Subtext

IQVIA Holdings Inc. IQV

SectorHealth Care
Transcripts33
Date range2017-05-03 – 2025-05-06
Calls charted33

Sentiment timeline

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

-10-5+0+5+102017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Overall: +5.02017 Q2 · Overall: +2.42017 Q3 · Overall: -1.62017 Q4 · Overall: +2.62018 Q1 · Overall: +6.82018 Q2 · Overall: +4.62018 Q3 · Overall: +4.82018 Q4 · Overall: +6.72019 Q1 · Overall: +3.42019 Q2 · Overall: +1.02019 Q3 · Overall: +8.32019 Q4 · Overall: +5.82020 Q1 · Overall: -7.42020 Q2 · Overall: +0.62020 Q3 · Overall: -0.82020 Q4 · Overall: +3.42021 Q1 · Overall: +8.72021 Q2 · Overall: +8.32021 Q3 · Overall: +2.72021 Q4 · Overall: +4.82022 Q1 · Overall: -1.92022 Q2 · Overall: -5.22022 Q3 · Overall: -3.42022 Q4 · Overall: +3.72023 Q1 · Overall: -3.52023 Q2 · Overall: +4.82023 Q3 · Overall: +3.82023 Q4 · Overall: +6.32024 Q1 · Overall: +0.62024 Q2 · Overall: +3.72024 Q3 · Overall: -1.62024 Q4 · Overall: +6.02025 Q1 · Overall: -0.1
Overall

CEO vs CFO

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

-21-11+0+11+212017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · CEO: +7.02017 Q2 · CEO: +4.32017 Q3 · CEO: +2.42017 Q4 · CEO: +10.92018 Q1 · CEO: +10.82018 Q2 · CEO: +6.72018 Q3 · CEO: +7.72018 Q4 · CEO: +8.62019 Q1 · CEO: +8.12019 Q2 · CEO: +6.12019 Q3 · CEO: +12.62019 Q4 · CEO: +8.52020 Q1 · CEO: -9.62020 Q2 · CEO: -1.92020 Q3 · CEO: -1.62020 Q4 · CEO: +6.42021 Q1 · CEO: +8.52021 Q2 · CEO: +11.02021 Q3 · CEO: +1.22021 Q4 · CEO: +6.52022 Q1 · CEO: -0.22022 Q2 · CEO: -3.62022 Q3 · CEO: -3.72022 Q4 · CEO: +6.72023 Q1 · CEO: -0.62023 Q2 · CEO: +7.12023 Q3 · CEO: +4.72023 Q4 · CEO: +10.32024 Q1 · CEO: +1.42024 Q2 · CEO: +8.02024 Q3 · CEO: +1.22024 Q4 · CEO: +9.72025 Q1 · CEO: +2.52017 Q1 · CFO: +6.82017 Q2 · CFO: -1.42017 Q3 · CFO: +4.42017 Q4 · CFO: -3.32018 Q1 · CFO: +3.12018 Q2 · CFO: +3.02018 Q3 · CFO: +4.12018 Q4 · CFO: +5.32019 Q1 · CFO: +7.82019 Q2 · CFO: +0.82019 Q3 · CFO: +6.92019 Q4 · CFO: +1.62020 Q1 · CFO: -3.72020 Q2 · CFO: +8.72020 Q3 · CFO: +3.82020 Q4 · CFO: +5.72021 Q1 · CFO: +18.32021 Q2 · CFO: +15.12021 Q3 · CFO: +10.52021 Q4 · CFO: +1.52022 Q1 · CFO: +0.82022 Q2 · CFO: -3.32022 Q3 · CFO: -0.92022 Q4 · CFO: +5.52023 Q1 · CFO: -1.42023 Q2 · CFO: +2.82023 Q3 · CFO: +5.82023 Q4 · CFO: +9.62024 Q2 · CFO: +6.72024 Q3 · CFO: -0.92024 Q4 · CFO: +5.02025 Q1 · CFO: -1.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-24-12+0+12+242017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Prepared remarks: +7.92017 Q2 · Prepared remarks: +6.82017 Q3 · Prepared remarks: +5.12017 Q4 · Prepared remarks: +3.02018 Q1 · Prepared remarks: +13.52018 Q2 · Prepared remarks: +9.92018 Q3 · Prepared remarks: +10.32018 Q4 · Prepared remarks: +8.72019 Q1 · Prepared remarks: +8.82019 Q2 · Prepared remarks: +8.62019 Q3 · Prepared remarks: +13.32019 Q4 · Prepared remarks: +8.32020 Q1 · Prepared remarks: -10.42020 Q2 · Prepared remarks: +6.22020 Q3 · Prepared remarks: +3.52020 Q4 · Prepared remarks: +9.32021 Q1 · Prepared remarks: +19.72021 Q2 · Prepared remarks: +12.82021 Q3 · Prepared remarks: +10.32021 Q4 · Prepared remarks: +7.02022 Q1 · Prepared remarks: +0.32022 Q2 · Prepared remarks: +2.02022 Q3 · Prepared remarks: -2.52022 Q4 · Prepared remarks: +10.82023 Q1 · Prepared remarks: +6.22023 Q2 · Prepared remarks: +4.72023 Q3 · Prepared remarks: +9.32023 Q4 · Prepared remarks: +13.42024 Q1 · Prepared remarks: +20.82024 Q2 · Prepared remarks: +12.62024 Q3 · Prepared remarks: +7.62024 Q4 · Prepared remarks: +14.52025 Q1 · Prepared remarks: +7.62017 Q1 · Q&A responses: +5.02017 Q2 · Q&A responses: -1.72017 Q3 · Q&A responses: +0.52017 Q4 · Q&A responses: +6.22018 Q1 · Q&A responses: +6.12018 Q2 · Q&A responses: +2.42018 Q3 · Q&A responses: +4.62018 Q4 · Q&A responses: +6.32019 Q1 · Q&A responses: +5.42019 Q2 · Q&A responses: +2.92019 Q3 · Q&A responses: +8.82019 Q4 · Q&A responses: +4.22020 Q1 · Q&A responses: -3.12020 Q2 · Q&A responses: -3.32020 Q3 · Q&A responses: -2.52020 Q4 · Q&A responses: +0.02021 Q1 · Q&A responses: +4.22021 Q2 · Q&A responses: +9.22021 Q3 · Q&A responses: -1.42021 Q4 · Q&A responses: +3.12022 Q1 · Q&A responses: -0.32022 Q2 · Q&A responses: -7.02022 Q3 · Q&A responses: -2.52022 Q4 · Q&A responses: +0.32023 Q1 · Q&A responses: -8.92023 Q3 · Q&A responses: +0.82023 Q4 · Q&A responses: +5.82024 Q1 · Q&A responses: +0.82024 Q2 · Q&A responses: +2.82024 Q3 · Q&A responses: -5.52024 Q4 · Q&A responses: +1.32025 Q1 · Q&A responses: -3.1
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

$4.05$8.40$12.752017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: $4.652017 Q2: $4.882017 Q3: $5.112017 Q4: $5.312018 Q1: $5.572018 Q2: $5.792018 Q3: $6.082018 Q4: $6.262019 Q1: $6.582019 Q2: $6.782019 Q3: $7.032019 Q4: $7.252020 Q1: $7.512020 Q2: $6.542020 Q3: $7.212020 Q4: $7.842021 Q1: $8.292021 Q2: $9.282021 Q3: $9.722021 Q4: $10.152022 Q1: $10.542022 Q2: $10.892022 Q3: $11.012022 Q4: $10.912023 Q1: $10.832023 Q2: $11.192023 Q3: $11.292023 Q4: $11.052024 Q1: $11.472024 Q2: $11.772024 Q3: $12.15

Forward P/E

10.7919.2727.762017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: 17.392017 Q2: 17.712017 Q3: 18.922017 Q4: 19.252018 Q1: 18.812018 Q2: 17.872018 Q3: 20.582018 Q4: 18.182019 Q1: 21.502019 Q2: 22.752019 Q3: 21.822019 Q4: 20.302020 Q1: 11.962020 Q2: 21.232020 Q3: 22.492020 Q4: 22.282021 Q1: 22.882021 Q2: 26.332021 Q3: 26.592021 Q4: 26.412022 Q1: 20.892022 Q2: 18.562022 Q3: 19.002022 Q4: 19.632023 Q1: 18.032023 Q2: 19.012023 Q3: 19.192023 Q4: 20.452024 Q1: 22.292024 Q2: 18.092024 Q3: 19.97

Divergence watch ⚑

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

  • 2017 Q2 tone ↓ -2.7 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -4.0 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -2.3 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -3.3 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.4 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -2.5 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -13.1 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +7.9 fwd EPS ↓ -0.97 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -5.6 fwd EPS ↑ +0.45 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.7 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -3.3 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +2.6 fwd EPS ↓ -0.24 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -5.8 fwd EPS ↑ +0.42 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -5.3 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-06-0.1——View →
2024 Q42025-02-06+6.0——View →
2024 Q32024-10-31-1.6$12.1520.0View →
2024 Q22024-07-22+3.7$11.7718.1View →
2024 Q12024-05-02+0.6$11.4722.3View →
2023 Q42024-02-14+6.3$11.0520.4View →
2023 Q32023-11-01+3.8$11.2919.2View →
2023 Q22023-08-01+4.8$11.1919.0View →