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In our Q1 2020 Earnings Season Highlight series we’ve analyzed calls across a variety of industries using our machine learning and natural language call transcript application, Smart SummaryTM. Over the last week, we looked at a logistics company, UPS (NYSE: UPS), a healthcare testing provider, LabCorp (NYSE: LH), and the regional theme park operator Six…
In our Q1 2020 Earnings Season Highlight series we’ve analyzed calls across a variety of industries using our machine learning and natural language call transcript application, Smart SummaryTM. Over the last week, we looked at a logistics company, UPS (NYSE: UPS), a healthcare testing provider, LabCorp (NYSE: LH), and the regional theme park operator Six…
We continue our series on Q1 2020 Earnings Season, analyzing calls across a variety of industries using our machine learning and natural language call transcript application, Smart SummaryTM. Yesterday and the day before we looked at the logistics company, UPS (NYSE: UPS) and healthcare testing with LabCorp (NYSE: LH). Today we will cover Six Flags…
Today we continue our series on Q1 2020 Earnings Season, analyzing calls across a variety of industries using our machine learning and natural language call transcript application, Smart SummaryTM. Yesterday we looked at the logistics company, UPS (NYSE: UPS). Today we switch over to healthcare with LabCorp (NYSE: LH). The LabCorp transcript we’re reviewing today…
For the next few days, we will review Q1 calls across a variety of industries using our machine learning and natural language call transcript application, Smart SummaryTM. Today we will focus on UPS. We released the first version of Smart Summary last July to rave reviews. This was followed up by an in-depth expansion of many of the machine learning…
Subsequent to our Capital Allocation Trends Webinar “Cash Hoarding During The Time of Love and COVID,” we’re providing updated and incremental insights to the total dollars hoarded. We’ve added US Small Cap companies (Sub $1bn mkt cap but over $100mm excluding financials, real estate and utilities) to our dataset. The COVID dollar impact across our…
Our latest release continues to build on our transcript sentiment tool with Smart Summary™ enhancements to help you save time and get more insights–faster. We’ve even added a Coronavirus category to help you zero in on what matters most this earnings season. Updated Classification Framework Our classification framework has been improved, including updates to our…
Quarantine fears crush retailers, what is on the other side? STAY GPS XRT, finding conservatively financed FCF generators The selloff in the markets continues unabated: President Trump’s address last night and the Fed liquidity actions today did little to reassure the markets as Thursday ended as the worst day for the Dow since 1987. Event…
With the realization that countries across the globe need to move towards large-scale containment, including shutdowns and restrictions on gatherings and movement, we’ve seen massive weakness in restaurant stocks. A number of these stocks were down in the double-digits only a day after we told the WSJ yesterday that the industry needed to take steps to “prevent…
Today, we continue our coronavirus market impact series with a focus on the outbreak’s effect on universities. University campus closures are affecting stocks as high-profile schools move to online instruction (we covered the early move to “work from home” stocks on our blog a few weeks ago). Today we saw the market being somewhat slow to react…
As the pandemic situation unfolds exponentially, we started looking at what the CEOs specifically are saying in transcripts by using our popular in-transcript, said-by-the-CEO search and ML-based keyword suggestions.
In this final installment of our earnings season blog posts (informed by Sentieo’s transcript Smart Summary™), we’re covering Facebook (FB). We kicked the week off by “getting to the meat” of Beyond Meat’s call on Monday night. While growth and margin expansion were strong, our keyword surfacing highlighted McDonald’s as a key topic. We then…
