Reports Widget (Earnings, Revenue)

The Reports widget displays data from quarterly (10Q), half-year and annual filings for companies. It currently supports 2 metrics: Earnings Per Share and Revenue. The Reports widget has 3 parts:

  1. Chart of the metric per se. Featuring metric values, analysts expectations for this metric and analysts consensus for the next quarter
  2. Price reaction chart. Illustrates how price reacts to earnings reports releases, depending on surprise% and metric change%.
  3. List of reports with values of a metric

Analyst Expectations data (expected values and surprises) is only available for stocks which do have analysts reviewing them. Some US stocks don't have this data.

Metric Value Chart

Screenshot from 2024-03-22 16-16-55.png

This chart's horizontal axis is Time (oldest rcord go first). It displays a few elements

  1. Columns illustrate metric value. A column is red in case if the metric value is worse than at the same period of a previous year. It's green if the metric is better, and it's gray if the past period data is not available (i.e., the company is simply not that old).
  2. Last semi-transparent column illustrates the analysts exectation for a given metric.
  3. Dashes (blue or orange) over columns illustrate analysts consensus for the expected value of a metric. This value was known prior to the report release date. If the actual metric value is above the dash, then it means that the company beats the analyst expectation (they call that a "positive surprise").
  4. Line (black or white) is the price action line for the corresponding periods of time. It equals volume weighted average price value for a given period.

Here are a few things one might read from the chart above, as an example:

  1. In 2020, Revenue for this company was worse than in 2019, in all quarters.
  2. In 2022, Revenue was at all time highs for the last 4 years. In the first 3 quarters, Revenue exceeded analysts expectations a great deal.
  3. As Revenue grew from 2020 to mid-2022, price was going up.
  4. Analysts expect Revenue for Q1 2024 to be worse than Q1 2023.

Price reaction chart

Screenshot from 2024-03-22 16-30-38.png

Price reaction chart displays how price moved 3 days after the report, depending on Surprise% and metric growth. Each dot on a chart stands for 1 report. Dots are colored just like corresponding columns on the Metric Value chart. The older the report, the more transparent is the dot.

In general, you need this chart in order to see whether any pattern exist. Does price always go up after a positive surprise? Does price always go down after Revenue shrinks year-over-year? Most symbols don't have clear patterns like that. But for those few which do, you want to know that.

The way one might read the chart above is as follows: for positive surprises, the stock generally goes down in 3 days after the report, disregarding of whether the metric has improved (green dots) or degraded (red dots). This pattern is prominent especially with recent reports (dots which are the most opaque).

Reports list

Q4'23   5.84B   +8.75%  +3.20%  -0.30%
Q3'23   5.78B   +10.30% +3.05%  -2.80%
Q2'23   6.00B   +18.30% +2.39%  -0.90%
Q1'23   5.84B   +12.23% +4.75%  -2.10%
Q4'22   5.37B   +10.06% +2.89%  -2.30%

This is a simple list of reported values. The columns are: Period reported (i.e., Q1'22 or FY'20), Metric Value, Metric Change% (year over year), Surprise% (difference between analysts exectations and real value reported), Price change% after 3 days since report release date.

Pointing your mouse to a report line highlights other reports of the same periods at other years. I.e., if you point to Q2'23, then all the Q2 reports on the list will be highlighted.

Mar 22, 2024

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