Subtext

NWS

SectorCommunication Services
Transcripts43
Date range2014-11-05 – 2025-05-08
Calls charted43

Sentiment timeline

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

-18-9+0+9+182015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12025 Q32015 Q1 · Overall: +7.42015 Q2 · Overall: +10.92015 Q3 · Overall: +7.12015 Q4 · Overall: +8.52016 Q1 · Overall: -0.12016 Q2 · Overall: +1.12016 Q3 · Overall: +1.82016 Q4 · Overall: +5.22017 Q1 · Overall: -2.52017 Q2 · Overall: +5.82017 Q3 · Overall: +7.42017 Q4 · Overall: +10.42018 Q1 · Overall: +9.02018 Q2 · Overall: +9.22018 Q3 · Overall: +8.12018 Q4 · Overall: +9.12019 Q1 · Overall: +9.82019 Q2 · Overall: +0.62019 Q3 · Overall: +5.52019 Q4 · Overall: +8.62020 Q1 · Overall: -1.22020 Q2 · Overall: +6.72020 Q3 · Overall: -4.42020 Q4 · Overall: -1.32021 Q1 · Overall: +3.32021 Q2 · Overall: +9.62021 Q3 · Overall: +11.82021 Q4 · Overall: +15.72022 Q1 · Overall: +9.32022 Q2 · Overall: +15.02022 Q3 · Overall: +14.12022 Q4 · Overall: +12.92023 Q1 · Overall: +8.02023 Q2 · Overall: -2.32023 Q3 · Overall: +4.22023 Q4 · Overall: +1.72024 Q1 · Overall: +9.42024 Q2 · Overall: +11.82024 Q3 · Overall: +9.02024 Q4 · Overall: +9.92025 Q1 · Overall: +5.62025 Q2 · Overall: +13.72025 Q3 · Overall: +5.6
Overall

CEO vs CFO

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

-30-15+0+15+302015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12025 Q32015 Q1 · CEO: +19.52015 Q2 · CEO: +18.02015 Q3 · CEO: +18.32015 Q4 · CEO: +23.52016 Q1 · CEO: +10.82016 Q2 · CEO: +12.72016 Q3 · CEO: +12.82017 Q2 · CEO: +12.02017 Q3 · CEO: +8.62017 Q4 · CEO: +20.92018 Q1 · CEO: +18.22018 Q2 · CEO: +16.92018 Q3 · CEO: +13.52018 Q4 · CEO: +18.12019 Q1 · CEO: +18.32019 Q2 · CEO: +5.12019 Q3 · CEO: +21.32019 Q4 · CEO: +19.02020 Q1 · CEO: +1.82020 Q2 · CEO: +16.52020 Q3 · CEO: +1.92020 Q4 · CEO: +6.42021 Q1 · CEO: +13.62021 Q2 · CEO: +14.32021 Q3 · CEO: +21.02021 Q4 · CEO: +26.12022 Q1 · CEO: +8.62022 Q2 · CEO: +20.02022 Q3 · CEO: +22.42022 Q4 · CEO: +15.72023 Q1 · CEO: +19.42023 Q2 · CEO: +6.82023 Q3 · CEO: +9.02023 Q4 · CEO: +9.82024 Q1 · CEO: +14.22024 Q2 · CEO: +14.12024 Q3 · CEO: +15.82024 Q4 · CEO: +12.02025 Q1 · CEO: +6.92025 Q2 · CEO: +22.02025 Q3 · CEO: +10.12015 Q1 · CFO: -4.12015 Q2 · CFO: +9.72015 Q3 · CFO: -2.72015 Q4 · CFO: +0.02016 Q1 · CFO: -1.12016 Q2 · CFO: -2.92016 Q3 · CFO: -1.32017 Q2 · CFO: +3.22017 Q3 · CFO: +7.22017 Q4 · CFO: +7.02018 Q1 · CFO: +1.12018 Q2 · CFO: +5.12018 Q3 · CFO: +7.82018 Q4 · CFO: +8.92019 Q1 · CFO: +5.92019 Q2 · CFO: +0.02019 Q3 · CFO: -1.62019 Q4 · CFO: +3.52020 Q1 · CFO: +1.92020 Q2 · CFO: +4.22020 Q3 · CFO: -9.62020 Q4 · CFO: -5.52021 Q1 · CFO: -2.02021 Q2 · CFO: +7.92021 Q3 · CFO: +10.42021 Q4 · CFO: +12.72022 Q1 · CFO: +21.62022 Q2 · CFO: +19.62022 Q3 · CFO: +15.32022 Q4 · CFO: +14.72023 Q1 · CFO: +1.32023 Q2 · CFO: -4.22023 Q3 · CFO: +4.22023 Q4 · CFO: +0.42024 Q1 · CFO: +18.22024 Q2 · CFO: +20.52024 Q3 · CFO: +18.02024 Q4 · CFO: +22.92025 Q1 · CFO: +18.62025 Q2 · CFO: +22.72025 Q3 · CFO: +11.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-28-14+0+14+282015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12025 Q32015 Q1 · Prepared remarks: +13.42015 Q2 · Prepared remarks: +14.42015 Q3 · Prepared remarks: +7.12015 Q4 · Prepared remarks: +13.12016 Q1 · Prepared remarks: +6.22016 Q2 · Prepared remarks: +3.32016 Q3 · Prepared remarks: +6.32016 Q4 · Prepared remarks: -1.22017 Q1 · Prepared remarks: +7.22017 Q2 · Prepared remarks: +5.62017 Q3 · Prepared remarks: +10.22017 Q4 · Prepared remarks: +13.42018 Q1 · Prepared remarks: +8.62018 Q2 · Prepared remarks: +12.72018 Q3 · Prepared remarks: +12.72018 Q4 · Prepared remarks: +13.92019 Q1 · Prepared remarks: +10.72019 Q2 · Prepared remarks: +3.92019 Q3 · Prepared remarks: +10.32019 Q4 · Prepared remarks: +13.22020 Q1 · Prepared remarks: +2.12020 Q2 · Prepared remarks: +11.92020 Q3 · Prepared remarks: -4.22020 Q4 · Prepared remarks: +1.82021 Q1 · Prepared remarks: +3.82021 Q2 · Prepared remarks: +10.92021 Q3 · Prepared remarks: +14.32021 Q4 · Prepared remarks: +19.42022 Q1 · Prepared remarks: +18.52022 Q2 · Prepared remarks: +21.92022 Q3 · Prepared remarks: +18.62022 Q4 · Prepared remarks: +17.52023 Q1 · Prepared remarks: +10.32023 Q2 · Prepared remarks: +0.32023 Q3 · Prepared remarks: +4.82023 Q4 · Prepared remarks: +3.82024 Q1 · Prepared remarks: +17.42024 Q2 · Prepared remarks: +17.22024 Q3 · Prepared remarks: +17.72024 Q4 · Prepared remarks: +19.82025 Q1 · Prepared remarks: +14.62025 Q2 · Prepared remarks: +24.82025 Q3 · Prepared remarks: +12.22015 Q1 · Q&A responses: -2.42015 Q2 · Q&A responses: +7.92015 Q3 · Q&A responses: +8.72015 Q4 · Q&A responses: +1.82016 Q1 · Q&A responses: -5.32016 Q2 · Q&A responses: +3.32016 Q3 · Q&A responses: +1.42016 Q4 · Q&A responses: +15.52017 Q1 · Q&A responses: +0.72017 Q2 · Q&A responses: +9.62017 Q3 · Q&A responses: -1.92017 Q4 · Q&A responses: +7.32018 Q1 · Q&A responses: +11.82018 Q2 · Q&A responses: +4.22018 Q3 · Q&A responses: +5.72018 Q4 · Q&A responses: +1.72019 Q1 · Q&A responses: +13.02019 Q2 · Q&A responses: -4.62019 Q3 · Q&A responses: +4.32019 Q4 · Q&A responses: -5.82020 Q1 · Q&A responses: -2.52020 Q2 · Q&A responses: -1.12020 Q3 · Q&A responses: -4.12020 Q4 · Q&A responses: -1.72021 Q1 · Q&A responses: +5.32021 Q2 · Q&A responses: +8.52021 Q3 · Q&A responses: +12.42021 Q4 · Q&A responses: +9.92022 Q1 · Q&A responses: -1.32022 Q2 · Q&A responses: +2.82022 Q3 · Q&A responses: +5.42022 Q4 · Q&A responses: +0.72023 Q1 · Q&A responses: +9.52023 Q2 · Q&A responses: +3.62023 Q3 · Q&A responses: +6.72023 Q4 · Q&A responses: +5.22024 Q1 · Q&A responses: +0.72024 Q2 · Q&A responses: +8.02024 Q3 · Q&A responses: +2.52024 Q4 · Q&A responses: +2.42025 Q1 · Q&A responses: -8.12025 Q2 · Q&A responses: +6.72025 Q3 · Q&A responses: +0.7
Prepared remarksQ&A responses

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-05-08+5.6——View →
2025 Q22025-02-05+13.7——View →
2025 Q12024-11-09+5.6——View →
2024 Q42024-08-08+9.9——View →
2024 Q32024-05-08+9.0——View →
2024 Q22024-02-07+11.8——View →
2024 Q12023-11-09+9.4——View →
2023 Q42023-08-10+1.7——View →