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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. Below we highlight three…
With the dominant cryptocurrency making new all time highs recently, it came back as a topic across a number of conference calls this earnings season. But we are seeing a broader level of comfort compared to the previous spike in 2017/2018, including purchases by well-followed companies like Tesla, as well as product comments from ETF…
We have been monitoring “The Big Four” social media companies (Facebook, Twitter, Snap Inc., and Pinterest) for a while. We published a very long and very bullish piece on Pinterest in Forbes shortly after the company’s IPO in May 2019. We specifically stated: “To summarize our view, we see Pinterest as a unique advertising and…
The upcoming 55th edition of the Super Bowl, the championship game for the U.S. National Football League, will be… unprecedented. We do not like using this word (see its rise chronicled in the New York Times using our data) but it is true. The pandemic has brought about serious attendance and activity restrictions to what…
Sentieo’s new update features another expansion of our NLP offerings: trending topics at both the company and sector level. This new addition enables faster surfacing of emerging topics, along with a sentiment overlay. Our existing NLP and ML features include: Our recently released SEC Filing Section Redlining (see the 4-minute video tutorial here) Our Transcript…
2020 has been unprecedented (so unprecedented, in fact, that the media arm of our legacy terminal competitor used our stats for the surge in the word “unprecedented”). We went into the holiday shopping season knowing that there will be surprises: back in September, we did some work for our friends in the Financial Times, showing…
With Airbnb boosting the pricing range for its hotly anticipated IPO this week, we decided to take a look at how Wall Street sees the broader travel recovery. For a more in-depth “how to” start your work on the Airbnb IPO, see how we redlined the original S-1 even though some might think that there…
In next week’s webinar, we will go over building a thesis in Sentieo’s RMS (Research Management System). We still come across many haphazard systems for research management (from consumer apps to “systems” with no connection to the rest of your workflow). This leads to several problems: Analyst Inefficiency The lack of integration with the rest…
With the great news from Pfizer and BioNTech regarding their COVID vaccine development on Monday, November 9, 2020, we observed major rotations in the equity markets. For example, several of the “Work From Home” names that we wrote about in February, well ahead of the March sell-off, were down double-digits on the news, including Zoom,…
We have been tracking the “return to the office” trends across filings, transcripts, and macro data since the summer. In July, we were mentioned on CNBC regarding the Wall Street banks and their plans. In September, we wrote about the “return to the office” vs. the data pointing to a “femcession” in Forbes: this trend…
With the large U.S. banks’ results already out this earnings season, we decided to take a look at what we can extract using the AI (NLP and ML) technology built into our platform. We focused on the larger banks as their “live view” into the economy provides critical insight during periods of uncertainty. For our…
Sentieo’s industry-leading Document Search has had SEC filings redlining (also known as “blacklining”) for years. It lets users compare any two SEC filings in several ways: all changes, just the inserts, or just the numbers. We also have productivity enhancers, like “hover overs” that show the old vs. new text side-by-side, or “most logical” documents…
