Using data to uncover trends in disclosure and reporting.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 118 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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deepquarry.substack.comLatest Issues
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...
What CoreWeave’s $1.3 Billion deferred revenue reclassification might be telling us
We attempted to trace a $1.3 billion reclassification from deferred revenue to customer liabilities to see what it might tell us about customer contracts and project delivery.
This is collaborative effort, co-authored with The Dig the news...
The AI Revenue Puzzle
Companies increasingly report AI monetization metrics, but what do those numbers actually measure?
Microsoft says its AI business exceeded a $37 billion annual revenue run rate. Amazon says AWS AI revenue surpassed $25 billion. Are they me...
Microsoft's 2026 Annual Report: What's going on with all the accounting changes?
Microsoft's latest disclosures are a little more but still not enough to fully explain its relationship with OpenAI, its capital expenditures, and its free cash flow. We'll try to shed some light.
This is collaborative effort, co-authored...
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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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