Specific questions, examined in the filings.
These dated investigations explain a specific accounting or business question using primary evidence. For a continuing view of each company, visit the company Research library.
What is behind reported profit?
Trace investment gains and exceptional items before interpreting an earnings or revenue increase. Learn to separate unusual gains and losses →
- Amazon.com, Inc. · AMZN
Amazon's Q2 2026 Anthropic remeasurement and reported profit
How did the Anthropic-related remeasurement affect Amazon's Q2 2026 reported results?
A large investment value adjustment entered below operating income. This analysis traces the reported earnings bridge and separates that accounting gain from cash invested.
Published · 10-Q filed 2026-07-31Read the investigation → - JPMorgan Chase & Co. · JPM
The Visa share gain inside JPMorgan's Q2 2026 revenue
How much does the Visa-related gain complicate JPMorgan's Q2 revenue comparison?
The gain accounts for about 37% of the increase in reported total net revenue, but one subtraction cannot normalize a bank's results.
Published · 10-Q filed 2026-08-06Read the investigation →
What does cloud expansion cost?
Read delivery costs and supply commitments alongside recognized sales, with the boundaries of each measure. Understand revenue, profit, and cash flow →
- NVIDIA Corporation · NVDA
What NVIDIA's $279 billion supply commitments do—and do not—show
What does the rise in NVIDIA's supply and capacity commitments establish?
A $160 billion increase in supply commitments secures inputs across future architectures; it is neither recognized revenue nor customer backlog.
Published · 10-Q filed 2026-08-26Read the investigation → - Microsoft Corporation · MSFT
Microsoft's FY2026 Intelligent Cloud growth and delivery costs
Did cloud delivery costs change the economics of Microsoft's FY2026 cloud growth?
Revenue and operating profit grew, while delivery costs grew faster and the segment operating margin narrowed modestly.
Published · 10-K filed 2026-07-29Read the investigation →
What do revenue and orders measure?
Distinguish reported revenue from product volumes, funded work, and customer options. Check periods and definitions before comparing →
- The Coca-Cola Company · KO
Why Coca-Cola's Q2 2026 beverage volume differs from revenue
Why can beverage volume and Coca-Cola's reported revenue move differently?
Worldwide unit cases rose 5%, concentrate sales volume 4%, and reported revenue 7% because the measures capture different transactions and timing.
Published · 10-Q filed 2026-07-29Read the investigation → - BigBear.ai Holdings, Inc. · BBAI
What BigBear.ai's Q2 2026 backlog does—and does not—show
How much of BigBear.ai's Q2 2026 backlog was funded, and how much depended on future options?
Total backlog rose 8.7% to $269.6 million, but funded backlog was 29.5% of the total and unexercised options were 58.8%. The filing warns that backlog may not become revenue.
Published · 10-Q filed 2026-07-30Read the investigation →
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