This dataset offers a detailed collection of US-GAAP financial data extracted from the financial statements of exchange-listed U.S. companies, as submitted to the U.S. Securities and Exchange Commission (SEC) via the EDGAR database. Covering filings from January 2009 onwards, this dataset provides key financial figures reported by companies in accordance with U.S. Generally Accepted Accounting Principles (GAAP).

Dataset Features:

• Data Scope: The dataset is restricted to figures reported under US-GAAP standards, with the exception of EntityCommonStockSharesOutstanding and EntityPublicFloat.
• Currency and Units: The dataset exclusively includes figures reported in USD or shares, ensuring uniformity and comparability. It excludes ratios and non-financial metrics to maintain focus on financial data.
• Company Selection: The dataset is limited to companies with U.S. exchange tickers, providing a concentrated analysis of publicly traded firms within the United States.
• Submission Types: The dataset only incorporates data from 10-Q, 10-K, 10-Q/A, and 10-K/A filings, ensuring consistency in the type of financial reports analyzed.

Data Sources and Extraction:

This dataset primarily relies on the SEC's Financial Statement Data Sets and EDGAR APIs: - SEC Financial Statement Data Sets - EDGAR Application Programming Interfaces

In instances where specific figures were missing from these sources, data was directly extracted from the companies' financial statements to ensure completeness.

Please note that the dataset presents financial figures exactly as reported by the companies, which may occasionally include errors. A common issue involves incorrect reporting of scaling factors in the XBRL format. XBRL supports two tag attributes related to scaling: 'decimals' and 'scale.' The 'decimals' attribute indicates the number of significant decimal places but does not affect the actual value of the figure, while the 'scale' attribute adjusts the value by a specific factor.

However, there are several instances, numbering in the thousands, where companies have incorrectly used the 'decimals' attribute (e.g., 'decimals="-6"') under the mistaken assumption that it controls scaling. This is not correct, and as a result, some figures may be inaccurately scaled. This dataset does not attempt to detect or correct such errors; it aims to reflect the data precisely as reported by the companies. A future version of the dataset may be introduced to address and correct these issues.

The source code for data extraction is available here

These annual reports contain the financial statements for TARP, the Government Accountability Office's (GAO) audit opinion on those financial statements, a separate opinion on OFS' internal controls over financial reporting, and results of GAO's tests of OFS' compliance with selected laws and regulations. The AFR is produced annually for the prior fiscal year and released during the last quarter of the calendar year.

Financial data service providers offer financial market data and related services, primarily real-time feeds, portfolio analytics, research, pricing and valuation data, to financial institutions, traders and investors. Companies aggregate data and content from stock exchange feeds, broker and dealer desks and regulatory filings to distribute financial news and business information to the investment community. Recent globalization of the world capital market has benefited the financial sector and increased trading speed. Businesses rely on real-time data more than ever to help them make informed decisions. When considering a data service provider, an easy-to-use interface that shows customized, relevant information is vital for clients. During times of economic uncertainty, this information becomes more crucial than ever. Clients want information as soon and as frequently as possible, causing providers to prioritize efficiency and delivery. This was evident during the pandemic, the high interest rate environment in the latter part of the period and as the Fed cuts rates in 2024. Increased automation has helped industry players process large volumes of financial data, reducing analysis and reporting times. In addition, automation has reduced operational costs and reduced human data errors. These trends have resulted in growing revenue, which has risen at a CAGR of 3.2% to $21.9 billion over the past five years, including a 3.5% uptick in 2024 alone. Corporate profit will continue to expand as inflationary concerns begin to wane slowly. This will lead many companies to take on new clients as financial data helps them gain insight into operating their business amid ongoing trends and economic shakeups. With technology constantly advancing, service providers will continue investing in research and development to improve their products and services and best serve their clients. As technological advances continue, smaller players will be able to better compete with larger industry players. While this may lead to new companies joining the industry, larger providers will resume consolidation activity to expand their customer base. Overall, revenue is expected to swell at a CAGR of 2.7% to $25.0 billion by the end of 2029.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Other Information: Retained Earnings at Beginning of Quarter (QFRD119519USNO) from Q4 2009 to Q1 2025 about retained earnings, information, finance, earnings, corporate, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Manufacturing: Retained Earnings (QFR322MFGUSNO) from Q4 2000 to Q1 2025 about retained earnings, finance, earnings, corporate, manufacturing, industry, and USA.

These reports collect selected financial information for direct or indirect foreign subsidiaries of U.S. state member banks (SMBs), Edge and agreement corporations, and bank holding companies (BHCs). The FR 2314 consists of a balance sheet and income statement; information on changes in equity capital, changes in the allowance for loan and lease losses, off-balance-sheet items, and loans; and a memoranda section. The FR 2314S collects four financial data items for smaller, less complex subsidiaries. (Note: The Report of Condition for Foreign Subsidiaries of U.S. Banking Organizations, FR 2314a and FR 2314c have been replaced by the FR 2314 and FR 2314S. and the FR 2314b has been discontinued.

Market Size statistics on the Financial Data Service Providers industry in the US

The Financial Statements of U.S. Nonbank Subsidiaries of U.S. Holding Companies (FR Y-11; FR Y-11S) reporting forms collect financial information for individual nonfunctional regulated U.S. nonbank subsidiaries of domestic holding companies, which is essential for monitoring the subsidiaries' potential impact on the condition of the holding company or its subsidiary banks. Holding companies file the FR Y-11 on a quarterly or annual basis or the FR Y-11S on an annual basis, predominantly based on whether the organization meets certain asset size thresholds. The FR Y-11 data are used with other holding company data to assess the condition of holding companies that are heavily engaged in nonbanking activities and to monitor the volume, nature, and condition of their nonbanking operations.

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Financial Analytics Market Size 2025-2029

The financial analytics market size is forecast to increase by USD 9.09 billion at a CAGR of 12.7% between 2024 and 2029.

The market is experiencing significant growth, driven primarily by the increasing demand for advanced risk management tools in today's complex financial landscape. With the exponential rise in data generation across various industries, financial institutions are seeking to leverage analytics to gain valuable insights and make informed decisions. However, this data-driven approach comes with its own challenges. Data privacy and security concerns are becoming increasingly prominent as financial institutions grapple with the responsibility of safeguarding sensitive financial information. Ensuring data security and maintaining regulatory compliance are essential for businesses looking to capitalize on the opportunities presented by financial analytics.
As the market continues to evolve, companies must navigate these challenges while staying abreast of the latest trends and technologies to remain competitive. Effective implementation of robust data security measures, adherence to regulatory requirements, and continuous innovation will be key to success in the market. Data visualization tools enable effective communication of complex financial data, while financial advisory services offer expert guidance on financial modeling and regulatory compliance.

What will be the Size of the Financial Analytics Market during the forecast period?

Explore in-depth regional segment analysis with market size data - historical 2019-2023 and forecasts 2025-2029 - in the full report.
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In the dynamic market, sensitivity analysis plays a crucial role in assessing the impact of various factors on financial models. Data lakes serve as vast repositories for storing and processing large volumes of financial data, enabling advanced quantitative analysis. Financial regulations mandate strict data compliance regulations, ensuring data privacy and security. Data analytics platforms integrate statistical software, machine learning libraries, and prescriptive analytics to deliver actionable insights. Financial reporting software and business intelligence tools facilitate descriptive analytics, while diagnostic analytics uncovers hidden trends and anomalies. On-premise analytics and cloud-based analytics cater to diverse business needs, with data warehouses and data pipelines ensuring seamless data flow.
Scenario analysis and stress testing help financial institutions assess risks and make informed decisions. Data engineering and data governance frameworks ensure data accuracy, consistency, and availability. Data architecture, data compliance regulations, and auditing standards maintain transparency and trust in financial reporting. Predictive modeling and financial modeling software provide valuable insights into future financial performance. Data security measures protect sensitive financial data, safeguarding against potential breaches.

How is this Financial Analytics Industry segmented?

The financial analytics industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD million' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

Component

  Solution
  Services


Deployment

  On-premises
  Cloud


Sector

  Large enterprises
  Small and medium-sized enterprises (SMEs)


Geography

  North America

    US
    Canada
    Mexico


  Europe

    France
    Germany
    Italy
    UK


  APAC

    China
    India
    Japan


  Rest of World (ROW)

By Component Insights

The solution segment is estimated to witness significant growth during the forecast period. Financial analytics solutions play a pivotal role in assessing and managing various financial risks for organizations. These tools help identify potential risks, such as credit risks, market risks, and operational risks, and enable proactive risk mitigation measures. Compliance with stringent regulations, including Basel III, Dodd-Frank, and GDPR, necessitates robust data analytics and reporting capabilities. Data visualization, machine learning, statistical modeling, and predictive analytics are integral components of financial analytics solutions. Machine learning and statistical modeling enable automated risk analysis and prediction, while predictive analytics offers insights into future trends and potential risks.

Data governance and data compliance help organizations maintain data security and privacy. Data integration and ETL processes facilitate seamless data flow between various systems, ensuring data consistency and accuracy. Time series analysis and ratio analysis offer insights into historical financial trends and performance. Customer segmentation and sensitivity analysis provide val

The Data Reporting Services (DRS) market is experiencing robust growth, driven by increasing regulatory scrutiny, the expanding volume of financial data, and the rising adoption of advanced analytics. The market, segmented by reporting mechanisms (ARMs, APAs, CTPs) and application (Financial Institutions, Banking, IT & Telecom, Others), shows a strong preference for solutions that offer automated, efficient, and accurate reporting capabilities. The high CAGR suggests a continuously expanding market, particularly within the financial sector, where compliance with stringent regulations necessitates sophisticated DRS solutions. North America and Europe currently dominate the market share, fueled by established financial infrastructures and a robust regulatory environment. However, the Asia-Pacific region presents significant growth opportunities due to rapid economic development and increasing adoption of advanced technologies within its financial institutions. Competition is fierce, with established players like LSEG (UnaVista), Bloomberg, and MarketAxess competing with specialized technology providers and consulting firms. The market's growth is further propelled by the ongoing digital transformation within the financial sector and the increasing demand for real-time data analysis and reporting. The competitive landscape is characterized by both large established players and smaller, specialized firms. The larger firms often leverage their extensive networks and existing client bases to secure market share. Meanwhile, the smaller players focus on niche markets and innovative solutions to carve out a space for themselves. Future growth will likely be shaped by several key factors, including the development of advanced AI-driven analytics within DRS platforms, increased cloud adoption for enhanced scalability and cost-effectiveness, and the continuous evolution of global regulatory frameworks. Furthermore, the integration of DRS solutions with other financial technologies, such as trade surveillance and risk management systems, will create further opportunities for growth and innovation. The market is expected to witness significant consolidation in the coming years as larger firms seek to expand their capabilities through mergers and acquisitions.

The dataset contains the annual report of US public firms filing with the SEC EDGAR system. Each annual report (10K filing) is broken into 20 sections. Each section is split into individual sentences. Sentiment labels are provided on a per filing basis from the market reaction around the filing data. Additional metadata for each filing is included in the dataset.

Employment statistics on the Financial Data Service Providers industry in the US

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: Food and Beverage Stores: Income Taxes Accrued, Prior and Current Years, Net of Payments (QFRD309445USNO) from Q4 2000 to Q4 2024 about accruals, payments, beverages, finance, tax, retail trade, corporate, Net, food, sales, retail, income, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Information: Provision for Current and Deferred Domestic Income Taxes (QFRD114INFUSNO) from Q4 2009 to Q1 2025 about deferred, information, finance, tax, domestic, corporate, income, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: Plastics and Rubber Products: Total Current Liabilities (QFRTCL326USNO) from Q4 2000 to Q1 2025 about rubber, plastics, finance, nondurable goods, liabilities, corporate, goods, manufacturing, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Retail Trade: Total Cash, U.S. Government and Other Securities (QFRTCASH2RETUSNO) from Q4 2000 to Q1 2025 about cash, finance, retail trade, securities, corporate, sales, retail, government, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Manufacturing: Total Assets (QFR223MFGUSNO) from Q4 2000 to Q1 2025 about finance, corporate, assets, manufacturing, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Other Information: Income (Loss) After Income Taxes (QFR115519USNO) from Q4 2009 to Q1 2025 about gains/losses, information, finance, tax, corporate, income, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Information: Inventories (QFR214INFUSNO) from Q4 2009 to Q1 2025 about information, finance, inventories, corporate, industry, and USA.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Information: All Other Noncurrent Liabilities (QFR320INFUSNO) from Q4 2009 to Q1 2025 about information, finance, liabilities, corporate, industry, and USA.