SeventhBiz for Investor Relations: Your Peers’ Earnings, Already Read

An investor relations analyst's quarter runs on other companies' disclosures. Every peer's earnings release, call, 10-Q, 8-K and investor presentation has to be read, summarized for leadership, benchmarked against your own results and turned into talking points before the next question lands. In a busy week, several peers report on the same day.

SeventhBiz uses AI to read every earnings call and SEC filing from the public companies in an industry as each one lands, and rebuilds the industry view within hours. Whether your peers are restaurant chains, payment networks, device makers or building products manufacturers, here is what that looks like during the Q3 2026 reporting season.

What SeventhBiz does for investor relations teams

One read on the whole peer set

• Each industry overview reads every peer together and leads with the takeaways that only show up across companies.
• Each takeaway names the companies behind it, so a recap can say who is driving a trend and who is lagging.
• The page shows when it last refreshed and which filings it read, so you know it reflects this week's calls.

Example: The Building Products overview leads with input cost inflation. Armstrong World Industries CEO Mark Hershey called the third quarter "the most significant inflationary period" since mid-2022, and Simpson Manufacturing, Masco and Mohawk cited freight, steel, copper and oil-based inputs in the same cycle.

The whole value chain, in one industry page

• Your peers include more than direct competitors. Suppliers, distributors, customers and channel partners often describe demand a quarter before the brands do.
• Each industry page reads across that chain, so the companies that sell to your peers and buy from them sit in the same view.

Example: The Restaurants page reads franchisors and operators alongside foodservice distributors Sysco and US Foods and delivery platform DoorDash. The Data Centers page runs from hyperscalers such as Microsoft and Oracle through power and cooling suppliers such as Generac, Vertiv and Eaton.

What changed, as soon as it's filed

• Signals flag what is new or different this cycle, company by company, tagged New, Rising, Risk, Threshold or Declining.
• Threshold signals catch language shifts, such as a plan moving from "evaluating" to "contracted."
• Each signal shows the filing type and date, so you can tell an earnings call comment from an 8-K disclosure at a glance.

Example: Digital Realty drew a Threshold signal when an October 8-K turned its green finance language from voluntary disclosure into a binding commitment in the bond indenture. On the Restaurants page, Starbucks drew a Risk signal for guiding Channel Development revenue down about 10% in fiscal 2027.

Management's words, ready to cite

• Every signal links back to the speaker and the line in the call or filing it came from.
• Quotes stay verbatim, so a recap or talking point can be checked and cited without going back to the source.

"So customers were still coming to us but managing their ticket by managing items per order." (Joe Jordan, CEO, Domino's, Q3 2026 earnings call)

Example: One line from Domino's CEO tells a recap reader where consumer stress showed up this quarter: in the size of the basket, while visits held steady.

Market sizing in management's own words

• The market sizing section collects every figure management states on calls and in filings, never analyst estimates.
• Each figure carries its quote, speaker, source and date, and notes when management is citing a third-party forecast.
• Side by side, the figures show how your peers frame their markets, which makes it easy to check your own claims against theirs.

"the WATCHMAN market is about a $2 billion market, overall." (Michael F. Mahoney, Chairman and CEO, Boston Scientific, October 2026 earnings call)

Example: In Fintech & Payments, Coinbase's October 29 earnings presentation projected that agents will process $3 to $5 trillion of transactions by 2030, a figure management attributed to McKinsey. In Restaurants, Sysco's 10-K states that it serves "about 18% of an approximately $377 billion annual foodservice market in the U.S."

Deals and portfolio moves

• M&A activity comes from written filings, so deal names and terms match what the company disclosed.
• Acquisitions, divestitures and separations sit in one view, which shows where your peer set is buying and where it is selling.

Example: This year, Boston Scientific agreed to acquire Penumbra for $14.5 billion, Yum! Brands agreed to sell Pizza Hut for $2.7 billion, and DoorDash signed an agreement to acquire Instacart on October 28, which was on the Restaurants page within a day of the announcement.

Themes that cross industries

• Hot Topics follow a theme across every industry where it comes up, so you can see what suppliers, customers and adjacent sectors say about the same pressure.
• Some themes run through nearly every page, such as tariffs and labor costs.
• Others are specific to a few sectors, such as stablecoin payments in Fintech, repair and remodel demand in Building Products, and GLP-1 in both Medical Devices and Restaurants.

Industries IR teams are following this quarter

Restaurants

Traffic versus price, beef costs and franchisee economics, across McDonald's, Chipotle, Starbucks, Domino's, Wingstop, Darden, Sysco, US Foods and DoorDash.

Fintech & Payments

Agentic commerce, stablecoins and the cost of regulatory fragmentation, across Visa, Mastercard, PayPal, Block, Fiserv, Global Payments, Coinbase, SoFi and Affirm.

Medical Devices

Portfolio separations, large and small M&A, cybersecurity disruptions and China pricing, across Medtronic, Abbott, Boston Scientific, Stryker, Intuitive Surgical, Dexcom, Edwards Lifesciences and Zimmer Biomet.

Building Products

Input cost inflation, distribution consolidation and repair and remodel demand, across Home Depot, Lowe's, Masco, Owens Corning, Mohawk, Trex, Ferguson and James Hardie.

Data Centers

AI inference demand, power contracting and liquid cooling, across Equinix, Digital Realty, Iron Mountain, Vertiv, Eaton, Constellation Energy, Microsoft and Oracle.

The same subscription covers 50+ industries, from Semiconductors and Cybersecurity to Banking, Oil & Gas and the major REIT sectors.

Built by researchers

SeventhBiz was built by Bizologie, a research firm that has done industry and due diligence research for private equity and venture capital firms for nearly 20 years. The platform does the reading that used to take a team a week each earnings season, and every point is sourced so the analysis stays yours.

Frequently asked questions

Which industries does SeventhBiz cover?

More than 50, organized around the sectors where public companies and investor attention concentrate, including Restaurants, Fintech & Payments, Medical Devices, Building Products, Data Centers, Semiconductors and Banking. Every subscription includes all of them.

What if a peer I follow isn't covered?

Each industry page has a link to suggest a company, and coverage grows as subscribers request companies and industries.

How soon after an earnings call does SeventhBiz update?

Within hours of each new SEC filing or earnings call from a tracked company. Each industry page shows when it last refreshed.

Can I use SeventhBiz in earnings recaps and executive briefings?

Yes. Every signal and quote links to the filing or call it came from, so you can verify it and cite the original source.

How much does SeventhBiz cost?

$4,990 per year or $499 per month for a Professional seat, with all industries included. Team seats are $3,990 per seat per year.

Try it on your peer set

A 7-day free trial includes every industry on the platform. No credit card required.

Last reviewed October 30, 2026. Examples are drawn from SeventhBiz industry pages and the Q3 2026 filings and calls behind them.