Private beta

Every filing, diffed against the last one — with the numbers checked

FilingSmith watches SEC EDGAR for the companies you follow. When a 10-K, 10-Q or 8-K is filed, it computes what changed against the prior comparable period and sends you the difference — usually within minutes of the filing appearing on EDGAR.

See a real diff Pricing

10-K10-Q8-K

Real output · not a mockupFull diff →

Micron Technology, Inc.

MU10-QQ3 FY2026Open on EDGAR ↗

Filed: 25 June 2026
Generated: 14 August 2026
Compared against: Prior quarter 10-Q, as filed

MarginGross marginMagnitudegross margin up

Prior74.41%This filing84.56%+10.15pp

Gross margin expanded to 84.6% from 74.4% (up ~1,015bps) as revenue rose to $41.46B from $23.86B, driving operating income up to $33.32B and net income up to $28.24B.

Item 2 — Management's Discussion and Analysis · ¶ 2-p17 · us-gaap:GrossProfit

AI-driven memory and storage growth is outpacing industry supply. In the third quarter of 2026, we continued to benefit from substantial improvements in pricing and margins, reflecting strong demand growth, driven in large part by the continued advancement of AI. The AI-driven growth in the data cen…

BuybackRepurchase outlay, year to date$650.00M$650.00M$0

SegmentCMBU revenue (largest segment)$7.75B$13.77B+$6.02B

Private betaFilingSmith is not yet publicly available. There is no signup form on this site and no app in the App Store yet. This page describes what is built and running, not what is planned.

Who this is for

You follow somewhere between ten and forty US-listed companies. You genuinely intend to read the 10-Q. Some quarters you do. Most quarters it sits in a tab until the next one arrives, and by then the thing you would have noticed has already been priced in by people who read it on the day.

What it closes

It is trying to close the gap between a filing was published and you know what changed in it — for the handful of companies you actually care about, in the ninety seconds you actually have.

What it does not try to be

FilingSmith is not trying to replace a terminal, a data vendor, or your own judgement.

Deliberately narrow

No stock picks. No price targets. No signals. It reads the filing and tells you what moved.

How it works

Three stages, in this order, and the order is the whole design.

Ingest — the filing itself, not a summary of it

A poller watches EDGAR’s real-time feed for every 10-K, 10-Q and 8-K as it is disseminated. The primary document and the press-release exhibits are stored verbatim, and the filing’s financial facts are read from SEC’s own XBRL APIs.

EDGAR real-time feed · companyfacts · companyconcept

Diff — deterministic, before any model is involved

The comparison is arithmetic, not inference. The deltas are computed in code. Per-segment revenue is read from the dimensional tags inside the filing itself. Risk factors are compared paragraph by paragraph against last year’s Item 1A.

Revenue · cost of revenue · gross profit · diluted shares · repurchase outlay

Narrate — the model writes prose around numbers it did not choose

Only then does a language model see anything, and what it sees is the structured diff — never the raw filing. It does not get to pick a number, change a number, or add one.

Rejected, not corrected

What you get

The same four things on every filing, for every company you follow.

Push

A push when a company you follow files

10-K, 10-Q and 8-K.

Diff

A diff, not a summary

What changed against the prior period, per category.

Citation

A citation on every claim

Each item points back to the section and paragraph it came from, so you can open the source and read the sentence yourself.

Delivery

Delivery on your terms

Per-company channel choice, a severity threshold, and quiet hours in your own timezone.

Status

Built and running

Backend pipeline	Built and running against live EDGAR filings
Grounded narratives	Verified on real filings, every figure re-checked against SEC’s XBRL API
iOS app	In development — private TestFlight beta first
Android	After iOS
Public availability	Not yet. No signups are open

You can see exactly what this produces on a real filing — every figure, every citation — on the example diff page.

Read the example diff

Questions, or want to be told when the beta opens? Get in touch.