Earnings Wiki — talk to four quarters of earnings calls

What this is: 434 earnings calls from 125 large-cap US companies (Nasdaq-100 + Dow 30 + extras), October 9, 2025 through July 30, 2026, analyzed with the same ten questions per call and turned into a browsable theme graph and a chat you can query.

The pipeline: transcript → one LLM analysis per call answering ten fixed questions (what's scarce, what they believe vs. what they fund, what analysts pressed on, what they dodged, ...) → every claim becomes an atom (10,667 of them) → atoms are embedded and clustered into 142 cross-company themes, each titled and summarized by an LLM.

What you're looking at: in the graph, each sphere is a theme; its size is how many distinct companies touch it — one company restating a point five ways counts once per quarter, and a theme under three companies is dropped. The replay slider shows themes forming over the four quarters. Click a theme for its summary and the underlying claims. The chat answers from the same corpus: it extracts your filters (tickers, sector, time range, question lens), runs the scoped query locally, and cites what it used as [TICKER date].

Transcripts via Yahoo Finance through the open defeatbeta/yahoo-finance-data mirror. Raw transcripts are not republished — only derived analysis with brief quotes. Everything here is AI-generated, can contain errors, and is not investment advice.