Intelligence
The Commitment Tracker
What management said it would do on earnings calls, and what our research has found since — a running ledger, not a score.
8,043 commitments tracked511 companies6,361 still in progress
Built with agentic AI on public filings, transcripts, and market data — content can contain errors and is not investment advice. Verify anything you act on.
How to read this page
Commitments are extracted by our AI pipeline from each company’s quarterly earnings calls, and statuses are re-checked every earnings season as new transcripts are read — an “in progress” item stays open until a later call resolves it. Statuses may be incomplete or mismatched — “no follow-up found” means we didn’t find a later mention, not that management failed to deliver. This is not an assessment of any management team’s honesty or competence; verify individual items against the original transcript before relying on them. Text in quotation marks is management’s own wording; anything labelled “What we found” is our summary of the later call, not a quote.
The scoreboard so far
Of 8,043 commitments tracked, 6,361 are still in progress and 1,682 have resolved. Of those resolved:
Delivered1,051 (62%)a later call confirms it happenedBehind timeline192a later call pushed the stated timingNo follow-up found437no later mention found — not proof of a missSuperseded2replaced by newer guidance
Coverage window: commitments from each company’s recent earnings calls — most from the last two quarters — re-checked every season. The ledger deepens each quarter from here.