Heron Intelligence

Where clarity becomes conviction.
Investigative intelligence for high-stakes capital decisions.

[Heron Intelligence @Heronintel]

$PSKY Skydance beat on EBITDA this quarter. We spoke to 8 former executives within 48 hours. Their take: the beat was headcount cuts and timing, not structural. But UFC may be the lever most people are underweighting. Swipe through.
https://t.co/IV8h0E02UG

[Heron Intelligence @Heronintel]

We are at the Markets Group Private Equity New York Forum today.

Looking forward to seeing many familiar faces and meeting others across the private equity community.

#PrivateEquity #InstitutionalInvesting #MarketsGroupPE

[Heron Intelligence @Heronintel]

S&P Global beat on Q1. But a former Ratings director who spent 6 years on private credit solutions told us the growth mechanism may not exist.

6 former executives. 48 hours after the print.

https://t.co/IV8h0E02UG

[Heron Intelligence @Heronintel]

$META 's Q1 pricing miss. Sell-side called it cyclical. Six former practitioners saw it differently.
One of six findings from our Heron Events Meta Q1 2026 deliverable.
https://t.co/IV8h0E02UG

[Heron Intelligence @Heronintel]

$VISA.NE (V) reported April 28. 10 senior perspectives by April 29.
VAS durability. Incentive structure shifts. Agentic commerce liability. 6 findings in <48 hours.
This is Heron Events. https://t.co/IV8h0E02UG

[Heron Intelligence @Heronintel]

$ELV beat and raised. Stock moved.
We spoke to 4 former execs within 48 hours. Their read: the print is flattered.
$900M+ in CMS lawsuit charges adjusted out. AI replacing UM headcount. And the real overhang, CMS sanctions in the Medicare space
https://t.co/IV8h0E02UG

[Heron Intelligence @Heronintel]

Learn more and submit your watchlist here: https://t.co/IV8h0E02UG

[Heron Intelligence @Heronintel]

Every earnings call leaves questions unanswered.
Heron Events interviews former executives within 24-48 hours of major earnings announcements.
Recent coverage: $NFLX , $TSLA , $JNJ , $IBM , $DHR , $GE , $NOW and dozens more.
Request early access and submit your watchlist.

[Heron Intelligence @Heronintel]

Danaher reported Q1 and announced the Masimo acquisition.
Within 48 hours, we had 5 former executives on record. 6 insights.
One that matters right now: Masimo's innovation culture is at risk under DBS integration.
Tell us your watchlist. Access the link in the post or DM us.

[Heron Intelligence @Heronintel]

ServiceNow dropped 18% after earnings. Revenue up 22%. Stock still got crushed.
Within 48 hours, we interviewed former executives to find why.
What they said: fundamentals intact, AI driving pricing power, customers buying before they know how to use
Heron Events: Launching Soon

[Heron Intelligence @Heronintel]

Netflix reported Q1 on Thursday. Within 24 hours, we had 5 former executives on record. 6 insights, each tagged by conviction, delivered before consensus forms.

This is what we built Heron Events for.

Get your watchlist covered. https://t.co/IV8h0E02UG