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 highlight and lend context to the most compelling issues businesses face today.

Latest Text Analytics Insights

October 30, 2019

Ahead of the Fed: S&P 500 Bank Barometer

We’re back on Fed Watch! With the Federal Reserve’s Open Market Committee expected to announce another rate decision at 2pm on 30 October 2019, markets have baked in more than a 90% likelihood of a 25 basis point cut. We've kept a close eye on regional and diversified banks as earnings season progresses to gauge how lower rates are impacting management commentary as well as their business and economic implications. We share our analysis context ahead of the Fed’s announcement and press conference.
October 24, 2019

Sizing-Up New CEOs at Nike & Under Armour

Under Armour and Nike announced recently that their current CEOs are stepping aside and handing over control to the next generation of apparel giant leaders. Both successors have extensive experience in the upper echelons of corporate management. And as a result, we have both incoming CEOs on the proverbial record. We use Amenity’s suite of NLP tools below to analyze and estimate the level of clarity we can expect from Patrik Frisk and John Donahoe when they take the reins.
October 21, 2019

Earnings Update: Netflix 3Q19 Episode 2

In a follow-up to our Netflix 3Q19 preview, Amenity’s NLP models analyzed what analysts and executive language on the call related to business fundamentals. We observed a modest uptick in Netflix’s sentiment score this quarter, meaning that management spoke more positively about things that matter to business health than last quarter. In our view, we read the Netflix plotline playing out as a pivot to international user and content markets.
October 21, 2019

Earnings Preview: KMI & SLB Kick-off Energy Sector

Going into another week of earnings, we offer a sneak peek into the large cap energy firms. Robust production, softening demand, and fears of a slowing US economy are set against a backdrop of trade tensions and industrial uncertainty that have left energy firms exposed. Amenity’s NLP models examined two early energy reporters: Kinder Morgan (KMI) and Schlumberger (SLB), finding both companies’ net sentiment on fundamentals turning south.
October 16, 2019

Earnings Preview: Netflix Shed First Blood in Streaming Wars — What's Next?

Ahead of Netflix's 3Q19 earnings we took a look with the Amenity NLP toolkit to paint an objective picture of the company’s storyboard and found a drop off in positivity around key financial commentary and elevated deception. In their 3Q19 earnings call later today, we expect eyes to be fixated on screens when we get another commercial-free report from the company.
October 15, 2019

3Q19 Earnings: Financials Up First, Margins Out Front

Earnings kick off this week with Financials posting an early first round of results. In a lower interest rate environment, we’re conscious that some banks may be feeling the squeeze on net interest margins. To baseline analyst and investor expectations, we used Amenity’s NLP tools to examine margin-related commentary from the last round of earnings calls for each of the Financials reporting this week.
October 14, 2019

3Q19 Earnings Preview: Margins in Focus, Trick or Treat?

Third quarter earnings kick off this week with expectations of a single-digit decline in S&P 500 margins after slight contractions over the last two quarters. To set the stage for a busy earnings season, we used Amenity’s NLP models and text analytics tools to look closely at how public companies spoke about margins on earnings calls last quarter.
September 18, 2019

Sentiment Analysis: Updated Regional Bank Uncertainty Ahead of Fed Rate Decision

We follow up on our regional banks white paper, applying our NLP platform to the full set of earnings calls from regional banks this quarter to explore the state of uncertainty before an expected rate cut on September 18th. Our rationale for close scrutiny of regional bank earnings calls holds true since our last publication as we find deceptive commentary indicating there may be underlying uncertainty regarding headwinds to net interest margins.
September 10, 2019

Analysts and Executives Silent on California Consumer Privacy Act

Under four months until the implementation of the California Consumer Privacy Act, Amenity’s text analytics tools detect a concerning absence of commentary in quarterly earnings calls. Against the backdrop of GDPR’s recent history, we would expect significantly more focus in the Q&A between analysts and management teams. We use our platform to contextualize CCPA in the broader context of global data privacy reform.
July 30, 2019

Sentiment Analysis: Regional Banks Shaky Prior to the Fed's Interest Rate Decision

We use our NLP platform to analyze regional bank earnings calls and estimate economic uncertainty in advance of the Federal Reserve’s rate decision. We uncover elevated deception levels focused on margin topics related to interest rates and net interest income, revealing evasive and euphemistic language patterns.
July 24, 2019

Snapchat Earnings: Beyond the Headline a Look at Cost-Price

Snapchat's 2Q19 showed a turnaround moment with beats on user growth and revenue, but a look beyond the headlines through the lens of our text analytics platform shows that while Deception has tapered off SNAP's 1Q18 high, the trend in Cost-Price is worth a closer examination.
April 3, 2019

Deception Analysis Spots Trouble Behind Dave & Buster's Positive Earnings

Dave & Buster's Q4 earnings appeared positive on the surface, but our text analytics platform revealed that there are two concerns worth exploring. A Deception analysis of the earnings transcript showed a significant increase in language that was clichéd, evasive, vague, and containing euphamisms.

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