Inflation: Here is What 55 CEOs Said During the Q4 Earnings Season
With inflation running at a 40-year high even before the Ukraine war, we looked for inflation comments from CEOs across industries.
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Your Valuable Documents, Our Powerful Search
You can now leverage Sentieo’s powerful search capability on your most valuable documents with a Box or Dropbox integration. No More Stranded Documents Do you have… 5 years of an expensive industry weekly archived on your laptop? Powerpoint presentations from past conferences that you know are full of great data that you just can’t find?…
Running Sentieo’s Sentiment Model on Uploaded Documents: Benefits for Investor Relations
Over the last 12 months, we have participated in a variety of roundtable discussions and webinars on the topic of earnings prep for investor relations. These events helped us identify that industry-leading IR teams are constantly reviewing how their peers message topics when drafting their earnings calls. This has become a standard practice, but we…
Get More Insights: Company & Sector-Level NLP Trending Topics in Sentieo 4.5
Sentieo’s new update features another expansion of our NLP offerings: trending topics at both the company and sector level. This new addition enables faster surfacing of emerging topics, along with a sentiment overlay. Our existing NLP and ML features include: Our recently released SEC Filing Section Redlining (see the 4-minute video tutorial here) Our Transcript…
ESG Research in Sentieo: Surface insights, prove trends, extract and visualize data—all in seconds
ESG investment research is an increasingly popular topic for our clients. Our powerful platform can surface insights, prove trends, extract and visualize data, all in seconds. But don’t take our word for it: check out the work of some of our friends and users, like the non-profit Just Capital. With Sentieo, ESG analysts can surface…
Third-party “3P” delivery dynamics: how to get up to speed on Uber Eats (NYSE: UBER), GrubHub (NYSE: GRUB), Postmates and DoorDash
The long-expected restaurant third-party, or 3P, delivery provider consolidation seems to be accelerating this week with numerous media reports on a potential Uber-Grubhub tie-up. This would also likely move the other players to strongly consider their strategic alternatives, given the importance of scale in this business. In the short videos below, we will go over…
Six Flags Entertainment (NYSE:SIX) Transcript Smart Summary Highlights: Complete Operations Shutdown But Superb Liquidity Management Ensures Survival
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…
LabCorp (NYSE: LH) Transcript Smart Summary Highlight: Delays in Trials and 50% Volume Drop Counter COVID-19 Testing Capacity Ramp
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…
UPS: Negative NLP Sentiment, ML Highlights Unfavorable Mix Amid the Covid Crisis; China Growing in March
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…
Research Steps for Evaluating Strategic Projects
In the evaluation of a new strategic project, companies must perform a variety of initial due diligence depending on the type of opportunity: are we making an acquisition, co-selling, developing joint technology, or something else? Depending on the opportunity at hand, the initial evaluation may require insights on a technology, business, competitive landscape, or macroeconomic…
3 Tips for Mitigating Disclosure Risk: Interview with Steve Soter of Workiva
Workiva, the largest third-party filer with the SEC (an estimated 78% of all iXBRL facts filed in 2019 were done through the Workiva platform!) is always looking for ways to provide customers with the best technology solutions that reduce risk, increase transparency, and create efficiencies. Last Fall, they entered into a partnership with Sentieo to…
Sentieo: The Work from Home Tool for Investment and Corporate Research
Just a few short weeks ago we spotted the work-from-home trend in corporate calls and stock market action. At the time we noted that we were “witnessing the markets pricing around large-scale adoption of [“Work from Home” portfolio companies] due to the coronavirus.” Others agreed—our data and insights were featured in Vox, the Washington Post,…