Subtext

NextEra Energy, Inc. NEE

SectorUtilities
Transcripts59
Date range2010-08-02 – 2025-04-23
Calls charted59

Sentiment timeline

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

-20-10+0+10+202010 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32010 Q2 · Overall: +5.32010 Q4 · Overall: +5.72011 Q1 · Overall: +8.42011 Q2 · Overall: +1.92011 Q3 · Overall: +4.32011 Q4 · Overall: +6.02012 Q1 · Overall: +4.52012 Q2 · Overall: +4.52012 Q3 · Overall: +5.12012 Q4 · Overall: +5.02013 Q1 · Overall: +10.62013 Q2 · Overall: +8.62013 Q3 · Overall: +5.02013 Q4 · Overall: +6.42014 Q1 · Overall: +4.92014 Q2 · Overall: +3.52014 Q3 · Overall: +11.02014 Q4 · Overall: +9.02015 Q1 · Overall: +5.62015 Q2 · Overall: +9.92015 Q3 · Overall: +13.92015 Q4 · Overall: +8.32016 Q1 · Overall: +15.02016 Q2 · Overall: +11.02016 Q3 · Overall: +11.32016 Q4 · Overall: +7.92017 Q1 · Overall: +9.72017 Q2 · Overall: +12.72017 Q3 · Overall: +12.72017 Q4 · Overall: +13.92018 Q1 · Overall: +15.72018 Q2 · Overall: +11.62018 Q3 · Overall: +15.52018 Q4 · Overall: +9.82019 Q1 · Overall: +9.52019 Q2 · Overall: +12.12019 Q3 · Overall: +8.52019 Q4 · Overall: +13.82020 Q1 · Overall: +6.22020 Q2 · Overall: +13.72020 Q3 · Overall: +15.32020 Q4 · Overall: +15.32021 Q1 · Overall: +17.22021 Q2 · Overall: +13.22021 Q3 · Overall: +13.82021 Q4 · Overall: +16.62022 Q1 · Overall: +9.62022 Q2 · Overall: +9.62022 Q3 · Overall: +9.92022 Q4 · Overall: +11.42023 Q1 · Overall: +14.42023 Q2 · Overall: +10.72023 Q3 · Overall: +12.32023 Q4 · Overall: +11.22024 Q1 · Overall: +9.52024 Q2 · Overall: +8.82024 Q3 · Overall: +3.62024 Q4 · Overall: +7.32025 Q1 · Overall: +7.4
Overall

CEO vs CFO

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

-42-21+0+21+422010 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32010 Q2 · CEO: +8.32010 Q4 · CEO: +13.62011 Q1 · CEO: +15.92011 Q2 · CEO: +9.82011 Q3 · CEO: +5.22011 Q4 · CEO: +12.02012 Q1 · CEO: +7.32012 Q2 · CEO: +17.92012 Q3 · CEO: +8.22012 Q4 · CEO: +3.52013 Q1 · CEO: +19.82013 Q2 · CEO: +27.22013 Q3 · CEO: +10.92013 Q4 · CEO: +36.32014 Q1 · CEO: +2.72014 Q2 · CEO: -6.22014 Q3 · CEO: +22.92014 Q4 · CEO: +8.62015 Q2 · CEO: +17.02015 Q4 · CEO: +8.82016 Q2 · CEO: +31.62016 Q3 · CEO: +9.62016 Q4 · CEO: +13.82017 Q1 · CEO: +10.72017 Q2 · CEO: +16.62017 Q3 · CEO: +11.82017 Q4 · CEO: +23.32018 Q2 · CEO: +6.82018 Q3 · CEO: +13.62018 Q4 · CEO: +18.02019 Q1 · CEO: +7.52019 Q2 · CEO: +14.42019 Q4 · CEO: +26.42020 Q1 · CEO: +6.02020 Q2 · CEO: +7.72020 Q3 · CEO: +17.62020 Q4 · CEO: +20.12021 Q1 · CEO: +9.62021 Q3 · CEO: +26.72021 Q4 · CEO: +24.72022 Q1 · CEO: +15.62022 Q2 · CEO: +11.92022 Q3 · CEO: +13.32022 Q4 · CEO: +15.22023 Q1 · CEO: +24.22023 Q2 · CEO: +6.92023 Q3 · CEO: +19.72023 Q4 · CEO: +17.12024 Q1 · CEO: +13.72024 Q2 · CEO: +11.82024 Q3 · CEO: +6.22024 Q4 · CEO: +8.42025 Q1 · CEO: +8.92010 Q2 · CFO: +7.02010 Q4 · CFO: +3.62011 Q1 · CFO: +5.52011 Q2 · CFO: +1.02011 Q4 · CFO: +8.22012 Q1 · CFO: +6.92012 Q2 · CFO: +4.02012 Q3 · CFO: +5.22012 Q4 · CFO: +7.32013 Q1 · CFO: +13.82013 Q2 · CFO: +8.32013 Q3 · CFO: +6.62013 Q4 · CFO: +8.12014 Q1 · CFO: +7.72014 Q2 · CFO: +6.32014 Q3 · CFO: +10.32014 Q4 · CFO: +11.42015 Q1 · CFO: +5.92015 Q2 · CFO: +10.82016 Q2 · CFO: +11.72016 Q3 · CFO: +15.52016 Q4 · CFO: +14.12017 Q1 · CFO: +9.52017 Q2 · CFO: +14.32017 Q3 · CFO: +13.42017 Q4 · CFO: +12.82018 Q2 · CFO: +16.92018 Q3 · CFO: +20.62018 Q4 · CFO: +4.22019 Q1 · CFO: +11.02019 Q2 · CFO: +14.62019 Q3 · CFO: +11.82019 Q4 · CFO: +9.92020 Q1 · CFO: +9.02020 Q2 · CFO: +19.42020 Q3 · CFO: +17.72020 Q4 · CFO: +15.32021 Q1 · CFO: +21.42021 Q2 · CFO: +15.92021 Q3 · CFO: +18.62021 Q4 · CFO: +14.62022 Q1 · CFO: +8.62022 Q2 · CFO: +19.02022 Q3 · CFO: +11.42022 Q4 · CFO: +9.02023 Q1 · CFO: +15.52023 Q2 · CFO: +17.42023 Q3 · CFO: +12.12023 Q4 · CFO: +4.22024 Q1 · CFO: +5.92024 Q2 · CFO: +12.42024 Q3 · CFO: +3.82024 Q4 · CFO: +11.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-103-51+0+51+1032010 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32010 Q2 · Prepared remarks: +6.92010 Q4 · Prepared remarks: +5.82011 Q1 · Prepared remarks: +6.42011 Q2 · Prepared remarks: +2.92011 Q3 · Prepared remarks: +6.22011 Q4 · Prepared remarks: +6.42012 Q1 · Prepared remarks: +5.02012 Q2 · Prepared remarks: +4.72012 Q3 · Prepared remarks: +6.72012 Q4 · Prepared remarks: +8.42013 Q1 · Prepared remarks: +18.12013 Q2 · Prepared remarks: +17.02013 Q3 · Prepared remarks: +10.62013 Q4 · Prepared remarks: +9.12014 Q1 · Prepared remarks: +6.72014 Q2 · Prepared remarks: +6.42014 Q3 · Prepared remarks: +10.42014 Q4 · Prepared remarks: +12.82015 Q1 · Prepared remarks: +7.62015 Q2 · Prepared remarks: +11.82015 Q3 · Prepared remarks: +15.52015 Q4 · Prepared remarks: +10.02016 Q1 · Prepared remarks: +16.62016 Q2 · Prepared remarks: +11.32016 Q3 · Prepared remarks: +14.92016 Q4 · Prepared remarks: +3.52017 Q1 · Prepared remarks: +8.92017 Q2 · Prepared remarks: +15.92017 Q3 · Prepared remarks: +12.92017 Q4 · Prepared remarks: +16.52018 Q1 · Prepared remarks: +89.32018 Q2 · Prepared remarks: +16.32018 Q3 · Prepared remarks: +18.22018 Q4 · Prepared remarks: +14.82019 Q1 · Prepared remarks: +8.52019 Q2 · Prepared remarks: +11.72019 Q3 · Prepared remarks: +9.42019 Q4 · Prepared remarks: +16.12020 Q1 · Prepared remarks: +7.32020 Q2 · Prepared remarks: +12.92020 Q3 · Prepared remarks: +14.32020 Q4 · Prepared remarks: +19.42021 Q1 · Prepared remarks: +18.42021 Q2 · Prepared remarks: +14.62021 Q3 · Prepared remarks: +12.82021 Q4 · Prepared remarks: +20.62022 Q1 · Prepared remarks: +12.92022 Q2 · Prepared remarks: +16.82022 Q3 · Prepared remarks: +10.02022 Q4 · Prepared remarks: +12.72023 Q1 · Prepared remarks: +13.32023 Q2 · Prepared remarks: +14.32023 Q3 · Prepared remarks: +13.62023 Q4 · Prepared remarks: +12.52024 Q1 · Prepared remarks: +12.72024 Q2 · Prepared remarks: +9.82024 Q3 · Prepared remarks: +3.02024 Q4 · Prepared remarks: +12.62025 Q1 · Prepared remarks: +8.22010 Q2 · Q&A responses: +6.72011 Q1 · Q&A responses: +14.32011 Q2 · Q&A responses: +3.42011 Q3 · Q&A responses: +0.52012 Q1 · Q&A responses: -18.32012 Q3 · Q&A responses: +2.72012 Q4 · Q&A responses: +1.62013 Q1 · Q&A responses: +9.02013 Q2 · Q&A responses: +1.12013 Q3 · Q&A responses: +0.32013 Q4 · Q&A responses: +1.32014 Q1 · Q&A responses: +4.32014 Q2 · Q&A responses: +3.42014 Q3 · Q&A responses: +13.12014 Q4 · Q&A responses: +5.12015 Q1 · Q&A responses: +3.82015 Q2 · Q&A responses: +11.32015 Q3 · Q&A responses: +14.32015 Q4 · Q&A responses: +5.02016 Q1 · Q&A responses: +13.32016 Q2 · Q&A responses: +15.22016 Q3 · Q&A responses: +10.12016 Q4 · Q&A responses: +12.22017 Q1 · Q&A responses: +12.42017 Q2 · Q&A responses: +10.32017 Q4 · Q&A responses: +13.82018 Q1 · Q&A responses: +20.02018 Q2 · Q&A responses: +8.42018 Q3 · Q&A responses: +18.82018 Q4 · Q&A responses: +1.12019 Q1 · Q&A responses: +13.02019 Q2 · Q&A responses: +16.32019 Q3 · Q&A responses: +14.12019 Q4 · Q&A responses: +15.72020 Q1 · Q&A responses: +5.72020 Q2 · Q&A responses: +21.82020 Q3 · Q&A responses: +21.02020 Q4 · Q&A responses: +10.12021 Q1 · Q&A responses: +18.82021 Q2 · Q&A responses: +13.72021 Q3 · Q&A responses: +26.62021 Q4 · Q&A responses: +15.92022 Q1 · Q&A responses: +7.92022 Q2 · Q&A responses: +11.52022 Q3 · Q&A responses: +13.32022 Q4 · Q&A responses: +13.02023 Q1 · Q&A responses: +21.92023 Q2 · Q&A responses: +9.32023 Q3 · Q&A responses: +18.32023 Q4 · Q&A responses: +12.52024 Q1 · Q&A responses: +8.82024 Q2 · Q&A responses: +12.52024 Q3 · Q&A responses: +8.12024 Q4 · Q&A responses: +3.72025 Q1 · Q&A responses: +8.0
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

$1.16$2.52$3.872010 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32014 Q1: $1.352014 Q2: $1.382014 Q3: $1.402014 Q4: $1.412015 Q1: $1.442015 Q2: $1.472015 Q3: $1.512015 Q4: $1.542016 Q1: $1.562016 Q2: $1.592016 Q3: $1.622016 Q4: $1.652017 Q1: $1.692017 Q2: $1.732017 Q3: $1.782017 Q4: $1.822018 Q1: $1.972018 Q2: $2.022018 Q3: $2.052018 Q4: $2.102019 Q1: $2.142019 Q2: $2.192019 Q3: $2.232019 Q4: $2.272020 Q1: $2.322020 Q2: $2.372020 Q3: $2.422020 Q4: $2.502021 Q1: $2.562021 Q2: $2.622021 Q3: $2.692021 Q4: $2.752022 Q1: $2.872022 Q2: $2.952022 Q3: $3.042022 Q4: $3.092023 Q1: $3.172023 Q2: $3.262023 Q3: $3.342023 Q4: $3.402024 Q1: $3.472024 Q2: $3.552024 Q3: $3.612024 Q4: $3.68

Forward P/E

14.7924.8134.832010 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32014 Q1: 17.282014 Q2: 18.062014 Q3: 17.042014 Q4: 18.282015 Q1: 18.592015 Q2: 17.182015 Q3: 16.172015 Q4: 16.822016 Q1: 18.742016 Q2: 19.472016 Q3: 18.872016 Q4: 17.582017 Q1: 19.512017 Q2: 20.462017 Q3: 20.812017 Q4: 21.492018 Q1: 20.082018 Q2: 19.492018 Q3: 20.602018 Q4: 20.782019 Q1: 22.282019 Q2: 23.602019 Q3: 25.132019 Q4: 26.462020 Q1: 22.722020 Q2: 26.272020 Q3: 28.932020 Q4: 29.782021 Q1: 28.472021 Q2: 27.922021 Q3: 31.482021 Q4: 33.452022 Q1: 28.802022 Q2: 25.152022 Q3: 29.292022 Q4: 28.172023 Q1: 23.842023 Q2: 22.522023 Q3: 20.502023 Q4: 18.392024 Q1: 17.162024 Q2: 19.842024 Q3: 23.352024 Q4: 19.16

Divergence watch ⚑

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

  • 2015 Q1 tone ↓ -3.3 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -5.6 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -4.0 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↓ -3.4 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -4.1 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -5.7 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -3.6 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -7.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -4.0 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -7.0 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -3.8 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -5.3 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-23+7.4——View →
2024 Q42025-01-24+7.3$3.6819.2View →
2024 Q32024-10-23+3.6$3.6123.4View →
2024 Q22024-07-24+8.8$3.5519.8View →
2024 Q12024-04-23+9.5$3.4717.2View →
2023 Q42024-01-25+11.2$3.4018.4View →
2023 Q32023-10-24+12.3$3.3420.5View →
2023 Q22023-07-25+10.7$3.2622.5View →