Subtext

Omnicom Group Inc. OMC

SectorCommunication Services
Transcripts63
Date range2009-04-27 – 2025-04-15
Calls charted63

Sentiment timeline

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

-17-8+0+8+172009 Q12011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32009 Q1 · Overall: -9.02009 Q2 · Overall: -5.12009 Q3 · Overall: -0.52009 Q4 · Overall: -1.52010 Q1 · Overall: +4.52010 Q4 · Overall: +7.12011 Q1 · Overall: +0.72011 Q2 · Overall: +6.72011 Q3 · Overall: +10.72011 Q4 · Overall: +7.82012 Q1 · Overall: +10.82012 Q2 · Overall: +6.32012 Q3 · Overall: +6.52012 Q4 · Overall: +8.32013 Q1 · Overall: +1.82013 Q2 · Overall: +8.32013 Q3 · Overall: +14.02013 Q4 · Overall: +14.42014 Q1 · Overall: +9.42014 Q2 · Overall: +7.92014 Q3 · Overall: +4.12014 Q4 · Overall: +4.82015 Q1 · Overall: +4.92015 Q2 · Overall: +3.62015 Q3 · Overall: +4.32015 Q4 · Overall: +8.62016 Q1 · Overall: +8.72016 Q2 · Overall: +2.92016 Q3 · Overall: +13.72016 Q4 · Overall: +8.62017 Q1 · Overall: +5.92017 Q2 · Overall: +3.32017 Q3 · Overall: +5.82017 Q4 · Overall: +8.02018 Q1 · Overall: +7.12018 Q2 · Overall: +8.92018 Q3 · Overall: +8.92018 Q4 · Overall: +9.32019 Q1 · Overall: +6.42019 Q2 · Overall: +7.32019 Q3 · Overall: +6.02019 Q4 · Overall: +7.22020 Q1 · Overall: -2.82020 Q2 · Overall: -3.52020 Q3 · Overall: +6.32020 Q4 · Overall: +5.02021 Q1 · Overall: +9.42021 Q2 · Overall: +12.72021 Q3 · Overall: +10.62021 Q4 · Overall: +13.32022 Q1 · Overall: +10.12022 Q2 · Overall: +1.82022 Q3 · Overall: +11.12022 Q4 · Overall: +7.32023 Q1 · Overall: +6.82023 Q2 · Overall: +11.62023 Q3 · Overall: +6.12023 Q4 · Overall: +9.32024 Q1 · Overall: +4.72024 Q2 · Overall: +9.62024 Q3 · Overall: +14.32024 Q4 · Overall: +11.12025 Q1 · Overall: +0.0
Overall

CEO vs CFO

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

-32-16+0+16+322009 Q12011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32009 Q1 · CEO: -7.12009 Q2 · CEO: +5.12009 Q3 · CEO: +8.12009 Q4 · CEO: +6.22010 Q1 · CEO: +9.12010 Q4 · CEO: +17.32011 Q1 · CEO: +14.42011 Q2 · CEO: +10.32011 Q3 · CEO: +11.62011 Q4 · CEO: +16.32012 Q1 · CEO: +13.62012 Q2 · CEO: +11.72012 Q3 · CEO: +12.32012 Q4 · CEO: +17.52013 Q1 · CEO: +7.12013 Q2 · CEO: +15.62013 Q3 · CEO: +27.72013 Q4 · CEO: +21.32014 Q1 · CEO: +16.72014 Q2 · CEO: +15.02014 Q3 · CEO: +5.62014 Q4 · CEO: +8.92015 Q1 · CEO: +10.42015 Q2 · CEO: +6.42015 Q3 · CEO: +10.32015 Q4 · CEO: +22.92016 Q1 · CEO: +16.32016 Q2 · CEO: +6.12016 Q3 · CEO: +21.52016 Q4 · CEO: +15.12017 Q1 · CEO: +12.72017 Q2 · CEO: +7.32017 Q3 · CEO: +11.62017 Q4 · CEO: +12.42018 Q1 · CEO: +14.12018 Q2 · CEO: +18.42018 Q3 · CEO: +17.42018 Q4 · CEO: +15.42019 Q1 · CEO: +15.12019 Q2 · CEO: +14.82019 Q3 · CEO: +15.52020 Q1 · CEO: -0.22020 Q2 · CEO: +5.72020 Q3 · CEO: +11.72020 Q4 · CEO: +10.82021 Q1 · CEO: +18.52021 Q2 · CEO: +21.42021 Q3 · CEO: +14.02021 Q4 · CEO: +15.82022 Q1 · CEO: +13.72022 Q2 · CEO: +4.32022 Q3 · CEO: +16.82022 Q4 · CEO: +15.12023 Q1 · CEO: +11.92023 Q2 · CEO: +16.72023 Q3 · CEO: +17.32023 Q4 · CEO: +19.02024 Q1 · CEO: +13.02024 Q2 · CEO: +14.62024 Q3 · CEO: +22.02024 Q4 · CEO: +16.52025 Q1 · CEO: +4.82009 Q1 · CFO: -7.32009 Q2 · CFO: -7.72009 Q3 · CFO: -0.62009 Q4 · CFO: -4.12010 Q1 · CFO: +8.72010 Q4 · CFO: +7.22011 Q1 · CFO: -1.72011 Q2 · CFO: +12.72011 Q3 · CFO: +15.62011 Q4 · CFO: +6.82012 Q1 · CFO: +14.72012 Q2 · CFO: +14.12012 Q3 · CFO: +7.62012 Q4 · CFO: +7.82013 Q1 · CFO: +4.52013 Q2 · CFO: +11.52013 Q3 · CFO: +7.92013 Q4 · CFO: +11.42014 Q1 · CFO: +7.32014 Q2 · CFO: +8.92014 Q3 · CFO: +6.32014 Q4 · CFO: +5.62015 Q1 · CFO: +2.32015 Q2 · CFO: +5.52015 Q3 · CFO: +1.22016 Q1 · CFO: +4.22016 Q2 · CFO: +2.22016 Q3 · CFO: +10.62016 Q4 · CFO: +8.62017 Q1 · CFO: +6.12017 Q2 · CFO: +1.52017 Q3 · CFO: +4.52017 Q4 · CFO: +5.62018 Q1 · CFO: +3.62018 Q2 · CFO: +5.02018 Q3 · CFO: +6.52018 Q4 · CFO: +8.72019 Q1 · CFO: +4.72019 Q2 · CFO: +6.22019 Q3 · CFO: +6.12019 Q4 · CFO: +11.02020 Q1 · CFO: -0.92020 Q2 · CFO: -7.72020 Q3 · CFO: +4.12020 Q4 · CFO: +3.02021 Q1 · CFO: +5.82021 Q2 · CFO: +5.92021 Q3 · CFO: +16.72021 Q4 · CFO: +16.72022 Q1 · CFO: +12.52022 Q2 · CFO: +11.42022 Q3 · CFO: +9.02022 Q4 · CFO: +5.62023 Q1 · CFO: +4.32023 Q2 · CFO: +5.82023 Q3 · CFO: -2.92023 Q4 · CFO: +5.62024 Q1 · CFO: +0.32024 Q2 · CFO: +9.32024 Q3 · CFO: +13.62024 Q4 · CFO: +10.02025 Q1 · CFO: -3.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-25-13+0+13+252009 Q12011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32009 Q1 · Prepared remarks: -7.72009 Q2 · Prepared remarks: -6.12009 Q3 · Prepared remarks: -3.12009 Q4 · Prepared remarks: +4.12010 Q1 · Prepared remarks: +17.62010 Q4 · Prepared remarks: +11.92011 Q1 · Prepared remarks: +5.52011 Q2 · Prepared remarks: +17.92011 Q3 · Prepared remarks: +16.72011 Q4 · Prepared remarks: +17.62012 Q1 · Prepared remarks: +20.52012 Q2 · Prepared remarks: +18.52012 Q3 · Prepared remarks: +18.82012 Q4 · Prepared remarks: +17.22013 Q1 · Prepared remarks: +8.82013 Q2 · Prepared remarks: +14.82013 Q3 · Prepared remarks: +14.22013 Q4 · Prepared remarks: +17.52014 Q1 · Prepared remarks: +18.22014 Q2 · Prepared remarks: +14.72014 Q3 · Prepared remarks: +9.22014 Q4 · Prepared remarks: +9.42015 Q1 · Prepared remarks: +10.22015 Q2 · Prepared remarks: +4.22015 Q3 · Prepared remarks: +6.32015 Q4 · Prepared remarks: +12.32016 Q1 · Prepared remarks: +12.42016 Q2 · Prepared remarks: +8.42016 Q3 · Prepared remarks: +15.22016 Q4 · Prepared remarks: +15.32017 Q1 · Prepared remarks: +15.32017 Q2 · Prepared remarks: +10.92017 Q3 · Prepared remarks: +11.42017 Q4 · Prepared remarks: +11.62018 Q1 · Prepared remarks: +9.92018 Q2 · Prepared remarks: +11.82018 Q3 · Prepared remarks: +16.52018 Q4 · Prepared remarks: +13.22019 Q1 · Prepared remarks: +12.02019 Q2 · Prepared remarks: +12.92019 Q3 · Prepared remarks: +13.02019 Q4 · Prepared remarks: +12.22020 Q1 · Prepared remarks: +0.42020 Q2 · Prepared remarks: -2.52020 Q3 · Prepared remarks: +5.92020 Q4 · Prepared remarks: +3.92021 Q1 · Prepared remarks: +12.92021 Q2 · Prepared remarks: +18.12021 Q3 · Prepared remarks: +22.02021 Q4 · Prepared remarks: +15.22022 Q1 · Prepared remarks: +13.72022 Q2 · Prepared remarks: +2.42022 Q3 · Prepared remarks: +18.42022 Q4 · Prepared remarks: +12.72023 Q1 · Prepared remarks: +10.22023 Q2 · Prepared remarks: +14.52023 Q3 · Prepared remarks: +8.82023 Q4 · Prepared remarks: +9.62024 Q1 · Prepared remarks: +7.22024 Q2 · Prepared remarks: +19.52024 Q3 · Prepared remarks: +20.42024 Q4 · Prepared remarks: +15.12025 Q1 · Prepared remarks: +8.12009 Q1 · Q&A responses: -6.12009 Q2 · Q&A responses: -2.52009 Q3 · Q&A responses: +6.12009 Q4 · Q&A responses: -1.52010 Q1 · Q&A responses: +2.22010 Q4 · Q&A responses: +8.02011 Q1 · Q&A responses: -3.02011 Q2 · Q&A responses: +4.32011 Q3 · Q&A responses: +10.72011 Q4 · Q&A responses: +3.72012 Q1 · Q&A responses: +7.42012 Q2 · Q&A responses: +6.82012 Q3 · Q&A responses: +1.92012 Q4 · Q&A responses: +0.02013 Q1 · Q&A responses: +2.42013 Q2 · Q&A responses: +6.32013 Q4 · Q&A responses: +12.62014 Q1 · Q&A responses: +0.02014 Q2 · Q&A responses: +5.32014 Q3 · Q&A responses: +0.32014 Q4 · Q&A responses: +2.22015 Q1 · Q&A responses: +2.92015 Q2 · Q&A responses: +7.62015 Q3 · Q&A responses: +4.12015 Q4 · Q&A responses: +7.12016 Q1 · Q&A responses: +7.02016 Q2 · Q&A responses: -1.42016 Q3 · Q&A responses: +16.42016 Q4 · Q&A responses: +1.42017 Q1 · Q&A responses: -1.52017 Q2 · Q&A responses: -5.62017 Q3 · Q&A responses: +1.22017 Q4 · Q&A responses: +1.42018 Q1 · Q&A responses: +5.72018 Q2 · Q&A responses: +7.82018 Q3 · Q&A responses: -0.92018 Q4 · Q&A responses: -0.62019 Q1 · Q&A responses: -1.52019 Q2 · Q&A responses: +4.42019 Q3 · Q&A responses: +2.32019 Q4 · Q&A responses: +6.42020 Q1 · Q&A responses: -1.62020 Q2 · Q&A responses: -4.12020 Q3 · Q&A responses: +8.72020 Q4 · Q&A responses: +13.02021 Q1 · Q&A responses: +5.52021 Q2 · Q&A responses: +1.62021 Q3 · Q&A responses: +6.12021 Q4 · Q&A responses: +9.22022 Q1 · Q&A responses: +8.72022 Q3 · Q&A responses: +8.62022 Q4 · Q&A responses: +9.12023 Q1 · Q&A responses: +4.22023 Q2 · Q&A responses: +0.02023 Q3 · Q&A responses: +7.82023 Q4 · Q&A responses: +14.42024 Q1 · Q&A responses: +6.12024 Q2 · Q&A responses: +6.82024 Q3 · Q&A responses: +15.72024 Q4 · Q&A responses: +9.12025 Q1 · Q&A responses: -4.6
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

$3.85$6.30$8.762009 Q12011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32014 Q1: $4.192014 Q2: $4.352014 Q3: $4.522014 Q4: $4.592015 Q1: $4.522015 Q2: $4.542015 Q3: $4.642015 Q4: $4.712016 Q1: $4.832016 Q2: $4.972016 Q3: $5.022016 Q4: $5.082017 Q1: $5.172017 Q2: $5.212017 Q3: $5.342017 Q4: $5.442018 Q1: $5.712018 Q2: $5.792018 Q3: $5.742018 Q4: $5.782019 Q1: $5.882019 Q2: $6.082019 Q3: $6.252019 Q4: $6.282020 Q1: $6.412020 Q2: $5.002020 Q3: $5.172020 Q4: $5.512021 Q1: $5.872021 Q2: $6.212021 Q3: $6.292021 Q4: $6.412022 Q1: $6.752022 Q2: $6.832022 Q3: $6.622022 Q4: $6.502023 Q1: $7.432023 Q2: $7.612023 Q3: $7.682023 Q4: $7.802024 Q1: $7.942024 Q2: $8.282024 Q3: $8.42

Forward P/E

8.0713.0317.982009 Q12011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32014 Q1: 17.132014 Q2: 16.182014 Q3: 15.572014 Q4: 16.612015 Q1: 17.292015 Q2: 16.012015 Q3: 15.012015 Q4: 15.872016 Q1: 16.522016 Q2: 16.422016 Q3: 16.652016 Q4: 17.302017 Q1: 16.412017 Q2: 15.822017 Q3: 13.782017 Q4: 13.552018 Q1: 12.952018 Q2: 12.862018 Q3: 12.022018 Q4: 12.782019 Q1: 12.762019 Q2: 13.302019 Q3: 12.682019 Q4: 12.722020 Q1: 8.752020 Q2: 11.082020 Q3: 10.432020 Q4: 11.752021 Q1: 13.112021 Q2: 13.312021 Q3: 11.752021 Q4: 11.322022 Q1: 12.462022 Q2: 9.592022 Q3: 10.282022 Q4: 12.442023 Q1: 11.532023 Q2: 12.432023 Q3: 10.122023 Q4: 10.762024 Q1: 12.052024 Q2: 11.012024 Q3: 12.19

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -3.8 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -5.8 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↓ -5.1 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -2.7 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -2.9 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -10.0 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -2.1 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -3.2 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -8.3 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +9.2 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -4.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-15+0.0——View →
2024 Q42025-02-04+11.1——View →
2024 Q32024-10-15+14.3$8.4212.2View →
2024 Q22024-07-16+9.6$8.2811.0View →
2024 Q12024-04-16+4.7$7.9412.1View →
2023 Q42024-02-06+9.3$7.8010.8View →
2023 Q32023-10-17+6.1$7.6810.1View →
2023 Q22023-07-18+11.6$7.6112.4View →