Amenity's NLP shows how companies increasingly use non-GAAP figures in earnings calls to present balance sheets in the most favorable light.
We use our NLP platform to isolate Energy companies whose positive scores in key driver categories such as CapEx, Capital Returns, or Market Position more than offset a horrible industry climate. We uncover Natural Gas and Natural Gas Liquids as standouts within the sector that merit a closer look.
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.
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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