BizInsights
What management is actually saying — distilled from earnings calls and filings across the industries we cover.
Nov 6, 2026
Headcount, trophy office, data centers, industrial and lab space: what public companies said this earnings season about the demand CRE research teams forecast.
Read moreNov 5, 2026
Market size in management’s own words, the public players and the trends reshaping valves, pumps and water infrastructure, from data centers to nuclear.
Read moreNov 4, 2026
Private companies file no 10-K, but they leave a public trail. Eight steps to find their revenue, financials, comparable companies and market size.
Read moreNov 2, 2026
SeventhBiz reads every peer’s earnings calls and SEC filings within hours and turns them into one sourced read on the industry, built for Investor Relations analysts.
Read moreOct 23, 2026
AlphaSense searches documents and expert calls on demand. SeventhBiz keeps a standing, sourced read on whole industries. How they differ and fit together.
Read moreOct 23, 2026
How SeventhBiz and IBISWorld differ on sources, update timing, and coverage, and which fits sector diligence, corporate strategy, or small-business benchmarking.
Read moreOct 19, 2026
Bank of America expects its AI project pipeline to reach $700 million next year. Citi cut its tech vendor spend 30%. Most of these AI disclosures put a dollar figure on the savings but leave out headcount. The staffing industry fills in that gap: contract demand is holding up while permanent hiring waits, and in commercial real estate the major brokers went from “no disruption” to naming AI in their risk disclosures within two quarters.
Read moreOct 12, 2026
Visa disclosed $4.6 billion in annualized stablecoin settlement volume. SoFi became the first nationally chartered U.S. bank to issue one. Mastercard paid $1.5 billion for stablecoin infrastructure, and three companies are racing regulators for the bank charters that make all of it legal. The same quarter, Brazil's central bank barred licensed FX providers from settling cross-border transactions in stablecoins — closing off the exact channel this bet depends on, in one major market.
Read moreOct 5, 2026
Containerboard makers are closing their worst plants and pushing through real price increases. The food and household brands that buy from them just told investors shoppers are done absorbing higher prices. Reading both sides together shows the same cost pressure moving down a chain — and one bright spot where packaging companies are escaping the fight entirely: redesigning packaging for GLP-1 weight-loss drugs.
Read moreOct 2, 2026
Netflix sizes its own opportunity at $670 billion. Domino's says most pizza still isn't ordered through an app. Conagra just increased its marketing spend on popcorn specifically. None of it looks connected until you read Media & Streaming, Restaurants, and Food & Beverage in the same window — then your Friday night turns out to be a meeting point for three industries that never mention each other.
Read moreOct 1, 2026
AEP, Duke, NextEra, and WEC all filed their own SMR site permits this cycle — not a vendor's pitch, a utility's own capital plan. NextEra is already pricing it into EPS guidance down to the cent, and BWXT's commercial nuclear backlog just outgrew its government business for the first time in company history. But NuScale, the one company with an actual NRC-certified design, posted a negative revenue adjustment this quarter and flagged its own capacity constraints — the clearest sign yet that util
Read moreSep 30, 2026
Oracle's biggest customers are prepaying for infrastructure that doesn't exist yet. Alphabet is backstopping data centers it doesn't own, with exposure running up to 15 years. Amazon tied a vendor's stock price directly to its own spending. Read five companies' filings side by side and a single quarter's worth of separate disclosures turns into one financing structure — with a specific, checkable number that would tell you if it's breaking.
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