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Earnings intelligence

About

Strategy work built on what companies actually said.

Every answer starts from primary evidence — earnings calls, guidance and management commentary — rather than desk research or second-hand summaries.

5,200+Companies analysed, in 61 countries
13,100+Earnings calls analysed
479,000+Insights by business function
86,000+Analyst questions parsed

What you can use

One evidence base, read the same way for every company, and six ways in: browse it, brief your departments from it, buy its M&A plans as a list, ask it questions, or connect your own AI assistant to it.

See every plan. Need something larger or different? Write to us below.

What we do for you

We also work with you directly on the questions below, as custom work from $300. Any other question is welcome too.

01

Market & competition

Understand the field you are operating in.

  • Competitor analysis

    Who your rivals are really investing in, what they have committed to publicly, and where their own management admits they are under pressure.

  • Market analysis

    How your market is moving, which forces management teams across the sector keep naming, and what that means for your position in it.

  • Open gaps in the market

    Demand nobody is serving well — needs raised repeatedly across an industry that no incumbent has committed to answering.

02

Strategy & growth

Decide where to go, and what each route costs.

  • Strategy analysis

    A clear read on your strategic position, the moves available to you, and what each would cost you to pursue.

  • New product ideas

    Concrete product and service directions, drawn from unmet needs and from what competitors are signalling they will build next.

  • Consultancy on your topic

    If your question does not fit the list, bring it to us. The method travels: define the question, gather evidence, answer it plainly.

03

Operations & organisation

Build the capability to actually get there.

  • Supply chain problems

    Where your supply chain is exposed, how comparable companies have described and fixed the same constraints, and what to do first.

  • AI integration consultancy

    Where AI would actually pay off in your operation, which processes are worth automating first, and what it takes to run it once built.

  • Analysis for HR

    Hiring signals, headcount direction and organisational change across your sector — what peers are staffing up, and what they are cutting.

How we work

  1. 1

    We start from primary sources

    Earnings calls, guidance and management commentary — what companies said themselves, on the record, rather than what was written about them afterwards.

  2. 2

    We separate what is counted from what is judged

    Figures, guidance and quotes are extracted and checked against the source. Interpretation is labelled as interpretation, so you can always see which is which.

  3. 3

    We work the question, not a template

    Each engagement starts from the decision you actually face. Evidence is gathered to answer that, rather than fitted into a standard report shape.

  4. 4

    You get something you can act on

    A clear answer, the evidence behind it, and the trade-offs of each option — in a form you can take into a room and defend.

What the evidence is made of

  1. 01

    Companies

    Sector, country, size and financials for the companies we track.

    Open
  2. 02

    Earnings calls

    The full call for each quarter we hold — prepared remarks and the Q&A that followed.

    Open
  3. 03

    Statements

    What was said on the call, verbatim, grouped by theme and checked against the source.

    Open
  4. 04

    Analyst questions

    Every question asked, who asked it, and how management answered.

    Open
  5. 05

    Executives

    How each person communicates — measured from their own words across every call.

    Open

Who you would be working with

Two people who answer your message and do the work themselves.

Onur Efe Caglar

Software developer & system architect

Designed and built the Context Elite platform — backend infrastructure, system architecture, the data pipelines behind the evidence base, and the analytical logic that runs over it.

Engin Caglar

Strategy consultant

A strategy consultant with a background in electrical engineering and an MBA, and decades of global management experience in senior positions at Honeywell, Siemens and Pentair. Shapes the strategic direction of the work and what it is worth to the people using it.

Get in touch

Browse the evidence, or bring us the decision you are facing. We tell you plainly whether we are the right people for it, and we typically respond within 24 hours.

engin@oldschool.ag