Earnings Calls

Earnings Calls

Learn to analyze how specific companies are communicating to shareholders/stakeholders in earnings calls.

About this course

Analyze earnings calls for a set of competitors to understand major initiatives, areas of investment, and leading topics of discussion for executives.

Requirements

  • Access to Opus in Quid Pro / ability to upload your own data
  • Earnings call transcripts in a CSV (see playbook for detailed instructions)

In This Playbook

  • Obtaining & preparing earnings call transcripts to upload
  • Curating and Regenerating your network to create more meaningful clusters
  • Top views for analyzing earnings transcripts
    • Major themes for all companies
    • Identify issues shared by multiple companies vs. issues unique to certain companies
    • Dig into a topic by looking at sub-clusters
  • Share your analysis

 

Curriculum15 min

  • Introduction and set up
  • Introduction
  • Business case and analysis set up
  • Obtaining and uploading data
  • Obtain the correct data
  • Upload data
  • Curate network
  • Review network
  • Create a blacklist
  • Regenerate network
  • Answering Questions
  • Answering Question 1
  • Answering Question 2
  • Answering Question 3
  • Sharing your analysis
  • Sharing your analysis
  • Up Next: Social Media Data Analysis
  • Up Next: Social Media Data Analysis

About this course

Analyze earnings calls for a set of competitors to understand major initiatives, areas of investment, and leading topics of discussion for executives.

Requirements

  • Access to Opus in Quid Pro / ability to upload your own data
  • Earnings call transcripts in a CSV (see playbook for detailed instructions)

In This Playbook

  • Obtaining & preparing earnings call transcripts to upload
  • Curating and Regenerating your network to create more meaningful clusters
  • Top views for analyzing earnings transcripts
    • Major themes for all companies
    • Identify issues shared by multiple companies vs. issues unique to certain companies
    • Dig into a topic by looking at sub-clusters
  • Share your analysis

 

Curriculum15 min

  • Introduction and set up
  • Introduction
  • Business case and analysis set up
  • Obtaining and uploading data
  • Obtain the correct data
  • Upload data
  • Curate network
  • Review network
  • Create a blacklist
  • Regenerate network
  • Answering Questions
  • Answering Question 1
  • Answering Question 2
  • Answering Question 3
  • Sharing your analysis
  • Sharing your analysis
  • Up Next: Social Media Data Analysis
  • Up Next: Social Media Data Analysis