Using data to uncover trends in disclosure and reporting.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 121 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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deepquarry.substack.comLatest Issues
Anthropic’s Pre-IPO Profitability Story
Media reports point to 80% margins and positive adjusted operating income, but the accounting behind those numbers remains out of view.
Anthropic confidentially submitted a draft registration statement for its planned IPO earlier this year...
Reviewing SB Energy’s IPO dreams
SB Energy is making a big play towards turnkey AI data center construction. We look at what changed between its confidential DRS and public S-1 to see what can be learned about the big risks.
This is collaborative effort, co-authored with...
Microsoft Finally Shows Azure Revenue. The AI Puzzle Remains.
On September 2, 2026, Microsoft made significant changes to its financial reporting. Beginning with fiscal 2027, Microsoft will begin separately disclosing Azure revenue, a figure it had long kept within broader cloud disclosures. The chang...
Behind Big Tech’s AI Commitments
Why timing, contract terms and accounting matter when interpreting Big Tech’s future spending.
A recent WSJ piece titled “Why Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems” looked into the apparently staggering commitments and...
Red Flags in Amended Annual Reports — Quarterly Update #11
A quick note before getting into this quarter’s 10-K/A trends. Thank you to everyone who has subscribed to Deep Quarry, and a special welcome to the many new subscribers who found my work through my recent AI-related analysis. AI and the ac...
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Authors
The writers behind this newsletter.
Olga Usvyatsky is a former VP of Research of Audit Analytics, where she led the development of new data sets used by investors, regulators, and academics. Her work was frequently cited by media, including WSJ, Bloomberg, and MarketWatch.
Francine McKenna writes, teaches, and speaks about audit, accounting and public company governance.
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