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Understand Earnings Before They Move the Market

Historical reaction patterns, AI transcript analysis, post-earnings drift data, and sector contagion insights — all in one educational research workspace. Replace 6 fragmented tools with one.

ℹ Historical earnings data is provided for educational purposes only. Past patterns do not guarantee future results.Earnings IntelligenceAMGN — Amgen Inc.Next Report: May 175Earnings Quality6/8EPS Beat Rate+3.0%Avg 1d Reaction6/6Drift ContinuationMomentum Compression ActiveEarnings in 1 day · Daily + Weekly alignedEarnings Reaction HistoryLast 8 quartersQ2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26■ 1-day□ 5-dayPost-Earnings Drift (PEAD)Avg across 8Q1-Day+3.0%5-Day+4.2%10-Day+5.1%20-Day+5.8%Drift continuation: 6/6 quarters continued in surprise directionAI Transcript SummaryBeat+3.0% 1dKey TakeawaysRevenue beat driven by Repatha and biosimilar portfolio growthObesity pipeline (MariTide) Phase 2 data expected Q3 2026Raised full-year EPS guidance from $22.00 to $22.80Management tone: Confident on pipeline execution timelineMargin expansion from manufacturing efficienciesGuidance: RaisedAI-generated summary for educational purposes. Not a recommendation.Sector Contagion — Health Care30 peersAvg 1d on EPS Beat:+2.1%On Miss:-3.8%PEERCAPBEAT RATEAVG 1D BEATNEXT RPTLLYMega7/8+4.2%May 6ABBVMega6/8+2.8%May 2JNJMega7/8+1.5%May 8MRKMega5/8+1.9%May 1PFELg4/8-0.5%May 6BMYLg6/8+2.0%May 8

Earnings Intelligence — Historical earnings reaction patterns, quality scoring, and AI transcript analysis.

Earnings Research Is Scattered Everywhere

Calendar on one site. Estimates on another. Transcripts somewhere else. Historical reactions? Good luck. Post-earnings drift data? Academic papers only. Institutional flow into earnings? Premium terminal required.

ArcAlpha brings it all together in a single workspace — so you can research an earnings event in minutes, not hours.

Six Layers of Earnings Context

Each layer adds context that no single competitor provides.

Earnings Quality Score

Every stock gets a composite 0–100 score evaluating its historical earnings track record. One number to quickly assess how consistently a company has delivered — before you dig into the details.

8-Quarter Reaction History

See how a stock actually moved after each of its last 8 earnings reports — 1-day and 5-day price reactions, EPS and revenue surprises, and guidance direction. Historical context no other retail platform surfaces.

Post-Earnings Drift Analysis

Academic research has documented that stocks tend to drift in the direction of their earnings surprise for weeks afterward. ArcAlpha quantifies this per-stock: drift continuation rates, beat-vs-miss conditional behavior, and 1- through 20-day drift paths.

AI Transcript Summaries

Every earnings call transcript is analyzed and distilled into a structured summary: key takeaways with specific numbers, guidance direction, notable management quotes, and sentiment indicators. Hours of reading, compressed into minutes.

Sector Contagion Analysis

When a mega-cap reports, how do its sector peers historically react? ArcAlpha maps earnings contagion patterns across GICS industry groups — peer beat rates, average reactions, and analyst sentiment shifts that ripple through the sector.

ArcFlow Institutional Positioning

See how institutional options flow is positioned heading into an earnings event. Large-premium sweeps, call-vs-put ratios, and directional conviction — all filtered to the 5-day pre-earnings window.

What Makes This Different

Most platforms show you a calendar and estimates. ArcAlpha shows you what historically happened after each earnings event, whether the stock drifted in the surprise direction for weeks, how the sector peers reacted, and where institutional flow was positioned heading into the report.

And when a stock is in active momentum compression with earnings approaching — a pattern no other platform detects — you see that context automatically.

What Each Plan Includes

Earnings calendar basics are free. Deep intelligence unlocks with Architect.

Feature
Explorer
Alpha
Architect
Earnings calendar with dates and estimates
Last-quarter surprise data
Earnings Quality Score & reaction trends
8-quarter reaction history & charts
Post-earnings drift (PEAD) analysis
AI transcript summaries
Sector contagion analysis
ArcFlow institutional positioning
Momentum compression × earnings catalyst alerts

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Earnings Intelligence provides historical data and algorithmic analysis for educational and informational purposes only. Past earnings patterns do not guarantee future results. ArcAlpha does not provide investment advice, portfolio management, or personalized recommendations. All analysis is generated by algorithms using publicly available data and is delivered identically to all users. You are solely responsible for your own investment decisions.