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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: 24 Google · Gemini: 10 Others: 133
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Amazon83
Meta AI75
Perplexity74
ChatGPT42
Claude24
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.

MRVLFY27Q2 · 10-QPaid

Marvell granted a customer a warrant for 6.7% of its shares, at $206.58

Marvell Technology (MRVL) reported fiscal Q2 2027 (May–July 2026) revenue of $2,739.3m, up 37%, and net income of $308.0m. The last note in the 10-Q filed on August 28, Subsequent Event, says that after quarter end the company issued a customer a warrant for up to 59.0m shares at $206.58, vesting on revenue milestones through fiscal 2033 — 6.7% of shares outstanding.

Marvell Technology
37
177
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ChatGPT4
Meta AI4
Amazon3
Perplexity2
Claude2
Google · Gemini1
Others161
CRWDFY27Q2 · 10-QPaid

CrowdStrike's longer amortization period cut Q2 expense by $25.5m

CrowdStrike (CRWD) reported fiscal Q2 2027 (May–July 2026) revenue of $1,470.9m, up 26%, and net income of $5.3m against a $70.1m loss a year earlier. One paragraph in the 10-Q filed on August 27 resizes that swing to profit: in February 2026 the company lengthened its estimate of the period of benefit for sales commissions from four to five years, and the change reduced Q2 sales commission expense by $25.5m.

CrowdStrike
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24
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Meta AI5
Amazon3
Perplexity3
ChatGPT2
Claude2
Others9
APP2026Q2 · 10-QPaid

AppLovin paid $640m of cash income taxes in the first half — 6.4 times a year earlier

AppLovin (APP) reported Q2 2026 (April–June) revenue of $1,923.7m, up 53%, and net income of $1,266.5m. One line at the bottom of the cash-flow statement in the 10-Q filed on August 5 explains the quarter's cash flow: cash paid for income taxes in the first half was $639.8m — 6.4 times a year earlier and $175m more than the tax expense.

AppLovin
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25
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Amazon7
Meta AI6
ChatGPT2
Claude2
Perplexity2
Others6
DELLFY27Q2 · 10-QPaid

Dell's inventory doubled in six months, $10.4bn to $21.3bn

Dell Technologies (DELL) reported revenue of $46,971m for its fiscal second quarter (May 2–July 31, 2026), up 58% from a year earlier, and net income of $4,133m. The two lines that moved most on the balance sheet in the 10-Q filed on September 8 are inventory and accounts payable: inventory doubled in six months, and supplier credit paid for it.

Dell Technologies
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30
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Amazon6
Meta AI5
ChatGPT4
Perplexity2
Claude2
Others11
ORCLFY27Q1 · 10-QPaid

Oracle funded $28.5bn of quarterly capex by selling $19.9bn of new shares

Oracle (ORCL) reported revenue of $19,345m for its fiscal first quarter (June–August 2026), up 30% from a year earlier, and net income of $4,760m. The real story of the quarter is in the cash-flow statement and the equity note of the 10-Q filed on September 11: to spend $28.5bn on data centers, the company sold $19.9bn of new shares into the market and collected $11.4bn from customers in advance.

Oracle
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34
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Meta AI5
ChatGPT4
Perplexity4
Amazon3
Claude2
Others16
SNOWFY27Q2 · 10-QPaid

Snowflake's backlog fell for a second straight quarter, $9.77bn to $9.00bn

Snowflake (SNOW) reported revenue of $1,546.8m for its fiscal second quarter (May–July 2026), up 35% from a year earlier, and a net loss of $191.7m. The key-metrics table of the 10-Q filed on September 4 contains one figure that has fallen for two consecutive quarters: remaining performance obligations, the contracted revenue not yet recognized.

Snowflake
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26
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Amazon6
Meta AI5
Perplexity3
Claude2
ChatGPT2
Others8
MUFY26Q3 · 10-QPaid

Micron's customers will put down $18bn of cash deposits to lock in memory supply

Micron Technology (MU) reported revenue of $41,456m for its fiscal third quarter (February 27–May 28, 2026), 4.5 times a year earlier, and net income of $28,243m. The liquidity section of the 10-Q filed on June 25 holds a sentence that is not on the income statement: what customers have agreed to put down to secure multi-year supply.

Micron Technology
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29
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Meta AI6
Perplexity4
Amazon3
Claude2
ChatGPT2
Others12
AVGOFY26Q3 · 10-QPaid

Broadcom has guaranteed up to $29bn of a customer's AI-rack lease payments

Broadcom (AVGO) reported revenue of $29,591m for its fiscal third quarter (May 4–August 2, 2026), up 85%, and net income of $13,088m. The commitments note of the 10-Q filed on September 10 holds one figure that is not on the income statement: the most Broadcom could owe under a guarantee on a customer's AI-rack leases.

Broadcom
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30
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Amazon6
Meta AI5
ChatGPT3
Claude2
Perplexity2
Others12
MSFTFY26 · 10-KPaid

Microsoft booked $24.1bn of revenue from OpenAI alone

Microsoft (MSFT) reported revenue of $331,839m for fiscal 2026 (July 2025–June 2026), up 18%, and net income of $133,749m. The annual report (10-K) filed on July 29 classifies OpenAI as a related party under ASC 850 and discloses the revenue and receivables arising from transactions with it. The lease note also records $329.1bn of leases that have not yet commenced.

Microsoft
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31
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Amazon6
Meta AI5
ChatGPT2
Claude2
Perplexity2
Google · Gemini1
Others13
AMD2026Q2 · 10-QPaid

AMD's warrants to OpenAI and Meta: 320 million shares at one cent

AMD (Advanced Micro Devices) reported revenue of $11,536m for the second quarter of 2026 (March 29–June 27), up 50% from a year earlier, and net income of $2,297m. The equity note of the 10-Q filed on August 5 contains one item that does not appear on the income statement: warrants giving OpenAI and Meta the right to buy up to 160 million shares each at $0.01 per share.

AMD
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28
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Amazon6
Meta AI5
ChatGPT2
Claude2
Perplexity2
Others11
CRWV2026Q2 · 10-QPaid

CoreWeave's $640m quarterly interest bill is 25% of revenue — $35.6bn of debt principal at 9%–15%

AI cloud provider CoreWeave (CRWV) reported revenue of $2,575m for the second quarter of 2026, 2.1 times a year earlier — and a net loss of $626m, more than double the $290m of a year earlier. In the 10-Q, the largest item between revenue and the bottom line is not operating cost. It is interest.

CoreWeave
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29
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Meta AI6
Amazon6
ChatGPT3
Perplexity2
Claude2
Others10
SMCIFY26 · 10-KPaid

Super Micro earned $2.23bn while its operations consumed $6.81bn of cash

Server maker Super Micro Computer (SMCI) reported revenue of $39,063m for fiscal 2026 (July 2025–June 2026), up 78%, and net income of $2,231m. Cash flow from operations for the same year was −$6,810m. The cash-flow statement and balance sheet in the annual report (10-K) filed in August show where the gap came from.

Super Micro Computer
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28
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Meta AI6
Amazon6
Perplexity2
Claude2
ChatGPT1
Others11
IONQ2026Q2 · 10-QPaid

IonQ's $1.87bn Q2 loss: $1.65bn of it is a warrant charge caused by its own share price rising

Quantum-computing company IonQ (IONQ) reported a net loss of $1,868m for the second quarter of 2026 — 23 times its revenue of $80.1m. The statement of operations in its 10-Q shows an operating loss of $337m; the rest comes from one line, 'change in fair value of warrant liabilities'. In the first quarter the same line moved the other way and produced net income of $805m.

IonQ
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30
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Amazon6
Meta AI5
ChatGPT4
Perplexity2
Claude2
Others11
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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.

Can I request a ticker?

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: 24 Google · Gemini: 10 Others: 133
Read by AI & crawlers
Amazon83
Meta AI75
Perplexity74
ChatGPT42
Claude24
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.