Subtext

ANSYS, Inc. ANSS

SectorInformation Technology
Transcripts55
Date range2007-08-02 – 2023-11-02
Calls charted55

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-17-9+0+9+172007 Q22011 Q42013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22007 Q2 · Overall: +10.92008 Q1 · Overall: +7.92008 Q2 · Overall: +7.32008 Q3 · Overall: +8.92008 Q4 · Overall: +3.92011 Q2 · Overall: +1.72011 Q3 · Overall: +6.12011 Q4 · Overall: -1.92012 Q1 · Overall: +2.42012 Q2 · Overall: +2.72012 Q3 · Overall: -0.82012 Q4 · Overall: +3.22013 Q1 · Overall: -3.32013 Q2 · Overall: +1.42013 Q3 · Overall: -1.12013 Q4 · Overall: +2.02014 Q1 · Overall: +5.82014 Q2 · Overall: +4.52014 Q3 · Overall: +6.92014 Q4 · Overall: +5.72015 Q1 · Overall: +1.22015 Q2 · Overall: +2.12015 Q3 · Overall: +2.92015 Q4 · Overall: -0.72016 Q1 · Overall: -1.52016 Q2 · Overall: +5.12016 Q3 · Overall: +2.62016 Q4 · Overall: +8.02017 Q1 · Overall: +9.52017 Q2 · Overall: +9.62017 Q3 · Overall: +10.42017 Q4 · Overall: +7.62018 Q1 · Overall: +9.62018 Q2 · Overall: +8.22018 Q3 · Overall: +12.32018 Q4 · Overall: +9.42019 Q1 · Overall: +10.72019 Q2 · Overall: +7.12019 Q3 · Overall: +10.82019 Q4 · Overall: +13.22020 Q1 · Overall: -1.82020 Q2 · Overall: +4.82020 Q3 · Overall: +9.22020 Q4 · Overall: +7.62021 Q1 · Overall: +7.12021 Q2 · Overall: +10.32021 Q3 · Overall: +10.42021 Q4 · Overall: +12.62022 Q1 · Overall: +12.42022 Q2 · Overall: +15.12022 Q3 · Overall: +11.02022 Q4 · Overall: +13.42023 Q1 · Overall: +15.02023 Q2 · Overall: +10.92023 Q3 · Overall: +5.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-25-13+0+13+252007 Q22011 Q42013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22008 Q1 · CEO: +11.62008 Q2 · CEO: +9.12008 Q4 · CEO: +6.32011 Q2 · CEO: +5.62011 Q3 · CEO: +10.12011 Q4 · CEO: +0.82012 Q1 · CEO: +6.92012 Q2 · CEO: +3.92012 Q3 · CEO: +2.42012 Q4 · CEO: +5.62013 Q1 · CEO: +0.42013 Q2 · CEO: +6.42013 Q3 · CEO: +2.82013 Q4 · CEO: +2.72014 Q1 · CEO: +9.02014 Q2 · CEO: +7.42014 Q3 · CEO: +9.52014 Q4 · CEO: +8.42015 Q1 · CEO: +5.42016 Q2 · CEO: +15.92016 Q4 · CEO: +14.22017 Q1 · CEO: +16.22017 Q2 · CEO: +19.12017 Q3 · CEO: +16.92017 Q4 · CEO: +16.82018 Q1 · CEO: +13.42018 Q2 · CEO: +15.12018 Q3 · CEO: +21.42018 Q4 · CEO: +19.32019 Q1 · CEO: +21.82019 Q2 · CEO: +14.12019 Q3 · CEO: +15.62019 Q4 · CEO: +19.82020 Q1 · CEO: +0.72020 Q2 · CEO: +11.92021 Q1 · CEO: +12.12021 Q2 · CEO: +12.42021 Q3 · CEO: +12.62021 Q4 · CEO: +21.12022 Q1 · CEO: +21.22022 Q2 · CEO: +21.12022 Q3 · CEO: +15.12022 Q4 · CEO: +21.42023 Q1 · CEO: +19.42023 Q2 · CEO: +15.82023 Q3 · CEO: +7.32007 Q2 · CFO: +14.02008 Q1 · CFO: +4.32008 Q2 · CFO: +3.32008 Q4 · CFO: +5.82011 Q2 · CFO: -5.02011 Q3 · CFO: +6.02011 Q4 · CFO: -3.62012 Q1 · CFO: -3.92012 Q2 · CFO: +15.82012 Q3 · CFO: -6.82012 Q4 · CFO: +13.62013 Q1 · CFO: +4.92013 Q2 · CFO: +1.92013 Q3 · CFO: -5.12013 Q4 · CFO: +10.32014 Q1 · CFO: +8.72014 Q2 · CFO: +0.02014 Q3 · CFO: +4.22014 Q4 · CFO: +0.82015 Q1 · CFO: +1.22016 Q2 · CFO: +1.62016 Q3 · CFO: -5.62016 Q4 · CFO: +4.42017 Q1 · CFO: +3.72017 Q2 · CFO: +2.32017 Q3 · CFO: +11.12017 Q4 · CFO: +5.42018 Q1 · CFO: +12.72018 Q2 · CFO: +4.62018 Q3 · CFO: +9.02018 Q4 · CFO: +6.32019 Q1 · CFO: +11.02019 Q2 · CFO: +4.62020 Q1 · CFO: -2.02020 Q2 · CFO: +1.42020 Q3 · CFO: +5.72020 Q4 · CFO: +15.72021 Q1 · CFO: +7.12021 Q2 · CFO: +13.42021 Q3 · CFO: +14.42021 Q4 · CFO: +12.52022 Q1 · CFO: +9.32022 Q2 · CFO: +12.42022 Q3 · CFO: +9.62023 Q1 · CFO: +17.02023 Q2 · CFO: +12.92023 Q3 · CFO: +9.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-28-14+0+14+282007 Q22011 Q42013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22007 Q2 · Prepared remarks: +14.72008 Q1 · Prepared remarks: +13.82008 Q2 · Prepared remarks: +12.52008 Q3 · Prepared remarks: +10.32008 Q4 · Prepared remarks: +9.32011 Q2 · Prepared remarks: +12.72011 Q3 · Prepared remarks: +14.82011 Q4 · Prepared remarks: +8.22012 Q1 · Prepared remarks: +11.22012 Q2 · Prepared remarks: +6.02012 Q3 · Prepared remarks: +4.82012 Q4 · Prepared remarks: +2.32013 Q1 · Prepared remarks: +6.72013 Q2 · Prepared remarks: +13.92013 Q3 · Prepared remarks: -2.72013 Q4 · Prepared remarks: +4.62014 Q1 · Prepared remarks: +12.92014 Q2 · Prepared remarks: +18.72014 Q3 · Prepared remarks: +13.02014 Q4 · Prepared remarks: +15.52015 Q1 · Prepared remarks: +10.52015 Q2 · Prepared remarks: +6.32015 Q3 · Prepared remarks: +11.72015 Q4 · Prepared remarks: +2.12016 Q1 · Prepared remarks: +2.42016 Q2 · Prepared remarks: +7.82016 Q3 · Prepared remarks: +7.52016 Q4 · Prepared remarks: +12.02017 Q1 · Prepared remarks: +13.12017 Q2 · Prepared remarks: +17.62017 Q3 · Prepared remarks: +15.32017 Q4 · Prepared remarks: +15.62018 Q1 · Prepared remarks: +13.72018 Q2 · Prepared remarks: +19.12018 Q3 · Prepared remarks: +20.02018 Q4 · Prepared remarks: +13.02019 Q1 · Prepared remarks: +21.82019 Q2 · Prepared remarks: +17.42019 Q3 · Prepared remarks: +21.32019 Q4 · Prepared remarks: +15.82020 Q1 · Prepared remarks: -1.92020 Q2 · Prepared remarks: +8.22020 Q3 · Prepared remarks: +14.22020 Q4 · Prepared remarks: +11.32021 Q1 · Prepared remarks: +16.82021 Q2 · Prepared remarks: +21.12021 Q3 · Prepared remarks: +13.52021 Q4 · Prepared remarks: +23.22022 Q1 · Prepared remarks: +22.52022 Q2 · Prepared remarks: +24.62022 Q3 · Prepared remarks: +16.82022 Q4 · Prepared remarks: +21.12023 Q1 · Prepared remarks: +21.92023 Q2 · Prepared remarks: +19.62023 Q3 · Prepared remarks: +15.02007 Q2 · Q&A responses: +7.32008 Q1 · Q&A responses: +4.72008 Q2 · Q&A responses: +3.52008 Q3 · Q&A responses: +6.92008 Q4 · Q&A responses: +2.12011 Q2 · Q&A responses: +2.92011 Q3 · Q&A responses: +7.22011 Q4 · Q&A responses: -1.72012 Q1 · Q&A responses: +4.52012 Q2 · Q&A responses: +4.92012 Q3 · Q&A responses: -0.22012 Q4 · Q&A responses: +6.12013 Q1 · Q&A responses: -1.42013 Q2 · Q&A responses: +1.82013 Q3 · Q&A responses: +2.52013 Q4 · Q&A responses: +3.42014 Q1 · Q&A responses: +4.12014 Q2 · Q&A responses: +3.52014 Q3 · Q&A responses: +6.22014 Q4 · Q&A responses: +4.12015 Q1 · Q&A responses: +3.42015 Q2 · Q&A responses: +4.02015 Q3 · Q&A responses: +3.52015 Q4 · Q&A responses: +2.92016 Q1 · Q&A responses: +2.22016 Q2 · Q&A responses: +6.72016 Q3 · Q&A responses: +5.92016 Q4 · Q&A responses: +10.32017 Q1 · Q&A responses: +12.92017 Q2 · Q&A responses: +10.52017 Q3 · Q&A responses: +14.42017 Q4 · Q&A responses: +9.62018 Q1 · Q&A responses: +12.32018 Q2 · Q&A responses: +4.72018 Q3 · Q&A responses: +13.82018 Q4 · Q&A responses: +14.72019 Q1 · Q&A responses: +13.52019 Q2 · Q&A responses: +6.12019 Q3 · Q&A responses: +8.72019 Q4 · Q&A responses: +16.92020 Q1 · Q&A responses: +3.72020 Q2 · Q&A responses: +4.12020 Q3 · Q&A responses: +10.92020 Q4 · Q&A responses: +9.42021 Q1 · Q&A responses: +5.62021 Q2 · Q&A responses: +6.42021 Q3 · Q&A responses: +12.42021 Q4 · Q&A responses: +11.82022 Q1 · Q&A responses: +12.32022 Q2 · Q&A responses: +11.52022 Q3 · Q&A responses: +9.82022 Q4 · Q&A responses: +11.32023 Q1 · Q&A responses: +14.72023 Q2 · Q&A responses: +9.82023 Q3 · Q&A responses: +0.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.94$6.42$9.902007 Q22011 Q42013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22014 Q1: $3.422014 Q2: $3.462014 Q3: $3.572014 Q4: $3.612015 Q1: $3.562015 Q2: $3.632015 Q3: $3.702015 Q4: $3.682016 Q1: $3.692016 Q2: $3.732016 Q3: $3.842016 Q4: $3.792017 Q1: $3.832017 Q2: $3.962017 Q3: $4.082017 Q4: $4.222018 Q1: $4.922018 Q2: $5.162018 Q3: $5.342018 Q4: $5.632019 Q1: $6.032019 Q2: $6.302019 Q3: $6.662019 Q4: $6.832020 Q1: $6.602020 Q2: $6.402020 Q3: $6.712020 Q4: $7.052021 Q1: $6.992021 Q2: $7.412021 Q3: $7.652021 Q4: $7.932022 Q1: $8.162022 Q2: $8.222022 Q3: $8.322022 Q4: $8.412023 Q1: $8.882023 Q2: $9.172023 Q3: $9.42

Forward P/E

19.1836.3353.492007 Q22011 Q42013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22014 Q1: 21.552014 Q2: 21.982014 Q3: 22.322014 Q4: 22.622015 Q1: 24.602015 Q2: 24.762015 Q3: 25.082015 Q4: 24.932016 Q1: 23.612016 Q2: 23.512016 Q3: 24.082016 Q4: 24.922017 Q1: 27.972017 Q2: 31.032017 Q3: 32.252017 Q4: 34.302018 Q1: 33.902018 Q2: 34.102018 Q3: 34.492018 Q4: 25.972019 Q1: 30.002019 Q2: 32.362019 Q3: 32.682019 Q4: 37.292020 Q1: 33.602020 Q2: 44.632020 Q3: 47.412020 Q4: 48.742021 Q1: 47.012021 Q2: 44.832021 Q3: 48.742021 Q4: 51.122022 Q1: 38.092022 Q2: 29.032022 Q3: 29.672022 Q4: 30.452023 Q1: 34.782023 Q2: 36.462023 Q3: 33.04

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2016 Q3 tone ↓ -2.5 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↑ +5.4 fwd EPS ↓ -0.05 Tone rose while the forward EPS estimate was cut.
  • 2017 Q4 tone ↓ -2.8 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -3.0 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -3.5 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +6.6 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↓ -4.2 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -4.1 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -5.3 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2023 Q32023-11-02+5.6$9.4233.0View →
2023 Q22023-08-03+10.9$9.1736.5View →
2023 Q12023-05-04+15.0$8.8834.8View →
2022 Q42023-02-23+13.4$8.4130.4View →
2022 Q32022-11-03+11.0$8.3229.7View →
2022 Q22022-08-04+15.1$8.2229.0View →
2022 Q12022-05-05+12.4$8.1638.1View →
2021 Q42022-02-24+12.6$7.9351.1View →