Corpu[s]ense
— read "Corpus Sense"
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An AI assistant for earnings-call research.

It cuts the time you spend reading and listening to calls, digesting the key issues into evidence-backed insight: what changed, which themes are emerging, and answers drawn from transcript evidence.

Asking the transcript corpus
QUESTION
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Scope: {{ scope }} {{ period }} Transcripts only
Reading transcripts, retrieving evidence…
Illustrative — representative questions
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All quarters
Not just the latest call
Whole sector
Not a watchlist you maintain
Q&A included
Where the answer usually is
Every claim
Linked to its transcript passage
THE PROBLEM

If you personally cover a broad universe, the calendar wins.

Every quarter, hundreds of calls land in a few weeks. Reading and listening to them all isn't a scheduling problem you can solve — and the part that matters is usually a few sentences somewhere in the Q&A.

Coverage doesn't scale
Your reading hours are fixed. The number of companies you're responsible for isn't.
Change is the insight, and it's the hardest part
What shifted since last quarter lives across documents nobody re-reads side by side.
A summary you can't check isn't research
If a claim can't be traced to the words on the call, it can't go in a memo.
01 — THEME DISCOVERY
THE PART NOBODY ELSE DOES WELL

Recurring themes across companies, and across time.

Not single-call summarization. The whole quarter is clustered and classified against the quarter before it, and every theme stays tied back to the transcript evidence underneath.

NEW
Brand-new theme
No sufficiently similar topic existed last quarter. Nobody was discussing this three months ago.
SPIKING · +38
Suddenly louder
Matched a prior theme, then grew sharply in mention volume. The same companies are saying much more about it.
BROADENING · +2 CO.
Spreading outward
Matched a prior theme and spread to more companies without a volume spike. A quiet contagion across the sector.
SPIKING & BROADENING · +12 CO. / +38
The one you can't miss
Matched a prior theme, grew sharply, and spread to more companies. Louder and wider at once.

Scan the board, open one theme, then take it further.

Every theme in the quarter arrives as a card. Each one carries enough on its face to decide whether it's worth your time.

STEP 01
Filter the quarter
Pick a sector and a period. Every theme found across those calls comes back as a card, grouped by what happened to it.
SECTOR PERIOD MIN CO.
47 THEMES THIS QUARTER
STEP 02
Read one card
Five things on its face: how much it matters, what happened to it, how big it is, what it's about, and who raised it.
EXAMPLE — SEMICONDUCTORS, 2026 Q3
HIGH SPIKING
58u · 6co · 4q
Memory price inflation
Demand is outpacing supply this quarter. Prices keep climbing, lead times extend, and no company guides to relief.
MU WDC SNDK STX +2
STEP 03
Take it further, two ways
From the open theme, either follow it back through time or put a question to it directly.
Analyze over quarters
Four quarters of memory pricing: whether the language is moving toward stabilization, or further from it.
Ask a question on it
Scoped to the theme's own evidence, answered with the passages it was built from.
Who expects supply to catch up with demand, and when?
WHAT "ANALYZE OVER QUARTERS" RETURNS
Memory price inflation — trend history4 quarters
Q1
MIXED
Inventory digestion nearly done; pricing pressure easing.
Q2
POSITIVE
AI build-outs absorb available supply; first upward price commentary.
Q3
POSITIVE
Lead times extend. "Tight" replaces "balanced" across the group.
Q4
MIXED
Demand outpaces supply; no company guides to relief in the next two quarters.
PER-COMPANY READ
MU — described bit demand running ahead of planned output, with allocation already in place. (positive)
WDC — flagged extended lead times and declined to say when supply catches up. (neutral)
STX — warned that added capacity will not land inside the current cycle. (mixed)
03 — EARNINGS HIGHLIGHT

One call, turned into an analyst-style summary.

When you do need to go deep on a single company, the call comes back read across eight dimensions and then written out in full. Every line sourced.

OVERALL TONE
Where management actually sits, once the hedges are stripped out.
BULLISH SIGNALS
The specific, checkable claims that support the case.
BEARISH SIGNALS
What was conceded, and how quietly it was conceded.
VAGUE ANSWERS
Questions asked, and left deliberately unquantified.
ANALYST CONCERNS
The thread the buy side kept pulling on all call.
UNCERTAINTIES
What management flagged as still open, in their own words.
TAILWINDS & HEADWINDS
The forces named on the call, separated and weighted.
Q&A READ
Repeated topics, clear versus evasive answers, numbers versus narrative.
04 — WHERE IT FITS

A focused tool, not a replacement for your stack.

It does one job: making public-company disclosure faster to review, grounded in the transcripts themselves. Here's how that differs from the things it gets compared to.

VS. GENERIC CHATBOTS
One source of truth, not whatever it found
A general-purpose assistant can't reliably answer a specific question across hundreds of companies and quarters, and it blends in random web context along the way. This answers only from the real transcript corpus, and shows you the passages.
VS. FULL RESEARCH PLATFORMS
A workflow feature, sitting alongside
We're not trying to replace a full research platform and won't pretend to. This is the specific piece those platforms handle least well: what changed across a broad set of calls, tied back to evidence.
VS. EXPERT NETWORKS
A different category entirely
Expert networks sell access to people for primary research. This is about reviewing what public companies have already said, faster — and being able to point at exactly where they said it.
05 — EVIDENCE

Every claim goes back to the words on the call.

Each assertion carries a clickable source to the exact passage behind it — speaker, role, and the verbatim words in context. Not a page reference, not a confidence score. If it can't be sourced, it doesn't get said.

THE CLAIM
Management signalled that the margin benefit is partially non-repeating, while maintaining that the structural share is durable src
One click on any src opens the passage →
EXACT TRANSCRIPT UNIT
Chief Financial Officer
Q&A response · current quarter · unit 14 of 31
Close
"Just to be precise on the margin bridge — I'd say the majority is durable. There is a component tied to timing that we would not expect to repeat at the same magnitude next quarter, and we've reflected that in the guide."
margin bridge one-time items guidance
Traceable
Every assertion resolves to a named speaker and a verbatim passage.
Defensible
Research that goes into a memo has to survive a challenge. Citations travel with it.
Grounded
It reasons over the transcript corpus, not the open web.
Candid
Where the evidence runs out, it says so instead of filling the gap.
06 — ACCESS

Nothing important said on an earnings call should ever be missed again.

Built for buy-side analysts, portfolio managers, and CIOs at small equity-focused shops — family offices, boutique long-only and long/short funds, and generalists who personally cover a broad universe of names. And for the individual investor doing the same work without the desk behind them — reading the calls themselves, on their own time.

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