Research Company Filings

{
  "output": "Tesla's latest 10-K filing discloses several key risks: 1) Supply chain disruptions and semiconductor shortages affecting production capacity. 2) Intense competition in the EV market from both established automakers and new entrants. 3) Regulatory risks related to autonomous driving technology and safety standards. 4) Foreign exchange risks due to international operations. 5) Dependence on key personnel, particularly CEO Elon Musk. 6) Cybersecurity threats to vehicle software and manufacturing systems. 7) Climate-related risks affecting facilities and operations. 8) Potential recalls and product liability claims. 9) Challenges in scaling manufacturing for new products like Cybertruck. 10) Risks related to energy generation and storage business volatility."
}

curl -X POST https://api.utopianlabs.ai/v1/tools/research-company-filings \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "company_url": "https://microsoft.com",
    "company_name": "Microsoft Corporation",
    "question": "What were the key financial metrics and strategic initiatives from recent filings?",
    "output_schema": {
      "filings_summary": {
        "recent_filings": [{
          "filing_type": "string",
          "date": "string",
          "key_points": ["string"]
        }],
        "financial_highlights": {
          "revenue": "string",
          "net_income": "string",
          "operating_margin": "string",
          "cash_position": "string",
          "debt": "string"
        },
        "strategic_initiatives": ["string"],
        "material_changes": ["string"],
        "legal_proceedings": {
          "active_cases": "number",
          "major_litigation": ["string"]
        },
        "executive_compensation": {
          "ceo_total_comp": "string",
          "equity_grants": "string"
        }
      }
    }
  }'

{
  "output": {
    "filings_summary": {
      "recent_filings": [
        {
          "filing_type": "10-K",
          "date": "July 2023",
          "key_points": [
            "Record revenue of $211.9 billion",
            "Cloud revenue exceeded $110 billion",
            "Significant AI investments across all products",
            "Completed Activision Blizzard acquisition"
          ]
        },
        {
          "filing_type": "10-Q",
          "date": "October 2023",
          "key_points": [
            "Q1 FY24 revenue up 13% YoY",
            "Azure growth of 29%",
            "AI services contributing to growth",
            "Copilot rollout across products"
          ]
        },
        {
          "filing_type": "DEF 14A",
          "date": "September 2023",
          "key_points": [
            "Executive compensation details",
            "Board composition changes",
            "Shareholder proposals",
            "ESG initiatives progress"
          ]
        }
      ],
      "financial_highlights": {
        "revenue": "$211.9 billion (FY2023)",
        "net_income": "$72.4 billion",
        "operating_margin": "42%",
        "cash_position": "$111 billion",
        "debt": "$47 billion long-term"
      },
      "strategic_initiatives": [
        "AI integration across all product lines",
        "Expansion of Azure AI services",
        "Microsoft 365 Copilot deployment",
        "Gaming division growth post-Activision",
        "Sustainability - carbon negative by 2030"
      ],
      "material_changes": [
        "Activision Blizzard acquisition for $68.7 billion",
        "10,000 employee layoffs in January 2023",
        "Bing search integration with ChatGPT",
        "New AI-focused organization structure"
      ],
      "legal_proceedings": {
        "active_cases": 3,
        "major_litigation": [
          "FTC appeal on Activision acquisition",
          "EU antitrust investigation on Teams bundling",
          "Patent disputes with Motorola"
        ]
      },
      "executive_compensation": {
        "ceo_total_comp": "$48.5 million (Satya Nadella)",
        "equity_grants": "Majority in performance-based stock"
      }
    }
  }
}