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IBMIBM$234.12▲ 13.8% since last callNext call Oct 21

Understand IBM through its earnings calls.

Twenty quarters, read one at a time and drawn into one interactive report. The company arc is updated after each earnings call.

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Read by an AI research agent, one call at a time.

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How this report was made

quarters read
20
quarters read
words of transcript
173.6K
words of transcript
of agent reading time
19 min
of agent reading time
of compute, free to you
$8.76
of compute, free to you
  1. 01

    20 calls, one at a time

    Each earnings call is read on its own first: the numbers, the guidance, the tone, what was promised.

  2. 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.

  3. 03

    Fresh after every call

    When a new call lands, the report updates and you get the new chapter in your inbox.