Subtext

Gilead Sciences, Inc. GILD

SectorHealth Care
Transcripts77
Date range2006-02-02 – 2025-04-24
Calls charted77

Sentiment timeline

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

-13-6+0+6+132005 Q42008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32005 Q4 · Overall: +5.22006 Q1 · Overall: +3.72006 Q2 · Overall: +2.22006 Q3 · Overall: +2.62006 Q4 · Overall: +3.22007 Q1 · Overall: +2.72007 Q2 · Overall: +3.42007 Q3 · Overall: +3.32007 Q4 · Overall: +3.82008 Q1 · Overall: +2.62008 Q2 · Overall: +1.42008 Q3 · Overall: +3.52008 Q4 · Overall: +2.82009 Q1 · Overall: +2.92009 Q2 · Overall: +4.42009 Q3 · Overall: +3.82009 Q4 · Overall: +1.72010 Q1 · Overall: +1.02010 Q3 · Overall: -0.82010 Q4 · Overall: +1.82011 Q1 · Overall: -4.62011 Q2 · Overall: -1.42011 Q3 · Overall: +2.92011 Q4 · Overall: +0.12012 Q1 · Overall: -0.92012 Q2 · Overall: -3.92012 Q3 · Overall: -1.82012 Q4 · Overall: -1.02013 Q1 · Overall: -4.42013 Q2 · Overall: -2.52013 Q3 · Overall: +0.82013 Q4 · Overall: +2.42014 Q1 · Overall: -0.92014 Q2 · Overall: -1.32014 Q3 · Overall: +1.72014 Q4 · Overall: +2.82015 Q1 · Overall: +2.82015 Q2 · Overall: +7.32015 Q3 · Overall: +4.62015 Q4 · Overall: +8.22016 Q1 · Overall: +3.12016 Q2 · Overall: +2.82016 Q3 · Overall: +3.62016 Q4 · Overall: +0.42017 Q1 · Overall: +4.22017 Q2 · Overall: -1.12017 Q3 · Overall: +2.42017 Q4 · Overall: +4.12018 Q1 · Overall: +6.42018 Q2 · Overall: +8.32018 Q3 · Overall: +7.62018 Q4 · Overall: +3.92019 Q1 · Overall: +10.92019 Q2 · Overall: +8.72019 Q3 · Overall: +6.62019 Q4 · Overall: +7.22020 Q1 · Overall: -0.12020 Q2 · Overall: +8.12020 Q3 · Overall: +5.82020 Q4 · Overall: +4.52021 Q1 · Overall: +4.02021 Q2 · Overall: +5.72021 Q3 · Overall: +6.62021 Q4 · Overall: +4.02022 Q1 · Overall: +5.62022 Q2 · Overall: +6.22022 Q3 · Overall: +7.62022 Q4 · Overall: +9.72023 Q1 · Overall: +5.32023 Q2 · Overall: +8.72023 Q3 · Overall: +6.42023 Q4 · Overall: +4.52024 Q1 · Overall: +4.82024 Q2 · Overall: +6.02024 Q3 · Overall: +3.92024 Q4 · Overall: +6.82025 Q1 · Overall: +5.8
Overall

CEO vs CFO

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

-37-19+0+19+372005 Q42008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32005 Q4 · CEO: +15.22006 Q3 · CEO: +17.12006 Q4 · CEO: +6.42007 Q1 · CEO: -1.82007 Q2 · CEO: +8.32007 Q3 · CEO: +4.42007 Q4 · CEO: +10.22008 Q1 · CEO: -2.32008 Q3 · CEO: +8.92008 Q4 · CEO: +5.42009 Q1 · CEO: +16.32009 Q2 · CEO: +32.42009 Q3 · CEO: +10.12009 Q4 · CEO: +10.22010 Q1 · CEO: +2.02010 Q3 · CEO: +4.22010 Q4 · CEO: +12.82011 Q1 · CEO: +7.22011 Q2 · CEO: -3.82011 Q3 · CEO: +11.82011 Q4 · CEO: +17.22012 Q2 · CEO: -6.62012 Q3 · CEO: +4.02012 Q4 · CEO: +1.52013 Q1 · CEO: +7.12013 Q3 · CEO: +6.82013 Q4 · CEO: +14.52014 Q1 · CEO: -5.22014 Q2 · CEO: +2.42014 Q3 · CEO: +3.72014 Q4 · CEO: +4.52015 Q1 · CEO: +10.12015 Q2 · CEO: +12.92015 Q3 · CEO: +6.12015 Q4 · CEO: +17.92016 Q2 · CEO: +14.72016 Q3 · CEO: +16.92016 Q4 · CEO: +6.22017 Q1 · CEO: +7.62017 Q2 · CEO: +14.92017 Q3 · CEO: +9.92017 Q4 · CEO: +14.32018 Q1 · CEO: +22.12018 Q4 · CEO: +1.92019 Q1 · CEO: +21.82019 Q2 · CEO: +16.02019 Q3 · CEO: +13.72019 Q4 · CEO: +16.62020 Q1 · CEO: +4.22020 Q2 · CEO: +15.12020 Q3 · CEO: +13.72020 Q4 · CEO: +15.32021 Q1 · CEO: +8.62021 Q2 · CEO: +11.22021 Q4 · CEO: +10.32022 Q1 · CEO: +13.52022 Q2 · CEO: +5.32022 Q3 · CEO: +12.82022 Q4 · CEO: +26.22023 Q1 · CEO: +12.62023 Q2 · CEO: +15.62023 Q3 · CEO: +13.52023 Q4 · CEO: +12.02024 Q2 · CEO: +12.62024 Q3 · CEO: +26.02024 Q4 · CEO: +20.02025 Q1 · CEO: +16.12006 Q3 · CFO: +0.82006 Q4 · CFO: +3.82008 Q4 · CFO: +7.62009 Q1 · CFO: +4.62009 Q2 · CFO: -2.32009 Q3 · CFO: +2.52009 Q4 · CFO: -1.42010 Q1 · CFO: -0.92010 Q3 · CFO: -1.42010 Q4 · CFO: +7.82011 Q1 · CFO: -6.12011 Q2 · CFO: +1.12011 Q3 · CFO: -0.82011 Q4 · CFO: -4.02012 Q1 · CFO: -9.62012 Q2 · CFO: +20.02012 Q3 · CFO: +2.22012 Q4 · CFO: +5.82013 Q1 · CFO: +0.02013 Q2 · CFO: +18.72013 Q3 · CFO: +7.02013 Q4 · CFO: +5.62014 Q1 · CFO: +9.62014 Q2 · CFO: +1.92014 Q3 · CFO: +6.22014 Q4 · CFO: +7.82015 Q1 · CFO: +4.02015 Q2 · CFO: +11.92016 Q3 · CFO: -2.92016 Q4 · CFO: +3.42017 Q1 · CFO: +8.52017 Q2 · CFO: +9.42017 Q3 · CFO: +2.62017 Q4 · CFO: +12.42018 Q1 · CFO: +10.22018 Q2 · CFO: +13.52018 Q3 · CFO: +9.32018 Q4 · CFO: +0.02019 Q1 · CFO: +6.52019 Q2 · CFO: +9.12019 Q3 · CFO: +5.62019 Q4 · CFO: +1.02020 Q1 · CFO: -1.52020 Q2 · CFO: +2.92020 Q3 · CFO: -2.12020 Q4 · CFO: +1.42021 Q1 · CFO: +8.82021 Q2 · CFO: +7.72021 Q4 · CFO: +4.52022 Q1 · CFO: +5.32022 Q2 · CFO: +7.92022 Q3 · CFO: -4.32022 Q4 · CFO: +4.02023 Q1 · CFO: +12.42023 Q2 · CFO: +10.22023 Q3 · CFO: +10.02023 Q4 · CFO: +5.22024 Q2 · CFO: +9.82024 Q3 · CFO: +12.12024 Q4 · CFO: +0.72025 Q1 · CFO: +17.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-21-11+0+11+212005 Q42008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32005 Q4 · Prepared remarks: +11.62006 Q1 · Prepared remarks: +8.82006 Q2 · Prepared remarks: +8.92006 Q3 · Prepared remarks: +8.32006 Q4 · Prepared remarks: +10.22007 Q1 · Prepared remarks: +7.32007 Q2 · Prepared remarks: +10.42007 Q3 · Prepared remarks: +8.62007 Q4 · Prepared remarks: +12.92008 Q1 · Prepared remarks: +11.92008 Q2 · Prepared remarks: +6.92008 Q3 · Prepared remarks: +10.42008 Q4 · Prepared remarks: +8.02009 Q1 · Prepared remarks: +7.62009 Q2 · Prepared remarks: +8.22009 Q3 · Prepared remarks: +9.42009 Q4 · Prepared remarks: +5.32010 Q1 · Prepared remarks: +6.12010 Q3 · Prepared remarks: +2.72010 Q4 · Prepared remarks: +7.92011 Q1 · Prepared remarks: +1.62011 Q2 · Prepared remarks: +1.62011 Q3 · Prepared remarks: +7.02011 Q4 · Prepared remarks: +10.72012 Q1 · Prepared remarks: +4.82012 Q2 · Prepared remarks: +7.32012 Q3 · Prepared remarks: +9.02012 Q4 · Prepared remarks: +10.62013 Q1 · Prepared remarks: +3.62013 Q2 · Prepared remarks: +7.42013 Q3 · Prepared remarks: +7.32013 Q4 · Prepared remarks: +10.72014 Q1 · Prepared remarks: +7.52014 Q2 · Prepared remarks: +7.32014 Q3 · Prepared remarks: +7.12014 Q4 · Prepared remarks: +8.12015 Q1 · Prepared remarks: +9.72015 Q2 · Prepared remarks: +10.02015 Q3 · Prepared remarks: +11.22015 Q4 · Prepared remarks: +8.62016 Q1 · Prepared remarks: +11.72016 Q2 · Prepared remarks: +8.32016 Q3 · Prepared remarks: +11.92016 Q4 · Prepared remarks: +6.82017 Q1 · Prepared remarks: +6.02017 Q2 · Prepared remarks: +7.12017 Q3 · Prepared remarks: +10.12017 Q4 · Prepared remarks: +12.42018 Q1 · Prepared remarks: +17.12018 Q2 · Prepared remarks: +11.92018 Q3 · Prepared remarks: +15.22018 Q4 · Prepared remarks: +14.82019 Q1 · Prepared remarks: +14.02019 Q2 · Prepared remarks: +18.72019 Q3 · Prepared remarks: +13.72019 Q4 · Prepared remarks: +13.52020 Q1 · Prepared remarks: +2.02020 Q2 · Prepared remarks: +13.22020 Q3 · Prepared remarks: +9.52020 Q4 · Prepared remarks: +8.12021 Q1 · Prepared remarks: +7.82021 Q2 · Prepared remarks: +9.92021 Q3 · Prepared remarks: +10.42021 Q4 · Prepared remarks: +8.42022 Q1 · Prepared remarks: +11.42022 Q2 · Prepared remarks: +11.52022 Q3 · Prepared remarks: +15.52022 Q4 · Prepared remarks: +14.52023 Q1 · Prepared remarks: +9.22023 Q2 · Prepared remarks: +16.22023 Q3 · Prepared remarks: +12.12023 Q4 · Prepared remarks: +10.62024 Q1 · Prepared remarks: +5.52024 Q2 · Prepared remarks: +9.22024 Q3 · Prepared remarks: +8.62024 Q4 · Prepared remarks: +12.02025 Q1 · Prepared remarks: +5.82005 Q4 · Q&A responses: -0.32006 Q1 · Q&A responses: +0.62006 Q2 · Q&A responses: +0.52006 Q3 · Q&A responses: +1.62006 Q4 · Q&A responses: -0.32007 Q1 · Q&A responses: +1.52007 Q2 · Q&A responses: +2.72007 Q3 · Q&A responses: -1.02007 Q4 · Q&A responses: +1.12008 Q1 · Q&A responses: -6.12008 Q2 · Q&A responses: +0.32008 Q3 · Q&A responses: -0.32008 Q4 · Q&A responses: +3.22009 Q1 · Q&A responses: +2.02009 Q2 · Q&A responses: +6.02009 Q3 · Q&A responses: +3.52009 Q4 · Q&A responses: +3.62010 Q1 · Q&A responses: -1.32010 Q3 · Q&A responses: +2.52010 Q4 · Q&A responses: +4.02011 Q1 · Q&A responses: -3.12011 Q2 · Q&A responses: +0.92011 Q3 · Q&A responses: +4.72011 Q4 · Q&A responses: -3.42012 Q1 · Q&A responses: +0.32012 Q2 · Q&A responses: -3.32012 Q3 · Q&A responses: -1.22012 Q4 · Q&A responses: -2.32013 Q1 · Q&A responses: -1.42013 Q2 · Q&A responses: -1.92013 Q3 · Q&A responses: +1.42013 Q4 · Q&A responses: +3.12014 Q1 · Q&A responses: +1.12014 Q2 · Q&A responses: -2.22014 Q3 · Q&A responses: +3.62014 Q4 · Q&A responses: +4.22015 Q1 · Q&A responses: +2.92015 Q2 · Q&A responses: +14.12015 Q3 · Q&A responses: +5.22015 Q4 · Q&A responses: +13.42016 Q1 · Q&A responses: +3.62016 Q2 · Q&A responses: +3.72016 Q3 · Q&A responses: +2.32016 Q4 · Q&A responses: +2.32017 Q1 · Q&A responses: +6.92017 Q2 · Q&A responses: -1.82017 Q3 · Q&A responses: +0.92017 Q4 · Q&A responses: +4.42018 Q1 · Q&A responses: +4.62018 Q2 · Q&A responses: +11.82018 Q3 · Q&A responses: +6.52018 Q4 · Q&A responses: +4.42019 Q1 · Q&A responses: +14.72019 Q2 · Q&A responses: +9.22019 Q3 · Q&A responses: +8.82019 Q4 · Q&A responses: +6.62020 Q1 · Q&A responses: +2.12020 Q2 · Q&A responses: +10.12020 Q3 · Q&A responses: +6.42020 Q4 · Q&A responses: +3.32021 Q1 · Q&A responses: +6.32021 Q2 · Q&A responses: +5.22021 Q3 · Q&A responses: +9.52021 Q4 · Q&A responses: +3.82022 Q1 · Q&A responses: +2.92022 Q2 · Q&A responses: +3.92022 Q3 · Q&A responses: +0.82022 Q4 · Q&A responses: +9.12023 Q1 · Q&A responses: +5.92023 Q2 · Q&A responses: +4.72023 Q3 · Q&A responses: +4.72023 Q4 · Q&A responses: -3.52024 Q1 · Q&A responses: +10.92024 Q2 · Q&A responses: +6.52024 Q3 · Q&A responses: +3.82024 Q4 · Q&A responses: +5.8
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

$3.64$8.28$12.912005 Q42008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32014 Q1: $4.282014 Q2: $7.032014 Q3: $9.012014 Q4: $10.092015 Q1: $9.742015 Q2: $10.872015 Q3: $11.672015 Q4: $11.942016 Q1: $12.282016 Q2: $12.202016 Q3: $11.662016 Q4: $10.832017 Q1: $8.072017 Q2: $7.822017 Q3: $7.872017 Q4: $6.852018 Q1: $6.502018 Q2: $6.312018 Q3: $6.592018 Q4: $6.752019 Q1: $6.712019 Q2: $6.892019 Q3: $6.972019 Q4: $6.942020 Q1: $6.382020 Q2: $6.412020 Q3: $6.992020 Q4: $6.602021 Q1: $7.122021 Q2: $6.862021 Q3: $6.822021 Q4: $6.802022 Q1: $6.522022 Q2: $6.432022 Q3: $6.512022 Q4: $6.762023 Q1: $6.922023 Q2: $6.992023 Q3: $7.082023 Q4: $7.282024 Q1: $7.032024 Q2: $5.462024 Q3: $6.33

Forward P/E

5.7512.2718.782005 Q42008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32014 Q1: 17.882014 Q2: 11.302014 Q3: 11.522014 Q4: 10.152015 Q1: 10.292015 Q2: 10.942015 Q3: 9.522015 Q4: 8.652016 Q1: 7.352016 Q2: 6.812016 Q3: 6.652016 Q4: 6.992017 Q1: 8.482017 Q2: 8.322017 Q3: 10.642017 Q4: 11.182018 Q1: 12.472018 Q2: 11.302018 Q3: 11.212018 Q4: 9.512019 Q1: 9.802019 Q2: 9.912019 Q3: 9.432019 Q4: 9.462020 Q1: 12.442020 Q2: 11.512020 Q3: 9.402020 Q4: 8.932021 Q1: 9.052021 Q2: 9.812021 Q3: 10.522021 Q4: 10.472022 Q1: 8.892022 Q2: 9.072022 Q3: 10.012022 Q4: 13.082023 Q1: 11.512023 Q2: 11.162023 Q3: 10.912023 Q4: 11.412024 Q1: 10.812024 Q2: 11.582024 Q3: 13.24

Divergence watch ⚑

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

  • 2015 Q3 tone ↓ -2.6 fwd EPS ↑ +0.80 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -5.1 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↑ +3.8 fwd EPS ↓ -2.76 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↑ +2.4 fwd EPS ↓ -0.34 Tone rose while the forward EPS estimate was cut.
  • 2018 Q4 tone ↓ -3.8 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.3 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -2.1 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -2.3 fwd EPS ↑ +0.58 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -4.4 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -2.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -2.1 fwd EPS ↑ +0.88 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+5.8——View →
2024 Q42025-02-11+6.8——View →
2024 Q32024-11-06+3.9$6.3313.2View →
2024 Q22024-08-08+6.0$5.4611.6View →
2024 Q12024-04-25+4.8$7.0310.8View →
2023 Q42024-02-06+4.5$7.2811.4View →
2023 Q32023-11-07+6.4$7.0810.9View →
2023 Q22023-08-03+8.7$6.9911.2View →