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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. Check out the Google Trends (green dash), Alexa Website…
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…
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…
The following analysis was prepared using tools offered by Sentieo. Sign up for a free trial. We let our data scientists loose on NFLX’s latest conference call transcript. High-level takeaway: NFLX is sounding a more muted tone while the Street is still excited, and the stock is at a high. Key takeaways: 1. Management sentiment has fallen…
Today, we are excited to introduce the Trump Tracker. It’s a bot that constantly scans new public financial documents for mentions of President Trump. These documents include all SEC filings, conference call transcripts, investor presentations, press releases, and more. The bot instantly surfaces new mentions of Trump as soon as they’re published, while intelligent queries…
Fitbit (FIT) surged over +7% earlier this week after the Fitbit app jumped to the #2 spot on iTunes on Christmas Day. Although short interest was 30% of float, there was a desire in the market not to be offside if the company’s wearable bands were once again a popular gift for the holiday season. …
ZNGA stock is off 15% since launching Dawn of Titans worldwide on Dec 8. While it is normal for gaming companies to see sell-the-news reactions following expected catalysts, the evidence that Mosaic users are seeing with Apptopia data indicate that there is serious cause for concern as the momentum at launch has completely fizzled out. We have gotten…
Zynga’s 3D Clash of Clans killer Dawn of Titans finally dropped worldwide after years spent in beta (Press Release here). To say that this was highly anticipated is an understatement: VentureBeat: “Zynga finally releases its epic action strategy mobile game Dawn of Titans“ Gamezebo: “Dawn of Titans Has (Finally) Arrived, and We Played it Early“ PocketGamer:…
$LULU is down over 35% since its Q2 earnings print, driven by a traffic-induced comp miss and now increasing fears of sustained markdowns. On the latter we used Twitter data to investigate whether there is a discernible trend in discounting that has persisted during the pre-Holiday period. We queried the full firehose for tweets mentioning both…
With Amazon Restaurants expanding in NYC (with free delivery) and Facebook getting into food ordering, it is a wonder that the likes of Fortune continue to write pieces applauding headline growth. It is easier to report on the past than to weigh the future but that is all that actual investors do. Investment into delivery infrastructure…
Mosaic subscribers were able to preview the quarter using alternative data. Extremely conservative CFO guidance was based on an abundance of evidence of slowing momentum given the recovery in competitor products and channel sellthrough issues. Are sellside channel checks even relevant anymore?
We have written about cord cutting in the past, and the continued defensive theme is that cable/FIOS and media are converging with cable buying media. AT&T announced a deal to acquire Time Warner (TWX) for $107.50 per share. The next question to ask is why is the stock trading for ~$87.50 today. Can I make…
