Fiscal.ai

The future of investment research is here. Fundamental research terminal & data provider for global equities. High quality financial data, available instantly.

[Fiscal.ai @Fiscal_ai]

Earnings Call Transcripts are now live in our API/MCP! 📜

Covering ~12,000 companies, transcripts include speaker mapping, sentence-level timestamps, Q&A section timing, and more!

[Fiscal.ai @Fiscal_ai]

Zoom's investment in Anthropic is now worth almost $4 billion.

Up 484% compared to a year ago.

$ZM

[Fiscal.ai @Fiscal_ai]

@Google @GeminiApp Full article here: https://t.co/yqj0jv27ZD

[Fiscal.ai @Fiscal_ai]

Proud to announce that we're an official launch partner for Gemini Enterprise for Financial Services. 🎉

Investors can now plug Fiscal AI's data directly into Gemini. That includes financials, earnings call transcripts, filings, fund letters, news, and more!

[Fiscal.ai @Fiscal_ai]

Intuit just repurchased $2.2B worth of stock in the latest quarter.

That's their largest quarterly buyback in history.

$INTU

[Fiscal.ai @Fiscal_ai]

The Real Brokerage and RE/MAX Holdings have completed their merger and will now operate under the name Real REMAX Group.

Real Brokerage has increased its total number of agents on platform by 30x over the last 6 years.

$REAX $RMAX

[Fiscal.ai @Fiscal_ai]

Since the start of this year, analysts have more than doubled their projections for Google's 2027 CapEx (green line).

Google '27 CapEx Estimates:

Jan '26: $131B
Feb '26: $177B
Mar '26: $189B
Apr '26: $190B
May '26: $223B
June '26: $230B
July '26: $235B
Aug '26: $292B

$GOOGL

[Fiscal.ai @Fiscal_ai]

Walmart CEO on the success of its membership program:

"We're especially pleased with the continued strong double-digit growth in our U.S. Walmart+ program, resulting in the best first half of membership growth in its history. We're building what we believe can be the most essential membership program for consumers"

$WMT

[Fiscal.ai @Fiscal_ai]

Visa process more than half a million transactions every 60 seconds.

And they earn ~$0.15 on every one of those transactions.

Outrageous scale.

$V

[Fiscal.ai @Fiscal_ai]

Analysts currently expect Taiwan Semiconductor to generate more than $169B in 2028 operating income.

That values TSMC at ~12x 2028 earnings.

$TSMC

[Fiscal.ai @Fiscal_ai]

Which big tech company will have the best returns over the next 5 years?

Current forward multiples:

$AAPL 28.7x
$AMZN 23.6x
$GOOGL 21x
$MSFT 19.5x
$NVDA 17.8x
$META 15.3x

[Fiscal.ai @Fiscal_ai]

Diageo CEO on the threat from GLP-1s:

"Humor me for a moment, assume 100% of the population went on to GLP-1s in the U.S. tomorrow. That would mean all those people spent 2% less than they do today."

$DGE

[Fiscal.ai @Fiscal_ai]

Here's a nice little quality of life feature we shipped this morning.

For "% Change", we've added a new toggle for the quarter-over-quarter growth rate. Now clients can easily flip between YoY and QoQ when looking at any company.

[Fiscal.ai @Fiscal_ai]

Base44 just reached $200M in ARR, or ~10% of Wix's overall revenue.

Wix acquired Base44 for $80M in cash in June 2025.

$WIX

[Base44 @Base44]

We reached $200M ARR.

A huge milestone for the team, our builders, and everyone who’s been part of this journey.

[Fiscal.ai @Fiscal_ai]

The number of options contracts traded on Webull jumped 68% this quarter.

Every major brokerage platform has now reported record trading volume for Q2.

$BULL

[Fiscal.ai @Fiscal_ai]

22 years ago today, Google went public.

2004 valuation: $23 billion
2026 valuation: $4.16 trillion

$GOOGL $GOOG

[Fiscal.ai @Fiscal_ai]

The world's largest animal pharmaceutical company, Zoetis, is now trading at its lowest valuation on record.

EV/EBIT: 11.4x

$ZTS

[Tom Lombardozzi @tdozzi]

Used @fiscal_ai MCP to try and get a read on the current state of the US consumer.

Takeaway: Consumers are buying less, but spending more.

Unit volume is growing, but not as much as revenue is growing from the same units.

[Fiscal.ai @Fiscal_ai]

Shares of Moderna are up 99% this morning after their Phase 3 clinical trial demonstrated positive results for a melanoma vaccine candidate.

Shares are now up 349% year-to-date.

$MRNA

[Fiscal.ai @Fiscal_ai]

If you invested $10,000 in Nike a decade ago, you would now have...

$8,040

$NKE

[Fiscal.ai @Fiscal_ai]

CoStar Group has now reported 61 consecutive quarters of double-digit revenue growth.

$CSGP