

• 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

• 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

• V Visa2026Q3 · 28 findings
  Contested32.1%

  Forward-looking28.6%

  Turns5

  “CMS revenue stepped down from Q2 due to the absence of performance adjustment benefits that helped Q2 and lapping pricing impacts”— Christopher Suh, Chief Financial Officer

• 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 Netflix2026Q3 · 11 findings
  Contested27.3%

  Forward-looking72.7%

  Turns0

  “we are currently a bit behind our aggressive target for the year”— Greg Peters, Co-CEO

• UNH UnitedHealth Group2026Q3 · 26 findings
  Contested26.9%

  Forward-looking69.2%

  Turns5

  “it is going to stretch out our ability to achieve those long-term objectives and margins for the commercial business”— Tim Noel, CEO UnitedHealthcare

• META Meta Platforms2026Q3 · 30 findings
  Contested26.7%

  Forward-looking46.7%

  Turns2

  “operating loss coming down to approximately $15 billion next year and trending toward profitability from there”— Mark Elliot Zuckerberg, CEO

• TSM TSMC2026Q3 · 15 findings
  Contested26.7%

  Forward-looking73.3%

  Turns5

  “Gross margin decreased by 1.3 percentage points sequentially to 66.4%, primarily due to margin dilution from the 2 nm ramp.”— Wendell Huang, CFO

• SBUX Starbucks2026Q3 · 24 findings
  Contested25.0%

  Forward-looking50.0%

  Turns3

  “it's been a platform, frankly, that we kind of got a little complacent on in the past, and now we are reinvigorating. And we're seeing a really positive response.”— Brian Niccol, Chairman and Chief Executive 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

• LLY Eli Lilly and Company2026Q3 · 31 findings
  Contested16.1%

  Forward-looking45.2%

  Turns2

  “As time goes on, I suspect we will have fewer and fewer of those never-before-done things, and the guidance can become more predictable.”— David A. Ricks, Chair and CEO

• 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

• TSLA Tesla2026Q3 · 33 findings
  Contested12.1%

  Forward-looking60.6%

  Turns1

  “Tesla will end up doing a majority of all passenger miles on Earth in any country where it is allowed to operate freely.”— Elon Musk, CEO

• 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

• IBM IBM2026Q3 · 28 findings
  Contested10.7%

  Forward-looking42.9%

  Turns6

  “validating our view that the softness we saw in the second quarter reflected timing rather than underlying demand.”— Arvind Krishna, Chairman, President, and Chief Executive Officer

• AMZN Amazon.com2026Q3 · 29 findings
  Contested10.3%

  Forward-looking34.5%

  Turns2

  “we expect year-over-year growth will return to the high teens in Q4”— Andy Jassy, 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.