Amenity Analytics uses NLP to detect warning signs from moments when CEOs like Elon Musk avoid answering earnings call questions
We used the Amenity NLP Platform over the last three quarters to generate extractions regarding CapEx across the E&P sector. The results appear to show that E&P management teams and analysts are more focused on capital restraint, as both event counts and net polarity with regard to CapEx have trended positively since Q2’19. This data points to capital restraint being the first step toward investors taking a more constructive stance on the E&P sector which overall will be a wise path for the industry.
We highlight Wells Fargo (WFC) following the company's 4Q19 earnings call on 14 January 2020. With new CEO Charles Scharf now on the job following Tim Sloan’s departure, bullish long-term investors have been hoping for some resolve. Clarity of commentary is undoubtedly part of the wishlist that went undelivered as Scharf’s first earnings call registered a spike in deception to levels we haven’t seen from WFC since their 3Q17 call. We use Amenity's suite of NLP tools to explore the deception score and deception rate from 2015 to present to understand what level of clarity we can expect from Scharf's tenure.
What question are executives most avoiding this year? We performed a Deception analysis with our text analytics platform to pinpoint one topic that drove the most deceptive responses by CEOs and CFOs in 2019 earnings calls.
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