Financial Intelligence
Financial Fundamentals Signals
18+ signal subtypes tracking revenue trends, margin pressure, earnings surprises, and balance sheet shifts. Quantitative financial intelligence for 4,500 public companies refreshed monthly.
Companies Covered
Signal Subtypes
Refresh Cadence
Metric Types
What Are Financial Fundamentals Signals?
Financial fundamentals signals distill key financial metrics and trends from public company filings into actionable intelligence. Rather than requiring sales teams to parse income statements and balance sheets, these signals surface the financial changes that matter most: is revenue growing or declining? Are margins expanding or compressing? Did the company beat or miss earnings expectations?
Our financial fundamentals data covers the core quantitative metrics that institutional investors track, but reframed for sales and business development use cases. Revenue acceleration indicates a company with growing budget capacity. Margin compression suggests they need cost-reduction solutions. An earnings miss often triggers internal reviews that open doors for new vendors.
Each financial fundamentals signal includes historical context so you can distinguish one-time events from sustained trends. A company with three consecutive quarters of revenue deceleration tells a different story than one with a single quarter miss followed by recovery. Our trend detection algorithms surface these patterns automatically.
Financial fundamentals signals complement our SEC filing signals by providing the quantitative backbone. While 10-K and 10-Q signals capture narrative disclosures and strategic commentary, fundamentals signals track the numbers themselves. Together, they give you a complete picture of a company's financial health and trajectory.
Example Signal Subtypes
Compare Signal Types
Financial Signal Types at a Glance
| Signal Type | Filing Frequency | Subtypes | Lag Time | Best For |
|---|---|---|---|---|
| 10-K Annual Reports | Annual | 70+ | ~60 days after fiscal year end | Strategic direction, risk factors, investment priorities |
| 10-Q Quarterly Reports | Quarterly | 18+ | 40-45 days after quarter end | Revenue momentum, margin shifts, quarterly pivots |
| 8-K Current Reports | Event-driven | 70+ | 4 business days | Leadership changes, M&A, material events |
| Earnings Transcripts | Quarterly | 40+ | 1-2 days after call | Executive quotes, budget commitments, tech mentions |
| 20-F Foreign Filings | Annual | 13+ | ~4 months after fiscal year end | International company strategy and risk factors |
| 6-K Foreign Reports | Event-driven | 18+ | Varies | Foreign company quarterly updates and events |
See It in Action
Real-World Example
Signal Detected
Palantir reports 30% YoY revenue growth with US commercial revenue up 54%, driven by AIP platform adoption.
Sales Action
Your team prioritizes Palantir as a top-tier account: 'With revenue accelerating 30% and commercial momentum, your infrastructure team is likely scaling — here's how we support high-growth data platforms.'
Result
Higher win rates because you're targeting accounts with confirmed expanding budgets, not guessing at financial health.
Data Schema
Financial Fundamentals Signal Schema
Fundamentals signals include comparative metrics, trend direction, and time-series context for revenue, margins, and earnings performance.
{
"signal_id": "f3e81a47-29bc-4c16-9d3a-5e7f12d84c90",
"signal_type": "financials",
"signal_subtype": "revenueGrowth",
"detected_at": "2026-01-05T09: 12: 33Z",
"association": "company",
"company": {
"name": "Palantir Technologies",
"domain": "www.palantir.com",
"ticker": "PLTR",
"linkedin_url": "linkedin.com/company/palantir-technologies",
"industries": ["Enterprise Software"],
"employee_count_low": 3800
},
"data": {
"summary": "Revenue grew 30% YoY to $725.5M, with US commercial revenue up 54%.",
"detail": "Palantir's Q3 2025 results show accelerating revenue growth driven by AIP adoption...",
"relevance": 0.88,
"confidence": "high",
"sentiment": "positive",
"metric_dollar_millions": 725.5,
"metric_pct": 0.30,
"signal_category": "growth",
"sales_relevance": "Fast-growing company with increasing technology budget",
"fiscal_period": "Q3",
"fiscal_year": 2025
}
}Use Cases
How Sales Teams Use Financial Fundamentals Signals
Account Prioritization by Budget Capacity
Rank your target account list by revenue growth and profitability metrics. Companies with improving financials are more likely to approve new vendor purchases.
Timing Renewal and Expansion Conversations
Track your existing customers' financial performance to time expansion conversations. A quarter of strong revenue growth is the right time to propose an upsell.
Identifying Cost-Reduction Buyers
Companies with margin compression or rising SG&A costs are actively looking for efficiency solutions. Financial fundamentals signals surface these opportunities automatically.
Investor and Partnership Screening
Use financial trend data to evaluate potential partners, acquisition targets, or investment opportunities based on sustained performance rather than single-quarter snapshots.
How It Works
From Raw Data to Actionable Signals
Autobound transforms unstructured data into structured, scored signals your team can act on immediately.
Autobound Ingests
Raw data from SEC EDGAR, earnings call transcripts, financial data APIs is continuously collected and normalized.
AI Extracts & Scores
ML models extract signal subtypes with relevance scoring, confidence levels, and sentiment analysis.
You Receive
Structured JSONL signals delivered via REST API, GCS Push, Generate Insights API, or Flat File export.
Flexible Delivery
Access Financial Fundamentals Signals Your Way
Financial Fundamentals Signals are available through all Autobound delivery methods. Choose the approach that fits your infrastructure.
REST API
Real-time access with subtype filtering
300 req/min
GCS Push
Automated delivery to your bucket
JSONL + Parquet
Generate Insights API
On-demand LLM-ranked insights
AI relevance scoring
Flat File
Bulk exports for data warehouses
CSV, JSON, ParquetRelated Signals
Combine for Deeper Intelligence
Financial Fundamentals Signals become more powerful when combined with related signal types. Cross-referencing multiple signals reveals patterns that no single source can surface alone.
“We see a 30% increase in retention for users after they engage with IntentMail. Autobound's AI technology has been a game-changer for our Priority Engine platform.”
Justin Hoskins
VP of Product Strategy, TechTarget
API Documentation
Explore the API
Full schema reference, sample requests, and integration guides. Everything you need to start consuming Financial Fundamentals Signals in your application.
Related Resources
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Financial Fundamentals Signals?
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