Heat Maps · SEC filers
Guidance Held vs Missed
Every SEC-filing watchlist company as one tile. Tile size is the number of claims from its results decks that have been resolved. Colour is the share of those that held: blue when most did, red when most were missed or quietly dropped. Click a tile for the claims.
Decks read as of 2026-10-26. 108 SEC filers have results decks on file. GME, QXO have fewer than three resolved claims and shows grey.
How to read it
A claim is a forward statement found in a results deck: a guidance figure, a target, a timeline, a capital promise, a product promise or a narrative. The reader of later decks marks each one held, missed, partly, dropped (never mentioned again) or open. Resolved means held, missed or dropped; the share held is held over resolved; partly and open claims are listed but not counted. A company with fewer than three resolved claims gets no colour.
Size rewards companies that make many checkable claims, so a large red tile is a company that promised a lot in writing and delivered little of it, and a small grey one made few claims at all.
Source
The claims read from each company’s quarterly results decks, with their type, outcome, source deck and due date. The quote each claim rests on is on the company page.