Sarah Mitchell

Amazon stopped issuing quarterly earnings guidance in 2006. Netflix followed suit in 2018. Now, a wave of S&P 500 companies are preparing to abandon forward-looking financial projections entirely by 2026, marking the biggest shift in corporate communication strategy since the…

Microsoft’s latest 10-Q filing contains a curious footnote buried on page 47: “AI-derived revenue recognition methodologies under development.” This single line signals a seismic shift coming to how companies report earnings from artificial intelligence services. By 2026, quarterly earnings reports…