What you get
A source-linked KPI table, guidance-versus-prior bridge, and first-take brief with missing or non-comparable figures called out.
Drafts a preview ahead of a company’s results.
Equity research
Make sense of the quarter.
Catch up on results, check the numbers, and go into the management call with better questions. Bring it together in a sourced note for your clients.
A question worth investigating
What changed at the print?
First-take research brief
- Reported results and comparables
- Guidance changes and source passages
- Questions to take into the call
Your team reviews the work.
A day in the life.
Follow an equity research analyst from the earnings release to the model update note. Adapt each step to your desk.
Edit this example, then copy it into Samaya. Research does not run on this page.
Here’s what you’ll take away.
A first-reaction draft with a KPI bridge and unresolved items for analyst review.
Example prompts. Source access and output depend on your agreed workflow. Your team reviews the research and makes the decisions.
Make it work for your role.
See the questions you can tackle.
Make it yours
Set your coverage, KPI definitions, thesis, peer list, and note structure. Keep reported and adjusted figures separate.
What you review
Verify the figures and own the recommendation, valuation assumptions, and language in published research.
Make it work for your coverage.
Coverage universe
Your names. Your sector KPIs.
Set companies, peer groups, segments, and the operating metrics your desk follows.
Reporting context
Fiscal periods and definitions.
Keep reported and adjusted figures distinct, and make currency, units, and restatements explicit.
Geographic scope
US and international company sources.
SEC filings, supported international reports, and earnings transcripts. Validate the issuers, languages, document types, and historical periods your desk needs.
These are research workflow examples to configure around your source access and review process. Market coverage varies by issuer and period. Samaya hosts production data and backups exclusively in Google Cloud US regions.
Workflows for equity research
Produces a structured post-earnings review note.
Reads across from another company’s results to your coverage.
Generates a structured, longer-form company update report.
Builds a complete set of questions to bring to a company meeting.
Drafts an initiation-of-coverage framework and report for new equity coverage.
What’s next on your desk?
Bring a question, a company, or a report you need to prepare. We’ll walk through it together.