Subtext

Duke Energy Corporation DUK

SectorUtilities
Transcripts72
Date range2007-08-07 – 2025-05-06
Calls charted72

Sentiment timeline

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

-23-12+0+12+232007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Overall: +9.42007 Q3 · Overall: +7.12007 Q4 · Overall: +7.72008 Q1 · Overall: +5.82008 Q2 · Overall: +2.62008 Q3 · Overall: -4.32008 Q4 · Overall: -0.72009 Q1 · Overall: +7.62009 Q2 · Overall: +2.22009 Q3 · Overall: +0.52009 Q4 · Overall: +2.42010 Q1 · Overall: +1.22010 Q2 · Overall: -1.82010 Q3 · Overall: +1.92010 Q4 · Overall: +6.02011 Q1 · Overall: +2.72011 Q2 · Overall: +0.62011 Q3 · Overall: -1.92011 Q4 · Overall: +1.62012 Q1 · Overall: +0.02012 Q2 · Overall: +8.12012 Q3 · Overall: +6.52012 Q4 · Overall: +17.72013 Q1 · Overall: +3.82013 Q2 · Overall: +7.12013 Q3 · Overall: +9.12013 Q4 · Overall: +7.02014 Q1 · Overall: +10.12014 Q2 · Overall: +3.32014 Q3 · Overall: +3.82014 Q4 · Overall: +5.52015 Q1 · Overall: +0.62015 Q2 · Overall: +3.82015 Q3 · Overall: +5.52015 Q4 · Overall: +11.62016 Q1 · Overall: +9.22016 Q2 · Overall: +9.52016 Q3 · Overall: +7.12016 Q4 · Overall: +13.32017 Q1 · Overall: +11.02017 Q2 · Overall: +20.12017 Q3 · Overall: +8.12017 Q4 · Overall: +12.02018 Q1 · Overall: +12.62018 Q2 · Overall: +10.12018 Q3 · Overall: +7.82018 Q4 · Overall: +7.32019 Q1 · Overall: +6.82019 Q2 · Overall: +8.62019 Q3 · Overall: +11.22019 Q4 · Overall: +14.52020 Q1 · Overall: +2.92020 Q2 · Overall: +8.22020 Q3 · Overall: +13.02020 Q4 · Overall: +15.32021 Q1 · Overall: +16.12021 Q2 · Overall: +13.02021 Q3 · Overall: +15.92021 Q4 · Overall: +11.72022 Q1 · Overall: +5.42022 Q2 · Overall: +10.32022 Q3 · Overall: +11.02022 Q4 · Overall: +6.12023 Q1 · Overall: +12.52023 Q2 · Overall: +7.22023 Q3 · Overall: +8.92023 Q4 · Overall: +15.52024 Q1 · Overall: +12.72024 Q2 · Overall: +11.02024 Q3 · Overall: +6.02024 Q4 · Overall: +16.72025 Q1 · Overall: +14.8
Overall

CEO vs CFO

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

-30-15+0+15+302007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · CEO: +11.02007 Q3 · CEO: +5.32007 Q4 · CEO: +0.02008 Q3 · CEO: -1.92008 Q4 · CEO: +7.02009 Q1 · CEO: +12.82009 Q2 · CEO: +7.52009 Q3 · CEO: +4.22009 Q4 · CEO: +6.82010 Q1 · CEO: +6.92010 Q2 · CEO: -0.82010 Q3 · CEO: +3.42010 Q4 · CEO: +11.92011 Q1 · CEO: +1.82011 Q2 · CEO: +3.32011 Q3 · CEO: -2.02011 Q4 · CEO: +8.62012 Q1 · CEO: +6.82012 Q2 · CEO: +14.52012 Q3 · CEO: +9.82012 Q4 · CEO: +20.82013 Q1 · CEO: +5.32013 Q2 · CEO: +8.72013 Q3 · CEO: +19.22013 Q4 · CEO: +10.72014 Q1 · CEO: +11.22014 Q2 · CEO: +4.52014 Q3 · CEO: +9.02014 Q4 · CEO: +4.82015 Q1 · CEO: +8.02015 Q2 · CEO: +3.72015 Q3 · CEO: +10.62016 Q1 · CEO: +12.52016 Q2 · CEO: +12.02016 Q3 · CEO: +5.22016 Q4 · CEO: +17.82017 Q1 · CEO: +16.22017 Q2 · CEO: +26.22017 Q3 · CEO: +7.02017 Q4 · CEO: +13.62018 Q1 · CEO: +15.42018 Q2 · CEO: +13.02018 Q3 · CEO: +6.72018 Q4 · CEO: +10.72019 Q1 · CEO: +6.62019 Q2 · CEO: +9.32019 Q3 · CEO: +11.92019 Q4 · CEO: +18.52020 Q1 · CEO: +1.62020 Q2 · CEO: +9.12020 Q3 · CEO: +15.72020 Q4 · CEO: +20.02021 Q1 · CEO: +17.72021 Q2 · CEO: +16.82021 Q3 · CEO: +16.12021 Q4 · CEO: +17.12022 Q1 · CEO: +6.82022 Q2 · CEO: +12.82022 Q3 · CEO: +14.72022 Q4 · CEO: +14.92023 Q1 · CEO: +17.32023 Q2 · CEO: +11.22023 Q3 · CEO: +11.72023 Q4 · CEO: +19.42024 Q1 · CEO: +13.72024 Q2 · CEO: +7.72024 Q3 · CEO: +6.02025 Q1 · CEO: +22.32007 Q2 · CFO: +10.42007 Q3 · CFO: +11.32007 Q4 · CFO: +8.52008 Q1 · CFO: +0.02008 Q2 · CFO: +9.52008 Q3 · CFO: -7.02008 Q4 · CFO: -1.42009 Q1 · CFO: +5.22009 Q2 · CFO: -0.32009 Q3 · CFO: +0.92009 Q4 · CFO: -1.22010 Q1 · CFO: +1.62010 Q2 · CFO: +4.22010 Q3 · CFO: +6.42010 Q4 · CFO: +6.22011 Q1 · CFO: +10.42011 Q2 · CFO: +5.02011 Q3 · CFO: -0.62011 Q4 · CFO: +3.22012 Q1 · CFO: +1.72012 Q2 · CFO: +5.52012 Q3 · CFO: +11.02013 Q1 · CFO: +6.62013 Q3 · CFO: +2.62013 Q4 · CFO: +10.52014 Q1 · CFO: +24.22014 Q2 · CFO: +12.12014 Q3 · CFO: +5.32014 Q4 · CFO: +3.32015 Q1 · CFO: -2.62015 Q2 · CFO: +3.52015 Q3 · CFO: +5.72016 Q3 · CFO: +15.62016 Q4 · CFO: +14.72017 Q1 · CFO: +15.82017 Q2 · CFO: +14.52017 Q3 · CFO: +14.62017 Q4 · CFO: +12.32018 Q1 · CFO: +15.72018 Q2 · CFO: +10.52018 Q3 · CFO: +14.42018 Q4 · CFO: +13.32019 Q1 · CFO: +14.02019 Q2 · CFO: +12.92019 Q3 · CFO: +15.02019 Q4 · CFO: +16.42020 Q1 · CFO: +8.92020 Q2 · CFO: +10.92020 Q3 · CFO: +14.62020 Q4 · CFO: +11.92021 Q1 · CFO: +13.72021 Q2 · CFO: +15.12021 Q3 · CFO: +20.32021 Q4 · CFO: +16.32022 Q1 · CFO: +3.82022 Q2 · CFO: +12.42022 Q3 · CFO: +12.02022 Q4 · CFO: +4.02023 Q1 · CFO: +7.72023 Q2 · CFO: +6.32023 Q3 · CFO: +16.52023 Q4 · CFO: +18.32024 Q1 · CFO: +18.62024 Q2 · CFO: +15.32024 Q3 · CFO: +7.92024 Q4 · CFO: +17.72025 Q1 · CFO: +10.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-84-42+0+42+842007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Prepared remarks: +12.02007 Q3 · Prepared remarks: +11.62007 Q4 · Prepared remarks: +15.42008 Q1 · Prepared remarks: +11.12008 Q2 · Prepared remarks: +5.52008 Q3 · Prepared remarks: -5.42008 Q4 · Prepared remarks: +5.72009 Q1 · Prepared remarks: +10.62009 Q2 · Prepared remarks: +4.02009 Q3 · Prepared remarks: +4.62009 Q4 · Prepared remarks: +2.02010 Q1 · Prepared remarks: +4.92010 Q2 · Prepared remarks: +3.32010 Q3 · Prepared remarks: +5.12010 Q4 · Prepared remarks: +10.52011 Q1 · Prepared remarks: +5.92011 Q2 · Prepared remarks: +4.02011 Q3 · Prepared remarks: +0.02011 Q4 · Prepared remarks: +1.82012 Q1 · Prepared remarks: +7.32012 Q2 · Prepared remarks: +10.92012 Q3 · Prepared remarks: +10.32012 Q4 · Prepared remarks: +25.32013 Q1 · Prepared remarks: +5.22013 Q2 · Prepared remarks: +14.62013 Q3 · Prepared remarks: +10.32013 Q4 · Prepared remarks: +11.12014 Q1 · Prepared remarks: +9.82014 Q2 · Prepared remarks: +14.02014 Q3 · Prepared remarks: +6.02014 Q4 · Prepared remarks: +5.12015 Q1 · Prepared remarks: +5.82015 Q2 · Prepared remarks: +7.92015 Q3 · Prepared remarks: +11.02015 Q4 · Prepared remarks: +14.02016 Q1 · Prepared remarks: +17.22016 Q2 · Prepared remarks: +15.02016 Q3 · Prepared remarks: +10.32016 Q4 · Prepared remarks: +18.32017 Q1 · Prepared remarks: +20.22017 Q2 · Prepared remarks: +17.92017 Q3 · Prepared remarks: +8.52017 Q4 · Prepared remarks: +14.02018 Q1 · Prepared remarks: +14.22018 Q2 · Prepared remarks: +10.82018 Q3 · Prepared remarks: +7.72018 Q4 · Prepared remarks: +17.12019 Q1 · Prepared remarks: +11.02019 Q2 · Prepared remarks: +11.22019 Q3 · Prepared remarks: +16.22019 Q4 · Prepared remarks: +24.52020 Q1 · Prepared remarks: +5.72020 Q2 · Prepared remarks: +13.12020 Q3 · Prepared remarks: +21.12020 Q4 · Prepared remarks: +15.52021 Q1 · Prepared remarks: +20.52021 Q2 · Prepared remarks: +17.42021 Q3 · Prepared remarks: +18.32021 Q4 · Prepared remarks: +19.32022 Q1 · Prepared remarks: +9.32022 Q2 · Prepared remarks: +17.82022 Q3 · Prepared remarks: +15.72022 Q4 · Prepared remarks: +10.72023 Q1 · Prepared remarks: +14.62023 Q2 · Prepared remarks: +12.72023 Q3 · Prepared remarks: +17.62023 Q4 · Prepared remarks: +17.52024 Q1 · Prepared remarks: +72.92024 Q2 · Prepared remarks: +22.22024 Q3 · Prepared remarks: +5.22024 Q4 · Prepared remarks: +21.62025 Q1 · Prepared remarks: +21.12007 Q2 · Q&A responses: +8.12007 Q3 · Q&A responses: +2.32007 Q4 · Q&A responses: +2.72008 Q1 · Q&A responses: +7.32008 Q2 · Q&A responses: +0.02008 Q3 · Q&A responses: -1.22008 Q4 · Q&A responses: -0.32009 Q1 · Q&A responses: +1.92009 Q2 · Q&A responses: +0.92009 Q3 · Q&A responses: -1.42009 Q4 · Q&A responses: +4.32010 Q1 · Q&A responses: +2.22010 Q2 · Q&A responses: -2.02010 Q3 · Q&A responses: +3.62010 Q4 · Q&A responses: +4.62011 Q1 · Q&A responses: +1.42011 Q2 · Q&A responses: +2.72011 Q3 · Q&A responses: -4.22012 Q1 · Q&A responses: -5.22012 Q2 · Q&A responses: +1.72012 Q3 · Q&A responses: +6.92013 Q1 · Q&A responses: +7.02013 Q2 · Q&A responses: -3.22013 Q3 · Q&A responses: +13.22013 Q4 · Q&A responses: +7.62014 Q1 · Q&A responses: +11.52014 Q2 · Q&A responses: +0.32014 Q3 · Q&A responses: +2.82014 Q4 · Q&A responses: +18.32015 Q1 · Q&A responses: -2.22015 Q2 · Q&A responses: +0.02015 Q3 · Q&A responses: +5.52015 Q4 · Q&A responses: -10.22016 Q1 · Q&A responses: +6.62016 Q2 · Q&A responses: +8.92016 Q3 · Q&A responses: +4.52016 Q4 · Q&A responses: +11.02017 Q1 · Q&A responses: +9.02017 Q2 · Q&A responses: +24.52017 Q3 · Q&A responses: +0.02017 Q4 · Q&A responses: +12.22018 Q1 · Q&A responses: +5.52018 Q2 · Q&A responses: +13.22018 Q3 · Q&A responses: +10.02018 Q4 · Q&A responses: +4.42019 Q1 · Q&A responses: +6.42019 Q2 · Q&A responses: +10.02019 Q3 · Q&A responses: +8.82019 Q4 · Q&A responses: +5.12020 Q1 · Q&A responses: +2.42020 Q2 · Q&A responses: +6.32020 Q3 · Q&A responses: +7.82021 Q1 · Q&A responses: +11.42021 Q2 · Q&A responses: +12.92021 Q3 · Q&A responses: -5.12021 Q4 · Q&A responses: +13.52022 Q1 · Q&A responses: +2.52022 Q2 · Q&A responses: +9.52022 Q3 · Q&A responses: +12.12022 Q4 · Q&A responses: +11.12023 Q1 · Q&A responses: +14.12023 Q2 · Q&A responses: +5.62023 Q3 · Q&A responses: +6.92023 Q4 · Q&A responses: +20.62024 Q1 · Q&A responses: +14.72024 Q2 · Q&A responses: +7.62024 Q3 · Q&A responses: +8.02024 Q4 · Q&A responses: +18.12025 Q1 · Q&A responses: +13.7
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

$4.47$5.43$6.382007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: $4.612014 Q2: $4.672014 Q3: $4.732014 Q4: $4.762015 Q1: $4.742015 Q2: $4.802015 Q3: $4.832015 Q4: $4.712016 Q1: $4.652016 Q2: $4.672016 Q3: $4.692016 Q4: $4.652017 Q1: $4.672017 Q2: $4.722017 Q3: $4.772017 Q4: $4.832018 Q1: $4.752018 Q2: $4.842018 Q3: $4.912018 Q4: $4.972019 Q1: $5.022019 Q2: $5.042019 Q3: $5.122019 Q4: $5.142020 Q1: $5.292020 Q2: $5.312020 Q3: $5.182020 Q4: $5.212021 Q1: $5.262021 Q2: $5.322021 Q3: $5.412021 Q4: $5.482022 Q1: $5.542022 Q2: $5.622022 Q3: $5.672022 Q4: $5.672023 Q1: $5.722023 Q2: $5.812023 Q3: $5.892023 Q4: $5.972024 Q1: $6.052024 Q2: $6.152024 Q3: $6.25

Forward P/E

13.9116.7919.672007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: 14.922014 Q2: 15.512014 Q3: 15.722014 Q4: 17.092015 Q1: 16.142015 Q2: 15.212015 Q3: 14.312015 Q4: 14.872016 Q1: 16.972016 Q2: 17.442016 Q3: 16.782016 Q4: 16.242017 Q1: 17.552017 Q2: 18.292017 Q3: 18.182017 Q4: 18.132018 Q1: 16.192018 Q2: 14.932018 Q3: 16.312018 Q4: 17.552019 Q1: 18.052019 Q2: 17.392019 Q3: 18.402019 Q4: 17.632020 Q1: 14.972020 Q2: 16.242020 Q3: 16.362020 Q4: 17.392021 Q1: 17.472021 Q2: 19.162021 Q3: 18.882021 Q4: 18.952022 Q1: 19.132022 Q2: 17.842022 Q3: 19.272022 Q4: 18.222023 Q1: 16.932023 Q2: 15.642023 Q3: 15.952023 Q4: 16.432024 Q1: 15.792024 Q2: 16.272024 Q3: 18.54

Divergence watch ⚑

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

  • 2014 Q2 tone ↓ -6.9 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↑ +6.0 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2017 Q3 tone ↓ -11.9 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -2.5 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -2.2 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -11.6 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↑ +4.8 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -3.1 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -4.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.3 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -5.3 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -2.8 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -5.0 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-06+14.8——View →
2024 Q42025-02-13+16.7——View →
2024 Q32024-11-07+6.0$6.2518.5View →
2024 Q22024-08-06+11.0$6.1516.3View →
2024 Q12024-05-07+12.7$6.0515.8View →
2023 Q42024-02-08+15.5$5.9716.4View →
2023 Q32023-11-02+8.9$5.8915.9View →
2023 Q22023-08-08+7.2$5.8115.6View →