June & July 2024 Tech, Media & Telecom Segment Release Highlights

Technology, Media and Telecommunications (TMT)

What´s New: In this release, we introduced a new preview functionality on the Data Library page. This feature allows users to open a preview window within the existing screen, providing a glimpse of available interactive pages, visualization reports, or Excel file previews without redirecting from the page. Additionally, we added two new pages on the Corporate Profile, to provide a comprehensive and centralized view of a company's asset and operations portfolio. We also introduced a new MediaCensus research widget and added alerts to keep users updated on the latest developments within our MediaCensus offering. Finally, we expanded TMT (Tech, Media & Telecom) menu on the top navigation panel to include additional links for improved content discoverability.

Most Relevant For: TMT Analysts, Corp Development, TMT companies

Workflow Improvements:

• Users can preview multiple report types available in the Data Library directly within a pop-up window, including interactive pages, Excel spreadsheets, and visualization reports.

• Users can access OTT Services & Devices dataset along with subscribers’ metrics by service type and Vendors-in-use dataset under the Assets and Operations section of a company's Corporate Profile page.

• Users can access a new feature on the MediaCensus Homepage, enabling them to set up alerts and receive notifications on upcoming release dates, data updates and key insights.

• Users can access a new widget on the MediaCensus Homepage designed for our proprietary U.S. Broadband and Video data within the MediaCensus offering.  This enhancement will allow users to efficiently find all related research articles, alerts, and notifications in one centralized location.

• Users can view a streamlined Tech, Media & Telecom (TMT) menu which consolidates all our coverage into a unified location. Additionally, we introduced two new sections under the TMT menu that features all Kagan research, proprietary datasets, visualizations, templates, and key workflow pages. This centralization enhances discoverability and simplifies access to TMT's proprietary data and research for users.

Document Viewer

What’s new: With the advent of Generative AI, we continue to build on our AI-driven enhancements across the platform in partnership with Kensho and our data science teams. In this release, we are introducing Generative AI Transcript Summarization, which provides a summary of earnings call transcripts that saves time for users and complements our NLP-derived sentiment scores within the AI-powered Document Viewer. These new transcript summaries are organized by Topics and Sentiment, offering users a comprehensive overview of the earnings call.

Workflow Improvements:
Earnings Call Transcripts Summarization

• Users will have the option to select summaries organized by Topic or Sentiment. Topical summaries cover financial results, company strategy, products & services, external factors and partnerships, while Sentiment summaries are categorized as positives or negatives. As with any document within the Document Viewer, users can directly navigate to text related to the summaries, share with colleagues, and export all summaries to PDF or Word documents.

Transactions

What’s new: In this release, we added click-through functionality for S&P Capital IQ sourced financials used in M&A deal valuation and general ratios calculations. We also enhanced the client level filters on the clients’ tab of the Advisory & Underwriting summary page where users can now apply financial filters, including industry and geography, at the Ultimate Parent level, when filtering to roll up on Ultimate Parent company. Additionally, M&A league tables now feature reverse mergers, including the buyer's industry and geography.

Workflow Improvements:

Financials Click-Through for M&A Valuation and General Ratios

• Users can click through into S&P Capital IQ-sourced financial values used in M&A valuation and general ratios.

• Users can now filter for clients of an advisor/underwriter by Ultimate Parent using the Roll-up Client dropdown selection on the Advisory & Underwriting Summary page. This feature provides users with a view of an adviser-client relationship and client subsidiaries, and the ability to understand the depth of the existing relationship. Additionally, all the client level filters, including Industry and Geography filters on the clients’ tab, can now be applied at the Ultimate Parent level, enabling a top-level view of the clients of an advisor/underwriter. 

• Users can now screen for companies and IPO transactions based on the exchange the company lists on pursuant to the IPO.

• Users can now create league table rankings whereby all reverse merger transactions, including SPAC backdoor IPO’s and reverse mergers, are classified using buyer’s industry and geography for ranking purposes.

Corporate Profile

What’s new: In this release, we enhanced the top ribbon of the Corporate Profile of public and private companies with the addition of commonly sought after information to provide our users with quicker access to the latest updates of a company.

Workflow Improvements:

Top Ribbon for Public & Private Companies

• Users can now get quicker access to earnings call details, key documents, latest share price and other metrics in the top ribbon for public companies. Similarly, for private companies, users can view parent company information, total funding and other key metrics with this update.

Alerts

What’s new: With this release, we now have additional daily recaps for the US, EMEA and APAC markets for our users to stay informed of daily regional market trends. Users can sign up for the Morning and Evening IQ newsletters by region across US, EMEA and APAC. These newsletters offer  timely summaries tailored for the close of each trading day and are accessible in our Subscription Center.. Additionally, we updated Market Data alerts for easier setup and added the ability to set alerts for an individual stock Target Price . These enhancements provide better, relevant, and easily accessible content, enhancing user workflows and ensuring timely access to the information they require.

Workflow Improvements:

US Evening IQ Newsletter

• In addition to the US Morning IQ newsletter, users can now subscribe to the US Evening IQ newsletter, which offers daily summaries at the close of the US market, providing a concise and relevant overview of crucial information. These new newsletters ensure users are well-informed with timely insights and help enhancing their decision-making by delivering end-of-day market recaps directly to their inbox.

Regional Morning and Evening IQ Newsletters

• Users can now subscribe for EMEA and APAC Regional Morning and Evening IQ newsletters to receive daily customized market insights and supplementary data much like our US market newsletters.

Enhanced Market Data Alerts

• Users can now add multiple criteria and parameters to their market data alerts effortlessly and create single Target Price alerts.

Search

What’s new: In this release, we introduced exciting capabilities to enhance discoverability of relevant information including comprehensive instant answers, expanded synonyms in search, and improved query suggestions. Additionally, we added NEAR operators for advanced Boolean search, the display of listing statuses for equities and funds, Government, Supranational, Agency, and Corporate (GSAC) securities availability in search, and the ability to discover investor activism campaigns.

Workflow Improvements:

Instant Answers in Top Search

• Users now benefit from a significant expansion of our instant answer capabilities within the top search, providing access to a wealth of additional data points directly within the search functionality. With this update, users can use keywords and sentences such as Company Revenue 2021 for past company metrics and country metrics. 71 company metrics and 8 country metrics are included. This enhancement, accompanied by an improved interface, provides better usability for users.

Enhanced Search Suggestions in Top Search

• Users will now receive more contextually relevant suggestions as they type in their search queries, helping them discover relevant content. Search query suggestions are available to correct any misspellings or typos in the user's keyword query.

Enhanced Boolean Search with ‘NEAR’ Operators

• Users can more easily discover content that is relevant to their research within our advanced search capabilities, with the inclusion of NEAR operators in Boolean search. The supported operations include NEAR, NEAR(n), NEAR(x,y), NEAR with OR, NEAR with AND, NEAR with NOT, and NEAR with any combination of AND, OR, NOT.

Status Indicators for Equities in Search

• Users can now view the status of equities in search results, even when they are inactive or no longer actively traded, providing visibility into their current status. The status is also available as a filter option for equities within the advanced search results page.

Improved Synonyms in Search

• Users can now discover content related to specific companies using a variety of synonymous terms and alternative company names. This feature aims to extend the existing synonyms available for companies to include other content sets on typeahead such as Fixed Income, Equities, and Transactions.

Government, Supranational, Agency, and Corporate (GSAC) securities in Search

• Users can now access expanded coverage of Fixed Income data from Markit with the inclusion of new bond types available in top search and advanced search results.

Investor Activism Campaigns in Search

• Users can now find Investor Activism campaigns directly in Search.

Events

What’s new: In this release, users can automatically sync corporate and industry events within the Events Calendar to their personal calendars. My Calendar Auto Sync allows users to subscribe to Capital IQ Pro Events calendar and receive all related updates in their personal calendar seamlessly.

Workflow Improvements:

 My Calendar Auto Sync

• Users can seamlessly sync Events Calendar details to their personal calendars using the new My Calendar auto-sync feature. This functionality allows users to subscribe to relevant corporate, industry and economic events, receive updates directly in their personal calendars without the need to download invites from the Capital IQ Pro platform. In addition to filter-level preferences, users can also sync individual events by adding them to My Calendar in either Calendar or List view. This simplifies the process of identifying subscribed events and effortlessly removing any undesired ones.

March 2024 Tech, Media & Telecom Segment Release Highlights

Deep Sector Company and Asset Linking

What’s new: Users can now access S&P Global's proprietary MediaCensus dataset and operator level Broadband, Mobile, Traditional Video and Online Video datasets under the Assets and Operations section of a company's Corporate Profile page.

Most Relevant For: TMT Analysts, TMT Research

Workflow Improvements:

• Access easily to MediaCensus data from the corporate profile

Demographic Data for Broadband & Video Subscribers

What’s new: Users can now overlay 28 categories of demographic data onto S&P Global’s proprietary MediaCensus Broadband and Video subscriber dataset, for a comprehensive understanding of demographic trends and patterns.

Most Relevant For: TMT Analysts, TMT Research

Workflow Improvements:

• MediaCensus data is accessible across multiple geographic levels, including Zip code, County, and DMA, encompassing 41,000 geographies and 1,200 operator.
  
  

Transactions

What’s new: In this release, we added a new Advisory & Underwriting Summary page for users to see the clients of financial and legal advisers in M&A and capital raising deals. Additionally, we added new options to group transactions screener results based on CIQ/GICS Industry, Geography, and Sector (MI). 

Most Relevant For: Analysts, Corporate Advisory, Private Equity 

Workflow Improvements:

• The new summary page will enable users to see the top clients of financial institutions and law firms in M&A and capital raising deals.
• Users can drill into geographic and industry breakdowns as well as the advised transactions of the financial and legal advisers.
• Additionally, users can filter the data by buy-side or sell-side advisory, industry, geography, client size, transaction value, etc. and click-through from charts to raw data.
• Users can group transactions from their screening results using industry and various geographical metrics.

Personalization

What’s new: In this release, users will experience a new top menu on the S&P Capital IQ Pro platform that can be customized for a personalized navigation experience, ensuring that the most vital information for your workflow is easily accessible. We enhanced the layout of top menu icons focusing on Saved Items, User profiles, Alerts, and Help. Additionally, we revamped the organization of links and options within these menus to optimize overall user experience.

Most Relevant For: All Users

Workflow Improvements:

• Users can now select the content and capabilities in the top menu to personalize their navigation experience in the S&P Capital IQ Pro platform. This will enable quick and easy access to relevant and tailored content that aligns to their workflow. While the default navigation aligns with a user’s industry focus, the top menu display can be modified to accommodate individual preferences.
• Updated menu icons for Saved Items, User Profiles, Alerts, and Help located in the top right corner of the Capital IQ Pro platform.

Search

What’s new: In this release, we added a new metric, the total number of keyword mentions within the Filings filter, on the search results page. This provides the ability to view the number of keyword matches within a selected group of Filings to help users determine which document is of higher relevance for their research. Additional enhancements to search include pricing data availability in the search bar dropdown, improved relevancy, ability to search across data fields, along with topic tags search in company screener queries, and local language search in Chinese (PRC), Japanese and Korean languages.

Most Relevant For: All Users 

Workflow Improvements:

• Users can see the total number of keyword matches for Filings in search results page to help them determine if a document is relevant to their research.

Alerts

What’s new: With this release, users can set alerts for Nikkei News, a comprehensive source for business activity coverage of Asia-Pacific and global financial markets.

Most Relevant For: TMT Analysts, Corporate Development, Research Analysts

Workflow Improvements:

• Users can set up alerts for Nikkei News, Japan’s largest business news source, which provides news and analysis on regional and global business trends.

Investor Activism

What’s new: In this release, we added Investor Activism data in Screener and introduced a new market-level Activist Investor Ownership page on the S&P Capital IQ Pro platform.

Most Relevant For: Analysts, Corporate Advisory, Legal

Workflow Improvements:

• Users can now screen across activist campaigns using key data points like campaign status, target industry, geography, tactics deployed by activists, objectives of the campaign, nominees and shareholder proposals.
• Users can quickly view and analyze companies that may be susceptible to an activist campaign using Early Warning/Potential Targets, New Positions, and Increased Positions by activist investors. The click-to-filter capability enables users to filter the results on the page by clicking the charts.

Private Markets & Private Company Expansion

What’s new: In this release, we further enhanced coverage with the addition of APAC private companies, including 3^rd party vendor-sourced firmographics, financials, and officers & directors' data for small and medium enterprises based in Indonesia, Philippines and Vietnam.

Most Relevant For: PE analyst, Portfolio Managers, Corp Dev 

Workflow Improvements: 

• Users can access additional financials & firmographics data for small and medium enterprises in Indonesia, Philippines & Vietnam, significantly enhancing coverage for this geography.
• Users can access additional officers & directors' data for small and medium enterprises in Philippines, significantly enhancing coverage for this market.

Screener

What’s new: We enhanced the Screener experience with the introduction of a new Screener Home and Screener Menu. Screener Home, previously titled Screening & Analytics, is reorganized to promote key workflow datasets, while improving the discoverability of other unique Screener datasets. The new Screener menu presents users with the datasets that best align to their preferred industries.

Most Relevant For: All Users  

Workflow Improvements: 

• In Screener Home, users can explore the complete list of Screener datasets, quickly reopen their recently saved or modified screens, and browse a selection of popular Idea Generation screens.
• Users can now view a new Screener Menu featuring datasets that best align to their preferred industries.

Mapping

What’s new: We added the ability to Map results from the Geographic Intelligence dataset in Screener to enable visualization of the comprehensive collection of demographics, financial product demand, macroeconomic data and more, from Screener to Maps.

Most Relevant For: TMT Analysts, TMT Research, Corporate Development 

Workflow Improvements: 

• Visualize and create thematic presentations of Countries, US States, Counties, Zip Codes, Cities, and more