List Guidance
Forward-looking guidance issued by public companies, grouped into series with revision history.
List Guidance › Request Body
System timestamp; Inclusive ISO 8601
System timestamp; Inclusive ISO 8601; null=realtime
limitMatch any.
Match any.
metric_key_exact_matchtrue: exact metric_keys, case-insensitive; false: case-insensitive substring. Ignored without metric_keys.
Match any.
Match any. 'null' is consolidated.
Match any.
Inclusive guided period-end date.
Inclusive guided period-end date.
Match any. Document class the observation was read from.
Match any; latest observation only.
sorttimestamp: recently updated; guided_period_end: period date; comparable: strongest like-for-like number in the match set; revision_delta: largest midpoint move.
values_modeall: revision history, newest first; latest: newest observation only.
detailessential:quotes; standard:citable; full:all.
List Guidance › Responses
Guidance series at detail=full.
symbolListing symbol of the filer.
Filer name.
SEC CIK of the filer.
metric_keyNormalized metric identity.
metric_basisgaap, non_gaap, or unspecified.
Segment cut; null for consolidated guidance.
guided_period_typeKind of period being guided.
guided_fiscal_yearFiler fiscal year of the guided period.
Filer fiscal quarter of the guided period; null for a full year.
Calendar day the guided period ends.
observation_countObservations in this series as of the request end timestamp.
Point-in-time observations, newest first.
List Guidance Outcomes
Company guidance versus the reported actual.
List Guidance Outcomes › Request Body
System timestamp; Inclusive ISO 8601
System timestamp; Inclusive ISO 8601; null=realtime
limitMatch any.
Match any.
metric_key_exact_matchtrue: exact metric_keys, case-insensitive; false: case-insensitive substring. Ignored without metric_keys.
Match any.
Match any. 'null' is consolidated.
Match any.
Inclusive guided period-end date.
Inclusive guided period-end date.
detailessential:identity; standard:citable; full:all.
Match any. Omit: resolved labels only.
sorttimestamp: newest actual first; outcome_abs: largest |score| first.
List Guidance Outcomes › Responses
Guidance outcomes at detail=full.
symbolListing symbol of the filer.
Filer name.
SEC CIK of the filer.
timestampSystem timestamp of the outcome.
source_timestampWhen the actual became public.
metric_keyNormalized metric identity.
metric_basisgaap, non_gaap, or unspecified.
Segment cut; null for consolidated guidance.
guided_period_typeKind of period being guided.
guided_fiscal_yearFiler fiscal year of the guided period.
Filer fiscal quarter of the guided period; null for a full year.
Calendar day the guided period ends.
guidance_source_typeDocument class the scored guide was issued from.
actual_source_typeDocument class the actual was reported in.
outcomeJudgment of the actual against the guide.
rationaleWhy this outcome label.
guidance_quoteStating sentence of the scored guide.
actual_quoteSentence or table row the actual was read from.
value_typeShape of the stated guide.
value_formabsolute is a level; relative is a change vs a temporal base.
Lower bound of the scored guide as stated.
Upper bound of the scored guide as stated.
Midpoint of the scored guide as stated.
unitUnit of the stated guide.
ISO currency code when unit is currency.
Reported actual, scaled.
Unit of the reported actual.
comparabilityWhether the actual can be scored against the guide.
Actual minus guide midpoint, in the comparison unit.
Actual vs midpoint as a percent of the midpoint; 5.0 means 5% above.
Actual minus guide low bound.
Actual minus guide high bound.
Document the scored guide was issued from.
Document the actual was reported in.
List Changes
Qualitative wording changes between consecutive earnings press releases: what the filer started saying, stopped saying, or now says differently.
List Changes › Request Body
System timestamp; Inclusive ISO 8601
System timestamp; Inclusive ISO 8601; null=realtime
limitMatch any.
Match any.
Match any.
Match any.
min_materiality_score0-.2 reword; .2-.4 weak; .4-.6 mod; .6-.8 high; .8-1 must-read
sorttimestamp: newest first; materiality: highest materiality_score first.
detailessential:finding; standard:citable; full:all.
List Changes › Responses
Disclosure changes at detail=full.
symbolListing symbol of the filer.
Filer name.
SEC CIK of the filer.
timestampSystem timestamp of this change.
source_timestampWhen the current release became public.
fiscal_yearFiler fiscal year of the current release's completed period.
Filer fiscal quarter of the current release; null for a full-year report.
prior_fiscal_yearFiler fiscal year of the prior release's completed period.
Filer fiscal quarter of the prior release; null for a full-year report.
change_kindadded, removed, or modified.
change_categoryKind of disclosure that changed.
summaryOne sentence stating what changed.
Evidencing sentence in the current release. Null on a removal.
Evidencing sentence in the prior release. Null on an addition.
materiality_score0-.2 reword; .2-.4 weak; .4-.6 mod; .6-.8 high; .8-1 must-read
impactWhich way the change moves a reader's view of the company.
Current release.
Prior release.
Guidance Bias
Aggregate score of company guidance versus reported actuals. One point per report period.
Guidance Bias › Request Body
symbolListing symbol of the filer.
System timestamp; Inclusive ISO 8601
System timestamp; Inclusive ISO 8601; null=realtime
Guidance Bias › Responses
Guidance-bias time series.
symbolListing symbol of the filer.
Filer name.
SEC CIK of the filer.
timestampSystem timestamp of the latest actual in this period.
source_timestampWhen the latest actual in this period became public.
fiscal_yearFiler fiscal year of the report that printed the actual.
Filer fiscal quarter of that report; null for a full-year report.
bias_scoreMean of mapped labels: significantly_exceeded=2, exceeded=1, in_line=0, missed=-1, significantly_missed=-2.
resolved_countResolved outcomes in the mean.
Resolved label counts in the mean.