Customers are paying in advance — deferred revenue or prepayments are building. Our AI answers this from the transcript of every earnings call it reads — 15,826 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 |
|---|---|---|---|---|---|---|
| IPHA | Innate Pharma S.A. | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| FPS | Forgent Power Solutions | Q4 2026 | 🔒 | raised | 7/9 | 2/9 |
| ORCL | Oracle Corporation | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| ADBE | Adobe Inc. | Q3 2026 | 🔒 | raised | 6/9 | 3/9 |
| HPE | Hewlett Packard Enterprise Company | Q3 2026 | 🔒 | raised | 6/9 | 2/9 |
| BRZE | Braze, Inc. | Q2 2027 | 🔒 | raised | 6/9 | 2/9 |
| PL | Planet Labs PBC | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| ZS | Zscaler, Inc. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| ASAN | Asana, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| CXM | Sprinklr, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 4/9 |
| KFY | Korn Ferry | Q1 2027 | 🔒 | maintained | 6/9 | 2/9 |
| SAIL | SailPoint Technologies Holdings, Inc. | Q2 2027 | 🔒 | raised | 6/9 | 3/9 |
| NTAP | NetApp, Inc. | Q1 2027 | 🔒 | raised | 6/9 | 2/9 |
| PATH | UiPath Inc. | Q2 2027 | 🔒 | raised | 6/9 | 2/9 |
| GWRE | Guidewire Software, Inc. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| SNOW | Snowflake Inc. | Q2 2027 | 🔒 | raised | 6/9 | 2/9 |
| FCEL | FuelCell Energy, Inc. | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| NTSK | Netskope | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| MDB | MongoDB, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| GTLB | GitLab Inc. | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| PANW | Palo Alto Networks, Inc. | Q4 2026 | 🔒 | none | 6/9 | 2/9 |
| BOX | Box, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 1/9 |
| ZM | Zoom Video Communications, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 3/9 |
| NSSC | Napco Security Technologies, Inc. | Q4 2026 | 🔒 | none | 7/9 | 4/9 |
| MRVL | Marvell Technology, Inc. | Q2 2027 | 🔒 | raised | 6/9 | 4/9 |
| OKTA | Okta, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| S | SentinelOne, Inc. | Q2 2027 | 🔒 | raised | 5/9 | 2/9 |
| ESTC | Elastic N.V. | Q1 2027 | 🔒 | raised | 6/9 | 3/9 |
| WDAY | Workday, Inc. | Q2 2027 | 🔒 | raised | 6/9 | 3/9 |
| P | Pandora Media | Q2 2027 | 🔒 | raised | 7/9 | 3/9 |
| NVDA | NVIDIA Corporation | Q2 2027 | 🔒 | raised | 7/9 | 3/9 |
| CRWD | CrowdStrike Holdings, Inc. | Q2 2027 | 🔒 | raised | 6/9 | 2/9 |
| VEEV | Veeva Systems Inc. | Q2 2027 | 🔒 | raised | 7/9 | 3/9 |
| NTNX | Nutanix, Inc. | Q4 2026 | 🔒 | none | 7/9 | 2/9 |
| CRM | Salesforce, Inc. | Q2 2027 | 🔒 | raised | 5/9 | 2/9 |
| GRRR | Gorilla Technology Group Inc. | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| IREN | Iris Energy Limited | Q4 2026 | 🔒 | raised | 7/9 | 2/9 |
| BJ | BJ's Wholesale Club Holdings, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| BABA | Alibaba Group Holding Limited | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| GOTU | Gaotu Techedu Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| JG | Aurora Mobile Limited | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| TGT | Target Corporation | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| SFL | SFL Corporation Ltd. | Q2 2026 | 🔒 | none | 7/9 | 1/9 |
| VIK | Viking Holdings Ltd | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| MRCY | Mercury Systems, Inc. | Q4 2026 | 🔒 | raised | 6/9 | 4/9 |
| PONY | Pony AI | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| KLAR | Klarna | Q2 2026 | 🔒 | lowered | 7/9 | 3/9 |
| VNET | VNET Group, Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| PRE | Prenetics | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| NMM | Navios Maritime Partners L.P. | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| MSGM | Motorsport Games Inc. | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| BN | Brookfield Corporation | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| MH | McGraw Hill | Q1 2027 | 🔒 | maintained | 7/9 | 2/9 |
| HIT | Health In Tech, Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| OXBR | Oxbridge Re Holdings Limited | Q2 2026 | 🔒 | none | 5/9 | 3/9 |
| AEYE | AudioEye, Inc. | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| TSAT | Telesat Corporation | Q2 2026 | 🔒 | raised | 6/9 | 6/9 |
| SWMR | Swarmer | Q2 2026 | 🔒 | none | 6/9 | 4/9 |
| TRMB | Trimble Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| CSCO | Cisco Systems, Inc. | Q4 2026 | 🔒 | raised | 7/9 | 1/9 |
| HLIT | Harmonic Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| NBIS | Nebius Group N.V. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| WATT | Energous Corporation | Q2 2026 | 🔒 | none | 7/9 | 5/9 |
| ALLT | Allot Ltd. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| PYPD | PolyPid Ltd. | Q2 2026 | 🔒 | maintained | 5/9 | 3/9 |
| KRNT | Kornit Digital Ltd. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| BWAY | BrainsWay Ltd. | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| SMWB | Similarweb Ltd. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| SLNG | Stabilis Solutions, Inc. | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| MASS | 908 Devices Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| NRGV | Energy Vault Holdings, Inc. | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| UAMY | United States Antimony Corporation | Q2 2026 | 🔒 | lowered | 7/9 | 3/9 |
| CRWV | CoreWeave | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| OWLT | Owlet, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| ATEX | Anterix Inc. | Q1 2027 | 🔒 | none | 4/9 | 5/9 |
| EVLV | Evolv Technologies Holdings, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| GCMG | GCM Grosvenor Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| TH | Target Hospitality Corp. | Q2 2026 | 🔒 | raised | 6/9 | 3/9 |
| BW | Babcock & Wilcox Enterprises, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| CECO | CECO Environmental Corp. | Q2 2026 | 🔒 | raised | 7/9 | 1/9 |
| PLBY | PLBY Group, Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| BNGO | Bionano Genomics, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| RKLB | Rocket Lab USA, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 3/9 |
| SGML | Sigma Lithium Corporation | Q2 2026 | 🔒 | raised | 5/9 | 3/9 |
| AGO | Assured Guaranty Ltd. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| KGS | Kodiak Gas Services, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| TTWO | Take-Two Interactive Software, Inc. | Q1 2027 | 🔒 | maintained | 6/9 | 5/9 |
| FLR | Fluor Corporation | Q2 2026 | 🔒 | lowered | 7/9 | 2/9 |
| SLF | Sun Life Financial Inc. | Q2 2026 | 🔒 | maintained | 8/9 | 2/9 |
| AMN | AMN Healthcare Services, Inc. | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| ARLO | Arlo Technologies, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| WEAV | Weave Communications, Inc. | Q2 2026 | 🔒 | lowered | 7/9 | 2/9 |
| BTBT | Bit Digital, Inc. | Q2 2026 | 🔒 | none | 7/9 | 4/9 |
| LEGH | Legacy Housing Corporation | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| LION | Lionsgate | Q1 2027 | 🔒 | maintained | 7/9 | 2/9 |
| HALO | Halozyme Therapeutics, Inc. | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| AVPT | AvePoint, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| AKAM | Akamai Technologies, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| CRNC | Cerence Inc. | Q3 2026 | 🔒 | raised | 7/9 | 3/9 |
| ESE | ESCO Technologies Inc. | Q3 2026 | 🔒 | raised | 8/9 | 2/9 |
| AIP | Arteris, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| FROG | JFrog Ltd. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| DDOG | Datadog, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 4/9 |
| VNT | Vontier Corporation | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| MFC | Manulife Financial Corporation | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| VIA | Via Renewables, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| LEU | Centrus Energy Corp. | Q2 2026 | 🔒 | maintained | 5/9 | 6/9 |
| VAC | Marriott Vacations Worldwide Corporation | Q2 2026 | 🔒 | raised | 7/9 | 3/9 |
| BKSY | BlackSky Technology Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 4/9 |
| QBTS | D-Wave Quantum Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 4/9 |
| CMRC | Commerce.com | Q2 2026 | 🔒 | lowered | 7/9 | 2/9 |
| OTEX | Open Text Corporation | Q4 2026 | 🔒 | maintained | 6/9 | 3/9 |
| ARHS | Arhaus, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| BCE | BCE Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| GNE | Genie Energy Ltd. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| SHAZ | SharonAI | Q2 2026 | 🔒 | raised | 6/9 | 3/9 |
| RHP | Ryman Hospitality Properties, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 3/9 |
| STEP | StepStone Group Inc. | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| TEAM | Atlassian Corporation | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| SPT | Sprout Social, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| RGTI | Rigetti Computing, Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| LGN | Legence | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| MP | MP Materials Corp. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| CRCL | Circle | Q2 2026 | 🔒 | raised | 6/9 | 3/9 |
| YOU | Clear Secure, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| DIS | The Walt Disney Company | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| NICE | NICE Ltd. | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| BKH | Black Hills Corporation | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| MSI | Motorola Solutions, Inc. | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| SATL | Satellogic | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| ASTE | Astec Industries, Inc. | Q2 2026 | 🔒 | lowered | 7/9 | 2/9 |
| VIR | Vir Biotechnology, Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| RXST | RxSight, Inc. | Q2 2026 | 🔒 | withdrawn | 7/9 | 5/9 |
| HHH | Howard Hughes Holdings Inc. | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| VNDA | Vanda Pharmaceuticals Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| SNDK | Sandisk | Q4 2026 | 🔒 | raised | 7/9 | 2/9 |
| AMPL | Amplitude, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| MKSI | MKS Instruments, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 1/9 |
| IONQ | IonQ, Inc. | Q2 2026 | 🔒 | raised | 5/9 | 4/9 |
| MAC | The Macerich Company | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| CHT | Chunghwa Telecom Co., Ltd. | Q2 2026 | 🔒 | maintained | 6/9 | 6/9 |
| DT | Dynatrace, Inc. | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| EXTR | Extreme Networks, Inc. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| WULF | TeraWulf Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| GSL | Global Ship Lease, Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| DUOL | Duolingo, Inc. | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| FSLY | Fastly, Inc. | Q2 2026 | 🔒 | raised | 6/9 | 3/9 |
| HUBS | HubSpot, Inc. | Q2 2026 | 🔒 | lowered | 8/9 | 3/9 |
| ABCL | AbCellera Biologics Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| DGII | Digi International Inc. | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |