Stable public markets are the secret to private equity (PE) optimism. An NLP analysis of publicly-traded PE firms’ Q1'24 earnings call transcripts reveals a significant rebound in PE confidence over the last two years. After peaking in Q3'21, PE executives' sentiment declined in 2022 as inflation, geopolitics and fed-driven volatility ended a post-COVID calm. However, with rate...
READAI, geopolitics, labor ‘rightsizing’ (and other layoff euphemisms), and a sanguine tone characterized the Q4’23 earnings season. Nvidia is riding the AI wave and pulling its connected network along with it. An NLP analysis of earnings call transcripts was used to quantify the discussion. READ THE FULL RESEARCH Figure 1: NVIDIA’s Connected Company Returns 3 weeks post Q4’2023 ea...
READThe growth in women’s representation among senior corporate positions, once a bright spot for gender parity, potentially faces an alarming turning point. Exponential growth over a decade is showing signs of losing momentum. Growth no longer appears exponential. A waning focus on diversity initiatives suggests a potential inflection point and calls our previous gender parity est...
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