Following Climate Week 2023, we applied our ESG analytics on news coverage to explore in further detail some key topics and themes that came out of the conference. We also applied our analytics on company coverage to see how companies are adapting or not adapting when it comes to environmental issues. Specifically we looked into the state of fossil fuels in the wake of Gavin Newsom's legal campaign and unpacked greenwashing in the meatpacking industry as JBS seeks a listing on the NYSE.
We’ve previously explored a rebounding of supply chain sentiment in the consumer staples sector (using our ESG dataset) after a lengthy, pandemic-fueled decline. This week, our Key Drivers dataset reveals a potential turnaround for margin sentiment, which has taken hits across the consumer retail space since Q1 of 2022.
Read MoreWe’ve previously explored a rebounding of supply chain sentiment in the consumer staples sector (using our ESG dataset) after a lengthy, pandemic-fueled decline. This week, our Key Drivers dataset reveals a potential turnaround for margin sentiment, which has taken hits across the consumer retail space since Q1 of 2022.
Read MoreNetflix is the latest company to experience a stock loss, but it was far from unpredictable if you were tracking the key fundamentals. In particular we explore issues with Netflix’s Market Positioning and Guidance that surfaced about a year ago in our Key Drivers, foreshadowing their recent drop.
Read MoreWe highlight Wells Fargo (WFC) following the company's 4Q19 earnings call on 14 January 2020. With new CEO Charles Scharf now on the job following Tim Sloan’s departure, bullish long-term investors have been hoping for some resolve. Clarity of commentary is undoubtedly part of the wishlist that went undelivered as Scharf’s first earnings call registered a spike in deception to levels we haven’t seen from WFC since their 3Q17 call. We use Amenity's suite of NLP tools to explore the deception score and deception rate from 2015 to present to understand what level of clarity we can expect from Scharf's tenure.
Read MoreRecent pricing pressure at California utility PG&E allows us to preview how Viewer's NLP model is not only applicable to earnings call transcripts, but also SEC filings analysis. A key feature when transcripts lack direct information to significant events.
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We leveraged our NLP model to create the Amenity Coronavirus Tracker dashboard – a live feed which searches for relevant insights into the virus’ investment implications contained within news sources and earnings call transcripts. We highlight findings impacting retail, food delivery and teleconferencing.
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We share our thoughts on Tesla and examine where TSLA’s Amenity Score has tracked since the start of 2017 in comparison to US Equities and the Automobile Manufacturers GICS Sub-Industry
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We used the Amenity NLP Platform over the last three quarters to generate extractions regarding CapEx across the E&P sector. The results appear to show that E&P management teams and analysts are more focused on capital restraint, as both event counts and net polarity with regard to CapEx have trended positively since Q2’19. This data points to capital restraint being the first step toward investors taking a more constructive stance on the E&P sector which overall will be a wise path for the industry.
Read MoreWith the peak of earnings season and Black Friday in the rear view mirror, we spent Cyber Monday using Amenity's suite of NLP tools to check on major retailers that have held earnings calls in the fourth calendar quarter of 2019. We present an analysis of the Retailing GICS Industry Group and confirm a significant bifurcation between small and large retail operations. We then offer deeper context for two widely followed retailers: Target Corporation (TGT) and The TJX Companies, Inc. (TJX). Our models uncovered evidence to suggest there may be tariff risks emerging that have not yet been fully digested by markets.
Read MoreWhat led to the big drop in Stamps.com? We used our NLP model to analyze the latest 10-Q SEC filing from Stamps.com and applied our Deception Analysis to uncover the chain of events that led to the company's significant guidance shortfall.
The latest 13-F SEC filing from Berkshire Hathaway indicated the company had sold its $2.1B holding in Oracle which was only established the previous quarter. For answers we used our text analytics platform to look back at the last two earnings call transcripts, and uncovered one hot button issue that may be the culprit.
We introduce our U.S. corporate sentiment tracker that focuses on forward-looking commentary from quarterly earnings calls. What sets index apart from others is our text analytics allows us to capture all significant financial sentiment. We explore three key takeaways from the data.
The unoffical start to earnings season provides us with the opportunity to analyze BlackRock's earnings calls with Amenity Viewer.
We highlight The J. M. Smucker Company (SJM) following the company's 2Q20 earnings call on 22 November 2019. Despite beating EPS estimates, the underlying story remains unsettling. Focusing more on the longer-term, our analysis finds questions about revenue have triggered deceptive answers by management in earnings calls at an increasing rate, which may further erode confidence given the ongoing calls for top-line improvements. This sort of evidence may provide fodder for bear theses and be a honeypot for activists. We narrate the context for our concern and detail deceptive language detected by Amenity’s NLP models.
Ahead of Netflix's 3Q19 earnings we took a look with the Amenity NLP toolkit to paint an objective picture of the company’s storyboard and found a drop off in positivity around key financial commentary and elevated deception. In their 3Q19 earnings call later today, we expect eyes to be fixated on screens when we get another commercial-free report from the company.
Macy's disappointed with its 4Q18 sales update which reverberated throughout the Retail sector. We used our text analytics platform to go through Macy's press release and the recent earnings from key players to come up with two key takeaways which should be no surprise to our faithful readers.
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