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Filing Analysis

Articles from US 10-Q and 10-K filings. Pick a sector or search.

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aiSwingX™ analyzes US filings and reports them as news investors can read.
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643
Amazon: 83 Meta AI: 75 Perplexity: 74 ChatGPT: 42 Claude: 20 Google · Gemini: 10 Others: 133
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Amazon83
Meta AI75
Perplexity74
ChatGPT42
Claude20
Google · Gemini10
Common Crawl1
Others133

Counted by the name each crawler gives. Google · Gemini includes Googlebot, whose index Google also uses for its AI features; other search engines and bots are in Others.

SOUN2026Q2 · 10-QPaid

SoundHound's operating loss narrowed $34.8m; one line moved $35.1m

SoundHound AI, Inc. (SOUN) reported an operating loss of $43.298m for the second quarter of 2026, $34.753m smaller than the $78.051m a year earlier. On the same income statement, the line for remeasuring contingent acquisition liabilities swung by $35.056m. That single line moved more than the whole improvement.

SoundHound AI, Inc.
26
33
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Amazon6
Meta AI5
ChatGPT3
Perplexity2
Claude2
Others15
TEAMFY26 · 10-KPaid

Atlassian earned $10.4m from operations on $6,572.3m of revenue — stock compensation was $1,606.6m

Revenue in the annual report Atlassian (TEAM) filed for fiscal 2026 is $6,572.3m, up 26% from $5,215.3m. Operating income for the same year is $10.4m — 0.16% of revenue, and one hundred and fifty-fifth of the $1,606.6m recorded as share-based compensation.

Atlassian Corporation
47
26
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Amazon6
Meta AI5
ChatGPT3
Perplexity2
Claude2
Others8
PATHFY27Q2 · 10-QPaid

UiPath cut stock compensation to $45.0m over five quarters — then granted 5.3m PSUs

Note 16 of UiPath's (PATH) second-quarter report for fiscal 2027 is a single paragraph. On September 3, 2026 the company granted certain members of senior management 5.3 million PSUs, subject to two stock price hurdles to be satisfied by July 31, 2029 and July 31, 2031, and to service vesting. In the same report, quarterly share-based compensation came in at $45.0m, down for the fifth quarter running.

UiPath, Inc.
27
24
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Meta AI5
ChatGPT3
Amazon3
Claude2
Perplexity2
Others9
INTC2026Q2 · 10-QPaid

Intel earned $1,796m from operations and lost $11.0bn — the $12.5bn grows when the stock does

Read Intel's 2026 second-quarter statement of operations downward and it turns twice. Operating income is $1,796m; net loss is $11.0bn. Between them sits a line of minus $12,576m. Note 4 records that most of it is the change in fair value of Escrowed Shares issued to the US government.

Intel Corporation
35
28
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Meta AI7
Amazon6
ChatGPT3
Claude2
Perplexity2
Others8
CIENFY26Q3 · 10-QPaid

Ciena borrowed $2.88bn at zero interest — and the $230.0m tax asset never touched the income statement

Note 13 of the third-quarter report Ciena (CIEN) filed on September 3 sets out three contracts entered on a single day, June 11. Notes of $2.88bn bearing 0.00% interest; a contract the company paid $988.4m for; a contract it received $873.4m for. The same note records that a tax election on this structure produced a $230.0m deferred tax asset, with the offsetting entry in equity.

Ciena Corporation
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25
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Amazon6
Meta AI4
Perplexity3
ChatGPT3
Claude2
Others7
COHRFY26 · 10-KPaid

Coherent earned $805.0m and collected $79.5m — capital spending was $1.10bn

In the cash flow statement of the annual report Coherent (COHR) filed on August 14 for fiscal 2026, one line runs the opposite way from the income statement. For the year ended June 30, net income was $805.0m; cash from operating activities was $79.5m. Additions to property, plant and equipment over the same twelve months came to $1,102.9m.

Coherent Corp.
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28
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Amazon7
Meta AI5
Perplexity4
ChatGPT3
Claude2
Others7
CBRS2026Q2 · 10-QPaid

Cerebras handed customers $1.1bn of warrants, and takes it out of revenue until 2031

Cerebras Systems (CBRS) filed its Q2 2026 quarterly report (10-Q) on August 12, and it carries an item the income statement does not show on its face. Warrants given to customers are carried as an asset of $1.1bn at June 30. The company deducted $44.3m of that from revenue in the quarter.

Cerebras Systems
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35
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ChatGPT9
Amazon6
Meta AI5
Perplexity3
Claude2
Others10
SPCX2026Q2 · 10-QPaid

SpaceX's first quarterly report: $28bn of non-cancelable commitments, $22bn of it in 2027

Space Exploration Technologies (SPCX) filed its Q2 2026 quarterly report (10-Q) on August 4, the first since it listed in June. The non-cancelable commitments table in Note 16 totals $27,955m, of which $22,244m falls in 2027 alone. The company says these commitments relate primarily to its investments in AI infrastructure and third-party cloud capacity.

Space Exploration Technologies
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149
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Amazon6
Meta AI5
Perplexity5
ChatGPT4
Claude2
Google · Gemini2
Others125
SMCIFY2026 · 10-KPaid

Super Micro's bank borrowings went from $112m to $4,056m in a year, half of it due within twelve months

Super Micro Computer's (SMCI) borrowings note in its fiscal 2026 annual report (10-K) shows bank borrowings of $4,056.1m at June 30, 2026, against $112.5m a year earlier — 36 times as much. Of that, $2,039.8m is classified as due within twelve months.

Super Micro Computer
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27
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Amazon6
Meta AI5
ChatGPT3
Claude2
Perplexity2
Others9
GOOGL2026Q2 · 10-QPaid

Alphabet has backstopped $43.8bn of data-centre payments — 2.6 times what it was six months ago

Alphabet (GOOGL) filed its Q2 2026 quarterly report (10-Q) on July 31, and the derivatives note carries a figure that does not appear in the income statement. The notional amount of the payment obligations Alphabet has backstopped for data centres stood at $43,785m on June 30, 2026. At December 31, 2025 it was $16,940m — 2.6 times higher in six months.

Alphabet
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43
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ChatGPT12
Meta AI6
Amazon6
Perplexity3
Google · Gemini2
Claude2
Others12
GOOGL2026Q2 · 10-QPaid

Alphabet is holding $94.1bn of SpaceX — and $14.1bn of it cannot be sold until Q3 2027

Alphabet (GOOGL) filed its Q2 2026 quarterly report (10-Q) on July 31, and the fair-value table carries two footnotes. One says $80.0bn of the marketable equity securities is SpaceX stock under short-term sale restrictions; the other says a further $14.1bn is restricted through the third quarter of 2027. Together that is $94.1bn, or 94% of the $100.2bn of marketable equity securities Alphabet holds.

Alphabet
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50
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Perplexity14
ChatGPT10
Amazon6
Meta AI4
Claude2
Google · Gemini2
Others12
ANET2026Q2 · 10-QPaid

Arista is holding $6,865.9m it has not yet booked as revenue — 2.3 quarters of sales

Arista Networks (ANET) reported second-quarter 2026 revenue of $3,035.7m, up 38% from a year earlier, and net income of $1.21bn. The line that grew faster than revenue in the 10-Q filed on August 5 is on the other side of the balance sheet: deferred revenue — money not yet recognized as sales — stood at $6,865.9m at June 30.

Arista Networks
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27
Read by AI & crawlers
Amazon6
Meta AI5
Perplexity3
Claude2
ChatGPT2
Others9
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Frequently asked questions

How often are articles published?

Mostly during earnings season — an article for each covered company when its 10-Q or 10-K is filed, plus material 8-K filings when relevant.

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Yes. Send a request through Messages after logging in and we will consider it for the next earnings season. License customers may nominate priority tickers.

What is on a ticker page?

The company's articles and a table of key metrics that accumulates quarter by quarter, so the same figure can be compared over time.

aiSwingX™ analyzes US filings and reports them as news investors can read.
–
643
Amazon: 83 Meta AI: 75 Perplexity: 74 ChatGPT: 42 Claude: 20 Google · Gemini: 10 Others: 133
Read by AI & crawlers
Amazon83
Meta AI75
Perplexity74
ChatGPT42
Claude20
Google · Gemini10
Common Crawl1
Others133

Counted by the name each crawler gives. Google · Gemini includes Googlebot, whose index Google also uses for its AI features; other search engines and bots are in Others.