Subtext

HP Inc. HPQ

SectorInformation Technology
Transcripts64
Date range2005-11-28 – 2025-02-27
Calls charted64

Sentiment timeline

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

-24-12+0+12+242005 Q42007 Q42013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22005 Q4 · Overall: +11.12006 Q1 · Overall: +5.12006 Q2 · Overall: +5.02006 Q3 · Overall: +7.82006 Q4 · Overall: +11.92007 Q1 · Overall: +11.42007 Q2 · Overall: +8.22007 Q3 · Overall: +14.02007 Q4 · Overall: +10.02008 Q1 · Overall: +9.72010 Q1 · Overall: +14.62012 Q1 · Overall: +1.12012 Q2 · Overall: +7.72012 Q3 · Overall: +1.72012 Q4 · Overall: +1.32013 Q1 · Overall: +9.52013 Q2 · Overall: +8.52013 Q3 · Overall: +10.12013 Q4 · Overall: +14.42014 Q1 · Overall: +12.22014 Q2 · Overall: +17.12014 Q3 · Overall: +16.42014 Q4 · Overall: +16.62015 Q1 · Overall: +10.82015 Q2 · Overall: +5.82015 Q3 · Overall: +10.42015 Q4 · Overall: +8.72016 Q1 · Overall: +4.22016 Q2 · Overall: +15.32016 Q3 · Overall: +8.72016 Q4 · Overall: +12.82017 Q1 · Overall: +15.42017 Q2 · Overall: +13.52017 Q3 · Overall: +11.32017 Q4 · Overall: +12.42018 Q1 · Overall: +15.62018 Q2 · Overall: +15.12018 Q3 · Overall: +16.02018 Q4 · Overall: +9.42019 Q1 · Overall: +4.52019 Q2 · Overall: +4.82019 Q3 · Overall: +6.82019 Q4 · Overall: +6.82020 Q1 · Overall: +9.52020 Q2 · Overall: +5.32020 Q3 · Overall: +9.42020 Q4 · Overall: +6.62021 Q1 · Overall: +20.72021 Q2 · Overall: +14.22021 Q3 · Overall: +11.52021 Q4 · Overall: +14.62022 Q1 · Overall: +7.72022 Q2 · Overall: +8.12022 Q3 · Overall: +3.12022 Q4 · Overall: +7.52023 Q1 · Overall: +10.32023 Q2 · Overall: +15.62023 Q3 · Overall: +11.92023 Q4 · Overall: +15.72024 Q1 · Overall: +10.72024 Q2 · Overall: +15.92024 Q3 · Overall: +13.02024 Q4 · Overall: +16.12025 Q1 · Overall: +15.5
Overall

CEO vs CFO

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

-41-20+0+20+412005 Q42007 Q42013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22005 Q4 · CEO: +35.52006 Q1 · CEO: +16.92006 Q2 · CEO: +16.12006 Q3 · CEO: +19.92006 Q4 · CEO: +16.62007 Q1 · CEO: +24.12007 Q2 · CEO: +13.22007 Q3 · CEO: +10.52008 Q1 · CEO: +8.12010 Q1 · CEO: +31.62012 Q1 · CEO: +9.52012 Q2 · CEO: +20.22012 Q3 · CEO: +12.22012 Q4 · CEO: +8.22013 Q1 · CEO: +16.42013 Q2 · CEO: +15.82013 Q3 · CEO: +15.32013 Q4 · CEO: +30.02014 Q1 · CEO: +15.42014 Q2 · CEO: +24.22014 Q3 · CEO: +25.12014 Q4 · CEO: +23.72015 Q1 · CEO: +14.62015 Q2 · CEO: +13.72015 Q3 · CEO: +15.72016 Q1 · CEO: +15.92016 Q2 · CEO: +23.42016 Q3 · CEO: +20.52016 Q4 · CEO: +23.72017 Q1 · CEO: +26.92017 Q2 · CEO: +23.12017 Q3 · CEO: +22.32017 Q4 · CEO: +24.02018 Q1 · CEO: +25.72018 Q2 · CEO: +31.42018 Q3 · CEO: +24.82018 Q4 · CEO: +13.62019 Q1 · CEO: +3.32019 Q2 · CEO: +11.52019 Q3 · CEO: +1.52019 Q4 · CEO: +8.52020 Q1 · CEO: +13.12020 Q2 · CEO: +4.92020 Q3 · CEO: +16.72020 Q4 · CEO: +14.22021 Q1 · CEO: +31.92021 Q2 · CEO: +21.42021 Q3 · CEO: +19.72021 Q4 · CEO: +23.42022 Q1 · CEO: +15.32022 Q2 · CEO: +13.22022 Q3 · CEO: +8.02022 Q4 · CEO: +14.02023 Q1 · CEO: +21.82023 Q2 · CEO: +29.32023 Q3 · CEO: +18.52023 Q4 · CEO: +25.72024 Q1 · CEO: +23.42024 Q2 · CEO: +27.32024 Q3 · CEO: +22.12024 Q4 · CEO: +25.22025 Q1 · CEO: +27.42005 Q4 · CFO: -1.82006 Q1 · CFO: -2.72006 Q2 · CFO: +0.02006 Q3 · CFO: +2.22007 Q1 · CFO: +8.02007 Q3 · CFO: +23.92007 Q4 · CFO: +13.32008 Q1 · CFO: +18.92010 Q1 · CFO: +14.32012 Q1 · CFO: -7.92012 Q2 · CFO: -4.52012 Q3 · CFO: -7.52012 Q4 · CFO: +0.32013 Q1 · CFO: +4.62013 Q2 · CFO: +2.32013 Q3 · CFO: +9.02013 Q4 · CFO: +8.62014 Q1 · CFO: +12.82014 Q2 · CFO: +20.32014 Q3 · CFO: +15.52014 Q4 · CFO: +13.52015 Q2 · CFO: +3.42015 Q3 · CFO: +11.52016 Q1 · CFO: +0.02016 Q2 · CFO: +15.42016 Q3 · CFO: +9.62016 Q4 · CFO: +6.22017 Q1 · CFO: +18.42017 Q2 · CFO: +12.72017 Q3 · CFO: +12.12017 Q4 · CFO: +8.12018 Q1 · CFO: +8.52018 Q2 · CFO: +10.32018 Q3 · CFO: +15.62018 Q4 · CFO: +8.62019 Q1 · CFO: +5.92019 Q2 · CFO: +8.12019 Q3 · CFO: +9.52019 Q4 · CFO: +14.22020 Q1 · CFO: +11.82020 Q2 · CFO: +11.42020 Q4 · CFO: +2.62021 Q1 · CFO: +20.92021 Q2 · CFO: +15.72021 Q3 · CFO: +10.82021 Q4 · CFO: +11.52022 Q1 · CFO: +10.12022 Q2 · CFO: +9.12022 Q3 · CFO: +3.32022 Q4 · CFO: +6.32023 Q1 · CFO: +7.62023 Q2 · CFO: +13.32023 Q3 · CFO: +11.72023 Q4 · CFO: +14.42024 Q1 · CFO: +3.42024 Q2 · CFO: +10.32024 Q3 · CFO: +15.72024 Q4 · CFO: +20.02025 Q1 · CFO: +14.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-37-18+0+18+372005 Q42007 Q42013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22005 Q4 · Prepared remarks: +11.02006 Q1 · Prepared remarks: +9.52006 Q2 · Prepared remarks: +10.72006 Q3 · Prepared remarks: +10.82006 Q4 · Prepared remarks: +10.72007 Q1 · Prepared remarks: +21.12007 Q2 · Prepared remarks: +14.52007 Q3 · Prepared remarks: +16.42007 Q4 · Prepared remarks: +9.22008 Q1 · Prepared remarks: +19.52010 Q1 · Prepared remarks: +26.02012 Q1 · Prepared remarks: +0.72012 Q2 · Prepared remarks: +9.22012 Q3 · Prepared remarks: +5.72012 Q4 · Prepared remarks: +6.32013 Q1 · Prepared remarks: +13.02013 Q2 · Prepared remarks: +9.92013 Q3 · Prepared remarks: +10.12013 Q4 · Prepared remarks: +20.92014 Q1 · Prepared remarks: +19.52014 Q2 · Prepared remarks: +22.22014 Q3 · Prepared remarks: +16.52014 Q4 · Prepared remarks: +20.92015 Q1 · Prepared remarks: +13.42015 Q2 · Prepared remarks: +9.82015 Q3 · Prepared remarks: +21.42015 Q4 · Prepared remarks: +11.82016 Q1 · Prepared remarks: +6.52016 Q2 · Prepared remarks: +23.22016 Q3 · Prepared remarks: +17.32016 Q4 · Prepared remarks: +20.82017 Q1 · Prepared remarks: +32.12017 Q2 · Prepared remarks: +26.92017 Q3 · Prepared remarks: +19.72017 Q4 · Prepared remarks: +23.02018 Q1 · Prepared remarks: +15.92018 Q2 · Prepared remarks: +30.02018 Q3 · Prepared remarks: +16.42018 Q4 · Prepared remarks: +9.52019 Q1 · Prepared remarks: +4.52019 Q2 · Prepared remarks: +4.72019 Q3 · Prepared remarks: +15.12019 Q4 · Prepared remarks: +4.92020 Q1 · Prepared remarks: +27.32020 Q2 · Prepared remarks: +31.12020 Q3 · Prepared remarks: +22.02020 Q4 · Prepared remarks: +12.32021 Q1 · Prepared remarks: +28.82021 Q2 · Prepared remarks: +26.22021 Q3 · Prepared remarks: +22.02021 Q4 · Prepared remarks: +18.02022 Q1 · Prepared remarks: +17.12022 Q2 · Prepared remarks: +12.12022 Q3 · Prepared remarks: +6.12022 Q4 · Prepared remarks: +12.02023 Q1 · Prepared remarks: +14.82023 Q2 · Prepared remarks: +23.92023 Q3 · Prepared remarks: +21.62023 Q4 · Prepared remarks: +22.62024 Q1 · Prepared remarks: +15.52024 Q2 · Prepared remarks: +23.92024 Q3 · Prepared remarks: +22.72024 Q4 · Prepared remarks: +28.42025 Q1 · Prepared remarks: +22.72006 Q1 · Q&A responses: +6.42006 Q2 · Q&A responses: +6.02006 Q3 · Q&A responses: +14.72006 Q4 · Q&A responses: +20.42007 Q1 · Q&A responses: +8.42007 Q2 · Q&A responses: +8.72007 Q3 · Q&A responses: +19.72007 Q4 · Q&A responses: +13.72008 Q1 · Q&A responses: +7.52010 Q1 · Q&A responses: +11.22012 Q1 · Q&A responses: +4.92012 Q2 · Q&A responses: +11.02012 Q3 · Q&A responses: +1.02012 Q4 · Q&A responses: +0.32013 Q1 · Q&A responses: +6.92013 Q2 · Q&A responses: +7.62013 Q4 · Q&A responses: +12.02014 Q1 · Q&A responses: +6.22014 Q2 · Q&A responses: +13.42014 Q3 · Q&A responses: +20.92014 Q4 · Q&A responses: +15.32015 Q1 · Q&A responses: +13.82015 Q2 · Q&A responses: +6.02015 Q3 · Q&A responses: +4.22015 Q4 · Q&A responses: +9.72016 Q1 · Q&A responses: +9.72016 Q2 · Q&A responses: +17.32016 Q3 · Q&A responses: +9.72016 Q4 · Q&A responses: +10.42017 Q1 · Q&A responses: +14.22017 Q2 · Q&A responses: +9.72017 Q3 · Q&A responses: +14.32017 Q4 · Q&A responses: +11.72018 Q2 · Q&A responses: +5.72019 Q3 · Q&A responses: +8.02019 Q4 · Q&A responses: +13.92020 Q1 · Q&A responses: +13.82020 Q2 · Q&A responses: +7.12020 Q3 · Q&A responses: +15.72020 Q4 · Q&A responses: +11.12021 Q1 · Q&A responses: +25.02021 Q2 · Q&A responses: +10.92021 Q3 · Q&A responses: +9.82021 Q4 · Q&A responses: +17.62022 Q1 · Q&A responses: +7.72022 Q2 · Q&A responses: +9.32022 Q3 · Q&A responses: +5.62022 Q4 · Q&A responses: +6.82023 Q1 · Q&A responses: +11.62023 Q2 · Q&A responses: +14.82023 Q3 · Q&A responses: +9.12023 Q4 · Q&A responses: +12.72024 Q1 · Q&A responses: +13.92024 Q2 · Q&A responses: +13.12024 Q3 · Q&A responses: +11.72024 Q4 · Q&A responses: +13.22025 Q1 · Q&A responses: +16.2
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

$1.38$2.99$4.592005 Q42007 Q42013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22013 Q3: $3.762013 Q4: $3.852014 Q1: $3.932014 Q2: $3.992014 Q3: $3.732014 Q4: $3.762015 Q1: $3.692015 Q2: $1.632015 Q3: $1.612015 Q4: $1.632016 Q1: $1.602016 Q2: $1.602016 Q3: $1.642016 Q4: $1.702017 Q1: $1.752017 Q4: $1.822018 Q1: $2.022018 Q2: $2.092018 Q3: $2.152018 Q4: $2.212019 Q1: $2.212019 Q2: $2.252019 Q3: $2.242019 Q4: $2.272020 Q1: $2.582020 Q2: $2.262020 Q3: $2.372020 Q4: $2.692021 Q1: $3.312021 Q2: $3.562021 Q3: $3.792021 Q4: $4.212022 Q1: $4.342022 Q2: $4.372022 Q3: $3.822022 Q4: $3.402023 Q1: $3.452023 Q2: $3.492023 Q3: $3.442023 Q4: $3.482024 Q1: $3.502024 Q2: $3.622024 Q3: $3.592024 Q4: $3.61

Forward P/E

4.538.4112.302005 Q42007 Q42013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22013 Q3: 8.402013 Q4: 9.022014 Q1: 9.332014 Q2: 9.692014 Q3: 8.862014 Q4: 8.572015 Q1: 7.712015 Q2: 7.532015 Q3: 7.202015 Q4: 7.992016 Q1: 8.922016 Q2: 9.762016 Q3: 10.722016 Q4: 10.262017 Q1: 11.012017 Q4: 11.422018 Q1: 11.622018 Q2: 11.252018 Q3: 11.762018 Q4: 9.312019 Q1: 8.872019 Q2: 9.182019 Q3: 8.362019 Q4: 8.962020 Q1: 5.072020 Q2: 7.442020 Q3: 8.182020 Q4: 8.912021 Q1: 9.302021 Q2: 8.162021 Q3: 7.382021 Q4: 8.622022 Q1: 8.252022 Q2: 7.872022 Q3: 7.072022 Q4: 8.332023 Q1: 8.112023 Q2: 8.872023 Q3: 8.242023 Q4: 8.672024 Q1: 8.782024 Q2: 10.142024 Q3: 9.622024 Q4: 9.01

Divergence watch ⚑

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

  • 2014 Q1 tone ↓ -2.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -6.6 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -6.6 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -2.9 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -6.6 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -2.7 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.9 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +4.4 fwd EPS ↓ -0.42 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-02-27+15.5——View →
2024 Q42024-11-26+16.1$3.619.0View →
2024 Q32024-08-28+13.0$3.599.6View →
2024 Q22024-05-29+15.9$3.6210.1View →
2024 Q12024-02-28+10.7$3.508.8View →
2023 Q42023-11-21+15.7$3.488.7View →
2023 Q32023-08-29+11.9$3.448.2View →
2023 Q22023-05-30+15.6$3.498.9View →