Earnings and guidance changes with AI research

Gather the evidence

Locate both official releases and associated outlook statements or transcripts. Keep quarter results, prior guidance and new guidance separate. A forecast for a new quarter is not automatically a raise or cut to the previous forecast.

Use Search and Contents if your application already handles the analysis. To generate the brief and CSV together, run the DeepResearch request below.

Try it

Set VALYU_API_KEY in your environment. This is an illustrative request, not a saved result. Replace the company, periods or sources for your own task.

Run the research request

cURL

curl --fail-with-body https://api.valyu.ai/v1/deepresearch/tasks \
  -H "x-api-key: $VALYU_API_KEY" \
  -H "Content-Type: application/json" \
  --data-binary @- <<'JSON'
{
  "query": "Review Microsoft fiscal Q3 and Q4 2025 official earnings materials. Extract reported revenue and operating income for each quarter separately. Extract management guidance, preserving metric, forecast period, range, currency and qualifiers. Classify guidance as comparable revision, new forecast horizon, reiterated or not comparable. Do not call a change a raise or cut unless both forecasts concern the same metric and period. Mark missing prior guidance as unavailable.",
  "mode": "standard",
  "research_strategy": "Locate the two original investor-relations releases and associated outlook or transcript passages. Use SEC filings to corroborate reported actuals where needed. Do not mix annual totals with quarter figures or constant-currency growth with reported growth.",
  "report_format": "A concise evidence brief and comparison table. Cite each material finding, retain missing information and separate direct disclosure from interpretation.",
  "deliverables": [
    {
      "type": "csv",
      "description": "Populate the requested evidence fields with source references. Preserve unknown values and do not invent missing disclosures.",
      "columns": [
        "record_type",
        "metric",
        "reporting_or_forecast_period",
        "earlier_value",
        "later_value",
        "unit",
        "accounting_basis",
        "change_classification",
        "earlier_source_url",
        "later_source_url",
        "qualifier"
      ]
    }
  ]
}
JSON

Save the returned deepresearch_id and poll task status. When status is completed, read output and download the CSV from deliverables; handle failed tasks separately.

Check before using

Fiscal periods and forecast horizons match the source.

GAAP, adjusted and constant-currency measures remain separate.

A raise or cut has comparable before-and-after statements; missing guidance is explicit.

Keep the accepted output and its evidence together in your analyst workspace. See Research in your application for integration details.

Start here

APIs

Finance workflows

Sciences workflows

Build and connect

Comparisons

Earnings and guidance changes

Example

Gather the evidence

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Check before using

​Example

​Gather the evidence

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​Check before using

Example

Gather the evidence

Try it

Check before using