Questions for the tape
Any name, any metric, any quarter — pinned to the company’s own reported numbers.
A probability of the beat, built from filings, guidance history, and supply-chain signals.
A full distribution — median, P10–P90 band, and the odds of clearing the whisper number.
Guidance questions read the company’s own language history, not just the model.
The reaction, not just the result — positioning and expectations priced in.
Cross-name questions get a probability for every candidate, surprises included.
Milestone questions resolve on reported segments — median timing plus checkpoint odds.
How an earnings call gets a number
Pin the print
Which metric, which quarter, whose consensus — resolution criteria are fixed before anyone forecasts, so the answer is checkable.
Read everything current
10-Qs, transcripts, guidance history, peer prints, and the news of the last hour — live sources, cited in the report.
Stress the bull case
A red team attacks each analyst’s case. What can’t defend itself doesn’t make it into the number.
Publish the math
Panel views pool through deterministic, validated aggregation. The headline probability recomputes from its own tables — or it’s rejected.