Summarise a financial statement for a non-finance audience
Model scores over time
| Model | Trend | Latest score | Pass | Last tested |
|---|---|---|---|---|
| Claude Opus 4.7 | 9/9 | Pass | 2026-05-23 | |
| Claude Sonnet 4.6 | 9/9 | Pass | 2026-05-23 | |
| GPT-4o | 8/9 | Pass | 2026-05-23 | |
| Gemini 2.5 Pro | 9/9 | Pass | 2026-05-23 |
Rubric
Each criterion scored 0–3. Pass threshold: 7/9.
- 1.Exactly three bullets, each one sentence
- 2.Revenue trend is correctly characterised
- 3.Forward-looking observation is reasonable given the data
Latest outputs — run 2026-05-23
Here is a company's quarterly financial summary:
{{financial_data}}
Write a 3-bullet summary suitable for a non-finance audience. Each bullet should be one sentence. Cover: revenue trend, profitability signal, and one forward-looking observation.Revenue: $4.2M (up 18% YoY). Gross margin: 71%. Net loss: $3…- Revenue grew 18% year-over-year to $4.2M, demonstrating consistent demand. - The company cut its net loss by 39% in one quarter, from $620K to $380K, a strong signal of improving unit economics. - With ARR at $16.8M and churn holding below 2.5%, near-term revenue is well-protected, and the pace of new logo wins will determine whether growth accelerates in the next two quarters.
Here is a company's quarterly financial summary:
{{financial_data}}
Write a 3-bullet summary suitable for a non-finance audience. Each bullet should be one sentence. Cover: revenue trend, profitability signal, and one forward-looking observation.Revenue: $4.2M (up 18% YoY). Gross margin: 71%. Net loss: $3…- Revenue is growing at 18% year-over-year, reaching $4.2M — healthy for a SaaS business at this scale. - Net losses narrowed from $620K to $380K in a single quarter, indicating the business is burning less to grow each dollar of revenue. - Churn at 2.1% and $16.8M ARR provide a stable base, making new logo acquisition the clearest lever for accelerating growth.
Here is a company's quarterly financial summary:
{{financial_data}}
Write a 3-bullet summary suitable for a non-finance audience. Each bullet should be one sentence. Cover: revenue trend, profitability signal, and one forward-looking observation.Revenue: $4.2M (up 18% YoY). Gross margin: 71%. Net loss: $3…- Revenue increased 18% year-over-year to $4.2M. - Net loss improved significantly, falling from $620K to $380K. - The company looks well-positioned for continued growth with $16.8M in ARR and a low 2.1% churn.
Here is a company's quarterly financial summary:
{{financial_data}}
Write a 3-bullet summary suitable for a non-finance audience. Each bullet should be one sentence. Cover: revenue trend, profitability signal, and one forward-looking observation.Revenue: $4.2M (up 18% YoY). Gross margin: 71%. Net loss: $3…- Revenue grew 18% year-over-year to $4.2M, reflecting strong and consistent demand growth. - The net loss nearly halved in one quarter (from $620K to $380K), suggesting the business is moving toward profitability faster than expected. - $16.8M ARR combined with 2.1% churn gives the company a stable recurring base; sustaining the current new-logo ARR of $1.4M per quarter is the key watch metric for investors.