Customers are paying in advance — deferred revenue or prepayments are building. Our AI answers this from the transcript of every earnings call it reads — 14,649 matches across the full 165,000-call corpus. Below: companies whose most recent call (last ~13 months) matched.
| Ticker | Company | Call | Grade | Guidance | Candor | Evasion |
|---|---|---|---|---|---|---|
| MOG.A | Moog Inc. | Q3 2025 | 🔒 | raised | 7/9 | 2/9 |
| CSBR | Champions Oncology, Inc. | Q4 2025 | 🔒 | maintained | 7/9 | 2/9 |
| DBOEY | Deutsche Börse AG | Q2 2025 | 🔒 | maintained | 7/9 | 2/9 |
| LAZ | Lazard Ltd | Q2 2025 | 🔒 | maintained | 7/9 | 3/9 |
| TXT | Textron Inc. | Q2 2025 | 🔒 | maintained | 7/9 | 4/9 |
| BX | Blackstone Inc. | Q2 2025 | 🔒 | maintained | 7/9 | 2/9 |
| COUR | Coursera, Inc. | Q2 2025 | 🔒 | raised | 7/9 | 3/9 |
| SKYW | SkyWest, Inc. | Q2 2025 | 🔒 | raised | 7/9 | 3/9 |
| MTLS | Materialise NV | Q2 2025 | 🔒 | lowered | 7/9 | 2/9 |
| DASTY | Dassault Systèmes SE | Q2 2025 | 🔒 | maintained | 7/9 | 3/9 |
| DLR | Digital Realty Trust, Inc. | Q2 2025 | 🔒 | raised | 6/9 | 3/9 |
| NDAQ | Nasdaq, Inc. | Q2 2025 | 🔒 | maintained | 7/9 | 2/9 |
| ESRT | Empire State Realty Trust, Inc. | Q2 2025 | 🔒 | lowered | 7/9 | 2/9 |
| RTX | RTX Corporation | Q2 2025 | 🔒 | lowered | 7/9 | 2/9 |
| ALSMY | Alstom SA | Q1 2026 | 🔒 | maintained | 6/9 | 4/9 |
| QS | QuantumScape Corporation | Q2 2025 | 🔒 | raised | 6/9 | 4/9 |
| TMSNY | Temenos AG | Q2 2025 | 🔒 | raised | 6/9 | 5/9 |
| ASMVF | ASMPT Limited | Q2 2025 | 🔒 | raised | 7/9 | 3/9 |
| TNL | Travel + Leisure Co. | Q2 2025 | 🔒 | raised | 8/9 | 2/9 |
| OUKPF | Metso Oyj | Q2 2025 | 🔒 | maintained | 7/9 | 3/9 |
| GEV | GE Vernova Inc. | Q2 2025 | 🔒 | raised | 7/9 | 2/9 |
| BKR | Baker Hughes Company | Q2 2025 | 🔒 | raised | 7/9 | 2/9 |
| PEGA | Pegasystems Inc. | Q2 2025 | 🔒 | maintained | 7/9 | 1/9 |
| IFPJF | Informa plc | Q2 2025 | 🔒 | raised | 7/9 | 2/9 |
| NOW | ServiceNow, Inc. | Q2 2025 | 🔒 | raised | 6/9 | 2/9 |
| IBM | International Business Machines Corporat | Q2 2025 | 🔒 | raised | 7/9 | 2/9 |
| THLEF | Thales S.A. | Q2 2025 | 🔒 | raised | 7/9 | 4/9 |
| GOOG | Alphabet Inc. | Q2 2025 | 🔒 | raised | 6/9 | 3/9 |
| FOR | Forestar Group Inc. | Q3 2025 | 🔒 | lowered | 8/9 | 1/9 |
| PITAF | Poste Italiane S.p.A | Q2 2025 | 🔒 | raised | 8/9 | 2/9 |
| SAP | SAP SE | Q2 2025 | 🔒 | maintained | 7/9 | 3/9 |
| CALX | Calix, Inc. | Q2 2025 | 🔒 | raised | 6/9 | 4/9 |
| GM | General Motors Company | Q2 2025 | 🔒 | maintained | 7/9 | 4/9 |
| IQV | IQVIA Holdings Inc. | Q2 2025 | 🔒 | maintained | 6/9 | 3/9 |
| AGYS | Agilysys, Inc. | Q1 2026 | 🔒 | raised | 7/9 | 1/9 |
| WRTBF | Wärtsilä Oyj Abp | Q2 2025 | 🔒 | maintained | 7/9 | 3/9 |
| PKE | Park Aerospace Corp. | Q1 2026 | 🔒 | maintained | 7/9 | 6/9 |
| STT | State Street Corporation | Q2 2025 | 🔒 | raised | 7/9 | 3/9 |
| TMOAF | TomTom N.V. | Q2 2025 | 🔒 | raised | 7/9 | 2/9 |
| FC | Franklin Covey Co. | Q3 2025 | 🔒 | lowered | 7/9 | 2/9 |
| OCLCF | Oracle Corporation Japan | Q4 2025 | 🔒 | maintained | 6/9 | 3/9 |
| TCYSF | Tecsys Inc. | Q4 2025 | 🔒 | lowered | 8/9 | 1/9 |
| MLKN | MillerKnoll, Inc. | Q4 2025 | 🔒 | none | 7/9 | 2/9 |
| CCL | Carnival Corporation & plc | Q2 2025 | 🔒 | raised | 7/9 | 3/9 |
| KFY | Korn Ferry | Q4 2025 | 🔒 | maintained | 6/9 | 4/9 |
| TEN | Tenneco Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| RH | Restoration Hardware's | Q1 2025 | 🔒 | maintained | 6/9 | 5/9 |
| SAIL | SailPoint Technologies Holdings, Inc. | Q1 2026 | 🔒 | raised | 6/9 | 3/9 |
| ADBE | Adobe Inc. | Q2 2025 | 🔒 | raised | 6/9 | 3/9 |
| ORCL | Oracle Corporation | Q4 2025 | 🔒 | raised | 6/9 | 3/9 |
| ZDGE | Zedge, Inc. | Q3 2025 | 🔒 | maintained | 7/9 | 3/9 |
| GTLB | GitLab Inc. | Q1 2026 | 🔒 | maintained | 6/9 | 3/9 |
| YQ | 17 Education & Technology Group Inc. | Q1 2025 | 🔒 | none | 5/9 | 2/9 |
| GHM | Graham Corporation | Q4 2025 | 🔒 | maintained | 7/9 | 2/9 |
| COE | China Online Education Group | Q1 2025 | 🔒 | raised | 4/9 | 2/9 |
| TTAN | ServiceTitan, Inc. | Q1 2026 | 🔒 | maintained | 6/9 | 3/9 |
| DOCU | DocuSign, Inc. | Q1 2026 | 🔒 | raised | 8/9 | 2/9 |
| XTRAF | Xtract One Technologies Inc. | Q3 2025 | 🔒 | maintained | 7/9 | 2/9 |
| PL | Planet Labs PBC | Q1 2026 | 🔒 | raised | 6/9 | 5/9 |
| BRZE | Braze, Inc. | Q1 2026 | 🔒 | raised | 7/9 | 3/9 |
| GWRE | Guidewire Software, Inc. | Q3 2025 | 🔒 | raised | 7/9 | 2/9 |
| REVG | REV Group, Inc. | Q2 2025 | 🔒 | raised | 7/9 | 2/9 |
| HPE | Hewlett Packard Enterprise Company | Q2 2025 | 🔒 | raised | 7/9 | 3/9 |
| BASE | Couchbase, Inc. | Q1 2026 | 🔒 | raised | 6/9 | 3/9 |
| CMGMF | Chemring Group PLC | Q2 2025 | 🔒 | maintained | 8/9 | 1/9 |
| CRWD | CrowdStrike Holdings, Inc. | Q1 2026 | 🔒 | maintained | 6/9 | 3/9 |
| NTAP | NetApp, Inc. | Q4 2025 | 🔒 | maintained | 7/9 | 3/9 |
| PATH | UiPath Inc. | Q1 2026 | 🔒 | maintained | 6/9 | 4/9 |
| ATS | ATS Corporation | Q4 2025 | 🔒 | maintained | 7/9 | 2/9 |
| ZS | Zscaler, Inc. | Q3 2025 | 🔒 | raised | 7/9 | 2/9 |
| PD | PagerDuty, Inc. | Q1 2026 | 🔒 | lowered | 7/9 | 3/9 |
| COST | Costco Wholesale Corporation | Q3 2025 | 🔒 | none | 8/9 | 2/9 |
| DOOO | BRP Inc. | Q1 2026 | 🔒 | withdrawn | 7/9 | 3/9 |
| JG | Aurora Mobile Limited | Q1 2025 | 🔒 | raised | 7/9 | 1/9 |
| ESTC | Elastic N.V. | Q4 2025 | 🔒 | maintained | 6/9 | 3/9 |
| S | SentinelOne, Inc. | Q1 2026 | 🔒 | lowered | 6/9 | 3/9 |
| PSTG | Pure Storage, Inc. | Q1 2026 | 🔒 | maintained | 7/9 | 2/9 |
| NTNX | Nutanix, Inc. | Q3 2025 | 🔒 | raised | 6/9 | 4/9 |
| CRM | Salesforce, Inc. | Q1 2026 | 🔒 | raised | 5/9 | 4/9 |
| SNPS | Synopsys, Inc. | Q2 2025 | 🔒 | maintained | 6/9 | 4/9 |
| VEEV | Veeva Systems Inc. | Q1 2026 | 🔒 | raised | 7/9 | 3/9 |
| BOX | Box, Inc. | Q1 2026 | 🔒 | raised | 6/9 | 2/9 |
| OKTA | Okta, Inc. | Q1 2026 | 🔒 | maintained | 6/9 | 4/9 |
| GLNG | Golar LNG Limited | Q1 2025 | 🔒 | maintained | 6/9 | 2/9 |
| ADSK | Autodesk, Inc. | Q1 2026 | 🔒 | raised | 7/9 | 3/9 |
| ARQQ | Arqit Quantum Inc. | Q1 2025 | 🔒 | none | 6/9 | 3/9 |
| BJ | BJ's Wholesale Club Holdings, Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| MPZZF | MPC Container Ships ASA | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| BZ | Kanzhun Limited | Q1 2025 | 🔒 | maintained | 7/9 | 3/9 |
| CDLR | Cadeler A/S | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| STEP | StepStone Group Inc. | Q4 2025 | 🔒 | maintained | 7/9 | 2/9 |
| WDAY | Workday, Inc. | Q1 2026 | 🔒 | maintained | 6/9 | 2/9 |
| RAMP | LiveRamp Holdings, Inc. | Q4 2025 | 🔒 | maintained | 7/9 | 2/9 |
| KNOP | KNOT Offshore Partners LP | Q1 2025 | 🔒 | maintained | 5/9 | 6/9 |
| ZM | Zoom Video Communications, Inc. | Q1 2026 | 🔒 | raised | 6/9 | 3/9 |
| CMBT | Cmb.Tech NV | Q1 2025 | 🔒 | none | 8/9 | 1/9 |
| DOMO | Domo, Inc. | Q1 2026 | 🔒 | raised | 6/9 | 2/9 |
| WIX | Wix.com Ltd. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| SNOW | Snowflake Inc. | Q1 2026 | 🔒 | raised | 6/9 | 3/9 |
| VIK | Viking Holdings Ltd | Q1 2025 | 🔒 | maintained | 7/9 | 3/9 |
| GDS | GDS Holdings Limited | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| PANW | Palo Alto Networks, Inc. | Q3 2025 | 🔒 | maintained | 6/9 | 2/9 |
| ESLT | Elbit Systems Ltd. | Q1 2025 | 🔒 | maintained | 6/9 | 3/9 |
| EVLV | Evolv Technologies Holdings, Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 3/9 |
| GILT | Gilat Satellite Networks Ltd. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| CBAT | CBAK Energy Technology, Inc. | Q1 2025 | 🔒 | none | 7/9 | 2/9 |
| GSL | Global Ship Lease, Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| EGHT | 8x8, Inc. | Q4 2025 | 🔒 | maintained | 7/9 | 3/9 |
| SWAG | Stran & Company, Inc. | Q1 2025 | 🔒 | none | 6/9 | 2/9 |
| BKYI | BIO-key International, Inc. | Q1 2025 | 🔒 | none | 6/9 | 4/9 |
| SWKH | SWK Holdings Corporation | Q1 2025 | 🔒 | none | 8/9 | 1/9 |
| GRNWF | Greenlane Renewables Inc. | Q1 2025 | 🔒 | maintained | 6/9 | 2/9 |
| WMT | Walmart Inc. | Q1 2026 | 🔒 | maintained | 8/9 | 2/9 |
| PLBY | PLBY Group, Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| ADCOF | Adcore Inc. | Q1 2025 | 🔒 | maintained | 6/9 | 2/9 |
| ALIZF | Allianz SE | Q1 2025 | 🔒 | maintained | 7/9 | 3/9 |
| SGGEF | The Sage Group plc | Q2 2025 | 🔒 | maintained | 7/9 | 2/9 |
| TE | T1 Energy Inc. | Q1 2025 | 🔒 | lowered | 7/9 | 3/9 |
| NTES | NetEase, Inc. | Q1 2025 | 🔒 | none | 6/9 | 3/9 |
| ZK | ZEEKR Intelligent Technology Holding Lim | Q1 2025 | 🔒 | maintained | 5/9 | 6/9 |
| BIRDF | Bird Construction Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 1/9 |
| TYEKF | thyssenkrupp AG | Q2 2025 | 🔒 | maintained | 7/9 | 4/9 |
| TRAK | ReposiTrak, Inc. | Q3 2025 | 🔒 | maintained | 8/9 | 1/9 |
| BTM | Bitcoin Depot Inc. | Q1 2025 | 🔒 | maintained | 6/9 | 3/9 |
| GAMB | Gambling.com Group Limited | Q1 2025 | 🔒 | maintained | 7/9 | 1/9 |
| GOTU | Gaotu Techedu Inc. | Q1 2025 | 🔒 | maintained | 6/9 | 2/9 |
| TAGOF | TAG Immobilien AG | Q1 2025 | 🔒 | maintained | 8/9 | 1/9 |
| NICE | NICE Ltd. | Q1 2025 | 🔒 | raised | 7/9 | 2/9 |
| AEVA | Aeva Technologies, Inc. | Q1 2025 | 🔒 | raised | 4/9 | 3/9 |
| AFGVF | Agfa-Gevaert NV | Q1 2025 | 🔒 | lowered | 7/9 | 2/9 |
| KRNT | Kornit Digital Ltd. | Q1 2025 | 🔒 | maintained | 6/9 | 4/9 |
| SMWB | Similarweb Ltd. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| AZUL | Azul S.A. | Q1 2025 | 🔒 | maintained | 7/9 | 3/9 |
| LDTC | LeddarTech Holdings Inc. | Q2 2025 | 🔒 | none | 5/9 | 3/9 |
| MRPRF | MERLIN Properties SOCIMI, S.A. | Q1 2025 | 🔒 | maintained | 8/9 | 2/9 |
| BRTX | BioRestorative Therapies, Inc. | Q1 2025 | 🔒 | none | 6/9 | 4/9 |
| INVZ | Innoviz Technologies Ltd | Q1 2025 | 🔒 | maintained | 6/9 | 2/9 |
| CAE | CAE Inc. | Q4 2025 | 🔒 | maintained | 7/9 | 2/9 |
| RSKD | Riskified Ltd. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| CRWV | CoreWeave Inc. | Q1 2025 | 🔒 | raised | 6/9 | 4/9 |
| CSCO | Cisco Systems, Inc. | Q3 2025 | 🔒 | raised | 7/9 | 3/9 |
| DAC | Danaos Corporation | Q1 2025 | 🔒 | none | 7/9 | 4/9 |
| DT | Dynatrace, Inc. | Q4 2025 | 🔒 | maintained | 7/9 | 2/9 |
| DYNDF | Dye & Durham Limited | Q3 2025 | 🔒 | maintained | 6/9 | 4/9 |
| SPIR | Spire Global, Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 4/9 |
| FORA | Forian Inc. | Q1 2025 | 🔒 | none | 6/9 | 1/9 |
| LXRX | Lexicon Pharmaceuticals, Inc. | Q1 2025 | 🔒 | maintained | 7/9 | 2/9 |
| BDSX | Biodesix, Inc. | Q1 2025 | 🔒 | lowered | 8/9 | 2/9 |
| LCTX | Lineage Cell Therapeutics, Inc. | Q1 2025 | 🔒 | none | 7/9 | 4/9 |
| HVRRF | Hannover Rueck SE | Q1 2025 | 🔒 | maintained | 8/9 | 2/9 |