Subtext

NXP Semiconductors N.V. NXPI

SectorInformation Technology
Transcripts21
Date range2020-04-28 – 2025-04-29
Calls charted21

Sentiment timeline

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

-10-5+0+5+102020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: +2.82020 Q2 · Overall: +5.62020 Q3 · Overall: +8.32020 Q4 · Overall: +6.72021 Q1 · Overall: +7.02021 Q2 · Overall: +5.62021 Q3 · Overall: +4.82021 Q4 · Overall: +4.92022 Q1 · Overall: +1.82022 Q2 · Overall: -2.12022 Q3 · Overall: -2.32022 Q4 · Overall: +2.82023 Q1 · Overall: +4.52023 Q2 · Overall: +4.32023 Q3 · Overall: +0.12023 Q4 · Overall: +2.02024 Q1 · Overall: -1.92024 Q2 · Overall: -0.52024 Q3 · Overall: -4.32024 Q4 · Overall: -2.22025 Q1 · Overall: +0.6
Overall

CEO vs CFO

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

-17-9+0+9+172020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +8.42020 Q2 · CEO: +9.02020 Q3 · CEO: +15.02020 Q4 · CEO: +10.62021 Q1 · CEO: +9.72021 Q2 · CEO: +8.32021 Q3 · CEO: +7.32021 Q4 · CEO: +8.12022 Q1 · CEO: +3.52022 Q2 · CEO: -0.72022 Q3 · CEO: +0.52022 Q4 · CEO: +5.92023 Q1 · CEO: +3.32023 Q2 · CEO: +7.22023 Q3 · CEO: -0.22023 Q4 · CEO: +1.62024 Q1 · CEO: -0.72024 Q2 · CEO: +0.22024 Q3 · CEO: -1.82024 Q4 · CEO: -2.42025 Q1 · CEO: +3.62020 Q1 · CFO: +3.92020 Q2 · CFO: +6.32020 Q3 · CFO: +4.02020 Q4 · CFO: +4.92021 Q1 · CFO: +14.62021 Q2 · CFO: +9.32021 Q3 · CFO: +7.22021 Q4 · CFO: +6.32022 Q1 · CFO: +10.62022 Q2 · CFO: +2.22022 Q3 · CFO: +8.32022 Q4 · CFO: +6.52023 Q1 · CFO: +11.02023 Q2 · CFO: +8.72023 Q3 · CFO: +7.62023 Q4 · CFO: +6.42024 Q1 · CFO: +6.52024 Q2 · CFO: +2.52024 Q3 · CFO: +5.12024 Q4 · CFO: +0.52025 Q1 · CFO: +0.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-23-12+0+12+232020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +2.12020 Q2 · Prepared remarks: +13.32020 Q3 · Prepared remarks: +17.12020 Q4 · Prepared remarks: +8.12021 Q1 · Prepared remarks: +15.42021 Q2 · Prepared remarks: +13.22021 Q3 · Prepared remarks: +9.82021 Q4 · Prepared remarks: +16.22022 Q1 · Prepared remarks: +13.32022 Q2 · Prepared remarks: +8.12022 Q3 · Prepared remarks: +6.72022 Q4 · Prepared remarks: +7.92023 Q1 · Prepared remarks: +13.22023 Q2 · Prepared remarks: +13.62023 Q3 · Prepared remarks: +4.22023 Q4 · Prepared remarks: +3.02024 Q1 · Prepared remarks: +20.22024 Q2 · Prepared remarks: +0.32024 Q3 · Prepared remarks: +1.02024 Q4 · Prepared remarks: +1.62025 Q1 · Prepared remarks: +3.82020 Q1 · Q&A responses: +7.22020 Q2 · Q&A responses: +4.62020 Q3 · Q&A responses: +5.82020 Q4 · Q&A responses: +8.32021 Q1 · Q&A responses: +4.32021 Q2 · Q&A responses: +5.02021 Q3 · Q&A responses: +4.52021 Q4 · Q&A responses: +1.32022 Q1 · Q&A responses: -0.22022 Q2 · Q&A responses: -4.42022 Q3 · Q&A responses: -0.52022 Q4 · Q&A responses: +2.02023 Q1 · Q&A responses: +1.02023 Q2 · Q&A responses: +3.82023 Q3 · Q&A responses: +0.22023 Q4 · Q&A responses: +2.92024 Q1 · Q&A responses: -0.52024 Q2 · Q&A responses: +1.72024 Q3 · Q&A responses: -0.62024 Q4 · Q&A responses: -3.32025 Q1 · Q&A responses: +2.1
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

$5.00$10.34$15.672020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $8.072020 Q2: $5.742020 Q3: $6.322020 Q4: $8.062021 Q1: $9.632021 Q2: $10.142021 Q3: $11.182021 Q4: $12.002022 Q1: $13.182022 Q2: $13.872022 Q3: $13.852022 Q4: $12.672023 Q1: $12.842023 Q2: $13.852023 Q3: $14.572023 Q4: $14.502024 Q1: $14.152024 Q2: $14.932024 Q3: $14.85

Forward P/E

6.9114.8122.722020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 8.002020 Q2: 20.342020 Q3: 20.362020 Q4: 19.512021 Q1: 21.632021 Q2: 19.742021 Q3: 18.992021 Q4: 19.122022 Q1: 14.292022 Q2: 12.182022 Q3: 11.512022 Q4: 13.542023 Q1: 13.602023 Q2: 14.132023 Q3: 13.752023 Q4: 15.262024 Q1: 17.742024 Q2: 18.182024 Q3: 15.60

Divergence watch ⚑

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

  • 2020 Q2 tone ↑ +2.8 fwd EPS ↓ -2.33 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -3.1 fwd EPS ↑ +1.18 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -3.9 fwd EPS ↑ +0.68 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +5.1 fwd EPS ↓ -1.18 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -4.1 fwd EPS ↑ +0.72 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29+0.6——View →
2024 Q42025-02-04-2.2——View →
2024 Q32024-11-05-4.3$14.8515.6View →
2024 Q22024-07-23-0.5$14.9318.2View →
2024 Q12024-04-30-1.9$14.1517.7View →
2023 Q42024-02-06+2.0$14.5015.3View →
2023 Q32023-11-07+0.1$14.5713.8View →
2023 Q22023-07-25+4.3$13.8514.1View →