One company, every fortnight. What a business's numbers told us — and what they made us ask. For anyone who reads financial statements and wants to read them better.
Quarterly results and annual reports get covered as headline numbers — revenue up, profit up, "record year." The interesting part rarely gets told: what the numbers made us ask next.
That's the gap Beyond the Financial Statements is built for. One company per episode, read the way a chartered accountant reads a set of accounts — the ledger split between what the numbers say and what they leave out.
If you work with financial statements — as an investor, founder, CFO, finance team member, or fellow professional — this is written for you. No motivational content. No jargon for jargon's sake.
Oracle's FY2026 profit rose 37% to $17.1 billion — while capital expenditure of $55.7 billion pushed free cash flow to negative $23.7 billion. Oracle's AI growth story is increasingly a cash-flow and capital-allocation story.
Read Episode 02Previous episodes
Subscribe on LinkedIn and get each episode delivered to your inbox. Free, forever.
Subscribe on LinkedIn →