BlackBerry Revenue Rose 26%. Q3 Guidance Is Lower
BlackBerry guides licensing from $22.1m to about $6m. A segment bridge explains how QNX can grow while total sales fall next quarter.
3 primary sourcesMacro context
US equities & markets · primary sources
We read the filings,
then we do the math.
Most finance sites explain what a metric means. Catlytic computes it — company by company, straight out of the 10-K — and shows you the document it came from. If an AI can answer it in three lines, we don't publish it.
- 16 / 5,678 filers whose capex passed operating cash flow
- −$23.7B Oracle free cash flow, in its own 10-K
- $2.0B CoreWeave depreciation + interest, against $1.5B EBITDA
- 191 non-financial firms tracked through the Fed’s cuts
- 01
Every figure links to its filing. Not to a database, not to another article. To the document.
- 02
Every calculation is shown. The formula sits under the table, so you can disagree with it.
- 03
Corrections stay published. When we get something wrong, the record shows what changed and when.
51 articles · 293 primary sources cited
Latest
Conagra Adjusted EPS Rose 5%. Cash Flow Turned Negative
Conagra booked $50.4m of investment earnings but received $18.2m in distributions. Its Q1 cash-flow bridge shows what the EPS increase leaves out.
2 primary sourcesKroger's adjusted EPS rose 5% on 57 million fewer shares
Kroger's adjusted net earnings fell to $667m from $695m in the second quarter, and buybacks cut the diluted share count to 608m from 665m.
5 primary sourcesDave & Buster's free cash flow turned positive on $48.9m
Dave & Buster's posted a $12.5m quarterly loss and called its six-month free cash flow positive. Operating cash less capital spending was −$29.4m.
2 primary sourcesJersey Mike's profit fell 37%. Its income tax was zero.
Jersey Mike's first 10-Q names $33m of costs it says will not repeat, a $14m one-off gain inside operating income, and a tax line with nothing on it.
4 primary sourcesAmerican Eagle guided $45-50m of profit. It made $211m.
American Eagle's second-quarter operating profit was $211.4m against guidance of $45-50m. Strip the tariff refunds and it made $50.4m.
4 primary sourcesWhy Casey's EPS rose 28% as free cash flow fell 28%
Casey's revenue rose 24.3% and gross profit 11.4%. Operating cash flow rose 3.1% while capital expenditure rose 76.6%, to $194.4m.
2 primary sourcesWhy GameStop's gross profit rose 22% as sales fell 19%
GameStop's mix flipped — collectibles are 45.1% of sales and video games 33.3%. The quarter also carried $4,386.3m of cash paid for eBay shares.
3 primary sourcesWhy Docusign's 80% jump in operating income became 23%
Docusign's tax provision tripled to $47.3m and interest income fell 34%, so an operating result up 80% arrived as net income up 23%. Buybacks did the rest.
3 primary sourcesWhy Lululemon fell 17% on EPS 64% above guidance
Lululemon's $2.92 second-quarter EPS included $0.86 of IEEPA tariff refunds. Strip it out of the new full-year outlook and the cut is 21%, not 13%.
5 primary sourcesSections
34 articles
Company Analysis
Individual companies, read from their own 10-K and 10-Q filings. Numbers pulled from the source, not from summaries.
Open → 6 articlesMarket & Macro
Rates, tariffs, and cycles — compared against what actually happened in prior periods, not against forecasts.
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Full-universe screens run against SEC data and rebuilt on a schedule. The tables are the article.
Open → 5 articlesMethod
How the numbers are calculated, where the public data is wrong, and what failed when we tested it.
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