Financial Trends

Analysis of a company's financial metrics and performance indicators to identify business challenges, growth patterns, and potential timing signals for outreach. This data helps align solutions with documented financial pain points and initiatives.

Why This Insight Matters

Validate pain points — Time outreach around earnings announcements when pain points are top of mind
Support ROI conversations — Use prospect's actual financial metrics (e.g., "With your current $50M in sales expenses...")
Identify budget availability — Track capital expenditure trends and investment priorities
Match solutions — Align your pitch to documented financial challenges (e.g., pitching automation when margins decline)

Available Subtypes

Signal	Subtype Enum	Description
Financial trends	`financialTrends`	Company financial metrics and trend analysis

Categories of Financial Trends

Growth & Revenue

Revenue growth patterns
Market share trends
Customer acquisition costs
Geographic expansion
Product line performance

Profitability & Margins

Operating margins
Profit trends
Cost management
Pricing efficiency

Operational Efficiency

Capital expenditure
Operating cash flow
Resource utilization
Cost structure

Market Performance

Stock volatility
Investor expectations
Market valuation
Competitive position

Financial Health

Debt levels
Cash position
Dividend policy

Response Fields

Core Fields

Field	Type	Example	Description
`data.insightTrend`	array	—	Array of financial trend signals
`data.companyOverview`	object	—	Company financial snapshot

Insight Trend Object

Field	Type	Example	Description
`data.insightTrend[].name`	string	`"MakingMoreMoneyButLosingGroundToCompetitors"`	Trend identifier
`data.insightTrend[].equation`	string	`"(QuarterlyRevenueGrowthYOY > 0)..."`	Logic formula for the trend
`data.insightTrend[].equationForThisProspect`	string	`"QuarterlyRevenueGrowthYOY = 0.536..."`	Evaluated values for this company
`data.insightTrend[].insight`	boolean	`true`	Whether the trend is triggered

Company Overview

Field	Type	Example	Description
`data.companyOverview.Name`	string	`"Sturm Ruger & Company Inc"`	Company name
`data.companyOverview.Symbol`	string	`"RGR"`	Stock ticker symbol
`data.companyOverview.Sector`	string	`"MANUFACTURING"`	Industry sector
`data.companyOverview.PERatio`	string	`"15.68"`	Price-to-earnings ratio
`data.companyOverview.RevenueTTM`	string	`"730736000"`	Trailing 12-month revenue
`data.companyOverview.ProfitMargin`	string	`"0.213"`	Profit margin percentage
`data.companyOverview.OperatingMarginTTM`	string	`"0.298"`	Operating margin percentage
`data.companyOverview.QuarterlyRevenueGrowthYOY`	string	`"0.536"`	Year-over-year quarterly revenue growth

Resolution Fields

Field	Type	Example	Description
`companyUrl`	string	`"ruger.com"`	Company website domain
`companyLinkedinUrl`	string	`"linkedin.com/company/sturm-ruger"`	Company LinkedIn URL

Full JSON Response Example

{
  "companyUrl": "ruger.com",
  "companyLinkedinUrl": "linkedin.com/company/sturm-ruger",
  "data": {
    "insightTrend": [
      {
        "name": "MakingMoreMoneyButLosingGroundToCompetitors",
        "equation": "(QuarterlyRevenueGrowthYOY > 0) and (MarketCapitalization < (RevenueTTM * 4))",
        "equationForThisProspect": "QuarterlyRevenueGrowthYOY = 0.536 and MarketCapitalization = 750375000",
        "insight": true
      },
      {
        "name": "StrongGrowthMeansMoreChallengesNeedingScalableSolutions",
        "equation": "QuarterlyRevenueGrowthYOY > 0.2",
        "equationForThisProspect": "QuarterlyRevenueGrowthYOY = 0.536",
        "insight": true
      }
    ],
    "companyOverview": {
      "Name": "Sturm Ruger & Company Inc",
      "Symbol": "RGR",
      "Sector": "MANUFACTURING",
      "PERatio": "15.68",
      "RevenueTTM": "730736000",
      "ProfitMargin": "0.213",
      "OperatingMarginTTM": "0.298",
      "QuarterlyRevenueGrowthYOY": "0.536"
    }
  }
}

API Usage

Generate Content API

{
  "enabledInsights": ["financialTrends"],
  "disabledInsights": []
}

Generate Insights API

{
  "insightSubtype": "financialTrends"
}

Example Output

"Noticed in your latest earnings that operating margins declined to 5% while revenue grew 11%. Would love to share how we're helping other rapidly-growing companies automate operations to improve profitability while scaling."

Coverage

Refresh: Quarterly (aligned with earnings)
Coverage: 1-5% of companies (public companies only)
Best for: Enterprise sales, finance-focused solutions, C-suite engagement

See the next page for more detail on financial trend subtypes & data schema.