Amenity Insights

Amenity Insights is the research and intelligence arm of Amenity Analytics. Powered by Amenity’s proprietary AI/NLP technology, Amenity Insights analyzes diverse pools of text data to uncover trends and information that highlights and lends context to the most compelling issues businesses face today.

Related Posts

March 21, 2019

Micron Earnings: Clouds Lifting? Text Analytics Points to Yes

While Micron's 2Q earnings reveal weakness, a closer look with our text analytics platform shows that Micron may have bottomed out, and could be poised for a resurgance in Cloud orders when comparing their latest sentiment with key players.
March 20, 2019

Smartsheet Earnings: Management Commentary Clouds Otherwise Strong Gains

Smartsheet's Q4 earnings came in as expected from our earlier analysis, however our text analytics platform picked up on some interesting management commentary around net expansion rate that could lead to some trouble down the road. Is this a trap door or is Smartsheet managing expectations?
March 13, 2019

Smartsheet Earnings Preview: The Secret's Out for Our 2019 Top Pick

In December we used our text analytics platform to highlight Smartsheet (SMAR) as our top pick for 2019. Smartsheet has not disappointed, so we revisit our pick and review their latest earnings sentiment to determine if Smartsheet can close out the year atop the Technology sector.
February 15, 2019

SEC Filing Analysis: What Chased the Oracle of Omaha out of Oracle?

The latest 13-F SEC filing from Berkshire Hathaway indicated the company had sold its $2.1B holding in Oracle which was only established the previous quarter. For answers we used our text analytics platform to look back at the last two earnings call transcripts, and uncovered one hot button issue that may be the culprit.
January 30, 2019

Earnings Analysis: Apple's FY1Q19 More Than Just China

Amenity Analytics offers an innovative new model to text mining, combining machine learning with a rules-based approach. While rule composition serves as the foundation for our NLP technology, our solution employs full parsing; reducing the number of rules needed and is a profound improvement upon traditional rules-based models.
January 28, 2019

NVIDIA Earnings Alert: Text Analytics Shows Ongoing China Weakness, Plus Data Center Concern

We analyze NVIDIA's negative pre-earnings press release and explore the commentary. First we find the expected China impact, but also we uncover something we did not know which was data center warnings which echoes an earlier warning from Intel.
January 3, 2019

Apple's Investor Letter Analysis: Answering 4 Key Questions for Apple, Tech and Other China Risk

We apply our text analytics model to analyze Apple's January 2nd investor letter to help address four specific questions that go beyond the headlines that everyone already knows. How bad was it? Does our "Deception" Analysis reveal anything? Where else to look for China fallout? How does Apple's release compare to comments in the smartphone ecosystem? Find out in our article.
December 4, 2018

Smartsheet Earnings Analysis: Top of the Class Heading Into 2019

We use Viewer and its Query Insights feature to highlight Smartsheet (SMAR), a recent IPO bucking the trend in the Technology sector. We dive into the sentiment to understand if SMAR is a one-off or a sign of things to come for Tech.
November 16, 2018

NVIDIA Earnings Call Analysis: Channel Pains

NVIDIA shares were down 20% following a disappointing quarter and guidance. We use Viewer to pull important commentary from their earnings call as well as take a look at the previous quarter's transcript to show what most analysts might have missed.
September 17, 2018

Oracle Earnings Call Analysis: Insights Ahead of Oracle Earnings

Oracle has been in the news this week after the surprising departure of senior technology executive Thomas Kurian, caused by what is reportedly a disagreement over Oracle's strategy in Cloud. This might put a brighter spotlight on the 9/17 Oracle earnings call, so in preparation we took a deeper look through the Amenity Viewer