Subtext

First Solar, Inc. FSLR

SectorInformation Technology
Transcripts57
Date range2009-04-29 – 2025-04-29
Calls charted57

Sentiment timeline

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

-21-11+0+11+212009 Q12011 Q12013 Q12015 Q12017 Q12021 Q12023 Q12025 Q12009 Q1 · Overall: +2.52009 Q2 · Overall: -1.22009 Q3 · Overall: +5.92009 Q4 · Overall: +2.22010 Q1 · Overall: +2.52010 Q2 · Overall: +7.12010 Q3 · Overall: +5.42010 Q4 · Overall: +6.02011 Q1 · Overall: +4.62011 Q2 · Overall: +7.22011 Q3 · Overall: +7.72011 Q4 · Overall: -4.32012 Q1 · Overall: -2.12012 Q2 · Overall: +4.52012 Q3 · Overall: +1.72012 Q4 · Overall: +7.02013 Q1 · Overall: +3.02013 Q2 · Overall: +9.82013 Q3 · Overall: +9.52013 Q4 · Overall: +5.82014 Q1 · Overall: +11.92014 Q2 · Overall: +11.92014 Q3 · Overall: +6.52014 Q4 · Overall: +14.42015 Q1 · Overall: +13.92015 Q2 · Overall: +16.62015 Q3 · Overall: +14.92015 Q4 · Overall: +18.32016 Q1 · Overall: +9.42016 Q2 · Overall: +8.02016 Q3 · Overall: +7.62016 Q4 · Overall: +4.02017 Q1 · Overall: +8.52017 Q2 · Overall: +8.12017 Q3 · Overall: +4.92017 Q4 · Overall: +11.32020 Q1 · Overall: +1.12020 Q2 · Overall: +4.92020 Q3 · Overall: +6.32020 Q4 · Overall: +7.82021 Q1 · Overall: +6.12021 Q2 · Overall: +7.32021 Q3 · Overall: +3.32021 Q4 · Overall: +5.42022 Q1 · Overall: -0.32022 Q2 · Overall: +4.42022 Q3 · Overall: +3.42022 Q4 · Overall: +4.52023 Q1 · Overall: +7.52023 Q2 · Overall: +5.02023 Q3 · Overall: +3.32023 Q4 · Overall: +0.82024 Q1 · Overall: -3.42024 Q2 · Overall: -2.42024 Q3 · Overall: -3.42024 Q4 · Overall: -4.02025 Q1 · Overall: -4.0
Overall

CEO vs CFO

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

-28-14+0+14+282009 Q12011 Q12013 Q12015 Q12017 Q12021 Q12023 Q12025 Q12009 Q1 · CEO: +3.82009 Q2 · CEO: -0.82009 Q3 · CEO: +20.82009 Q4 · CEO: +9.72010 Q1 · CEO: +12.32010 Q2 · CEO: +15.32010 Q3 · CEO: +14.82010 Q4 · CEO: +13.32011 Q1 · CEO: +8.52011 Q2 · CEO: +13.02011 Q3 · CEO: +5.42011 Q4 · CEO: -1.82012 Q1 · CEO: +7.32012 Q2 · CEO: +10.42012 Q3 · CEO: +1.62013 Q1 · CEO: +5.12013 Q2 · CEO: +10.52013 Q3 · CEO: +11.52013 Q4 · CEO: +7.52014 Q1 · CEO: +12.02014 Q2 · CEO: +18.32014 Q3 · CEO: +10.42014 Q4 · CEO: +24.32015 Q1 · CEO: +19.82015 Q2 · CEO: +24.32015 Q3 · CEO: +17.12015 Q4 · CEO: +22.82016 Q1 · CEO: +13.72016 Q2 · CEO: +14.62016 Q3 · CEO: +12.12016 Q4 · CEO: +9.82017 Q1 · CEO: +17.22017 Q2 · CEO: +9.42017 Q3 · CEO: +8.42017 Q4 · CEO: +19.42020 Q1 · CEO: +3.72020 Q2 · CEO: +11.42020 Q3 · CEO: +12.92020 Q4 · CEO: +14.12021 Q1 · CEO: +10.62021 Q2 · CEO: +12.52021 Q3 · CEO: +6.82021 Q4 · CEO: +7.72022 Q1 · CEO: +1.82022 Q2 · CEO: +8.02022 Q3 · CEO: +11.62022 Q4 · CEO: +7.62023 Q1 · CEO: +14.02023 Q2 · CEO: +9.12023 Q3 · CEO: +8.52023 Q4 · CEO: +6.22024 Q2 · CEO: -0.32024 Q3 · CEO: +1.72024 Q4 · CEO: -2.52025 Q1 · CEO: -2.02009 Q1 · CFO: +2.52009 Q2 · CFO: +1.62009 Q3 · CFO: +1.62009 Q4 · CFO: -1.32010 Q1 · CFO: +3.32010 Q2 · CFO: +0.02010 Q3 · CFO: +1.02010 Q4 · CFO: +8.12011 Q1 · CFO: +8.02011 Q2 · CFO: +1.12011 Q3 · CFO: +13.32011 Q4 · CFO: -1.52012 Q1 · CFO: -6.22012 Q2 · CFO: -4.32012 Q3 · CFO: +5.82012 Q4 · CFO: +7.42013 Q1 · CFO: +5.92013 Q2 · CFO: +12.92013 Q3 · CFO: +14.52013 Q4 · CFO: +8.42014 Q1 · CFO: +22.12014 Q2 · CFO: +9.42014 Q3 · CFO: +11.02014 Q4 · CFO: +11.62015 Q1 · CFO: +11.32015 Q2 · CFO: +13.52015 Q3 · CFO: +19.62015 Q4 · CFO: +24.62016 Q1 · CFO: +15.52016 Q2 · CFO: +6.32016 Q3 · CFO: +8.12016 Q4 · CFO: -1.02017 Q1 · CFO: +5.82017 Q2 · CFO: +9.92017 Q3 · CFO: +6.22017 Q4 · CFO: +5.12020 Q1 · CFO: +0.62020 Q2 · CFO: -3.62020 Q3 · CFO: -2.12020 Q4 · CFO: +1.22021 Q1 · CFO: -1.32021 Q2 · CFO: +2.32021 Q3 · CFO: +0.72021 Q4 · CFO: +4.42022 Q1 · CFO: -3.72022 Q2 · CFO: +3.02022 Q3 · CFO: -10.62022 Q4 · CFO: +4.02023 Q1 · CFO: +1.32023 Q2 · CFO: -1.72023 Q3 · CFO: -1.52023 Q4 · CFO: -4.52024 Q2 · CFO: -4.12024 Q3 · CFO: -9.22024 Q4 · CFO: -4.82025 Q1 · CFO: -8.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-16+0+16+312009 Q12011 Q12013 Q12015 Q12017 Q12021 Q12023 Q12025 Q12009 Q1 · Prepared remarks: +4.12009 Q2 · Prepared remarks: +0.92009 Q3 · Prepared remarks: +12.62009 Q4 · Prepared remarks: +5.62010 Q1 · Prepared remarks: +7.12010 Q2 · Prepared remarks: +8.72010 Q3 · Prepared remarks: +7.72010 Q4 · Prepared remarks: +8.92011 Q1 · Prepared remarks: +5.62011 Q2 · Prepared remarks: +9.12011 Q3 · Prepared remarks: +11.82011 Q4 · Prepared remarks: -1.72012 Q1 · Prepared remarks: -0.82012 Q2 · Prepared remarks: +2.72012 Q3 · Prepared remarks: +6.12012 Q4 · Prepared remarks: +7.42013 Q1 · Prepared remarks: +8.22013 Q2 · Prepared remarks: +11.32013 Q3 · Prepared remarks: +11.62013 Q4 · Prepared remarks: +12.12014 Q1 · Prepared remarks: +16.82014 Q2 · Prepared remarks: +22.52014 Q3 · Prepared remarks: +16.62014 Q4 · Prepared remarks: +14.72015 Q1 · Prepared remarks: +23.22015 Q2 · Prepared remarks: +23.62015 Q3 · Prepared remarks: +25.22015 Q4 · Prepared remarks: +27.32016 Q1 · Prepared remarks: +26.52016 Q2 · Prepared remarks: +14.62016 Q3 · Prepared remarks: +10.42016 Q4 · Prepared remarks: +7.42017 Q1 · Prepared remarks: +10.52017 Q2 · Prepared remarks: +10.02017 Q3 · Prepared remarks: +14.82017 Q4 · Prepared remarks: +17.12020 Q1 · Prepared remarks: +1.02020 Q2 · Prepared remarks: +8.32020 Q3 · Prepared remarks: +7.02020 Q4 · Prepared remarks: +8.62021 Q1 · Prepared remarks: +9.22021 Q2 · Prepared remarks: +9.02021 Q3 · Prepared remarks: +2.42021 Q4 · Prepared remarks: +6.02022 Q1 · Prepared remarks: -0.22022 Q2 · Prepared remarks: +3.52022 Q3 · Prepared remarks: +0.22022 Q4 · Prepared remarks: +6.12023 Q1 · Prepared remarks: +11.52023 Q2 · Prepared remarks: +5.02023 Q3 · Prepared remarks: +5.82023 Q4 · Prepared remarks: +0.02024 Q1 · Prepared remarks: +19.22024 Q2 · Prepared remarks: -3.22024 Q3 · Prepared remarks: -3.62024 Q4 · Prepared remarks: -2.22025 Q1 · Prepared remarks: -5.22009 Q1 · Q&A responses: +1.32009 Q2 · Q&A responses: -0.72009 Q3 · Q&A responses: +1.82009 Q4 · Q&A responses: +3.22010 Q1 · Q&A responses: +6.02010 Q2 · Q&A responses: +6.22010 Q3 · Q&A responses: +13.62010 Q4 · Q&A responses: +6.92011 Q1 · Q&A responses: +5.92011 Q2 · Q&A responses: +8.92011 Q3 · Q&A responses: +5.12011 Q4 · Q&A responses: -2.72012 Q1 · Q&A responses: -6.02012 Q2 · Q&A responses: +8.72012 Q3 · Q&A responses: -1.12013 Q1 · Q&A responses: +1.92013 Q2 · Q&A responses: +8.92013 Q3 · Q&A responses: +11.72013 Q4 · Q&A responses: -2.52014 Q1 · Q&A responses: +14.32014 Q2 · Q&A responses: +7.32014 Q3 · Q&A responses: +6.02015 Q1 · Q&A responses: +6.22015 Q2 · Q&A responses: +13.32015 Q3 · Q&A responses: +7.52015 Q4 · Q&A responses: +16.52016 Q1 · Q&A responses: +4.82016 Q2 · Q&A responses: +3.42016 Q3 · Q&A responses: +10.12016 Q4 · Q&A responses: +2.02017 Q1 · Q&A responses: +11.32017 Q2 · Q&A responses: -15.52017 Q3 · Q&A responses: +0.02017 Q4 · Q&A responses: +8.22020 Q1 · Q&A responses: +4.42020 Q2 · Q&A responses: +1.62020 Q3 · Q&A responses: +6.52020 Q4 · Q&A responses: +9.72021 Q1 · Q&A responses: +2.82021 Q2 · Q&A responses: +7.12021 Q3 · Q&A responses: +7.42021 Q4 · Q&A responses: +7.82022 Q1 · Q&A responses: +1.72022 Q2 · Q&A responses: +10.02022 Q3 · Q&A responses: +8.92022 Q4 · Q&A responses: +4.32023 Q1 · Q&A responses: +1.52023 Q2 · Q&A responses: +6.52023 Q3 · Q&A responses: +3.92023 Q4 · Q&A responses: +5.32024 Q1 · Q&A responses: -8.82024 Q2 · Q&A responses: +2.42024 Q3 · Q&A responses: -1.42024 Q4 · Q&A responses: -6.72025 Q1 · Q&A responses: -1.4
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

$-1.08$9.95$20.982009 Q12011 Q12013 Q12015 Q12017 Q12021 Q12023 Q12025 Q12014 Q1: $3.032014 Q2: $3.672014 Q3: $4.082014 Q4: $4.572015 Q1: $3.172015 Q2: $2.942015 Q3: $3.742015 Q4: $4.192016 Q1: $4.192016 Q2: $3.752016 Q3: $2.732016 Q4: $0.442017 Q1: $0.562017 Q2: $0.672017 Q3: $1.502017 Q4: $1.472020 Q1: $3.372020 Q2: $3.162020 Q3: $3.342020 Q4: $3.612021 Q1: $4.052021 Q2: $3.872021 Q3: $3.052021 Q4: $2.182022 Q1: $0.952022 Q2: $1.042022 Q3: $1.812022 Q4: $4.712023 Q1: $8.612023 Q2: $10.052023 Q3: $11.842023 Q4: $13.372024 Q1: $15.522024 Q2: $17.492024 Q3: $19.45

Forward P/E

3.1445.4387.722009 Q12011 Q12013 Q12015 Q12017 Q12021 Q12023 Q12025 Q12014 Q1: 22.902014 Q2: 19.012014 Q3: 17.552014 Q4: 9.272015 Q1: 19.412015 Q2: 17.612015 Q3: 12.782015 Q4: 15.662016 Q1: 17.202016 Q2: 12.852016 Q3: 12.842016 Q4: 73.952017 Q1: 59.192017 Q2: 54.012017 Q3: 31.322017 Q4: 46.592020 Q1: 8.972020 Q2: 15.792020 Q3: 21.542020 Q4: 25.422021 Q1: 19.762021 Q2: 20.032021 Q3: 34.302021 Q4: 43.662022 Q1: 81.892022 Q2: 61.572022 Q3: 75.112022 Q4: 33.992023 Q1: 23.622023 Q2: 19.212023 Q3: 14.412023 Q4: 10.962024 Q1: 10.182024 Q2: 15.002024 Q3: 12.43

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -5.4 fwd EPS ↑ +0.42 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↑ +2.8 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2017 Q3 tone ↓ -3.3 fwd EPS ↑ +0.83 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↑ +6.5 fwd EPS ↓ -0.03 Tone rose while the forward EPS estimate was cut.
  • 2020 Q1 tone ↓ -10.2 fwd EPS ↑ +1.90 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +3.8 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2021 Q4 tone ↑ +2.1 fwd EPS ↓ -0.87 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -2.5 fwd EPS ↑ +1.45 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -2.5 fwd EPS ↑ +1.53 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -4.2 fwd EPS ↑ +2.15 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29-4.0——View →
2024 Q42025-02-25-4.0——View →
2024 Q32024-10-29-3.4$19.4512.4View →
2024 Q22024-07-30-2.4$17.4915.0View →
2024 Q12024-05-01-3.4$15.5210.2View →
2023 Q42024-02-27+0.8$13.3711.0View →
2023 Q32023-10-31+3.3$11.8414.4View →
2023 Q22023-07-27+5.0$10.0519.2View →