You can also make more educated guesses about a company's strategy by analyzing:
the type(s) & location(s) of its job postings | its press releases | patents it filed | companies it merges with or partners with
Company Strategy
S&P Capital IQ *(Current UCI students, faculty, & staff)
Geography: Global
A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, including searchable SEC Filings.
Factiva
Geography: Global
Worldwide coverage of local and regional newspapers, trade publications, business news wires, press release wires, media transcripts, news photos, and business-rich websites. The Expert Search function has pre-set search terms for competitive intelligence news about companies. News is often one of the only sources for strategy on private companies. Factiva's terms of use prohibit text mining, i.e. using any code or program (e.g. crawlers and APIs) to automatically retrieve or download large amounts of content.
Business Source Complete
Geography: Global
Covers virtually all business subjects. News is often one of the only sources of strategy on private companies.
Analyst Earnings Conference Call Transcripts
Because of Regulation Fair Disclosure, during quarterly conference calls, public must companies disclose their past quarter's performance, and they usually discuss their future outlook/initiatives. These calls are transcribed, and they are known as Earnings Conference Calls or Analyst Calls.
S&P Capital IQ *(Current UCI students, faculty, & staff)
Geography: Global
A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, searchable SEC filings, mergers & acquisitions activities, and venture capital/private equity data. Most Earnings Conference Calls feature the recorded audio.
Factiva
Geography: Global
Worldwide coverage of local and regional newspapers, trade publications, business news wires, press release wires, etc. The Search Builder page allows for choosing a publication called CQ FD Wire, as well as a company name.
Nexis Uni (Fomerly LexisNexis Academic)
Geography: Global
Earnings call transcripts from the Fair Disclosure Wire publication, since April 2001.
Regional Business News
Geography: US
Earnings call transcripts from the Fair Disclosure Wire publication, since November 2005.
Helpful SEC filings
The 10-K/Q have the most detail about a company's finances; you won't find a more specific breakdown elsewhere.
