Subtext

Apollo Global Management, Inc. APO

SectorFinancials
Transcripts63
Date range2008-02-22 – 2025-05-02
Calls charted63

Sentiment timeline

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

-15-8+0+8+152007 Q42010 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q4 · Overall: +6.22008 Q1 · Overall: +9.82008 Q2 · Overall: +8.32008 Q3 · Overall: +9.02008 Q4 · Overall: +4.82009 Q3 · Overall: +6.32010 Q1 · Overall: +10.52010 Q2 · Overall: -0.42010 Q3 · Overall: +8.72011 Q4 · Overall: +4.02012 Q1 · Overall: +6.12012 Q2 · Overall: +2.82012 Q3 · Overall: +5.12012 Q4 · Overall: +0.62013 Q1 · Overall: +9.92013 Q2 · Overall: +10.02013 Q3 · Overall: +12.72013 Q4 · Overall: +7.02014 Q1 · Overall: +5.32014 Q2 · Overall: +2.52014 Q3 · Overall: -0.32014 Q4 · Overall: +6.52015 Q1 · Overall: +0.92015 Q2 · Overall: +1.42015 Q3 · Overall: -2.52015 Q4 · Overall: -0.12016 Q1 · Overall: +1.32016 Q2 · Overall: +6.12016 Q3 · Overall: +5.02016 Q4 · Overall: +8.22017 Q1 · Overall: +4.82017 Q2 · Overall: +9.22017 Q3 · Overall: +2.92017 Q4 · Overall: +6.62018 Q1 · Overall: +3.92018 Q2 · Overall: +7.62018 Q3 · Overall: +7.12018 Q4 · Overall: +6.72019 Q1 · Overall: +6.42019 Q2 · Overall: +5.22019 Q3 · Overall: +5.72019 Q4 · Overall: +9.52020 Q1 · Overall: -2.52020 Q2 · Overall: +8.32020 Q3 · Overall: -2.52020 Q4 · Overall: +10.12021 Q1 · Overall: +8.22021 Q2 · Overall: +11.52021 Q3 · Overall: +13.22021 Q4 · Overall: +7.62022 Q1 · Overall: +7.12022 Q2 · Overall: +5.52022 Q3 · Overall: +8.42022 Q4 · Overall: +11.32023 Q1 · Overall: +4.52023 Q2 · Overall: +9.42023 Q3 · Overall: +4.42023 Q4 · Overall: +6.32024 Q1 · Overall: +2.32024 Q2 · Overall: +7.52024 Q3 · Overall: +3.82024 Q4 · Overall: +7.92025 Q1 · Overall: +7.9
Overall

CEO vs CFO

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

-33-16+0+16+332007 Q42010 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q4 · CEO: +8.52008 Q1 · CEO: +11.92008 Q2 · CEO: +17.52008 Q3 · CEO: +20.42008 Q4 · CEO: +12.12009 Q3 · CEO: +12.92010 Q1 · CEO: +17.02010 Q2 · CEO: +6.12010 Q3 · CEO: +16.12012 Q4 · CEO: +7.22013 Q1 · CEO: +14.32013 Q2 · CEO: +18.92013 Q3 · CEO: +22.82014 Q1 · CEO: +14.52014 Q2 · CEO: +9.72014 Q4 · CEO: +14.42015 Q2 · CEO: +10.22015 Q4 · CEO: +6.32016 Q1 · CEO: -1.62016 Q2 · CEO: +7.72016 Q4 · CEO: +11.82017 Q2 · CEO: +14.62017 Q4 · CEO: +12.82018 Q2 · CEO: +13.42018 Q4 · CEO: +20.42019 Q1 · CEO: +6.32019 Q2 · CEO: +1.62019 Q4 · CEO: +28.52020 Q1 · CEO: -2.22020 Q2 · CEO: +9.82020 Q3 · CEO: +1.12021 Q1 · CEO: +5.42021 Q2 · CEO: +17.62021 Q3 · CEO: +16.62021 Q4 · CEO: +11.22022 Q1 · CEO: +5.82022 Q2 · CEO: +8.42022 Q3 · CEO: +6.52022 Q4 · CEO: +13.42023 Q1 · CEO: +2.12023 Q2 · CEO: +10.22023 Q3 · CEO: -2.82023 Q4 · CEO: +5.82024 Q2 · CEO: +5.92024 Q3 · CEO: +6.02024 Q4 · CEO: +7.52025 Q1 · CEO: +6.62007 Q4 · CFO: +8.22008 Q1 · CFO: +5.12008 Q2 · CFO: +10.62008 Q3 · CFO: +0.02008 Q4 · CFO: -4.12009 Q3 · CFO: +0.62010 Q1 · CFO: -2.52010 Q3 · CFO: +5.92011 Q4 · CFO: +0.02012 Q1 · CFO: +8.42012 Q2 · CFO: -5.82012 Q3 · CFO: +25.62012 Q4 · CFO: -9.02013 Q1 · CFO: +6.32013 Q2 · CFO: +1.42013 Q3 · CFO: +2.92013 Q4 · CFO: +10.72014 Q1 · CFO: +3.02014 Q2 · CFO: +2.52014 Q3 · CFO: +1.62014 Q4 · CFO: +5.72015 Q1 · CFO: +3.22015 Q2 · CFO: +0.82015 Q3 · CFO: -3.22015 Q4 · CFO: -5.92016 Q1 · CFO: +3.72016 Q2 · CFO: +7.32016 Q3 · CFO: +6.02016 Q4 · CFO: +7.82017 Q1 · CFO: +7.62017 Q2 · CFO: +6.72017 Q3 · CFO: +4.42017 Q4 · CFO: +7.62018 Q1 · CFO: +5.82018 Q2 · CFO: +2.92018 Q3 · CFO: +9.92018 Q4 · CFO: -1.52019 Q1 · CFO: +11.12019 Q2 · CFO: +11.72019 Q3 · CFO: +8.12019 Q4 · CFO: +9.22020 Q1 · CFO: -0.52020 Q2 · CFO: +2.32020 Q3 · CFO: -3.72021 Q1 · CFO: +3.12021 Q2 · CFO: +26.12021 Q3 · CFO: +22.02021 Q4 · CFO: +5.32022 Q1 · CFO: +10.92022 Q2 · CFO: +4.92022 Q3 · CFO: +10.32022 Q4 · CFO: +18.32023 Q1 · CFO: +14.02023 Q2 · CFO: +11.92023 Q3 · CFO: +18.82023 Q4 · CFO: +8.42024 Q2 · CFO: +17.62024 Q3 · CFO: +5.32024 Q4 · CFO: +13.92025 Q1 · CFO: +15.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-33-17+0+17+332007 Q42010 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q4 · Prepared remarks: +7.42008 Q1 · Prepared remarks: +10.72008 Q2 · Prepared remarks: +15.92008 Q3 · Prepared remarks: +13.32008 Q4 · Prepared remarks: +6.12009 Q3 · Prepared remarks: +8.02010 Q1 · Prepared remarks: +13.52010 Q2 · Prepared remarks: +1.72010 Q3 · Prepared remarks: +14.42011 Q4 · Prepared remarks: +21.62012 Q1 · Prepared remarks: +19.32012 Q2 · Prepared remarks: -10.12012 Q3 · Prepared remarks: +10.02012 Q4 · Prepared remarks: +1.22013 Q1 · Prepared remarks: +12.32013 Q2 · Prepared remarks: +15.62013 Q3 · Prepared remarks: +17.82013 Q4 · Prepared remarks: +7.42014 Q1 · Prepared remarks: +7.12014 Q2 · Prepared remarks: +9.22014 Q3 · Prepared remarks: +0.32014 Q4 · Prepared remarks: +10.52015 Q1 · Prepared remarks: +13.52015 Q2 · Prepared remarks: +16.22015 Q3 · Prepared remarks: +1.22015 Q4 · Prepared remarks: +3.12016 Q1 · Prepared remarks: +6.72016 Q2 · Prepared remarks: +12.42016 Q3 · Prepared remarks: +12.12016 Q4 · Prepared remarks: +14.32017 Q1 · Prepared remarks: +13.02017 Q2 · Prepared remarks: +14.92017 Q3 · Prepared remarks: +12.02017 Q4 · Prepared remarks: +11.72018 Q1 · Prepared remarks: +4.72018 Q2 · Prepared remarks: +9.52018 Q3 · Prepared remarks: +12.02018 Q4 · Prepared remarks: +13.02019 Q1 · Prepared remarks: +14.92019 Q2 · Prepared remarks: +11.62019 Q3 · Prepared remarks: +9.72019 Q4 · Prepared remarks: +20.22020 Q1 · Prepared remarks: +5.42020 Q2 · Prepared remarks: +16.12020 Q3 · Prepared remarks: +6.32020 Q4 · Prepared remarks: +19.62021 Q1 · Prepared remarks: +17.32021 Q2 · Prepared remarks: +20.92021 Q3 · Prepared remarks: +20.82021 Q4 · Prepared remarks: +11.92022 Q1 · Prepared remarks: +13.22022 Q2 · Prepared remarks: +7.62022 Q3 · Prepared remarks: +12.62022 Q4 · Prepared remarks: +19.62023 Q1 · Prepared remarks: +10.52023 Q2 · Prepared remarks: +14.52023 Q3 · Prepared remarks: +7.12023 Q4 · Prepared remarks: +8.52024 Q1 · Prepared remarks: +29.02024 Q2 · Prepared remarks: +16.22024 Q3 · Prepared remarks: +9.42024 Q4 · Prepared remarks: +14.52025 Q1 · Prepared remarks: +11.02007 Q4 · Q&A responses: +8.92008 Q2 · Q&A responses: +5.12008 Q3 · Q&A responses: +7.12008 Q4 · Q&A responses: +9.52009 Q3 · Q&A responses: +8.92010 Q1 · Q&A responses: +7.32010 Q2 · Q&A responses: +1.72010 Q3 · Q&A responses: +3.22011 Q4 · Q&A responses: +5.52012 Q1 · Q&A responses: +8.42012 Q2 · Q&A responses: +9.92012 Q3 · Q&A responses: +11.42012 Q4 · Q&A responses: +1.42013 Q1 · Q&A responses: +8.42013 Q2 · Q&A responses: +0.02013 Q3 · Q&A responses: +5.72013 Q4 · Q&A responses: +10.92014 Q1 · Q&A responses: +7.62014 Q2 · Q&A responses: -1.12014 Q3 · Q&A responses: +3.12014 Q4 · Q&A responses: +8.42015 Q1 · Q&A responses: -3.92015 Q2 · Q&A responses: -0.42015 Q3 · Q&A responses: -1.82015 Q4 · Q&A responses: -2.12016 Q1 · Q&A responses: -1.02016 Q2 · Q&A responses: +4.52016 Q3 · Q&A responses: +2.72016 Q4 · Q&A responses: +6.42017 Q1 · Q&A responses: +3.72017 Q2 · Q&A responses: +5.72017 Q3 · Q&A responses: +1.82017 Q4 · Q&A responses: +6.42018 Q1 · Q&A responses: +8.22018 Q2 · Q&A responses: +8.82018 Q3 · Q&A responses: +8.42018 Q4 · Q&A responses: +9.02019 Q1 · Q&A responses: +4.22019 Q2 · Q&A responses: +4.92019 Q3 · Q&A responses: +9.52019 Q4 · Q&A responses: +6.22020 Q1 · Q&A responses: -4.52020 Q2 · Q&A responses: +6.02020 Q3 · Q&A responses: -9.62020 Q4 · Q&A responses: +8.02021 Q1 · Q&A responses: +3.02021 Q2 · Q&A responses: +5.92021 Q3 · Q&A responses: +12.92021 Q4 · Q&A responses: +5.12022 Q1 · Q&A responses: +5.22022 Q2 · Q&A responses: +6.72022 Q3 · Q&A responses: +4.22022 Q4 · Q&A responses: +4.72023 Q1 · Q&A responses: +2.22023 Q2 · Q&A responses: +2.62023 Q3 · Q&A responses: +2.62023 Q4 · Q&A responses: +6.62024 Q1 · Q&A responses: -1.22024 Q2 · Q&A responses: +3.12024 Q3 · Q&A responses: +3.82024 Q4 · Q&A responses: +4.42025 Q1 · Q&A responses: +8.3
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

$8.08$8.19$8.302007 Q42010 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32024 Q1: $8.092024 Q2: $8.292024 Q3: $8.21

Forward P/E

13.5313.9614.382007 Q42010 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32024 Q1: 13.592024 Q2: 14.162024 Q3: 14.32

No notable tone-vs-estimate divergences detected.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02+7.9——View →
2024 Q42025-02-04+7.9——View →
2024 Q32024-11-04+3.8$8.2114.3View →
2024 Q22024-08-01+7.5$8.2914.2View →
2024 Q12024-05-02+2.3$8.0913.6View →
2023 Q42024-02-08+6.3——View →
2023 Q32023-11-01+4.4——View →
2023 Q22023-08-03+9.4——View →