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S&P Global Market Intelligence CONTRIBUTOR
Apr 2024
Research

Data Arbitrage with Proprietary Dividend Forecasts - Historically Precise U

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 ...

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  • Investment Management
Nov 2023
Blog

Reading Between the Lines in Earnings Calls: 6 Things to Watch as the Q3’23

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. 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...

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  • Investment Banking
  • Investment Management
  • Private Equity
Jun 2023
Research

A Textual Review of the Q1’23 U.S. Earnings Call Season: Mixed Financials D

Read 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...

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  • Banking
  • Investment Banking
  • Investment Management

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