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 ...
READFor 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. READ FULL REPORT HERE Watch for Q3’23 sentiment to be near 5-year highs, despite a quarter-on-quarter decline. Sentiment for Q3’23 is estimated to decline by 5% compared to last quarter; b...
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...
READ