Sell-side forecasts tend to focus on the top- and bottom-line and are often slow to reflect new dividend policies. Our empirical results have shown that S&P Global Market Intelligence’s Dividend Forecasting dataset has historically captured these dividend revisions in both a precise and timely manner, providing investors with an informational edge. This publication details how ...
READRead Report For the first time, natural language processing algorithms get to tell the earnings call story. This recurring series reviews an earnings season exclusively using texts from call transcripts. A bullish sentiment during the Q1’23 season has taken hold. The excitement surrounding the ‘ iPhone Moment’ of AI, the resiliency in the labor market, the receding likelihood o...
READRead Report For the first time, natural language processing algorithms get to tell the earnings call story. This recurring series reviews an earnings season exclusively using texts from call transcripts. The sentiment from S&P 500 firms’ latest earnings calls rebounded for the first time in 2022. Earnings continued its recovery after hitting a trough two quarters ago. The headw...
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