Understand Goldman Sachs through its earnings calls.
Twenty-one quarters, read one at a time and drawn into one interactive report. The company arc is updated after each earnings call.
No card, no password: the email signs you in and opens the report. You’ll also get a Sunday digest on GS. Unsubscribe anytime. By continuing you agree to the Terms and Privacy.
Read by an AI research agent, one call at a time.
What the market is watching
Goldman Sachs after a Q3 beat: equities strength meets rising borrowing costs
On Oct 13, Goldman reported Q3 net revenues of $18.68B, EPS of $17.01 and an 18.7% annualized ROE, beating estimates on the back of strong equities trading. Going into the next call, the questions are IPO uncertainty, rising borrowing costs and demand for AI-linked financing.
How this report was made
- quarters read
- 21
- quarters read
- words of transcript
- 207.5K
- words of transcript
- of agent reading time
- 784 hrs
- of agent reading time
- of compute, free to you
- $13.23
- of compute, free to you
Questions the report answers
- How has Goldman's description of its equities trading business changed across five years of different market conditions?
- How has management talked about return targets as annualized ROE moved up and down from cycle to cycle?
- When borrowing costs rose in the past, how did Goldman describe its IPO and underwriting pipeline?
01
21 calls, one at a time
Each earnings call is read on its own first: the numbers, the guidance, the tone, what was promised.
02
Notes, then the arc
The notes are drawn together into one story of how management's narrative actually moved — and where it didn't.
03
Fresh after every call
When a new call lands, the report updates and you get the new chapter in your inbox.