Subtext

Coterra Energy Inc. CTRA

SectorEnergy
Transcripts69
Date range2008-05-01 – 2025-05-06
Calls charted69

Sentiment timeline

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

-14-7+0+7+142008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Overall: +3.02008 Q2 · Overall: +4.52008 Q3 · Overall: +2.32008 Q4 · Overall: -0.22009 Q1 · Overall: +1.42009 Q2 · Overall: +10.42009 Q3 · Overall: +5.12009 Q4 · Overall: +3.92010 Q1 · Overall: +0.42010 Q2 · Overall: +2.32010 Q3 · Overall: +0.72010 Q4 · Overall: +0.22011 Q1 · Overall: -3.42011 Q2 · Overall: +5.82011 Q3 · Overall: +5.62011 Q4 · Overall: +4.32012 Q1 · Overall: +8.42012 Q2 · Overall: +0.02012 Q3 · Overall: +7.52012 Q4 · Overall: +6.82013 Q1 · Overall: +4.42013 Q2 · Overall: +6.52013 Q3 · Overall: +4.52013 Q4 · Overall: +4.12014 Q1 · Overall: +8.42014 Q2 · Overall: +9.12014 Q3 · Overall: +2.92014 Q4 · Overall: +6.12015 Q1 · Overall: +2.52015 Q2 · Overall: +6.12015 Q3 · Overall: +1.72015 Q4 · Overall: -0.22016 Q1 · Overall: +9.72016 Q2 · Overall: +8.82016 Q3 · Overall: +4.62016 Q4 · Overall: +4.82017 Q1 · Overall: +10.72017 Q2 · Overall: +5.22017 Q3 · Overall: +3.92017 Q4 · Overall: +7.12018 Q1 · Overall: +2.32018 Q2 · Overall: +0.62018 Q3 · Overall: +4.12018 Q4 · Overall: +6.62019 Q1 · Overall: +5.52019 Q2 · Overall: +5.12019 Q3 · Overall: +2.92019 Q4 · Overall: +6.22020 Q1 · Overall: -1.72020 Q2 · Overall: +9.02020 Q3 · Overall: +6.32020 Q4 · Overall: +7.72021 Q1 · Overall: +3.72021 Q2 · Overall: +11.32021 Q3 · Overall: +6.52021 Q4 · Overall: +5.62022 Q1 · Overall: +1.72022 Q2 · Overall: +4.12022 Q3 · Overall: +3.12022 Q4 · Overall: +3.92023 Q1 · Overall: +6.02023 Q2 · Overall: +10.22023 Q3 · Overall: +6.82023 Q4 · Overall: +12.42024 Q1 · Overall: +6.82024 Q2 · Overall: +7.02024 Q3 · Overall: +8.42024 Q4 · Overall: +11.52025 Q1 · Overall: +1.0
Overall

CEO vs CFO

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

-33-17+0+17+332008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · CEO: +5.72008 Q2 · CEO: +6.92008 Q3 · CEO: +4.62008 Q4 · CEO: +1.02009 Q1 · CEO: +5.22009 Q2 · CEO: +20.22009 Q3 · CEO: +12.02009 Q4 · CEO: +11.92010 Q1 · CEO: +3.02010 Q2 · CEO: +1.42010 Q3 · CEO: +2.12010 Q4 · CEO: -0.62011 Q1 · CEO: -12.02011 Q2 · CEO: +12.52011 Q3 · CEO: +12.62011 Q4 · CEO: +5.72012 Q1 · CEO: +13.32012 Q2 · CEO: +0.52012 Q3 · CEO: +12.92012 Q4 · CEO: +6.92013 Q1 · CEO: +8.62013 Q2 · CEO: +12.92013 Q3 · CEO: +7.92013 Q4 · CEO: +2.02014 Q1 · CEO: +12.32014 Q2 · CEO: +16.52014 Q3 · CEO: +6.82015 Q1 · CEO: +4.32015 Q4 · CEO: +0.42016 Q4 · CEO: +9.42017 Q1 · CEO: +13.12017 Q2 · CEO: +12.02017 Q3 · CEO: +5.42017 Q4 · CEO: +9.42018 Q2 · CEO: +3.72018 Q3 · CEO: +5.82018 Q4 · CEO: +9.02019 Q1 · CEO: +7.72019 Q3 · CEO: +1.82019 Q4 · CEO: +12.12020 Q1 · CEO: -4.22020 Q2 · CEO: +11.32020 Q3 · CEO: +8.42020 Q4 · CEO: +10.62021 Q1 · CEO: +6.42021 Q2 · CEO: +20.42021 Q3 · CEO: +11.62021 Q4 · CEO: +12.12022 Q1 · CEO: +4.12022 Q2 · CEO: +11.42022 Q3 · CEO: +7.42022 Q4 · CEO: +6.62023 Q1 · CEO: +12.02023 Q2 · CEO: +14.72023 Q3 · CEO: +6.12023 Q4 · CEO: +13.82024 Q1 · CEO: +7.72024 Q2 · CEO: +0.92024 Q3 · CEO: +8.12024 Q4 · CEO: +9.52025 Q1 · CEO: -3.22008 Q2 · CFO: +0.02008 Q3 · CFO: +1.72008 Q4 · CFO: -0.22009 Q2 · CFO: +8.42009 Q3 · CFO: +2.82009 Q4 · CFO: +1.22010 Q2 · CFO: +3.72010 Q3 · CFO: +0.02010 Q4 · CFO: +0.02011 Q1 · CFO: +0.02011 Q2 · CFO: -4.02011 Q3 · CFO: -2.72011 Q4 · CFO: +21.32012 Q2 · CFO: +0.02012 Q3 · CFO: -7.82012 Q4 · CFO: +15.02013 Q1 · CFO: +11.22013 Q2 · CFO: +0.02013 Q3 · CFO: -10.42013 Q4 · CFO: +8.42014 Q1 · CFO: +0.02014 Q2 · CFO: -8.02015 Q2 · CFO: +3.02015 Q4 · CFO: +1.02016 Q1 · CFO: +13.82016 Q2 · CFO: +16.72016 Q3 · CFO: +16.62016 Q4 · CFO: +0.02017 Q4 · CFO: +7.62018 Q1 · CFO: +23.82018 Q2 · CFO: +8.62018 Q4 · CFO: +29.02020 Q4 · CFO: +10.52021 Q4 · CFO: +2.42022 Q1 · CFO: +5.82022 Q2 · CFO: +7.62022 Q3 · CFO: +6.72022 Q4 · CFO: +3.32023 Q1 · CFO: +10.32023 Q2 · CFO: +12.42023 Q3 · CFO: +8.52023 Q4 · CFO: +11.12024 Q1 · CFO: +12.12024 Q2 · CFO: +8.42024 Q3 · CFO: +6.52024 Q4 · CFO: +14.82025 Q1 · CFO: +9.8
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-28-14+0+14+282008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Prepared remarks: +3.12008 Q2 · Prepared remarks: +3.82008 Q3 · Prepared remarks: +5.12008 Q4 · Prepared remarks: +1.82009 Q1 · Prepared remarks: +11.02009 Q2 · Prepared remarks: +10.82009 Q3 · Prepared remarks: +12.92009 Q4 · Prepared remarks: +6.22010 Q1 · Prepared remarks: +11.42010 Q2 · Prepared remarks: +6.02010 Q3 · Prepared remarks: +4.22010 Q4 · Prepared remarks: +3.22011 Q1 · Prepared remarks: -1.32011 Q2 · Prepared remarks: +11.22011 Q3 · Prepared remarks: +9.72011 Q4 · Prepared remarks: +5.82012 Q1 · Prepared remarks: +9.62012 Q2 · Prepared remarks: -0.42012 Q3 · Prepared remarks: +11.72012 Q4 · Prepared remarks: +9.12013 Q1 · Prepared remarks: +9.52013 Q2 · Prepared remarks: +7.12013 Q3 · Prepared remarks: +7.42013 Q4 · Prepared remarks: +6.92014 Q1 · Prepared remarks: +8.22014 Q2 · Prepared remarks: +15.22014 Q3 · Prepared remarks: +8.42014 Q4 · Prepared remarks: +6.72015 Q1 · Prepared remarks: +6.32015 Q2 · Prepared remarks: +8.92015 Q3 · Prepared remarks: +4.72015 Q4 · Prepared remarks: -4.12016 Q1 · Prepared remarks: +5.62016 Q2 · Prepared remarks: +12.02016 Q3 · Prepared remarks: -2.82016 Q4 · Prepared remarks: +5.02017 Q1 · Prepared remarks: +11.72017 Q2 · Prepared remarks: +12.92017 Q3 · Prepared remarks: +2.82017 Q4 · Prepared remarks: +11.22018 Q1 · Prepared remarks: +3.82018 Q2 · Prepared remarks: +4.72018 Q3 · Prepared remarks: +6.62018 Q4 · Prepared remarks: +8.52019 Q1 · Prepared remarks: +8.12019 Q2 · Prepared remarks: +9.52019 Q3 · Prepared remarks: +0.82019 Q4 · Prepared remarks: +11.42020 Q1 · Prepared remarks: -6.22020 Q2 · Prepared remarks: +11.02020 Q3 · Prepared remarks: +12.52020 Q4 · Prepared remarks: +8.92021 Q1 · Prepared remarks: +7.02021 Q2 · Prepared remarks: +24.42021 Q3 · Prepared remarks: +16.92021 Q4 · Prepared remarks: +4.82022 Q1 · Prepared remarks: -3.32022 Q2 · Prepared remarks: +8.02022 Q3 · Prepared remarks: +12.32022 Q4 · Prepared remarks: +5.12023 Q1 · Prepared remarks: +9.52023 Q2 · Prepared remarks: +15.52023 Q3 · Prepared remarks: +12.92023 Q4 · Prepared remarks: +22.12024 Q1 · Prepared remarks: +14.42024 Q2 · Prepared remarks: +8.72024 Q3 · Prepared remarks: +16.42024 Q4 · Prepared remarks: +20.82025 Q1 · Prepared remarks: +12.12008 Q1 · Q&A responses: +8.02008 Q2 · Q&A responses: +8.12008 Q3 · Q&A responses: +2.32008 Q4 · Q&A responses: +0.02009 Q1 · Q&A responses: -1.12009 Q2 · Q&A responses: +15.12009 Q3 · Q&A responses: +9.02009 Q4 · Q&A responses: +2.32010 Q1 · Q&A responses: +1.12010 Q2 · Q&A responses: -1.12010 Q3 · Q&A responses: +0.72010 Q4 · Q&A responses: -1.22011 Q1 · Q&A responses: -5.32011 Q2 · Q&A responses: +10.82011 Q3 · Q&A responses: +9.02011 Q4 · Q&A responses: +4.92012 Q1 · Q&A responses: +12.22012 Q2 · Q&A responses: +2.52012 Q3 · Q&A responses: +8.22012 Q4 · Q&A responses: +5.92013 Q1 · Q&A responses: +5.62013 Q2 · Q&A responses: +12.62013 Q3 · Q&A responses: +8.22013 Q4 · Q&A responses: +4.62014 Q1 · Q&A responses: +13.62014 Q2 · Q&A responses: +12.62014 Q3 · Q&A responses: +2.42014 Q4 · Q&A responses: +7.42015 Q1 · Q&A responses: +1.82015 Q2 · Q&A responses: +5.82015 Q3 · Q&A responses: +4.92015 Q4 · Q&A responses: +3.52016 Q1 · Q&A responses: +13.72016 Q2 · Q&A responses: +9.42016 Q3 · Q&A responses: +10.02016 Q4 · Q&A responses: +7.62017 Q1 · Q&A responses: +13.12017 Q2 · Q&A responses: +5.12017 Q3 · Q&A responses: +4.12017 Q4 · Q&A responses: +6.92018 Q1 · Q&A responses: +3.82018 Q2 · Q&A responses: +4.22018 Q3 · Q&A responses: +3.52018 Q4 · Q&A responses: +8.92019 Q1 · Q&A responses: +8.12019 Q2 · Q&A responses: +6.32019 Q3 · Q&A responses: +6.62019 Q4 · Q&A responses: +8.82020 Q1 · Q&A responses: +1.32020 Q2 · Q&A responses: +12.32020 Q3 · Q&A responses: +6.92020 Q4 · Q&A responses: +9.32021 Q1 · Q&A responses: +5.22021 Q2 · Q&A responses: +9.32021 Q3 · Q&A responses: +8.82021 Q4 · Q&A responses: +11.22022 Q1 · Q&A responses: +5.82022 Q2 · Q&A responses: +9.62022 Q3 · Q&A responses: +3.02022 Q4 · Q&A responses: +6.22023 Q1 · Q&A responses: +9.72023 Q2 · Q&A responses: +13.72023 Q3 · Q&A responses: +6.42023 Q4 · Q&A responses: +10.62024 Q1 · Q&A responses: -0.72024 Q2 · Q&A responses: +6.72024 Q3 · Q&A responses: +4.12024 Q4 · Q&A responses: +9.52025 Q1 · Q&A responses: -2.1
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

$-0.51$2.24$4.992008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $1.372014 Q2: $1.342014 Q3: $1.322014 Q4: $0.902015 Q1: $0.422015 Q2: $0.542015 Q3: $0.362015 Q4: $0.062016 Q1: $-0.132016 Q2: $0.022016 Q3: $0.312016 Q4: $0.422017 Q1: $0.632017 Q2: $0.812017 Q3: $0.762017 Q4: $0.982018 Q1: $1.292018 Q2: $1.332018 Q3: $1.502018 Q4: $1.882019 Q1: $1.912019 Q2: $1.902019 Q3: $1.522019 Q4: $1.272020 Q1: $0.822020 Q2: $1.082020 Q3: $1.442020 Q4: $1.792021 Q1: $1.592021 Q2: $1.552021 Q3: $2.132021 Q4: $3.592022 Q1: $2.892022 Q2: $4.242022 Q3: $4.612022 Q4: $4.202023 Q1: $2.912023 Q2: $2.702023 Q3: $2.592023 Q4: $2.762024 Q1: $2.162024 Q2: $2.512024 Q3: $2.40

Forward P/E

-92.04616.341324.712008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 24.422014 Q2: 26.002014 Q3: 25.482014 Q4: 35.182015 Q1: 67.012015 Q2: 63.762015 Q3: 66.352015 Q4: 256.502016 Q1: 256.502016 Q2: 1227.002016 Q3: 80.292016 Q4: 54.292017 Q1: 36.112017 Q2: 28.522017 Q3: 34.862017 Q4: 28.332018 Q1: 19.752018 Q2: 17.932018 Q3: 14.792018 Q4: 12.002019 Q1: 13.582019 Q2: 12.702019 Q3: 12.042019 Q4: 13.272020 Q1: 22.422020 Q2: 17.412020 Q3: 13.402020 Q4: 9.512021 Q1: 11.652021 Q2: 10.662021 Q3: 9.372021 Q4: 5.672022 Q1: 8.132022 Q2: 7.242022 Q3: 7.002022 Q4: 5.882023 Q1: 7.822023 Q2: 8.992023 Q3: 10.932023 Q4: 8.932024 Q1: 12.342024 Q2: 10.632024 Q3: 9.67

Divergence watch ⚑

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

  • 2014 Q4 tone ↑ +3.1 fwd EPS ↓ -0.42 Tone rose while the forward EPS estimate was cut.
  • 2016 Q1 tone ↑ +9.9 fwd EPS ↓ -0.19 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -4.2 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -5.5 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -4.8 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↑ +3.4 fwd EPS ↓ -0.25 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -2.7 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↑ +7.6 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -4.8 fwd EPS ↑ +0.58 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +2.1 fwd EPS ↓ -1.29 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↑ +4.2 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-06+1.0——View →
2024 Q42025-02-25+11.5——View →
2024 Q32024-11-01+8.4$2.409.7View →
2024 Q22024-08-02+7.0$2.5110.6View →
2024 Q12024-05-03+6.8$2.1612.3View →
2023 Q42024-02-23+12.4$2.768.9View →
2023 Q32023-11-07+6.8$2.5910.9View →
2023 Q22023-08-08+10.2$2.709.0View →