Earnings Season: Verified Answers to Your Thesis Questions in Days Not Weeks

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Fifty companies report between February 9 and February 27. For each one, someone will have the answer to your thesis question before the print. The question is whether that someone is you. We've mapped 2,790 verified experts across every name on the calendar—700+ freshly recruited in the last 90 days with direct operational purview on Q4 fundamentals. This is how you get from question to conviction in days, not weeks.

The bottleneck

For too long, the primary research process has been a tax on conviction.

You identify a thesis. You submit a request. You wait for compliance. You schedule a call. You prep your questions. You run the interview. You hope the expert actually knows something useful. And then, if you're disciplined, you repeat that process two or three more times to make sure you're not sizing a position on a single anecdote.

By the time you've triangulated, the setup has moved. Or the quarter has printed. Or you've spent so many hours on logistics that the opportunity cost exceeded whatever edge you were chasing in the first place.

This is the quiet inefficiency at the heart of fundamental investing. Not the lack of information—there's never been more of that. The bottleneck is the time it takes to convert a question into a verified answer. The gap between having a thesis and having conviction.

Closing the gap

We built Woozle to close that gap.

The premise is simple: you shouldn't have to become a project manager to get primary research done. You shouldn't be spending analyst hours on sourcing, scheduling, and synthesis when what you actually need is an answer.

So we flipped the model. You send us the thesis question—what you're actually trying to prove or disprove—and we come back with verified signal you can size on. Not a list of experts to call. Not a transcript to parse. An answer to the question you asked.

The difference between buying inputs and buying outcomes turns out to be the difference between days and weeks.

The coverage

For the February earnings window, we've mapped coverage across every name on the calendar.

2,790 verified experts across 50 tickers. 700+ freshly recruited in the last 90 days with direct operational purview on Q4 fundamentals. The kind of practitioners who can speak to consumption trends at Snowflake, platform consolidation at Palo Alto, Pro demand at Home Depot, or seat expansion at Salesforce—not because they once worked in the industry, but because they have current visibility into the metrics that move estimates.

The full calendar spans three weeks:

• Dynatrace, ON Semiconductor, Cloudflare, Coca-Cola, Datadog, Fiserv, and Marriott kick things off the week of February 9, followed by Confluent, Fidelity National, Hilton, HubSpot, Kraft Heinz, McDonald's, Paycom, Arista Networks, Cisco, Crocs, Hyatt, Pinterest, Procore, Restaurant Brands, Rollins, Zoetis, and Palo Alto Networks.
• The second week brings Shift4 Payments, Wingstop, Wayfair, Floor & Decor, Pool Corp, and Texas Roadhouse.
• And the final stretch—February 23 through 27—includes Domino's, Ferguson, Home Depot, Keurig Dr Pepper, Trex, Zoom, Intuit, Lowe's, TJX, Workday, Dell, Papa John's, Salesforce, Snowflake, Sunrun, Sweetgreen, Autodesk, HP, Monster Beverage, and Norwegian Cruise Line.

Whatever you're focused on, we likely have experts ready. And if we don't, our recruitment team can often source relevant coverage within 24 to 48 hours.

The right experts

The quality of primary research depends entirely on the quality of experts—and quality is more specific than most people assume.

Tenure at a company doesn't guarantee current visibility. A senior title doesn't mean relevant purview. Someone who left a role eighteen months ago may have strong opinions but stale information. The goal isn't to find people who can talk about a company. It's to find people who can answer your specific question with firsthand, recent knowledge.

This is why we recruit specifically for the questions that matter to fundamental investors.

Relevant purview means experts are sourced based on their direct visibility into the operational metrics, demand signals, and competitive dynamics that actually drive estimates. Not general industry knowledge—specific, current insight into the things that will show up in the quarter.

Fresh recruitment means 700+ of our experts on these 50 names joined the platform in the last 90 days. This isn't a static database we're mining. These are practitioners with recent, firsthand knowledge of Q4 performance—the kind of people who can tell you what they saw in December, not what they remember from two years ago.

Verification means every expert is screened against their claimed experience. We cross-reference roles, assess relevance to your specific question, and filter for recency. You're not paying for access to a name. You're paying for signal.

The workflow

The workflow is simple because it has to be.

You have a thesis. You need verification—or disconfirmation—before sizing. The last thing you need is another process to manage.

So here's how it works: you send us your questions. Not a compliance form. Not a scheduling request. Just the question you're trying to answer. A sentence is enough. A detailed brief works too.

• "Is SNOW seeing consumption headwinds in enterprise, or is the slowdown concentrated in mid-market?"
• "What's the real demand picture for HD Pro heading into spring?"
• "How is PANW platform consolidation actually playing out in the field?"

We take it from there. Our team identifies the right experts, conducts the interviews, and synthesizes the output. We triangulate across multiple sources so you're not relying on a single anecdote. And we deliver the answer—not a transcript, not a recording, but a synthesized view of what we found, weighted by relevance and confidence.

Average turnaround is four hours. For straightforward questions with strong expert coverage, often faster. For complex or multi-part questions, we'll tell you upfront what's realistic.

The output is designed to let you move from thesis to conviction without spending days on logistics. Speed, because answers come in hours, not weeks—fast enough to inform positioning before the print. Depth, because we triangulate across multiple sources rather than giving you one anecdote to wonder about. And clarity, because you get a synthesized answer to what you asked, not raw material to parse yourself.

Common questions

How fast can you actually turn this around?

Average turnaround is four hours to first insight. For straightforward questions with strong expert coverage, often faster. For complex or multi-part questions, we'll tell you upfront what's realistic but typically 4 to 5 days for a full project turnaround with results delivered in real time. The goal is to get you an answer fast enough to act on it.

What if you don't have coverage on my name?

Tell us anyway. Our recruitment team can often source relevant experts within 24 to 48 hours for names outside our existing coverage. We'll be direct if we can't help—but we usually can.

How do you handle compliance?

Experts are screened for material non-public information and conflicts. We operate within standard compliance frameworks for primary research and can adapt to your firm's specific requirements. If you have particular protocols, let us know and we'll work within them.

Can I talk to experts directly if I prefer?

Yes. If you'd rather run your own calls, we can facilitate that. But most clients find they get better signal faster when we handle the full workflow—sourcing, interviewing, synthesizing. The choice is yours.

What does it cost?

Depends on scope and complexity. We're typically 40 to 60 percent less than traditional alternatives for equivalent output—because you're paying for answers, not overhead. Send us your questions and we'll scope it for you.

Get started

Earnings season is three weeks. The window is narrow. The edge goes to whoever gets to conviction first.

Send us what you're trying to answer—the tickers, the thesis, the questions you need verified. We'll confirm coverage and turnaround within hours. No commitment, no pitch. Just tell us what you're trying to figure out.

The difference between a thesis and a position is conviction. The difference between conviction in weeks and conviction in days is how you get there.