Subtext

CIEN

Sector—
Transcripts16
Date range2006-03-02 – 2009-12-10
Calls charted16

Sentiment timeline

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

-13-7+0+7+132006 Q12006 Q32007 Q12007 Q32008 Q12008 Q32009 Q12009 Q32006 Q1 · Overall: +5.42006 Q2 · Overall: +8.02006 Q3 · Overall: +6.12006 Q4 · Overall: +11.72007 Q1 · Overall: +8.12007 Q2 · Overall: +7.82007 Q3 · Overall: +6.62007 Q4 · Overall: +7.72008 Q1 · Overall: +8.82008 Q2 · Overall: +5.72008 Q3 · Overall: -6.52008 Q4 · Overall: -2.52009 Q1 · Overall: -6.22009 Q2 · Overall: -4.82009 Q3 · Overall: +1.62009 Q4 · Overall: +5.5
Overall

CEO vs CFO

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

-26-13+0+13+262006 Q12006 Q32007 Q12007 Q32008 Q12008 Q32009 Q12009 Q32006 Q1 · CEO: +13.92006 Q2 · CEO: +20.22006 Q3 · CEO: +17.72006 Q4 · CEO: +22.92007 Q1 · CEO: +17.42007 Q2 · CEO: +12.02007 Q3 · CEO: +16.02007 Q4 · CEO: +17.82008 Q1 · CEO: +21.32008 Q2 · CEO: +12.42008 Q3 · CEO: -3.02008 Q4 · CEO: +3.42009 Q1 · CEO: -3.72009 Q2 · CEO: +4.82009 Q3 · CEO: +8.62009 Q4 · CEO: +10.22006 Q1 · CFO: -3.02006 Q2 · CFO: +1.52006 Q3 · CFO: +1.52006 Q4 · CFO: -0.52007 Q1 · CFO: +3.62007 Q2 · CFO: +3.52007 Q3 · CFO: +5.32007 Q4 · CFO: -0.52008 Q1 · CFO: +3.22008 Q2 · CFO: +5.62008 Q3 · CFO: +0.02008 Q4 · CFO: -7.02009 Q1 · CFO: -4.52009 Q2 · CFO: -10.62009 Q3 · CFO: -4.72009 Q4 · CFO: +4.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-38-19+0+19+382006 Q12006 Q32007 Q12007 Q32008 Q12008 Q32009 Q12009 Q32006 Q1 · Prepared remarks: +10.72006 Q2 · Prepared remarks: +8.52006 Q3 · Prepared remarks: +6.92006 Q4 · Prepared remarks: +12.92007 Q1 · Prepared remarks: +8.52007 Q2 · Prepared remarks: +8.12007 Q3 · Prepared remarks: +12.62007 Q4 · Prepared remarks: +8.62008 Q1 · Prepared remarks: +9.42008 Q2 · Prepared remarks: +14.72008 Q3 · Prepared remarks: +2.32008 Q4 · Prepared remarks: -0.72009 Q1 · Prepared remarks: -1.82009 Q2 · Prepared remarks: -3.52009 Q3 · Prepared remarks: +5.62009 Q4 · Prepared remarks: +7.12006 Q1 · Q&A responses: +4.52006 Q3 · Q&A responses: +2.42006 Q4 · Q&A responses: -3.12007 Q1 · Q&A responses: +0.02007 Q3 · Q&A responses: +9.62007 Q4 · Q&A responses: +1.62008 Q1 · Q&A responses: +33.32008 Q2 · Q&A responses: +4.42008 Q3 · Q&A responses: -5.32008 Q4 · Q&A responses: +1.62009 Q1 · Q&A responses: -5.52009 Q2 · Q&A responses: +0.32009 Q3 · Q&A responses: +5.12009 Q4 · Q&A responses: +10.9
Prepared remarksQ&A responses

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2009 Q42009-12-10+5.5——View →
2009 Q32009-09-03+1.6——View →
2009 Q22009-06-04-4.8——View →
2009 Q12009-03-05-6.2——View →
2008 Q42008-12-11-2.5——View →
2008 Q32008-09-04-6.5——View →
2008 Q22008-06-05+5.7——View →
2008 Q12008-03-07+8.8——View →