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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…
Nine months ago, in the early days of what has been an incredibly volatile presidential administration, we put out the Trump Tracker to keep track of what companies were saying about President Trump. Today, as the world goes crazy for cryptocurrencies, the Sentieo team is excited to introduce the Crypto Tracker. It’s a bot that constantly…
Ted Sarandos, (Netflix’s Chief Content Officer), had his annual chat at the UBS Global Media and Communications Conference last Tuesday, touching on a number of items, including: the recent success of the Netflix original show “Stranger Things,” Netflix’s continued international expansion, and the impact of licensed content partnerships. We used Sentieo to analyze the transcript and chart Netflix’s viewership…
Last year, we published our first annual list of the top Finance twitter handles. About a year later, we’ve come back with an update to the dataset. As a financial research platform built for modern analysts, Sentieo incorporates data from the financial realm of Twitter into its product as part of a curated news stream for each ticker. The…
The following analysis was prepared using tools offered by Sentieo. Sign up for a free trial. While the new CEO was viewed positively by the Street, and was perhaps previewed in a previous call, the conference call event itself showed an increasing divergence in the direction of the discussion between analysts and management, where analysts are focused…
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…
On August 31, 2017, Wells Fargo (WFC) announced it completed an expanded third-party review of retail bank accounts which increased the number of potentially unauthorized consumer and small business accounts to 3.5 million from 2.1 million. In addition, an additional 528,000 accounts had potentially unauthorized online bill pay enrollments. Nearly a year ago on September…
This article was originally published in Forbes. Earlier this year, Elliott Management, a $31 billion activist hedge fund led by legendary manager Paul Singer, fought a long drawn out battle with Arconic, a metals engineering and manufacturing spinoff of aluminum giant Alcoa. Among the issues to arise from this fight was a particularly nasty corporate governance revelation…
Netflix’s stocked soared over 10% in after-hours trading last Tuesday after the Q2 earnings call in spite of an EPS miss at $0.15/share (vs. $0.16 projected). Since Netflix is still growing rapidly, the stock trades mostly on subscriber growth, rather than earnings. As you can see from the chart below, subscriber growth, especially in International Markets, blew…
The CBOE Vix Index is a popular measure of the implied volatility of the S&P 500 index options, calculated and published by the Chicago Board Options Exchange. The Sky – Is It Falling? If you watch major business news channels, you may have recently heard that the last time the VIX fell to its current low…
Note: The S-1 dropped on Feb 2nd revealing that Snap made $400m in 2016 but spent $900m, which means we severely underestimate the degree of losses at Snap. Chief among the negative surprises was the negative gross margin indicating the very costly hosting needs of Snapchat’s services. Follow our live annotations for more. Snapchat lost $130m in…
