Analysts: Go From Hours of Tedious Table Data Entry — to None

Sentieo Table X

How TableX Helps You Find, Organize, Audit, & Extract Non-Standard Data

Tired of digging through documents and manually inputting numbers to build your models? As former analysts ourselves, we built Sentieo’s TableX from the ground up to save you hours of unnecessary work — with functionality you can’t get anywhere else. We built TableX years ago, and have been making continuous improvements to the natural language processing technology in order to add functionality and make it more accurate. Stay tuned for some major upgrades over the next two months as we level up the technology.

What Is TableX?

Table X helps analysts find, organize, audit, and extract data easily.

Let’s say we want to look at Apple’s iPhone units sold. We open up Sentieo Document Search, enter the Apple ticker, and query “IN:TABLE iphone NEAR10 units.” (See screenshot below). We choose the 2017 FY10K and see the mention of iPhone sales highlighted in yellow.

Sentieo Table Extraction

From here, we can do a few things. First, we can Export Table to Excel (see 1 below).

Sentieo export to excel

When you click this button, Sentieo will download a cleanly formatted Excel file for you, saving you countless hours of copy-pasting and formatting:

Sentieo Export

Let’s say that you would also like to reference this table at a later date. Simply press the Highlight Table button (see 2 below) to send a copy of the table to your Sentieo Notebook:

highlight save table

The table will automatically get tagged with the appropriate ticker, and labeled for easy search and recall. You can see the saved table below in our Notebook:

notebook

One of the most useful TableX tools is Similar Tables, a feature that is unique to Sentieo. If you click the Similar Tables button, you can easily compare similar tables from different points in time.

similar tablesThis function allows you to compare your current table to its historical equivalents. On the left is the table we just found (Q4 2017), and on the right is a similar table from the prior quarter. If you click “Next” on the far right, you can see the table from Q2 2017 and earlier. Similar Tables saves analysts hours of time they might usually spend searching for, exporting, and comparing historical tables side by side.

Time Series takes table comparison one step further (see 4 below).

time series

With Time Series, you first choose the data you’d like to compare over time. (See checked row below: “iPhone”)

time series iPhone

After selecting the line item(s) you want to examine, Sentieo will crawl through and extract values for this line item in any document type that you checkmark on the left hand side (see below).

iphone time series closeup

You also have the option to Export to Excel and dump the numbers into your model, Open in Plotter to visualize any trends in the data, or Save Series in order to reference these values at a later time.

This all works well for SEC filings. But what if you want to extract a table out of a PDF research report or investor presentation. Our technology can handle that too. All tables in PDFs have an “Export Table” button to put that data directly into Excel, like this table on Netflix Streaming drivers from a JPM research report:

Check out the video below for a full walk-through of all TableX features, with the use case being that you’re on the phone with Apple’s management team and they’re talking about the iPhone’s pricing power. You need to check if what they’re saying ties to the financial data — in under 120 seconds:

Stay tuned for TableX updates to come! We’re a month or so away from a TableX release that will make data extraction and analysis even easier. To try it out for yourself, get a free trial of Sentieo today.

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Will Netflix ($NFLX) Beat Subscriber Growth Estimates this Quarter?

With earnings season upon us, we’ve got our eye on Netflix, one of the first earning calls of the week.

We used Sentieo’s Mosaic feature to quickly plot a couple graphs on Netflix, which we anticipate will beat estimates in subscriber growth based on alternative data.

SentieoCheck out the Google Trends (green dash), Alexa Website Traffic (red dash), and Twitter Mentions (light blue dashed) for $NFLX above. They have all led subscriber growth movements (solid blue). For Q4, analysts are expecting a subscriber growth to decline from 26% in Q3 to 23% in Q4 (dotted line). Google/Twitter/Alexa are trending up, suggesting upside to consensus estimates.

We also looked at the Twitter mentions for specific Netflix shows below. The second season of Stranger Things was described as “one of the biggest entertainment phenomena on the planet” by Chief Content Officer Ted Sarandos at the UBS conference last December. The cultish following of the show is certainly reflected in the chart below by the huge spike in Twitter mentions when it was released around Halloween.

Sentieo

We’re eager to log into Sentieo and check out Netflix’s full 8-K that it released today, as well as its press releases, presentations, and much more. You can view all this too by signing up for a free trial of Sentieo. Why not get your research done faster?

Search of the Month: Corporate Social Responsibility

With this week’s bold announcement by Laurence Fink, founder and chief executive of BlackRock, we thought it’d be a perfect time to show you how to search for the CSR initiatives of public companies within Sentieo.

This week, the executives of many large public companies received a letter from Fink which suggested that they not only make profits for shareholders, but also that they engage in social good if they desire the backing of BlackRock:

“Society is demanding that companies, both public and private, serve a social purpose. To prosper over time, every company must not only deliver financial performance, but also show how it makes a positive contribution to society.” (NY Times)

With climate change, workplace culture, and data security making headlines recently, we wanted to see how much companies are really discussing corporate social responsibility (CSR) and environmental social governance (ESG).

We did a quick search in Sentieo to find mentions of these themes in earnings calls transcripts, press releases, presentations, and sustainability disclosures (red bars below), as well as keyword mentions on Twitter (green line below).

csr

There has been a drastic increase in public companies’ focus on “social good” topics over last 10 years, mirrored by a parallel jump in Twitter mentions. We expect this trend to only continue in the next few years as announcements like BlackRock’s become more common, and companies take a closer look at contributing to sustainability projects, growing workplace diversity, and giving back to their communities.

A few well-known companies appearing in our search results that are already incorporating corporate social responsibility into their future plans are: Hasbro (HAS), Cisco (CSCO), and Herman Miller (MLHR). Check out one of Hasbro’s press releases below:

hasbro

Cisco (CSCO) also had a full report on 2017 Corporate Social Responsibility:

Cisco CSR

We also used Sentieo Plotter to plot the mentions of “corporate social responsibility” across Cisco’s documents over the last 10 years (red), Cisco’s stock price (blue) and Twitter mentions of “corporate social responsibility” (green). All three have steadily increased over time.

Cisco

As both consumers and investors take a more critical eye to how products and services are created and delivered — demanding full transparency — public companies will need to take an honest, internal look at their social impact and how it will affect their ability to succeed in the future.

To perform your own searches on corporate social responsibility or any other keywords you need to research, try our free trial of Sentieo. We always want to hear your feedback and ideas for the product.

Sentieo Quarterly Report: A Linguistic Analysis of Q4 2017

Today we’re revealing our very first  Quarterly Report a summary of last quarter’s top keyword searches, as well as a detailed sentiment analysis across all industries. We used Sentieo to analyze earnings call transcripts to discover what companies talked about most last quarter versus the same quarter in 2016.

We also compared the sentiment of management and analyst sections of transcripts, and graphed these data points so you can easily see trends or discrepancies between the two. We’ll be publishing these reports every quarter, so you can stay updated on information that could impact your investment decisions this year.

Here are some interesting themes that came up in our research:

Keyword Trends:

  • Trump mentions have leveled off over the past few quarters as the buzz about his presidency has died down

  • Crypto mentions have doubled in the last quarter and are poised for another jump next quarter

  • Artificial Intelligence mentions have doubled in the last year as it has become a major buzzword in the tech sector

Consumer Sector

  • Philip Morris IQOS smoking system a market leader

Healthcare Sector

  • Puerto Rican healthcare crisis was a key focus

Real Estate Sector

  • While the San Francisco real estate market cooled off a bit, Amazon was mentioned by a lot of real estate companies with regard to “HQ2”

With Sentieo Document Search, and with this report, we are starting down the path of quantifying linguistic data. This report is actually a preview of some exciting features that are currently in development for the Sentieo platform. We’d love to get your feedback on what you liked and didn’t like and what you want to see in the product.

You’ll see our fully fleshed-out analysis in the downloadable report, which covers these industries and many more.

Check out this sample page of our report about the utilities sector:

Sentieo

To read our full analysis of the utilities industry and other verticals, influential companies, and trending keywords/concepts, download the full, free report!

 

sentieo 2017

Our Year in Review: What We Built for You In 2017

2017 was yet another big year for product development at Sentieo. We continued to add powerful features to help our customers take their research process to the next level. Take a look below to see just a few of the innovations from 2017!

Robust, Global Financial Data Coverage

We now have full global coverage of company fundamentals in all international geographies. We added data from 50k+ global tickers on all major exchanges, from Reuters Fundamentals.

Redesigned Equity Data Terminal

Our new financial model has a more detailed, robust methodology that seamlessly integrates historical reported data with forward analyst estimates in a sleek, updated user interface.

Valuation & Price Target Tool

The new Valuation & Price Target tool takes target price setting to a new level of simplicity.

Enter the price you think is fair for any of the forward years, and Sentieo updates the valuation multiples. You can also enter what they think is a fair multiple for any of the forward years or for any of the forward multiple metrics, and it will update all the other valuation multiples and the price target accordingly. Both work seamlessly on the same page; you can jump from one method to the other.

 

Searches Made Easier

Keyword Library

Users can search our ever-growing library of over 500 unique, pre-built search queries across various industry sectors & themes to find the most relevant data.

keywordcropped

PowerQuery: Complex Query Operators

Within our DocSearch tool, our search operators provide you with finer control over your searches so you don’t have to sift through unwanted results.

Sentieo query operators

Section-Specific Searches Within 10K’s & 10Q’s

When working with quarterly and annual reports, filter your search at the section (item) level; you can focus your search on financial statements, Management Discussion & Analysis, risk factors, & more.

 

ESG Reports (Sustainability Disclosures) & Federal Reserve Documents

We’ve added Sustainability Disclosures to our searchable documents, in addition to FOMC meetings minutes, statements, press conference projection materials, and speeches, which can be found under the ticker FED-RES.

Sentieo sustainability

 

federal reserve

 

In-Depth Ownership Data In Shareholder Data Explorer

Easily look up a ticker in our Shareholders tool to access a list of every publicly disclosed shareholder for that company. Look up an institutional holder to find a history of all its disclosed shareholdings (updated quarterly). You can also find the history of a U.S. company’s executive dealings (updated daily).

 

We’re really proud of what we accomplished this year, and we’re working to make 2018 an even more successful year, delivering the features you need to make your life easier. Got feedback or ideas? Get in touch with us.

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