10-Q Filings

Strategic signals extracted from quarterly SEC 10-Q filings. Our AI analyzes quarterly reports to identify strategic initiatives, performance updates, and business developments that signal sales opportunities.

Why This Signal Matters

Quarterly cadence provides fresh signals every 3 months
Track performance updates and strategic initiatives in progress
Identify budget signals from capex changes and investments
Validated pain points from official filings provide credible conversation starters
Catch mid-year pivots before annual 10-K filings

Available Subtypes

Subtype Enum	Description
`acquisitionAnnounced`	Company announced an upcoming acquisition
`acquisitionCompleted`	Company completed an acquisition
`aiInvestment`	Company is investing in AI/ML capabilities
`auditIssue`	Audit findings or concerns identified
`automationInvestment`	Investing in automation initiatives to improve efficiency
`backlogGrowth`	Order backlog is growing significantly
`bankruptcyProceeding`	Bankruptcy filing or proceeding disclosed
`boardChange`	Changes to board of directors
`bookingsDecline`	Decline in bookings or orders
`capacityConstraint`	Facing capacity constraints or limitations
`capexIncrease`	Capital expenditure is increasing
`carbonCommitment`	Carbon reduction or net-zero commitments
`cashFlowConcern`	Facing cash flow challenges or concerns
`ceoChange`	New CEO appointed
`cfoChange`	New CFO appointed
`channelShift`	Shifting sales or distribution channels
`chroChange`	New Chief Human Resources Officer appointed
`cioChange`	New CIO appointed
`cisoChange`	New CISO appointed
`cloudInvestment`	Investing in cloud infrastructure and migration
`cmoChange`	New CMO appointed
`competitorNamed`	Specific competitor mentioned as significant threat
`complianceBurden`	Facing significant regulatory compliance challenges
`cooChange`	New COO appointed
`costReduction`	Actively pursuing cost reduction initiatives
`croChange`	New Chief Revenue Officer appointed
`ctoChange`	New CTO appointed
`customerChurn`	Experiencing customer churn issues
`customerConcentration`	Revenue concentrated in few customers
`cybersecurityIncident`	Cybersecurity breach or incident disclosed
`cybersecurityInvestment`	Investing in cybersecurity measures and infrastructure
`dataInvestment`	Investing in data and analytics capabilities
`debtRefinancing`	Refinancing debt obligations
`deiInitiative`	Diversity, equity, and inclusion initiatives
`digitalTransformation`	Undergoing digital transformation initiatives
`divestiture`	Divesting business units or assets
`environmentalLiability`	Facing environmental liability or remediation
`founderDeparture`	Founder leaving the company
`generalCounselChange`	New General Counsel appointed
`goodwillImpairment`	Taking goodwill impairment charges
`governanceChange`	Corporate governance changes
`hiringFreeze`	Hiring freeze announced
`inflationImpact`	Inflation significantly impacting costs or margins
`internalControlWeakness`	Internal control weaknesses identified
`internationalGrowth`	Expanding international presence
`inventoryIssue`	Facing inventory management challenges
`jointVenture`	Forming joint venture or strategic partnership
`laborShortage`	Facing labor or talent shortages
`layoffs`	Workforce reduction announced
`legacyModernization`	Modernizing legacy systems and technical debt
`litigationMaterial`	Facing material litigation or legal matters
`logisticsChallenge`	Experiencing logistics and distribution difficulties
`majorContractLoss`	Lost significant contract or deal
`majorContractWin`	Won significant contract or deal
`manufacturingIssue`	Facing manufacturing challenges or capacity constraints
`marginPressure`	Profit margins under pressure
`marketExpansion`	Expanding into new markets or segments
`marketShareLoss`	Losing market share to competitors
`materialContract`	Significant contract or agreement disclosed
`platformStrategy`	Pursuing platform-based business strategy
`pricingPressure`	Facing competitive pricing pressure
`productLaunch`	Launching new products or services
`productLiability`	Facing product liability issues
`qualityIssue`	Product or service quality issues
`recurringRevenueShift`	Shifting business model toward recurring revenue
`regulatoryFine`	Regulatory fine or penalty
`regulatoryInvestigation`	Under regulatory investigation
`restructuring`	Undergoing organizational restructuring
`restructuringCharge`	Taking restructuring charges
`softwareImplementation`	Implementing major new software systems
`spinoff`	Spinning off business unit
`successionAnnouncement`	Leadership succession plan announced
`supplierConcentration`	Supply chain concentrated in few suppliers
`supplyChainDisruption`	Experiencing supply chain disruptions
`sustainabilityInvestment`	Investing in ESG and sustainability initiatives

Signal Categories

Signals are organized into these categories:

Category	Description
`strategic`	M&A, platform strategy, product launches, ESG initiatives
`market`	Expansion, competition, pricing, customer dynamics
`financial`	Margins, capex, debt, revenue model changes
`technology`	AI, automation, digital transformation, cybersecurity investments
`risk`	Compliance, internal controls, concentration risks
`operations`	Supply chain, inventory, restructuring, cost reduction initiatives
`revenue`	Revenue trends, bookings, growth signals
`workforce`	Leadership changes, talent acquisition, labor challenges
`leadership`	Executive and board changes
`esg`	Environmental, social, governance initiatives

Schema

{
  "signal_id": "0cc9124f-3767-494f-81e0-75ec37a1c79b",
  "batch_id": "batch-7b821279",
  "signal_type": "10q",
  "signal_subtype": "strategicInitiative",
  "detected_at": "2026-01-03T00:19:09.672456Z",
  "association": "company",
  "company": {
    "name": "Oracle Corporation",
    "domain": "www.oracle.com",
    "ticker": "ORCL",
    "linkedin_url": "linkedin.com/company/oracle",
    "industries": [
      "Software - Infrastructure"
    ],
    "employee_count_low": 159000,
    "employee_count_high": 159000,
    "description": "Oracle Corporation is an American multinational computer technology company."
  },
  "data": {
    "summary": "Oracle commits a staggering $248B to future data center and cloud capacity.",
    "detail": "Oracle has locked in massive future commitments for data center and cloud capacity, signaling an aggressive, multi-year expansion of its cloud infrastructure.",
    "relevance": 1.0,
    "confidence": "high",
    "sentiment": "positive",
    "excerpts": "As of November 30, 2025, we had $248 billion of additional lease commitments, substantially all related to data centers and cloud capacity arrangements.",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312525315925/orcl-20251130.htm",
    "technologies_mentioned": [
      "cloud",
      "data centers"
    ],
    "competitors_mentioned": [],
    "vendors_mentioned": [],
    "regions_mentioned": [],
    "fiscal_year_end": "11/30",
    "filing_year": 2025,
    "sales_relevance": "Future-looking projects",
    "signal_category": "strategic",
    "metrics": {
      "dollar_millions": 248000.0,
      "dollar_context": "Additional lease commitments for data centers and cloud capacity arrangements",
      "pct": null,
      "pct_context": null,
      "timeframe": "next_quarter"
    }
  }
}

Field Reference

Core Fields

Field	Type	Required	Description
`signal_id`	string (UUID)	✓	Unique identifier for this signal
`batch_id`	string		Processing batch identifier
`signal_type`	string	✓	Signal type identifier (`10q`)
`signal_subtype`	string	✓	Specific signal subtype (see subtypes list)
`detected_at`	string (ISO 8601)	✓	Timestamp when the signal was extracted
`association`	string	✓	Entity type this signal is associated with (`company`)

Company Object

Field	Type	Required	Description
`company.name`	string	✓	Company name
`company.domain`	string	✓	Company website domain
`company.ticker`	string		Stock ticker symbol
`company.linkedin_url`	string (URL)		LinkedIn company page URL
`company.industries`	array[string]		Industry classifications
`company.employee_count_low`	integer		Lower bound of employee count estimate
`company.employee_count_high`	integer		Upper bound of employee count estimate
`company.description`	string		Brief company description

Data Object

Field	Type	Required	Description
`data.summary`	string	✓	Brief summary of the signal finding
`data.detail`	string		Detailed explanation of the finding
`data.relevance`	float (0.0-1.0)		Relevance score indicating signal strength
`data.confidence`	string		Confidence level in the signal accuracy (`high`, `medium`, `low`)
`data.sentiment`	string		Sentiment of the signal (`positive`, `negative`, `neutral`)
`data.excerpts`	string		Direct quote from the SEC filing
`data.source_url`	string (URL)		URL to the SEC filing on EDGAR
`data.technologies_mentioned`	array[string]		Technologies referenced in the filing
`data.fiscal_year_end`	string		Company's fiscal year end date (MM/DD format)
`data.filing_year`	integer		Fiscal year of the filing
`data.sales_relevance`	string		Sales opportunity context and targeting guidance
`data.competitors_mentioned`	array[string]		Competitors mentioned in the filing
`data.regions_mentioned`	array[string]		Geographic regions mentioned in the filing
`data.vendors_mentioned`	array[string]		Vendors or partners mentioned in the filing
`data.signal_category`	string		Category grouping for the signal (`strategic`, `market`, `financial`, `technology`, `risk`, `operations`, `revenue`, `workforce`, `leadership`, `esg`)
`data.metrics.dollar_millions`	float		Dollar amount mentioned in millions USD
`data.metrics.dollar_context`	string (nullable)		Context explaining the dollar amount
`data.metrics.pct`	float		Percentage value mentioned
`data.metrics.pct_context`	string (nullable)		Context explaining the percentage
`data.metrics.timeframe`	string		Time context for the metrics (`immediate`, `current_year`, `current_quarter`, `next_quarter`, `next_year`, `next_two_years`, `next_three_years`, `multi_year`, `last_year`)
`data.period_end_date`	string (ISO 8601)		End date of the reporting period
`data.quarter`	string		Fiscal quarter (`Q1`, `Q2`, `Q3`, `Q4`)
`data.fiscal_year`	integer		Fiscal year

API Usage

Generate Content API

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

Generate Insights API

{
  "insightSubtype": "strategicInitiative"
}

Example Output

"Noticed in Oracle's latest 10-Q that they've committed $248B to data center and cloud capacity expansion over the next few years. Given your focus on cloud infrastructure optimization, would love to share how we're helping similar companies manage their hybrid cloud environments efficiently."

Coverage

Refresh: Quarterly
Coverage: ~8,000+ US public companies
Best for: US enterprise accounts, Quarterly budget cycles, Strategic initiative tracking