%&#@!: is Swearing on the Rise on Conference Calls
Yes, it is. Our research shows that 2021 was a record year for expletives in conference calls. So, go ahead, and (expletive) say it.
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New ESG Disclosures: What US Investors Can Expect
Last week we broadcast a webinar on the likely and potential ESG disclosures coming in the US, with Steve Soter of our partner Workiva, the leader in connected reporting. The 30-minute webinar is available for on-demand viewing. So, what is coming down the pipeline? Guidance on materiality: we go over how to apply the existing…
Discovering Sentieo: Top Webinars, Guides, and Blog Posts
“I did not know you could do that in Sentieo” is something we hear quite often from the users of our award-winning research platform, from advanced search, to complex screening and data visualizations. To address this frequent feedback, we decided to share some of our top webinars, guides, and blog posts in one place below. …
Macroeconomic and Credit Topics Dashboards in Sentieo
Sentieo’s powerful and flexible Dashboards have grown dramatically in both client adoption and functionality since we introduced them two and a half years ago. Showcasing the depth of the research platform, the Dashboards bring together documents, document search, research management/research monitoring, financial and alternative data, data visualizations, Tableaus, iFrames, and much more, through over 50…
Introducing Sentieo’s New Interactive Guide to Financial Data Visualization and Analysis
Creating compelling visualizations is now a must for a wide range of knowledge professionals, from investment analysts to portfolio managers to consultants and executives. Data visualizations help create stories across investor presentations and letters, internal benchmarking reports, public presentations, and more. Sentieo’s data visualization tool Plotter combines financial, valuation, macro, alternative and internal data sets,…
Oil and Gas: “Higher for Longer” after Years of Underinvestment
The recent spike in energy prices across Europe and Asia has been well documented in the press: however, it has been in the making for years. In this blog post, we will share some data on capex trends in the industry. We do anticipate that hydrocarbon energy prices will stay “higher for longer”. For a…
Risk Monitoring Dashboard in Sentieo
Sentieo’s powerful and flexible Dashboards have grown dramatically in both client adoption and functionality since we introduced them two and a half years ago. Showcasing the depth of the research platform, the Dashboards bring together documents, document search results, research management/research monitoring, financial and alternative data, data visualizations, Tableaus, iFrames, and much more, through over…
Freight Woes Threaten The Holiday Shopping Season
Global supply chains are under significant pressure from COVID and other disruptions. In this blog, we look at inventory levels across leading US retailers, shipping company dynamics, as well as transcript color from recent conference calls. TIP: If you plan on doing holiday shopping this year, do it now. We have been monitoring inventory levels…
The COVID “Pet Trade” is Over
As we were doing research for our white paper with 39 post-pandemic consumer trends, one thing we spotted was the decline of interest in pet adoption. We included it in the section with trends that are “out” like sourdough, paint stores, and more (see extended blog coverage from earlier this summer here, here, and here)….
Neudata ESG Deep Dive: Our Presentation on ESG Trends
Recently we had the opportunity to present at the Neudata ESG Deep Dive 2021 event. Our presentation focused on where we see strong ESG effects in the financial markets along with a discussion on several accelerating ESG trends found in corporate transcripts. We’ll highlight some of our data visualizations in this blog post, and you’ll…
39 Post-Pandemic Consumer Trends: Final Highlights
Recently we released a new trendbook titled “39 Post-Pandemic Consumer Trends” highlighting a number of changes in consumer search behavior as the world emerges from the pandemic. The report followed our popular “corporate” trendbook with 21 transcript trends for 2021, which focused on emerging (and declining) trends from earning call transcripts. Over the last couple…
39 Post-Pandemic Consumer Trends: Additional Highlights
Recently we released a new trendbook titled “39 Post-pandemic Consumer Trends” highlighting a number of changes in consumer search behavior as the world emerges from the pandemic. The report followed our popular “corporate” trendbook with 21 transcript trends for 2021, which focused on emerging (and declining) trends from earning call transcripts. A few days ago,…