Blog Post Archive

April 2025

Order Backlog at Defense Contractors
Tuesday, April 22, 2025
Charticle - Carmax Used Car Prices
Thursday, April 10, 2025
Delta Kicks Off Q1 2025 Earnings Season
Wednesday, April 9, 2025
Template to Track Tesla Deliveries
Wednesday, April 2, 2025

March 2025

PP and E Investments in China
Thursday, March 27, 2025
Catching Up With Carnival Cruise Earnings
Saturday, March 22, 2025
More on Depreciation Adjustments
Thursday, March 20, 2025
Profit Concentration Among Large Firms
Tuesday, March 18, 2025
More Ways to Assess China Risk
Wednesday, March 12, 2025
Fresh Data on China Revenue Exposure
Tuesday, March 11, 2025
Here Come the Tariff Pressures
Tuesday, March 4, 2025

February 2025

A Final Update on Q4 Earnings
Friday, February 28, 2025
Non-Performing Assets are Rising--The Top 40 Most Exposed Banks?
Thursday, February 27, 2025
Charticle - Banks and Non-Performing Assets
Wednesday, February 26, 2025
Comparing Commerce at Walmart, Amazon
Friday, February 21, 2025
MicroStrategy Assumes Its Final (Bitcoin) Form
Tuesday, February 18, 2025
Q4 Earnings Get a Bit Tighter
Friday, February 14, 2025
On Amazon and Server Lifespans
Wednesday, February 12, 2025
List of Steel Producers who reported US Sales but are Non US
Monday, February 10, 2025
Q4 Earnings Keep Powering Along
Saturday, February 8, 2025
Revenue Streams at the New York Times
Thursday, February 6, 2025
Inventory as a Non-Current Asset
Wednesday, February 5, 2025
First Look at Q4 Earnings Growth
Saturday, February 1, 2025

January 2025

General Motors Reports $5.2 Billion of Earnings Adjustments
Tuesday, January 28, 2025
Airline Fuel Costs Now Descending
Thursday, January 23, 2025
More Analytics - Prologis and Occupancy
Tuesday, January 21, 2025
Exposure to Medicare Drug Negotiations
Friday, January 17, 2025
UnitedHealth in Four Charts
Thursday, January 16, 2025
Bank of America: What We Learned (hint - it's in the loan book)
Thursday, January 16, 2025
Another Analysis Shortcut From Calcbench
Tuesday, January 14, 2025
Earnings Season Takes Off With Delta
Monday, January 13, 2025
The Wealth of Standardized Data in Calcbench
Friday, January 3, 2025

December 2024

Counting Up the Tech Giants and Net Income
Monday, December 30, 2024
Parsing Broadcom Non-GAAP Earnings
Tuesday, December 24, 2024
Krispy Kreme Gets Squeezed
Friday, December 13, 2024
How Calcbench Pro Subscribers Can Build An Earnings Model In Seconds
Thursday, December 12, 2024
A Word on Financial KPIs
Monday, December 9, 2024
Last Call for Q3 Earnings
Tuesday, December 3, 2024
Charticle - Nvidia Revenue Growth
Sunday, December 1, 2024

November 2024

More on Capex Spending
Tuesday, November 26, 2024
A Note on That Comcast News…
Thursday, November 21, 2024
Q3 Earnings and Capex Spending
Friday, November 15, 2024
A Year-End Check on Goodwill Assets
Thursday, November 14, 2024
More Tips on Retail Sector Analysis
Monday, November 11, 2024
Q3 Earnings Still Chugging Along
Friday, November 8, 2024
Getting Ready for Retail Sector Data
Tuesday, November 5, 2024
FQ3 First Look: Why Earnings are a Lot Better than They Seem
Friday, November 1, 2024

October 2024

The Wide World of Restructuring Programs
Tuesday, October 29, 2024
Charticle - Boeing Revenue
Wednesday, October 23, 2024
Analyzing Loan Loss Reserves on Wall Street
Friday, October 18, 2024
A Look at Zombie Companies
Sunday, October 13, 2024
First Look at Delta Q3 Earnings
Thursday, October 10, 2024
What’s Eating the Food Industry These Days
Wednesday, October 2, 2024

September 2024

Preparing for Q3 Earnings Season
Monday, September 30, 2024
Which Firms Depend Most on China
Friday, September 27, 2024
There’s So Much More in ‘Other’
Thursday, September 26, 2024
When Pretax Earnings Exceed Revenue
Friday, September 20, 2024
The Many Facets of Signet Jewelers Data
Monday, September 16, 2024
Disclosing Details of Cyber Incidents
Tuesday, September 10, 2024
A Split Emerges Over Q2 Earnings
Friday, September 6, 2024
Interview with Colin Morrison, CFA, credit analyst and API user
Thursday, September 5, 2024
Charticle - SG and A Costs
Monday, September 2, 2024

August 2024

The Details of Software Acquisition Deals
Monday, August 26, 2024
Sampling AI Risk Disclosures
Thursday, August 22, 2024
Another Entertainment Impairment Charge!
Thursday, August 15, 2024
Analysis of the Warner Bros. Impairment
Wednesday, August 14, 2024
Q2 Earnings: Aug. 9 Update
Friday, August 9, 2024
Charticle - Pharma Research Trends
Thursday, August 8, 2024
Q2 Earnings: Aug. 3 Update
Sunday, August 4, 2024

July 2024

You Gotta Love Non-GAAP Reporting Rules
Tuesday, July 30, 2024
Sample of Q2 2024 Pharma Drug Sales KPIs
Tuesday, July 30, 2024
McDonalds versus Chipotle Earnings and KPIs
Monday, July 29, 2024
Q2 Earnings Update, Big vs. Small
Friday, July 26, 2024
Examples of Great Performance Metrics (aka KPIs)
Friday, July 26, 2024
First Look at Q2 Earnings
Friday, July 19, 2024
UnitedHealth’s Big Cyber Expense
Tuesday, July 16, 2024
An In-House Use Case for Calcbench
Wednesday, July 10, 2024
A Note on Notes Payable
Monday, July 8, 2024
Another Tip for Upcoming Earnings Analysis
Wednesday, July 3, 2024

June 2024

Templates to Help With Earnings Analysis
Sunday, June 30, 2024
The Timing of Q2 Earnings Reports
Thursday, June 27, 2024
Another Way to Study Share Buybacks
Monday, June 24, 2024
Easier SEC Disclosure NLP with Standardized HTML
Wednesday, June 12, 2024
Non-GAAP Net Income Adjustments by Industry
Sunday, June 9, 2024
Campbell’s Big Bet on Rao’s Sauce
Wednesday, June 5, 2024
Research on Net Operating Losses
Sunday, June 2, 2024

May 2024

Amortization of Intangibles and Non-GAAP Net Income
Tuesday, May 28, 2024
Non-GAAP Adjustments, Part II: Big Adjusters
Thursday, May 23, 2024
Special Report: Non-GAAP Adjustments in 2023
Wednesday, May 22, 2024
Banks Continue to Feel a Squeeze
Friday, May 10, 2024
A Comment (Letter) on Intangible Amortization
Thursday, May 9, 2024
Where the Earnings Are in Q1
Monday, May 6, 2024
Public Companies Audited by BF Borgers
Friday, May 3, 2024
Quick Takes on Free Cash Flow
Friday, May 3, 2024
Q and A With Accounting Chair at Ohio State University
Wednesday, May 1, 2024

April 2024

First Look at Q1 Earnings
Friday, April 26, 2024
How to Research Earnings News
Thursday, April 25, 2024
Procter and Gamble Earnings Snapshot
Monday, April 22, 2024
Standardized Geographic Segments
Friday, April 19, 2024
Q1 Earnings Season Revs Up
Tuesday, April 16, 2024
Q and A With Professor Lisa Koonce, UT Austin
Monday, April 15, 2024
How to Research Non-GAAP Disclosures
Wednesday, April 10, 2024
Repercussions of R and D Tax Policy
Thursday, April 4, 2024
Earnings Report: A Final Q4 Update
Tuesday, April 2, 2024

March 2024

Charticle: Dollar General Segments
Tuesday, March 26, 2024
A Deeper Analysis of Convertible Debt Risks
Thursday, March 21, 2024
How to Find or Create a Peer Group
Tuesday, March 19, 2024
Earnings Update, Mar. 8 - Getting Into the Data
Friday, March 8, 2024
Large Firms See China Revenues Drop
Wednesday, March 6, 2024
Small Banks and Non-Performing Assets
Friday, March 1, 2024

February 2024

The Curious Case of Keurig’s Adjustment
Wednesday, February 28, 2024
Earnings Update, Feb 26 Costs Down Profit Up
Friday, February 23, 2024
The Stunning Growth of NVidia’s AI Segment
Thursday, February 22, 2024
Q4 Performance and Inflation Fears
Tuesday, February 20, 2024
Charticle: Banks' Net Interest Margins
Thursday, February 8, 2024
Tracing Spirit AeroSystems’ Dependence on Boeing
Tuesday, February 6, 2024
The Latest Q4 Earnings Update
Friday, February 2, 2024

January 2024

Quick Takes on Microsoft, Google
Wednesday, January 31, 2024
The Latest Look at Airline Revenue
Tuesday, January 30, 2024
Johnson & Johnson's Covid-19 Operations
Tuesday, January 23, 2024
Tracking Commercial Real Estate Exposure
Friday, January 12, 2024
A Preview of Airline Earnings Analysis
Tuesday, January 9, 2024
Finding Convertible Debt Disclosures
Thursday, January 4, 2024
2024 Debt Refinancings, Here We Come!
Tuesday, January 2, 2024

December 2023

Carnival Corp.’s Per Passenger Revenue
Thursday, December 21, 2023
Operating Cash Flows Up, But to What End?
Thursday, December 14, 2023
Digging Into Cybersecurity Incidents
Tuesday, December 12, 2023
A Look at Gross Profits in Clothing Sales
Wednesday, December 6, 2023

November 2023

Charticle: Operating Margins in Microchips
Monday, November 27, 2023
The Calcbench Q3 Quarterly Wrap-Up
Monday, November 20, 2023
Uber vs. Lyft: Analytics Extravaganza
Thursday, November 16, 2023
Special Report: How Debt Might Squeeze Firms in 2024
Tuesday, November 14, 2023
Hulu Reaches Its Finale
Thursday, November 2, 2023

October 2023

Earnings Scorecard (thru October 27)
Sunday, October 29, 2023
For Subscribers: A Pharma Earnings Analysis Template
Wednesday, October 25, 2023
Earnings From Microsoft, Google, More
Wednesday, October 25, 2023
Q3 Earnings Season Is Here!
Monday, October 23, 2023
Finding Detailed KPIs: Union Pacific Example
Friday, October 20, 2023
How to Find TLAC Disclosures
Wednesday, October 11, 2023
KPI Alert: 'RPO' for Revenue
Tuesday, October 10, 2023
The Large Costs of Being Small
Thursday, October 5, 2023
Q&A with Olga Usvyatsky, Power User
Wednesday, October 4, 2023
Examining Airline Fuel Costs
Sunday, October 1, 2023

September 2023

Banking Sector Analysis, Concluded
Thursday, September 28, 2023
Charticle: Interest Expense
Tuesday, September 26, 2023
More on Analyzing the Bank Sector
Thursday, September 21, 2023
How to Analyze the Banking Sector
Thursday, September 14, 2023
SEC Stresses Value of XBRL Quality
Monday, September 11, 2023
An Example of CMBS Tumult in Banks
Thursday, September 7, 2023

August 2023

Measuring the Medicare Revenue Squeeze
Wednesday, August 30, 2023
Understanding Changes to Non-GAAP Reporting
Monday, August 21, 2023
Bank Deposit Trends: A Q2 Update
Thursday, August 17, 2023
Rising Restructuring Costs
Tuesday, August 15, 2023
Capital One and Credit Card Insights
Wednesday, August 9, 2023
Dispatches From the Dark Side of Q2
Thursday, August 3, 2023
Raising Concerns on Sales Volume
Tuesday, August 1, 2023

July 2023

Deposits at Big Banks: Downward!
Friday, July 28, 2023
Charticle: Battle of the Clouds
Wednesday, July 26, 2023
Parsing Tesla's Latest Numbers
Monday, July 24, 2023
Will Airline Numbers Finally Take Flight?
Tuesday, July 18, 2023
Charticle: Inventory Values
Sunday, July 9, 2023
Warranty Disclosures in the News!
Thursday, July 6, 2023

June 2023

Performance Metrics in Retail
Tuesday, June 27, 2023
Non-GAAP: The Biggest Adjusters
Tuesday, June 20, 2023
When Non-GAAP Goes Downward
Thursday, June 15, 2023
More Non-GAAP Adjustment Analysis
Wednesday, June 14, 2023
Amortization of Intangibles in Action
Tuesday, June 6, 2023
Special Report: Non-GAAP Adjustments Keep Growing
Thursday, June 1, 2023

May 2023

A Refresher on Audit Fee Disclosures
Tuesday, May 30, 2023
Interest Expense in 2023: Ouch
Monday, May 22, 2023
Are Retailers Weathering Inflation?
Wednesday, May 17, 2023
Now Playing on Disney: Parks & Rev
Thursday, May 11, 2023
Week Two Earnings Roundup!
Sunday, May 7, 2023
A Running Tab on Bank Deposits
Thursday, May 4, 2023
Excel Add-in Dynamic Arrays
Wednesday, May 3, 2023
Marriott’s Long Road Back, in Non-GAAP
Tuesday, May 2, 2023

April 2023

Earnings Week One!
Sunday, April 30, 2023
Hertz and ‘Total RPD’ Metrics
Thursday, April 27, 2023
Pepsi and Coke Disclosures, Head-to-Head
Tuesday, April 25, 2023
Earnings Research: Two Quick Examples
Thursday, April 20, 2023
J&J’s Gigantic Non-GAAP Adjustment!
Tuesday, April 18, 2023
Charticle: Non-Interest Income
Wednesday, April 12, 2023
Banks Sending Early Q1 Smoke Signals
Thursday, April 6, 2023
A Refresher on Financial Asset Disclosures
Wednesday, April 5, 2023

March 2023

Get Ready for Bank Disclosures!
Thursday, March 30, 2023
Charticle: Changes in China Revenues
Thursday, March 23, 2023
A Look at Home Loan Lending Trends
Tuesday, March 21, 2023
Revisiting Corporate Debt Loads
Monday, March 20, 2023
Quick Looks at Mid-Size Banks, Liquidity Risks
Monday, March 13, 2023
Is Our Free Tax Money Going Away?!
Thursday, March 9, 2023
Fundamental Data Strategy, Part II
Wednesday, March 8, 2023
Why a Fundamental Data Strategy Matters
Tuesday, March 7, 2023
Earnings Quality Monitor
Wednesday, March 1, 2023

February 2023

Some Tricky Questions in UPS Fuel Disclosures
Tuesday, February 21, 2023
An Update on Hotels
Thursday, February 16, 2023
Another Look at Margins
Monday, February 13, 2023
Google and Life on the Margins
Wednesday, February 8, 2023
A Quick Look at Bed, Bath & Beyond
Thursday, February 2, 2023

January 2023

Watching Netflix Numbers
Friday, January 27, 2023
Charticle: Banks and Non-Interest Income
Tuesday, January 24, 2023
Big Tech, Employees, and Revenue
Thursday, January 19, 2023
Egg Prices: They’re Just Boiling
Wednesday, January 18, 2023
Checking Up on Albertsons
Monday, January 16, 2023
Debt Disclosures: Finding Them in Calcbench
Monday, January 9, 2023
Corporate Debt: An Analysis for CFOs
Monday, January 9, 2023
Debt & Interest, Part III: Other Metrics
Monday, January 9, 2023
Debt & Interest, Part II: The Watch List
Monday, January 9, 2023
In-Depth: Debt and Interest Rates
Monday, January 9, 2023

December 2022

Calcbench on Snowflake
Thursday, December 29, 2022
Point-In-Time Financial Ratios
Thursday, December 29, 2022
Q&A with Ari Yezegel - Data Analytics in Accounting
Tuesday, December 20, 2022
Another Take on Tax Reporting
Tuesday, December 13, 2022

November 2022

Charticle: Interest vs. Non-Interest at Banks
Wednesday, November 30, 2022
Financial Data & the World Cup
Friday, November 25, 2022
Back to Retailers and the Bullwhip Effect
Tuesday, November 22, 2022
Another Example of Revised Financials
Tuesday, November 15, 2022
Rackspace and the Complex Impairment Charge
Thursday, November 10, 2022
A High-Level View of Higher Prices
Tuesday, November 8, 2022
Zillow, Mortgage Rates, and Pain
Thursday, November 3, 2022

October 2022

A Look at Amazon’s Segment Revenues
Monday, October 31, 2022
Bridging Academia and Industry - an interview with Perry Beaumont, PhD
Wednesday, October 26, 2022
Tracking Foreign Currency Adjustments
Monday, October 24, 2022
Citigroup: Tale of Two Revenue Streams
Wednesday, October 19, 2022
Changes in Purchase Price Allocation
Sunday, October 16, 2022
Semi-Conductors and China
Thursday, October 13, 2022
Banks and Tier 1 Capital Over Time
Wednesday, October 12, 2022
Calcbench How-To: Making Charts
Tuesday, October 4, 2022

September 2022

Goodwill Webinar: A Recap
Wednesday, September 28, 2022
Charticle: S&P Average Change in Cash
Thursday, September 22, 2022
Nosing Around Cisco’s Acquisitions
Wednesday, September 14, 2022
Wheels Coming Off at Peloton?
Wednesday, September 7, 2022

August 2022

Interesting Item on Energy Firms
Monday, August 29, 2022
Tracking Corporate Tax Scenarios
Tuesday, August 23, 2022
An SEC Warning on Non-GAAP No-No’s
Thursday, August 11, 2022
Researching the New Senate Tax Bill
Monday, August 8, 2022
Cruise Lines Still Seek Smoother Sailing
Monday, August 1, 2022

July 2022

Q2 Data Now Flooding In
Monday, July 25, 2022
An Update on Supply Chain Financing
Thursday, July 21, 2022
Mortgage Banking Revenue Gets Ugly
Friday, July 15, 2022
Is Pharma Getting Message on Non-GAAP?
Thursday, July 14, 2022

June 2022

A Run-Down of Non-GAAP Issues
Tuesday, June 28, 2022
Fuel, FedEx, and Segments
Thursday, June 23, 2022
In-Depth: How Pharma Firms Use Non-GAAP
Wednesday, June 22, 2022
The Incomparability of Non-GAAP Measures
Friday, June 17, 2022
Adding Up Non-GAAP Adjustments
Thursday, June 9, 2022
Comparing Segments Across Companies
Tuesday, June 7, 2022
That Big Goodwill Impairment You May Have Missed
Thursday, June 2, 2022

May 2022

Are Inflation Indicators Turning?
Tuesday, May 24, 2022
Improved Excel Add-In
Wednesday, May 18, 2022
A Discussion on Point-In-Time Data
Tuesday, May 17, 2022
A Fresh Look at Ukraine Disclosures
Thursday, May 12, 2022
Finding Better P/E Estimates
Monday, May 9, 2022
Uber’s Long Trip in Non-GAAP
Thursday, May 5, 2022
A Quick Take on Apple Product Revenues
Monday, May 2, 2022

April 2022

Snap’s Impressive Private Placement
Monday, April 25, 2022
Digging Into Delta’s Revenues, Efficiency
Thursday, April 14, 2022
A Quick Tip on Exec Compensation Data
Thursday, April 7, 2022
Using Calcbench for Performance Ratios
Wednesday, April 6, 2022

March 2022

Amazon Segments: How Do They Stack Up?
Thursday, March 31, 2022
Analyzing Share Buybacks: The Big Picture
Tuesday, March 29, 2022
Analyzing Share Repurchase Programs, Part II
Wednesday, March 23, 2022
Share Repurchase Programs: How to Analyze Them
Wednesday, March 16, 2022
How Companies Are Disclosing Russia Issues
Tuesday, March 15, 2022
Share Buybacks: 10-Year Analysis
Tuesday, March 8, 2022
Tracking Disclosures About Russia
Tuesday, March 1, 2022

February 2022

Charting Big R&D Spenders
Tuesday, February 15, 2022
Amazon: A Tale of Two Segments
Thursday, February 10, 2022
SEC Comment Letters: Delay in Public Release
Tuesday, February 8, 2022
SEC Comment Letters: Bigger Trends
Thursday, February 3, 2022

January 2022

Some Comments on SEC Comment Letters
Monday, January 31, 2022
Calcbench Data on Debt, Rates, and Maturity Dates
Tuesday, January 25, 2022
A Look at Microsoft’s Piles of Cash
Wednesday, January 19, 2022
Measuring Buying Power in the S&P 500
Thursday, January 6, 2022
SG&A Costs: Onward & Upward
Tuesday, January 4, 2022

December 2021

General Mills Warns on ‘Input Costs’
Tuesday, December 21, 2021
DSO Metrics? Yep, We Got That
Thursday, December 16, 2021
Some Quick Debt Notes
Sunday, December 12, 2021
Another Example of Purchase Price Allocation
Thursday, December 9, 2021
S&P 500 Chinese Revenues
Monday, December 6, 2021

November 2021

10-Q Filings: They’re Up, Thanks to SPACs
Sunday, November 28, 2021
Supply Chain Webinar Now Available
Monday, November 22, 2021
Supply Chains, Cost, and Trucking
Wednesday, November 17, 2021
Charting the Cost of Revenue
Tuesday, November 9, 2021
M&A Activity Over the Years
Friday, November 5, 2021
Apple Feels Bite of Supply Chains
Wednesday, November 3, 2021
Q&A with Andy Schmidt, Associate Professor of Accounting at North Carolina State University
Wednesday, November 3, 2021
The Cost Capitalization Con
Monday, November 1, 2021

October 2021

Press Release Data in Real time
Friday, October 22, 2021
When Netflix Reported Last Night
Wednesday, October 20, 2021
Calcbench Through the Years
Monday, October 18, 2021
Exporting Earnings Releases to Excel
Thursday, October 14, 2021
Digging Up Data on Drug Revenues
Wednesday, October 13, 2021
Low Latency Earnings Press-Release Financials
Tuesday, October 12, 2021
Making a Fine Point About Rounding Errors
Thursday, October 7, 2021
Templates and Our Excel Add-In
Tuesday, October 5, 2021
Insights From Building a DIY Cash-Flow Statement
Monday, October 4, 2021

September 2021

More Numbers on Goodwill
Thursday, September 30, 2021
The Top-Heavy Habits in Share Buybacks
Sunday, September 19, 2021
Hormel Foods, Planters acquisition and more...
Monday, September 13, 2021
M&A Deals: How Many, How Much
Thursday, September 9, 2021
Revenue: There Is No ‘There’ There, Part II
Sunday, September 5, 2021

August 2021

Back to Basics: Determining Book Value
Monday, August 30, 2021
For Small S&P 500 Firms, the Squeeze Is On
Tuesday, August 24, 2021
All Our SPAC Stuff, All in One Place
Friday, August 20, 2021
Will Other Tech Companies Revisit Their Servers?
Monday, August 9, 2021
Revenues: There is No ‘There’ There (Part 1)
Tuesday, August 3, 2021

July 2021

Google’s Change in Accounting Estimates
Wednesday, July 28, 2021
Is Everyone DeSPACing?
Monday, July 26, 2021
SPACs, Part V: The Afterlife
Thursday, July 22, 2021
A Response to Voss Column on EPS
Monday, July 19, 2021
Earnings Reports Text Search for Inflation
Saturday, July 17, 2021
Pepsico and Its Many Acquisition Details
Wednesday, July 14, 2021
Q&A with Don Pagach, Professor of Accounting and Director of Research for Enterprise Risk Management Initiative, NC State
Tuesday, July 13, 2021
Jabil, KPI Disclosures, and You
Thursday, July 8, 2021
Is It Really Earnings, or Just Financial Engineering?
Tuesday, July 6, 2021
SPACs, Part IV: The Restatement Wave
Friday, July 2, 2021

June 2021

SPACs, Part III: Where the Money Goes
Sunday, June 27, 2021
SPACs, Part II: What the Statements Look Like
Monday, June 21, 2021
Looking at the Gap in Non-GAAP EPS Numbers
Thursday, June 17, 2021
Now Launching: Our SPAC-tacular Series!
Saturday, June 12, 2021
A Refresh: Calcbench and Academic Research
Thursday, June 10, 2021
Growth Capex, Maintenance Capex, and PP&E Numbers
Wednesday, June 2, 2021

May 2021

Apple’s Revenues
Thursday, May 27, 2021
A Q1 Recap — and Net Income, Wow!
Wednesday, May 26, 2021
The Impact of Accounting Changes
Tuesday, May 25, 2021
The Power of Press Release Data!
Thursday, May 20, 2021
Time From Earnings Release to 10-Q: An Update
Sunday, May 16, 2021
Gaming Out Some Tax Scenarios
Friday, May 14, 2021
Reconciling Uber’s Non-GAAP Earnings
Thursday, May 6, 2021
Clorox and Its ‘Adjusted EPS’ Metric
Tuesday, May 4, 2021

April 2021

Quite the Bargain (Gain) for Rite Aid
Tuesday, April 27, 2021
Non-GAAP Adjustments: A Report
Tuesday, April 20, 2021
Executive Compensation Data Downloads
Thursday, April 15, 2021
Q&A: Calcbench for Researchers, An Interview with Rani Hoitash at Bentley University
Wednesday, April 14, 2021
CEO Pay Ratios: Yeah, We Got That
Tuesday, April 13, 2021
Corporations and Paying No Taxes
Thursday, April 8, 2021

March 2021

A Tale of Two Adjustments: Macy’s and A&F
Tuesday, March 30, 2021
Ulta Beauty and Non-GAAP Reconciliation
Friday, March 26, 2021
A Quick Review of Q4 2020
Wednesday, March 17, 2021
Q&A: Calcbench in Experiential Learning with Terry Campbell
Tuesday, March 16, 2021
Covid and the Airlines, One Year Later
Thursday, March 11, 2021
A Fresh Look at the Restaurant Sector
Tuesday, March 9, 2021
Now Online: Our Analytics Webinar!
Sunday, March 7, 2021
Chinese Revenues of US Firms
Tuesday, March 2, 2021
An Update on SolarWinds Disclosures
Tuesday, March 2, 2021

February 2021

Kraft Keeps Busy on Goodwill Testing
Wednesday, February 24, 2021
Human Capital Disclosures (the visual)
Tuesday, February 16, 2021
Critical Audit Matters, Part II: Tax Disclosures
Thursday, February 11, 2021
Critical Audit Matters in 2021 (so far)
Tuesday, February 9, 2021
Human Capital Disclosures
Wednesday, February 3, 2021

January 2021

A Closer Look at Non-GAAP Disclosures
Tuesday, January 26, 2021
Measuring the Gap in Non-GAAP Income
Friday, January 22, 2021
Looking for Bankruptcy Survivors
Tuesday, January 19, 2021
Our Non-XBRL Search Query Tool
Thursday, January 14, 2021
Earnings Before Civil Unrest
Tuesday, January 12, 2021
Nike Just Does It on e-Commerce
Thursday, January 7, 2021
Discontinued Operations & Income
Tuesday, January 5, 2021

December 2020

SPACs Are All Cash, Right? Right??
Tuesday, December 29, 2020
Looking Into SolarWinds Filings
Monday, December 21, 2020
Firms and Income From Investments
Tuesday, December 15, 2020
As Coronavirus Lingers, a Cash Grab
Wednesday, December 9, 2020
Calcbench in Academia: An Interview with Dr. Vern Richardson
Thursday, December 3, 2020
Salesforce: What Are They Selling?
Wednesday, December 2, 2020
Going Up: Time Firms Need for Filings
Tuesday, December 1, 2020

November 2020

Whole Lotta SPACs Out There
Friday, November 27, 2020
Tagging MD&A? Yeah, We Got That
Tuesday, November 24, 2020
Looking Into Strip Clubs
Sunday, November 22, 2020
Q3 Snapshot: Cash, Debt, Turbulence All Up
Tuesday, November 17, 2020
New Ways to Pull Earnings Release Data
Wednesday, November 11, 2020
How’s the Rental Market These Days?
Wednesday, November 4, 2020

October 2020

CBRE: Hunting for Segment Details
Saturday, October 31, 2020
Recap of Our Goodwill Webinar
Tuesday, October 27, 2020
Now Available: New Earnings Press Release Functionality
Tuesday, October 27, 2020
Do We Have a Goodwill Bubble?
Tuesday, October 20, 2020
Extracting Non-GAAP Data from Earnings Press Releases
Thursday, October 15, 2020
Precarious Goodwill: Analog Devices Example
Tuesday, October 13, 2020
Hot off the Press: Enhanced Press Release Tools
Tuesday, October 13, 2020
Conagra Brands Staying Healthy
Tuesday, October 6, 2020

September 2020

Long and Winding Road for Thor Industries
Wednesday, September 30, 2020
One-Stop Shopping for Retail Week
Monday, September 21, 2020
Retail Week Part III: Impairments
Wednesday, September 16, 2020
Retail Week Part II: Inventory Turnover
Monday, September 14, 2020
Retail Week, Part I: Tale of Two Segments
Wednesday, September 9, 2020
Comparing Changes in Risk Disclosure
Tuesday, September 1, 2020

August 2020

Chewing Over Blue Apron’s Results
Tuesday, August 25, 2020
Commercial Loan Delinquency Rates
Friday, August 21, 2020
Uber’s Many Adjustments
Thursday, August 13, 2020
SEC Quizzes Coca-Cola on Supply Chain Financing
Monday, August 10, 2020
Research Note: Tech Giants and Market Cap
Friday, August 7, 2020
Pandemic Takes a Toll on Ralph Polo Lauren
Tuesday, August 4, 2020

July 2020

Rolling Up on Toilet Paper Sales
Monday, July 27, 2020
Egg Prices Cracked, and Cal-Maine Got Fried
Wednesday, July 22, 2020
Delta’s Very Bad Luck on Investments
Wednesday, July 15, 2020
Loan Loss Provisions Q2 2020
Tuesday, July 14, 2020
Gearing Up for Q2 Covid Disclosures
Sunday, July 12, 2020
Tracing Weaknesses in Financial Reporting
Wednesday, July 8, 2020

June 2020

Research Note: Net Operating Losses
Monday, June 29, 2020
Low-Latency Earnings Press Release Data
Saturday, June 27, 2020
SEC Inquiries on Covid Impairments
Tuesday, June 23, 2020
An Interview with Jack Ciesielski, One of the Original Users
Thursday, June 18, 2020
Adjusting for Covid: Introducing EBITDA-C
Tuesday, June 9, 2020
Williams Sonoma and Covid Disclosures
Monday, June 8, 2020
Operating Segments and Profitability:  AWS vs. MSFT Intelligent Cloud
Wednesday, June 3, 2020

May 2020

Restaurant Week, Part III: Risk Factors
Friday, May 29, 2020
Q&A with Tom Philips
Wednesday, May 27, 2020
Restaurant Week, Part II: Impairments
Wednesday, May 27, 2020
Introducing Calcbench Restaurant Week!
Tuesday, May 26, 2020
An Interview with Leslie Robinson, Dartmouth College
Wednesday, May 20, 2020
Rent Payments, Real Estate, and Covid-19
Saturday, May 16, 2020
Days from Earnings Release to 10Q
Tuesday, May 12, 2020
Here Come the Q1 Impairments
Monday, May 11, 2020
Corporate Pension Plans: A $394 Billion Gap
Wednesday, May 6, 2020
Dissecting the Airline Bailouts
Tuesday, May 5, 2020

April 2020

New Targeted Search Capability
Friday, April 24, 2020
How One College is Using Calcbench for Online Learning
Wednesday, April 22, 2020
Covid-Related Impairment Charges: United Example
Monday, April 20, 2020
Here Come the Compensation Cuts
Friday, April 17, 2020
Loan Loss Provisions UP UP UP
Wednesday, April 15, 2020
Looking for cash? So are they
Tuesday, April 14, 2020
Covid-19 Disclosure & Subsequent Events
Thursday, April 9, 2020
Now Available: Alerts on Guidance Updates
Wednesday, April 8, 2020
A Look at Cost of Goods Sold
Tuesday, April 7, 2020
A Q&A on Using Calcbench Data for Corporate Reporting
Friday, April 3, 2020
Coronavirus and Lines of Credit
Wednesday, April 1, 2020

March 2020

Some Recent Coronavirus Disclosures
Monday, March 30, 2020
GILTI Tax Data: Yeah, We Got That
Thursday, March 26, 2020
Exec Comp: Another Interesting Trend
Monday, March 23, 2020
Trends in Executive Comp, 2010-2018
Thursday, March 19, 2020
Another Look at Strength of Balance Sheets
Wednesday, March 18, 2020
Studying Debt Levels
Wednesday, March 11, 2020
A Q&A on Using Calcbench Data for Academic Research
Wednesday, March 4, 2020
Calcbench Talkin’ Shop!
Monday, March 2, 2020

February 2020

A Broader Look at Coronavirus Risk
Thursday, February 27, 2020
Yum Brands and Coronovirus Damage
Thursday, February 20, 2020
Another Calcbench Use Case: Benchmarking DPO Changes
Wednesday, February 12, 2020
Updated Calcbench Excel Add-In
Tuesday, February 11, 2020
Hot Take on Cooling PPE Outlays
Monday, February 10, 2020
A Brief History of Juul Impairment Charges
Monday, February 3, 2020

January 2020

Research Note: Impairment of Leased Assets
Thursday, January 30, 2020
Tracking Coronavirus Risk, Disclosures
Tuesday, January 28, 2020
How to Find a Material Weakness
Thursday, January 23, 2020
Calcbench Tip: Email Alerts
Sunday, January 19, 2020
Calcbench Tip: Text Disclosures
Sunday, January 19, 2020
Devising an Impairment Sensitivity Test
Tuesday, January 14, 2020
Acuity Impairment on Leased Asset
Thursday, January 9, 2020
Calcbench Excel Add-in for Office 365 (The Excel Add-in on Mac)
Thursday, January 9, 2020
Restructuring After Restructuring at Jabil
Tuesday, January 7, 2020
New Year, New Risks for Uber & Others
Friday, January 3, 2020

December 2019

Looking Again at Legalized Weed
Friday, December 27, 2019
An Update on Trucking Industry Slowness
Sunday, December 22, 2019
Coming Up in 2020: CECL Disclosures
Wednesday, December 18, 2019
Finding and Assessing ‘Contribution Margin’
Wednesday, December 11, 2019
Cycling Through Peloton’s Financials
Monday, December 9, 2019

November 2019

Calcbench and Academic Research
Monday, November 25, 2019
Disney’s Cliffhanger With Hulu
Friday, November 22, 2019
Starbucks on Leasing Costs
Tuesday, November 19, 2019
The Devil Is in the Discount Rate
Friday, November 15, 2019
A Look at Product Warranty Accruals
Tuesday, November 12, 2019
CHS Limps Through Weather & War
Thursday, November 7, 2019
Master Class: Preparing for Recession
Wednesday, November 6, 2019

October 2019

When Operating Leases Weigh Down ROA
Sunday, October 27, 2019
Feeling the Squeeze on China
Wednesday, October 23, 2019
Netflix and the Cost of Content
Tuesday, October 22, 2019
U.S. firms with Sales in China through 2018.
Wednesday, October 9, 2019
Tracking  Pension Data in Calcbench
Wednesday, October 9, 2019
In Depth: Leasing Costs in Retail Sector
Friday, October 4, 2019

September 2019

Alibaba and Cloud Computing
Thursday, September 19, 2019
Introducing Critical Audit Matters
Monday, September 16, 2019
Our Fireside Chat on Goodwill Assets
Wednesday, September 11, 2019
Pulling Forward Share Buybacks
Friday, September 6, 2019

August 2019

A Quick Catch-Up on VMWare
Saturday, August 31, 2019
By the Numbers: Restructuring Costs Over Time
Friday, August 23, 2019
WeWork Liabilities, Part II
Wednesday, August 21, 2019
WeWork’s Liabilities in Perspective
Tuesday, August 20, 2019
Comparing LinkedIn, Twitter Revenue
Wednesday, August 14, 2019
Leasing’s Effect on Retail Balance Sheets
Wednesday, August 7, 2019
Using Calcbench to Find China Exposure
Thursday, August 1, 2019

July 2019

Leasing Details: The Comcast Example
Tuesday, July 30, 2019
Easy Fundamental Equity Analysis in Python
Monday, July 29, 2019
Calcbench Data and Tax Reform Insight
Monday, July 22, 2019
Downshifting in the Trucking World
Wednesday, July 17, 2019
New Report: Adoption of New Lease Accounting Standard
Tuesday, July 16, 2019
More Consequences of Lease Accounting
Friday, July 5, 2019
Another Example of Tax Reform Twisting Bottom Line
Monday, July 1, 2019

June 2019

The Latest Share Repurchase Data
Thursday, June 27, 2019
Popping the Lid on Smuckers’ Goodwill
Tuesday, June 18, 2019
Not Much Fizz in LaCroix Right Now
Tuesday, June 11, 2019

May 2019

An Example of Calcbench, Excel, and Insight
Wednesday, May 29, 2019
Research Paper: Capex Spending
Monday, May 20, 2019
Psst: Got Any Weed?
Thursday, May 16, 2019
Open Letter: SEC Proposed Rule for BDCs
Wednesday, May 15, 2019
General Motors and Workhorse
Friday, May 10, 2019
How to Find Earnings Release Data
Monday, May 6, 2019

April 2019

Following Restructuring Costs Over Time
Tuesday, April 23, 2019
Capex Spending: More Than You Might Think
Monday, April 22, 2019
When AWS Takes Over the World
Saturday, April 13, 2019
Data Trends in Focus: Restructuring Costs
Thursday, April 11, 2019
How One Customer Crushed It With Calcbench
Sunday, April 7, 2019
TJX Shows Complexity of Leasing Costs Reporting
Thursday, April 4, 2019
CEO Pay Ratios: Some 2018 Thoughts
Tuesday, April 2, 2019

March 2019

Corporate Spending: Where It Goes, 2017 vs. 2018
Wednesday, March 27, 2019
Health Insurers: A Bit Winded?
Monday, March 25, 2019
Our New Master Class Video
Friday, March 22, 2019
Tech Data’s Goodwill Adjustment
Thursday, March 21, 2019
There’s Taxes, and There’s Taxes
Tuesday, March 19, 2019
Adventures in Tax Cuts and Net Income
Saturday, March 16, 2019
Big Moves in Goodwill, Intangible Value
Monday, March 11, 2019
CVS, Goodwill, and Enterprise Value
Friday, March 8, 2019

February 2019

Summary of Our Goodwill Research/ How-To
Thursday, February 28, 2019
What Does ‘Other’ Mean? An Example
Wednesday, February 27, 2019
Another Tale, Buried in the Footnotes
Thursday, February 21, 2019
Low Latency Calcbench
Wednesday, February 13, 2019
Now Streaming on Hulu: Red Ink
Monday, February 11, 2019
Early Look at 2018 Tax Decline
Thursday, February 7, 2019
You Revised WHAT, Netflix?
Wednesday, February 6, 2019

January 2019

Talking About Huawei Exposure
Thursday, January 31, 2019
Another Discrepancy in Reported Numbers
Wednesday, January 30, 2019
Finding Revised Facts: Hertz Edition
Wednesday, January 30, 2019
GE Commercial Aviation Services: Bringing Numbers to Light
Wednesday, January 23, 2019
Differences in Earnings Releases and 10-Ks
Monday, January 21, 2019
The Importance of Textual Analysis
Wednesday, January 16, 2019
A Look at Climate Change Disclosures
Tuesday, January 8, 2019
Quants: Point-in-Time Data for Backtesting
Wednesday, January 2, 2019

December 2018

Now Showing: Controls & Procedures
Friday, December 28, 2018
A Reminder on Non-GAAP Reporting Rules
Thursday, December 27, 2018
Researching PG&E’s Wildfire Risk
Monday, December 17, 2018
Tracking Brexit Disclosures
Wednesday, December 12, 2018
Campbell Soup: Looking Behind the Label
Thursday, December 6, 2018
SEC Comment Letters: The Amazon Example
Sunday, December 2, 2018

November 2018

Measuring Big Pharma’s Chemical Dependency
Wednesday, November 28, 2018
Analysts, Can You Relate? A True Story
Monday, November 26, 2018
Digging Up Historical Trend Data: Quest Example
Monday, November 19, 2018
Cost of Revenue, SG&A: Q3 Update
Sunday, November 11, 2018
Lease Accounting: FedEx vs. UPS
Monday, November 5, 2018
New Email Alerting Powers
Saturday, November 3, 2018

October 2018

PTC and Two Tales of Revenue
Wednesday, October 31, 2018
10-K/Q Section Text Change Detection
Tuesday, October 30, 2018
Finding Purchase Price Allocation
Sunday, October 28, 2018
Charting Netflix Growth in Three Ways
Sunday, October 21, 2018
Interesting Data on Interest Income
Wednesday, October 17, 2018
The Decline of Sears in Three Charts
Thursday, October 11, 2018
Buying Revenue At Any Cost...The (Not So) New Strategy For IPOs?
Wednesday, October 3, 2018

September 2018

Campbell Soup Gets Squeezed
Sunday, September 30, 2018
Exchange Rate Effects on Cash
Wednesday, September 26, 2018
The Missing Unremitted Foreign Earnings
Monday, September 24, 2018
Thoughts on Structured Data
Tuesday, September 18, 2018
Calcbench Goes to the Movies
Sunday, September 16, 2018
The First-Ever Calcbench Webinar
Wednesday, September 12, 2018

August 2018

Q&A: Ahmet Kurt and Researching Financial Data Quality
Friday, August 31, 2018
Leasing Costs and the Income Statement
Friday, August 17, 2018
Costs of Revenue, SG&A: Q2 Update
Wednesday, August 15, 2018
Who is affected by Turkey?
Tuesday, August 14, 2018
Lease Accounting and Return on Assets
Wednesday, August 8, 2018
Latest Look at Leasing Liabilities
Thursday, August 2, 2018

July 2018

Bargain Hunting in Calcbench
Thursday, July 26, 2018
Chicken Soup for the Analyst’s Soul
Wednesday, July 25, 2018
Calcbench Report: Share Repurchase Programs
Thursday, July 19, 2018
Free Cash Flow, Big Filers and Small
Tuesday, July 17, 2018
Putting Our 8-K Search to Work
Monday, July 16, 2018
And Now, 8-K Disclosures Galore
Monday, July 9, 2018
Data: Dependence on Overseas Revenue
Thursday, July 5, 2018
Casey’s Stores Has Story to Sell
Monday, July 2, 2018

June 2018

Research: Q1 2018 Wrap-Up
Tuesday, June 26, 2018
Smucker’s Sweet Tax Benefit
Tuesday, June 19, 2018
U.S. Firms Exposure to China (2015-2017)
Tuesday, June 19, 2018
Yellow Alert on Cost of Revenue
Wednesday, June 13, 2018
Q&A: Global Return Asset Management and Looking for Outsized Returns
Tuesday, June 12, 2018
More on SG&A Costs in S&P 500
Friday, June 8, 2018
Finding the Gems in OCI: Google Example
Wednesday, June 6, 2018
An Open Letter to Lawmakers on HR 5054
Wednesday, June 6, 2018

May 2018

Dollar General: Growth, or Adrenaline?
Thursday, May 31, 2018
Mark to Market Impact in Q1
Tuesday, May 29, 2018
The Timing of the Earnings Press Release and the Annual Filing
Thursday, May 24, 2018
Deere in the Spotlight on Tax Reform
Monday, May 21, 2018
All Our Posts on Tax Reform, Under One Roof
Thursday, May 17, 2018
Text Disclosures for Details on Venezuela
Wednesday, May 16, 2018
Poring Over Details of Molson-Coors Merger
Sunday, May 13, 2018
Severance Costs: Fewer, but Higher
Friday, May 11, 2018
How Quickly Are Firms Filing?  Recent Data Here!
Thursday, May 10, 2018
Tax Reform: Who’s Up, Down in Relative Terms
Friday, May 4, 2018
Apple, the Share Repurchase King
Wednesday, May 2, 2018

April 2018

Kraft-Heinz’s Crazy Tax Rate
Thursday, April 26, 2018
More Thoughts on CEO Pay Ratios
Monday, April 23, 2018
Tale of Two Pay Ratios
Saturday, April 21, 2018
Did the company change its commitments and contingencies?
Wednesday, April 18, 2018
Calcbench and Researching CEO Pay Ratios
Monday, April 16, 2018
Tax Reform Totals Among Big Filers
Wednesday, April 11, 2018
Spotting Companies With Iffy Financials
Tuesday, April 3, 2018

March 2018

Now on Calcbench: Foreign Filers!
Tuesday, March 27, 2018
Interested in what the auditor had to say about it?
Monday, March 26, 2018
XBRL Primer For Equity Analysts
Friday, March 23, 2018
A Q&A on Data, Financial Analysis, and the Future
Thursday, March 22, 2018
2017 Numbers for Major Health Insurers
Tuesday, March 20, 2018
A Qwest for Insight on Effective Tax Rates
Wednesday, March 14, 2018
R&D Big Spenders in 2017
Monday, March 12, 2018
What ELSE is in a 10-K? Risk Factors
Tuesday, March 6, 2018

February 2018

Dunkin Donuts and the Ice Cream Adjustment
Tuesday, February 27, 2018
Quick, Latest Look at Share Repurchase Spending
Thursday, February 22, 2018
Deferred Tax Assets and Tax Reform
Tuesday, February 20, 2018
2017 Tax Reform Disclosures: Getting Started
Thursday, February 15, 2018
Wha? One-Time Taxes and Effective Tax Rates
Thursday, February 8, 2018
Amazon’s 10-K and Speculation on HQ2
Saturday, February 3, 2018

January 2018

Recasting Revenue: Another Example
Wednesday, January 31, 2018
An Update on Cash: Yep, There’s Lots of It
Thursday, January 25, 2018
Tax Reform Disclosures: Five Examples
Wednesday, January 24, 2018
A Look at Sustainability and SDGs Within Corporate Filings
Tuesday, January 23, 2018
Prepare for Filing Season With Calcbench!
Friday, January 19, 2018
Early Look at 2017 Leasing Costs
Tuesday, January 16, 2018
More on Researching Sustainability
Friday, January 12, 2018
An Update on Leasing Costs
Wednesday, January 10, 2018
Limitation on Net Operating Losses in 2018
Thursday, January 4, 2018
Impact of Corporate Interest Deduction Limits
Tuesday, January 2, 2018
Farewell 2017, Hello 2018
Tuesday, January 2, 2018

December 2017

Get Yer Taxonomy On…
Thursday, December 28, 2017
Quick Look at ‘Corporate Sustainability’
Thursday, December 21, 2017
Thoughts on Overseas Cash and Taxation
Wednesday, December 20, 2017
Disney, Fox, and Hulu
Monday, December 18, 2017
P/S Ratios, 2014-2016
Thursday, December 14, 2017
Snapshot: The Costs of Labor, Going Way Up
Friday, December 8, 2017
How to Study Valuations, Price-to-Sales Ratio
Tuesday, December 5, 2017

November 2017

How to Use Calcbench to Research Earnings Releases
Wednesday, November 29, 2017
All About Earnings Press Releases
Tuesday, November 28, 2017
Measuring Activity in Retail Sector
Monday, November 27, 2017
Revenue Recognition: Another Example of New Standard
Friday, November 24, 2017
Talking About Bitcoin
Tuesday, November 21, 2017
Breakups Can Be Painful: A Look at Merger Termination Fees
Monday, November 13, 2017
Q3 Cash: Who Is Reporting the Big Numbers?
Wednesday, November 8, 2017
Trends in Cash So Far This Quarter
Monday, November 6, 2017
Revenue Standard: Some Companies Are Chill
Thursday, November 2, 2017

October 2017

Calcbench Study: Corporate Income Tax Reconciliation
Thursday, October 26, 2017
Advanced Calcbench: How to Use the XBRL Query Tool
Wednesday, October 25, 2017
Do you know what industries have the most M&A activities? We do
Monday, October 23, 2017
Time to Regulate the Unicorns?
Wednesday, October 18, 2017
Tracking Disclosure of Hurricane Damage
Monday, October 16, 2017
ASC 606: So You’re Freaking Out…
Monday, October 9, 2017
A Software Firm NOT Bracing for ASC 606
Friday, October 6, 2017
Special Report: Taxes Paid (or Not) at S&P 500
Tuesday, October 3, 2017
Clickable 10-Ks & Press Releases in Excel
Monday, October 2, 2017

September 2017

Disclosing Effects of New Revenue Standard
Wednesday, September 27, 2017
Industry Snapshot: Metals and Mining
Monday, September 25, 2017
Currency Exchange Rate Effects in 2016
Thursday, September 14, 2017
Corporate Economic Review: Q2 2017
Wednesday, September 13, 2017
2018 GAAP Taxonomy Available for Comment
Wednesday, September 6, 2017

August 2017

Portfolio Income Statement
Monday, August 28, 2017
How to Compare Footnote Disclosures
Monday, August 28, 2017
Health of Large Health Insurers: 2013 to 2016
Friday, August 25, 2017
Special Report: In-Depth Look at Software Sector, New Revenue Standard
Tuesday, August 22, 2017
Industry Snapshot: Business Services Sector
Tuesday, August 15, 2017
Pro Tip: Displaying Financial Data in Foreign Currency
Monday, August 7, 2017
Teva’s Goodwill Impairment Was HOW Large?
Friday, August 4, 2017

July 2017

Revenue Recognition Standard: The Software Sector
Thursday, July 20, 2017
How to Find Segment Reporting: Simple Shortcut
Thursday, July 20, 2017
Now Available: Our Operating Lease Report!
Tuesday, July 18, 2017
Other Helpful Reading on Disclosure
Tuesday, July 18, 2017
Trend in Free Cash Flow: Split Decision
Monday, July 17, 2017
How to Find Changes in Financial Statements
Sunday, July 9, 2017
Trump Administration in Risk Factors: An Update
Monday, July 3, 2017

June 2017

iXBRL on the rise!
Thursday, June 29, 2017
Share Repurchase Programs Still Rolling
Monday, June 19, 2017
Gift Card Revenue in the Retail Sector
Friday, June 16, 2017
Better Edgar Search
Wednesday, June 7, 2017
Our New Introductory Video
Tuesday, June 6, 2017
Interesting Paper on Non-GAAP Metrics
Friday, June 2, 2017

May 2017

An Update on Hulu Details
Tuesday, May 30, 2017
Severance Payments Spike, 2014-17
Saturday, May 20, 2017
How to Conduct Text Searches in Calcbench
Wednesday, May 17, 2017
SEC Steps Up Speaking Up on Revenue Standard
Tuesday, May 16, 2017
A Better Metric for Accounting Complexity
Monday, May 15, 2017
How Smart Are We? This Smart
Thursday, May 11, 2017
How to Use the ‘Trace’ Feature
Monday, May 1, 2017
Another Use Case for Calcbench
Monday, May 1, 2017

April 2017

Update on Revenue Recognition Standard Disclosures
Wednesday, April 26, 2017
Goodwill Impairment Turns Around in 2016
Friday, April 14, 2017
Patterns in Deferred Revenue, 2011-2016
Wednesday, April 12, 2017
10-K/Q XBRL Text Blocks In Excel
Thursday, April 6, 2017
Leasing Costs in the Internet Sector
Tuesday, April 4, 2017

March 2017

Deeper Look at Net Income, Q4-2016
Monday, March 27, 2017
Calcbench Tutorial: Paying Taxes Amid Operating Losses
Wednesday, March 22, 2017
Banking Sector’s Interest Income, 2010-16
Monday, March 20, 2017
R&D Spending on the Rise, 2013-2016
Monday, March 13, 2017
Why Use Calcbench? This Is Why.
Wednesday, March 8, 2017
Some Big Moves on XBRL, SEC Filings
Monday, March 6, 2017

February 2017

Segments Reporting: A Whole New Look
Tuesday, February 28, 2017
The Whole Universe
Monday, February 27, 2017
How to Set Email Alerts for New Filings
Wednesday, February 22, 2017
Operating Margins at Large Cos., 2013-16
Monday, February 20, 2017
Quick Peek at First 2016 10-K Filings
Friday, February 17, 2017
Have We Mentioned Our Video Library?
Tuesday, February 14, 2017
SEC Meeting on 2/15 on Small and Emerging Companies
Thursday, February 9, 2017
Share Repurchase Programs Through Q3 2016
Wednesday, February 8, 2017
U.S. Vs. International Sales at Large Filers
Friday, February 3, 2017

January 2017

Quick Look at AmSurg / Envision Merger
Monday, January 30, 2017
Early Look at Banks’ 2016 Revenue Sources
Monday, January 23, 2017
More Thoughts About Comment Letters
Friday, January 20, 2017
Oh Look, a Non-GAAP Enforcement Action!
Thursday, January 19, 2017
Sizing the FCPA Pipeline
Monday, January 16, 2017
FASB Proposes Tweaks to Debt Classification
Friday, January 13, 2017
How to Find or Create a Peer Group
Wednesday, January 11, 2017
Revenue and PP&E Trends in Retail Sector
Friday, January 6, 2017
Inline XBRL Coming (Eventually) to European Filers
Wednesday, January 4, 2017
Snapshot: Money and Debt
Wednesday, January 4, 2017

December 2016

Sears Holdings: A Look at the Markdowns
Friday, December 30, 2016
Gathering Insight for Revenue Recognition Standard
Tuesday, December 20, 2016
At What Price Genius? Now We Know
Thursday, December 8, 2016
Are You Reading Competitors’ Comment Letters?
Wednesday, December 7, 2016
Searching SEC Comment Letters
Tuesday, December 6, 2016
Footnote Data Example: Walmart & FCPA Costs
Friday, December 2, 2016
Point-In-Time Fundamental Data
Friday, December 2, 2016

November 2016

A Look at Going Concern Indicators
Monday, November 28, 2016
Our Latest Take on Goodwill Impairments
Wednesday, November 23, 2016
Putting a Value on Hard-to-Value Intangible Assets
Thursday, November 17, 2016
Segment Reporting in the News!
Wednesday, November 16, 2016
SG&A Costs Over Time
Thursday, November 10, 2016
Let’s Talk About Purchase Price Allocation
Wednesday, November 9, 2016

October 2016

How to See Revised Facts From a Filer
Wednesday, October 26, 2016
The Calcbench Adjusted ROE Model!
Friday, October 21, 2016
PPE, Revenue Disclosures in China Market
Tuesday, October 18, 2016
Observations from CRUF meeting
Monday, October 17, 2016
Mergers and Acquisitions: Purchase Price Allocation
Thursday, October 13, 2016
Derivative Instruments in the S&P 500
Wednesday, October 12, 2016
Who Might Feel Flush Thanks to New Stock Option Rule
Thursday, October 6, 2016
How Bigly Is Trump’s Net Operating Loss, Really?
Tuesday, October 4, 2016

September 2016

Our Search for Meaning Continues…
Thursday, September 29, 2016
A Simple Example of Our Trace Feature
Friday, September 23, 2016
Calcbench at AAA Meeting
Monday, September 19, 2016
Calcbench Earnings Indicator Over Time
Monday, September 19, 2016
How Painful Is That Exchange Rate Bite, Really?
Thursday, September 15, 2016
Feds File Charges Over Non-GAAP Reporting
Wednesday, September 14, 2016
Inventory Levels Are Piling Up…
Monday, September 12, 2016
FASB Unveils Proposed Taxonomy for 2017 GAAP
Thursday, September 1, 2016

August 2016

Update on Corporate Disclosure Reform
Tuesday, August 30, 2016
Finding Patterns of Disclosure in Peer Groups
Tuesday, August 23, 2016
3 Year Profitability of Health Insurers
Thursday, August 18, 2016
Which Companies Top Benchmarks of Efficiency?
Wednesday, August 17, 2016
Using Calcbench to Dig Into Hulu
Monday, August 15, 2016
Looking at Geographic Segment Breakouts
Wednesday, August 10, 2016
Comparing Multiple Companies: The Bank Example
Wednesday, August 3, 2016

July 2016

(Why You Need To) Read SEC Comment Letters on Calcbench
Tuesday, July 26, 2016
Microsoft Uses Non-GAAP Until GAAP Catches Up
Friday, July 22, 2016
Calcbench Excel Add-In has IntelliSense
Friday, July 22, 2016
Trends in non-GAAP Free Cash Flow
Thursday, July 21, 2016
A Closer Look at Non-GAAP Net Income Among S&P 500
Thursday, July 14, 2016
What We’ve Learned From The First Inline XBRL filing
Monday, July 11, 2016
Deferred Revenue: Steady As It Goes
Sunday, July 10, 2016
Talking About the XBRL Data Quality Committee
Wednesday, July 6, 2016

June 2016

In Depth:  ‘Management’s Discussion and Analysis’
Thursday, June 30, 2016
The Size of U.S. SIFIs
Wednesday, June 29, 2016
Mind the Non-GAAP: Special Report on Net Income
Monday, June 27, 2016
Excel 10-K Disclosure Explorer
Friday, June 17, 2016
SEC Announces Inline XBRL Filing Program
Wednesday, June 15, 2016
Quick Analysis of MSFT buying LNKD
Monday, June 13, 2016
Before You Toss That Gift Card in the Trash
Sunday, June 5, 2016

May 2016

Up and Away with R&D Spending
Tuesday, May 31, 2016
How Many Restructuring Charges Equals Too Many?
Monday, May 23, 2016
How to Review a Whole Industry
Tuesday, May 17, 2016
A Look at Intangible Assets
Friday, May 13, 2016
You Want Line Items? We Got Line Items
Tuesday, May 10, 2016
SEC Frowns on Non-GAAP Metrics Yet Again
Thursday, May 5, 2016

April 2016

No, Really: Goodwill Impairment Is Pretty Bad
Friday, April 29, 2016
Goodwill Impairments in 2015: Not So Good
Thursday, April 28, 2016
Calcbench’s Valuation Model
Thursday, April 21, 2016
Getting a Grip on GAAP vs. Non-GAAP Metrics
Wednesday, April 20, 2016
S&P Spending on Share-Based Compensation
Friday, April 15, 2016
A Word About Our Website…
Monday, April 11, 2016

March 2016

Life and Death of a Restructuring Program
Thursday, March 31, 2016
Estimating the Effects of New Lease Accounting Rule
Tuesday, March 29, 2016
Calcbenching the dots ...
Tuesday, March 29, 2016
Turning Over Some Thoughts About Payables
Friday, March 25, 2016
Shareholder Buybacks: $1.41 Trillion and Counting…
Monday, March 21, 2016
Yes, the SEC Examines Your XBRL Exhibits
Friday, March 11, 2016
Oil - How did we do?
Tuesday, March 1, 2016

February 2016

How Big Could the Chinese M&A Wave Get?
Thursday, February 18, 2016
Matthew Kim Writes a node.js Client for Calcbench API
Friday, February 12, 2016
Accounting Observer’s Jack Ciesielski On Other Comprehensive Income (OCI)
Friday, February 12, 2016
Impairment Charges (get ready!)
Tuesday, February 9, 2016
Oil Forecast an Interim Update
Friday, February 5, 2016

January 2016

How Long Do We Wait?
Wednesday, January 27, 2016
Corporate Cash
Monday, January 25, 2016

December 2015

Predicting Bankruptcy in the mining industry with Altman's Z-score and the Calcbench API
Wednesday, December 16, 2015
Calcbench’s Forecast
Monday, December 14, 2015

November 2015

Import 10-K/Q Segment Data Into Excel
Monday, November 30, 2015
Exchange Rate Effects in Q3 2015
Friday, November 20, 2015
XBRL 101 - Quick Guide
Tuesday, November 17, 2015

October 2015

Income from Loans
Thursday, October 15, 2015
Just in time for earnings season: Press Release data at Calcbench
Wednesday, October 14, 2015
Calcbench now has Earnings Releases
Tuesday, October 13, 2015
Getting “most recent” periods in Excel just became easier
Friday, October 9, 2015

September 2015

Does the SEC use XBRL data? You bet they do!
Monday, September 28, 2015
Chinese Segments PP&E
Thursday, September 17, 2015
Segment Reporting
Tuesday, September 8, 2015

August 2015

Calcbench Google Sheets Add-on
Thursday, August 27, 2015

July 2015

Calcbench Data in Google Sheets
Monday, July 27, 2015
Yahoo’s Geographic Segment Revenue
Thursday, July 23, 2015
Yahoo is worth Nothing!! (nope)
Wednesday, July 22, 2015
Chinese Exposure in the S&P500 (2012-2014)
Friday, July 10, 2015
Building and Saving Peer Groups Just Got Easier
Wednesday, July 8, 2015
Off Balance Sheet Debt
Tuesday, July 7, 2015

June 2015

Et Tu Puerto Rico?
Monday, June 29, 2015
XBRL Will Change Your Research Analyst Life
Wednesday, June 24, 2015
Interview with Bryant Professor on Calcbench use in the Classroom
Tuesday, June 23, 2015
Easy Access to Small Firms’ Financial Data
Monday, June 15, 2015
Restructuring Charges in the S&P500
Tuesday, June 9, 2015
10-Ks and 10-Qs are hopelessly out of date. Why are we fighting to save them?
Monday, June 8, 2015

May 2015

How Does a Strong US Dollar Impact Domestic Corporations?
Thursday, May 21, 2015
Research Business Combinations Using Our New, Fully Interactive Disclosures
Tuesday, May 19, 2015
Calcbench Report : Operating Leases.  Off balance sheet debt is growing
Saturday, May 16, 2015
Interactive 10Ks and Qs…. XBRL just got a whole lot cooler!
Thursday, May 14, 2015
US Firms Chinese Exposure:  Third Stimulus Attempt!
Wednesday, May 13, 2015
Calcbench Earnings Indicator
Thursday, May 7, 2015
FIVE BEST REASONS TO OPPOSE HR 1965
Friday, May 1, 2015

April 2015

Using Fundamentals - Cut through the Noise
Thursday, April 23, 2015
Interested in what you can do with $500,000,000?
Friday, April 10, 2015

March 2015

Tier One Capital?  We’ve got this!
Tuesday, March 24, 2015
Calcbench Python Client
Thursday, March 19, 2015
Net Income YoY is DOWN??
Wednesday, March 18, 2015
Using Calcbench to Pull Tables Out of an SEC Paper Filing
Wednesday, March 11, 2015
Another Chinese Rate Cut!
Monday, March 2, 2015

February 2015

Free Cash Flow - top 25 S&P 500
Thursday, February 26, 2015
Pension Impact to Net Income!
Monday, February 23, 2015
Leases:  A Primer
Thursday, February 19, 2015
Calcbench User Guides and Tools
Tuesday, February 17, 2015
Pharma R&D (big spenders)
Friday, February 13, 2015
Calcbench Guide to Analyzing Income Taxes
Friday, February 6, 2015
Calcbench connects the dots and the supply chain!!
Wednesday, February 4, 2015

January 2015

Disclosure Text API
Wednesday, January 14, 2015
Grexit? PIGS? What a Country!
Wednesday, January 7, 2015
The Very First ‘Invest Like Warren Buffett in 2015’ Article of 2015!
Friday, January 2, 2015

December 2014

The Calcbench Excel Add-In Just Got Supercharged!
Friday, December 19, 2014
Unrecognized Tax Benefits - How Can You Learn More?
Thursday, December 18, 2014
Let Calcbench Help You Get Ahead of SEC 2015 Priorities
Wednesday, December 17, 2014
Russia got you concerned?
Tuesday, December 16, 2014

November 2014

Calcbench's Third Quarter Economic Summary
Tuesday, November 25, 2014
Chinese Rate Cut? No problem!
Friday, November 21, 2014
Sneak Peek at Q3 macro thru micro so far!
Wednesday, November 5, 2014

October 2014

H.R. 5405 would ...
Thursday, October 9, 2014
Top 5 Amazingly Cool Things You Can Do With Calcbench
Wednesday, October 8, 2014

September 2014

Calcbench API
Tuesday, September 30, 2014

August 2014

The Wall Street Journal Uses Calcbench, why not you too?
Tuesday, August 5, 2014

July 2014

Chart of the Day- Increasing Inventory Among Retail Stores
Thursday, July 10, 2014
XBRL Calculation Relationships, What Are They?
Tuesday, July 8, 2014

June 2014

Calcbench on a Mission: Understanding & Enhancing XBRL Data Quality
Monday, June 30, 2014
Calcbench’s ‘Letter Writing’ Campaign for Data Quality
Monday, June 9, 2014
Analyzing XBRL Tag Variations in Inventory
Sunday, June 1, 2014

May 2014

Q1 2014 Wrap Up - Revenue Growth On Track
Wednesday, May 21, 2014
T-Mobile’s “Uncarrier” Business Strategy
Wednesday, May 14, 2014
What Kind of Firms Hold Level 3 Instruments and Recognize Mark-to-Market Adjustments in Earnings?
Thursday, May 8, 2014
HR 4164 Reply from Congressman Capuano
Friday, May 2, 2014

April 2014

Macro through Micro: End of Year Economic Wrap-up
Wednesday, April 2, 2014

March 2014

Loans Across Financial Institutions in the US
Monday, March 17, 2014
H.R. 4164 Doesn't Add Up. Here's one reason why.
Friday, March 14, 2014

February 2014

Charts of the Day - Big Bank Lending and Loan Allowance
Thursday, February 27, 2014
Chart of the Day - Mid Sized Semiconductors
Monday, February 24, 2014
Recent Filings at Calcbench -- Think FRESH
Friday, February 21, 2014
Priceline's 10-K out ... margins up
Thursday, February 20, 2014
Difficult to find data like... Unbilled Receivables
Wednesday, February 19, 2014

December 2013

Calcbench is Planning Big Things for 2014
Tuesday, December 31, 2013

November 2013

Q3 Wrapup: Macro through Micro
Monday, November 25, 2013
XBRL does work. Here's how
Wednesday, November 13, 2013
In response to Forbes article about XBRL errors
Saturday, November 9, 2013

July 2013

Bank Lending and the Economy
Tuesday, July 30, 2013
More about linked disclosures: Loan Portfolio Details
Wednesday, July 10, 2013

February 2012

Asset Turnover in XBRL
Wednesday, February 8, 2012
XBRL in Japan
Wednesday, February 1, 2012

January 2012

Apple disclosures and supplier risk?
Thursday, January 26, 2012
What gives??
Friday, January 20, 2012
The Calcbench 700 (Our Portfolio Index)
Tuesday, January 17, 2012