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
Find the story behind the numbers.
Turn results and management commentary into a sourced view of what changed and what to ask next.
Go deeper on the names you cover.
- Your coverage desk. Compare companies, peers, and the sector KPIs you follow.
- Across markets. SEC filings, supported international reports, and earnings transcripts.
- Comparable numbers. Keep fiscal periods, currencies, and reported versus adjusted figures clear.
Samaya, throughout your day.
The earnings release is only the start. Samaya helps you follow the call, check model inputs, and draft your update, with the evidence behind each step.
Review the earnings release
Where did the results beat or miss expectations, and what needs a closer look?
How Samaya helps
A first-reaction draft with a KPI bridge and unresolved items for analyst review.
Follow the earnings call
What did management explain on the call, and which questions are still unanswered?
How Samaya helps
A call recap with management commentary and follow-up questions.
Review the model inputs
Which figures and assumptions in our model need reviewing after these results?
How Samaya helps
A sourced update checklist for the analyst to review against the model.
Draft the model update note
How should we explain the model changes and what they mean for our investment view?
How Samaya helps
A sourced draft explaining the model changes and investment implications.
Example research journeys. 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.
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.