Language patterns on earnings calls are very interesting
This qtr has already seen a record # of mentions of "transitory"
Why does this happen?
- they all use the same corp comms consultants?
- a CEO cabal determines what word everyone must use?
Why?!!
app.cbinsights.com/top-search/0nd…
CEOs always see lots of headwinds
But we did just hit a 5 year high for headwinds
Gotta manage those expectations!!!
They see tailwinds about 1/2 as much
Although tailwind talk has climbed bigly
Imagine the lack of tailwinds is because great performance is not due to market forces but instead a function of managerial genius
app.cbinsights.com/top-search/chw…
Also nice to see the analysts are back to congratulating execs of the companies they analyze (gotta play nice with future employers)
After a Covid-induced trough of despair, analysts are back to saying "great quarter guys" at above pre-pandemic levels
app.cbinsights.com/top-search/av2…
"Supply chain" absolutely on 🔥 on earnings calls
~16,800 mentions this quarter
app.cbinsights.com/top-search/4ai…
And finally, the "great resignation" has entered the building
If you got other terms you're interested in, drop them in here and I'll try to run them
app.cbinsights.com/top-search/mge…
Public company execs are all about the "metaverse" now
BTW, who (besides Meta) will be the first company to host their earnings call in the metaverse?
My money is on Roblox or Unity
app.cbinsights.com/top-search/hmz…
breaking news: "synergies" are on the way out
i repeat, do not use the word synergies
app.cbinsights.com/top-search/hmz…
Share this Scrolly Tale with your friends.
A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.