Subtext

Occidental Petroleum Corporation OXY

SectorEnergy
Transcripts72
Date range2007-07-24 – 2025-05-08
Calls charted72

Sentiment timeline

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

-25-12+0+12+252007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Overall: -0.42007 Q3 · Overall: +1.72007 Q4 · Overall: +4.22008 Q1 · Overall: +3.82008 Q2 · Overall: +7.12008 Q3 · Overall: -5.12008 Q4 · Overall: -0.22009 Q1 · Overall: -3.42009 Q2 · Overall: -3.32009 Q3 · Overall: +2.72009 Q4 · Overall: +0.42010 Q1 · Overall: -3.12010 Q2 · Overall: -2.92010 Q3 · Overall: -1.52010 Q4 · Overall: +0.32011 Q1 · Overall: +4.42011 Q2 · Overall: -3.42011 Q3 · Overall: -3.12011 Q4 · Overall: +1.62012 Q1 · Overall: -3.42012 Q2 · Overall: -1.02012 Q3 · Overall: -0.22012 Q4 · Overall: +0.52013 Q1 · Overall: +7.42013 Q2 · Overall: +9.62013 Q3 · Overall: +11.02013 Q4 · Overall: +12.52014 Q1 · Overall: +5.92014 Q2 · Overall: +6.72014 Q3 · Overall: +1.82014 Q4 · Overall: +5.22015 Q1 · Overall: +8.12015 Q2 · Overall: +9.32015 Q3 · Overall: +4.02015 Q4 · Overall: +9.82016 Q1 · Overall: +13.22016 Q2 · Overall: +10.92016 Q3 · Overall: +12.42016 Q4 · Overall: +21.62017 Q1 · Overall: +13.42017 Q2 · Overall: +11.62017 Q3 · Overall: +19.52017 Q4 · Overall: +17.82018 Q1 · Overall: +12.82018 Q2 · Overall: +15.32018 Q3 · Overall: +19.22018 Q4 · Overall: +13.72019 Q1 · Overall: +10.92019 Q2 · Overall: +13.02019 Q3 · Overall: +19.22019 Q4 · Overall: +10.62020 Q1 · Overall: -3.32020 Q2 · Overall: +1.22020 Q3 · Overall: +10.42020 Q4 · Overall: +7.32021 Q1 · Overall: +5.52021 Q2 · Overall: +13.22021 Q3 · Overall: +3.72021 Q4 · Overall: +5.52022 Q1 · Overall: +4.72022 Q2 · Overall: +6.92022 Q3 · Overall: +6.52022 Q4 · Overall: +0.02023 Q1 · Overall: +4.62023 Q2 · Overall: +10.22023 Q3 · Overall: +8.92023 Q4 · Overall: +4.12024 Q1 · Overall: +7.62024 Q2 · Overall: +16.92024 Q3 · Overall: +16.72024 Q4 · Overall: +16.82025 Q1 · Overall: +15.0
Overall

CEO vs CFO

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

-41-20+0+20+412007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q4 · CEO: +3.72008 Q1 · CEO: +13.42008 Q2 · CEO: +15.12008 Q3 · CEO: -7.52008 Q4 · CEO: +13.82009 Q1 · CEO: +4.92009 Q2 · CEO: +8.82009 Q3 · CEO: +12.82009 Q4 · CEO: +17.72010 Q1 · CEO: +13.02010 Q3 · CEO: +35.62010 Q4 · CEO: +12.82011 Q2 · CEO: -3.12011 Q3 · CEO: +0.62011 Q4 · CEO: +6.12012 Q1 · CEO: +1.42012 Q2 · CEO: +3.62012 Q3 · CEO: -0.32012 Q4 · CEO: +3.02013 Q1 · CEO: +5.62013 Q2 · CEO: +4.42013 Q3 · CEO: +10.82013 Q4 · CEO: +10.02014 Q1 · CEO: +11.72014 Q2 · CEO: +6.02014 Q3 · CEO: +3.72014 Q4 · CEO: -3.12015 Q2 · CEO: +0.02016 Q3 · CEO: +19.32016 Q4 · CEO: +25.32017 Q1 · CEO: +14.82017 Q2 · CEO: +16.52017 Q3 · CEO: +24.92017 Q4 · CEO: +20.92018 Q1 · CEO: +22.22018 Q2 · CEO: +18.82018 Q3 · CEO: +28.22018 Q4 · CEO: +18.72019 Q1 · CEO: +22.22019 Q2 · CEO: +16.02019 Q3 · CEO: +25.82019 Q4 · CEO: +20.52020 Q1 · CEO: +3.42020 Q2 · CEO: +5.92020 Q3 · CEO: +16.12020 Q4 · CEO: +14.12021 Q1 · CEO: +13.62021 Q2 · CEO: +24.62021 Q3 · CEO: +13.12021 Q4 · CEO: +20.02022 Q1 · CEO: +19.52022 Q2 · CEO: +13.12022 Q3 · CEO: +13.92022 Q4 · CEO: -2.92023 Q1 · CEO: +11.32023 Q2 · CEO: +17.02023 Q3 · CEO: +17.62023 Q4 · CEO: +11.82024 Q1 · CEO: +12.22024 Q2 · CEO: +25.42024 Q3 · CEO: +27.72024 Q4 · CEO: +28.02025 Q1 · CEO: +19.32007 Q2 · CFO: +7.52007 Q4 · CFO: +5.22008 Q1 · CFO: +5.82008 Q2 · CFO: +5.32008 Q3 · CFO: -3.22008 Q4 · CFO: -3.32009 Q1 · CFO: -6.52009 Q2 · CFO: -2.72009 Q3 · CFO: -1.12009 Q4 · CFO: -2.82010 Q1 · CFO: -2.92010 Q2 · CFO: +0.32011 Q2 · CFO: +1.02011 Q3 · CFO: +0.02011 Q4 · CFO: -3.52012 Q1 · CFO: -7.12012 Q2 · CFO: +1.92012 Q3 · CFO: +0.92012 Q4 · CFO: +0.62013 Q1 · CFO: +2.62013 Q2 · CFO: +2.22013 Q3 · CFO: +11.52014 Q1 · CFO: +4.62014 Q2 · CFO: +1.22014 Q3 · CFO: -5.12014 Q4 · CFO: -3.62016 Q3 · CFO: +5.12016 Q4 · CFO: +16.82017 Q1 · CFO: +15.82017 Q2 · CFO: +9.82017 Q3 · CFO: +20.72017 Q4 · CFO: +18.92018 Q1 · CFO: +13.82018 Q2 · CFO: +11.82018 Q3 · CFO: +16.72018 Q4 · CFO: +12.92019 Q1 · CFO: +2.32019 Q2 · CFO: +14.52019 Q3 · CFO: +5.22019 Q4 · CFO: +6.42020 Q1 · CFO: -7.92020 Q2 · CFO: -6.02020 Q3 · CFO: +0.02020 Q4 · CFO: +1.42021 Q1 · CFO: +11.92021 Q2 · CFO: +19.72021 Q3 · CFO: +8.52021 Q4 · CFO: +1.92022 Q1 · CFO: +5.12022 Q2 · CFO: +21.52022 Q3 · CFO: -4.32022 Q4 · CFO: +6.32023 Q1 · CFO: -1.72023 Q2 · CFO: -11.42023 Q4 · CFO: +14.42024 Q1 · CFO: +3.72024 Q2 · CFO: +8.82024 Q3 · CFO: +8.42025 Q1 · CFO: +9.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-59-30+0+30+592007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Prepared remarks: +3.92007 Q3 · Prepared remarks: +4.22007 Q4 · Prepared remarks: -2.82008 Q1 · Prepared remarks: -1.42008 Q2 · Prepared remarks: +9.02008 Q3 · Prepared remarks: -0.72008 Q4 · Prepared remarks: +4.72009 Q1 · Prepared remarks: -7.72009 Q2 · Prepared remarks: -2.62009 Q3 · Prepared remarks: -1.72009 Q4 · Prepared remarks: +3.62010 Q1 · Prepared remarks: +1.52010 Q2 · Prepared remarks: -0.72010 Q3 · Prepared remarks: +6.72010 Q4 · Prepared remarks: +2.62011 Q1 · Prepared remarks: +6.42011 Q2 · Prepared remarks: -1.12011 Q3 · Prepared remarks: -0.92011 Q4 · Prepared remarks: +2.82012 Q1 · Prepared remarks: -3.62012 Q2 · Prepared remarks: +3.82012 Q3 · Prepared remarks: +3.32012 Q4 · Prepared remarks: +4.42013 Q1 · Prepared remarks: +15.22013 Q2 · Prepared remarks: +16.42013 Q3 · Prepared remarks: +18.72013 Q4 · Prepared remarks: +21.22014 Q1 · Prepared remarks: +12.52014 Q2 · Prepared remarks: +11.32014 Q3 · Prepared remarks: +8.22014 Q4 · Prepared remarks: +6.52015 Q1 · Prepared remarks: +12.42015 Q2 · Prepared remarks: +9.92015 Q3 · Prepared remarks: +4.12015 Q4 · Prepared remarks: +8.52016 Q1 · Prepared remarks: +12.22016 Q2 · Prepared remarks: +15.82016 Q3 · Prepared remarks: +16.22016 Q4 · Prepared remarks: +25.82017 Q1 · Prepared remarks: +14.32017 Q2 · Prepared remarks: +20.62017 Q3 · Prepared remarks: +27.22017 Q4 · Prepared remarks: +28.02018 Q1 · Prepared remarks: +26.42018 Q2 · Prepared remarks: +27.52018 Q3 · Prepared remarks: +30.02018 Q4 · Prepared remarks: +24.62019 Q1 · Prepared remarks: +23.02019 Q2 · Prepared remarks: +24.12019 Q3 · Prepared remarks: +25.22019 Q4 · Prepared remarks: +26.92020 Q1 · Prepared remarks: +0.52020 Q2 · Prepared remarks: +2.02020 Q3 · Prepared remarks: +15.92020 Q4 · Prepared remarks: +18.72021 Q1 · Prepared remarks: +51.72021 Q2 · Prepared remarks: +45.12021 Q3 · Prepared remarks: +24.42021 Q4 · Prepared remarks: +30.62022 Q1 · Prepared remarks: +34.02022 Q2 · Prepared remarks: +46.62022 Q3 · Prepared remarks: +36.72022 Q4 · Prepared remarks: +25.02023 Q1 · Prepared remarks: +45.62023 Q2 · Prepared remarks: +30.02023 Q3 · Prepared remarks: +25.52023 Q4 · Prepared remarks: +50.62024 Q1 · Prepared remarks: +25.82024 Q2 · Prepared remarks: +23.92024 Q3 · Prepared remarks: +32.92024 Q4 · Prepared remarks: +17.22025 Q1 · Prepared remarks: +23.02007 Q2 · Q&A responses: -1.22007 Q3 · Q&A responses: +3.52007 Q4 · Q&A responses: +12.92008 Q1 · Q&A responses: +10.42008 Q2 · Q&A responses: +7.12008 Q3 · Q&A responses: -5.22008 Q4 · Q&A responses: -0.82009 Q1 · Q&A responses: -1.12009 Q2 · Q&A responses: +2.32009 Q3 · Q&A responses: +8.52009 Q4 · Q&A responses: +2.22010 Q1 · Q&A responses: -3.62010 Q2 · Q&A responses: +0.52010 Q3 · Q&A responses: -1.62010 Q4 · Q&A responses: +2.52011 Q1 · Q&A responses: +10.02011 Q2 · Q&A responses: -0.82011 Q3 · Q&A responses: +0.72011 Q4 · Q&A responses: +1.52012 Q1 · Q&A responses: -0.32012 Q2 · Q&A responses: +2.12012 Q3 · Q&A responses: -2.22012 Q4 · Q&A responses: -0.22013 Q1 · Q&A responses: +4.62013 Q2 · Q&A responses: +2.72013 Q3 · Q&A responses: +1.62013 Q4 · Q&A responses: +2.62014 Q1 · Q&A responses: +3.52014 Q2 · Q&A responses: +3.62014 Q3 · Q&A responses: +1.02014 Q4 · Q&A responses: +5.12015 Q1 · Q&A responses: +6.82015 Q2 · Q&A responses: +10.22015 Q3 · Q&A responses: +7.72015 Q4 · Q&A responses: +14.22016 Q1 · Q&A responses: +19.62016 Q2 · Q&A responses: +7.82016 Q3 · Q&A responses: +9.52016 Q4 · Q&A responses: +19.52017 Q1 · Q&A responses: +19.22017 Q2 · Q&A responses: +12.72017 Q3 · Q&A responses: +20.42017 Q4 · Q&A responses: +9.02018 Q1 · Q&A responses: +7.12018 Q2 · Q&A responses: +13.52018 Q3 · Q&A responses: +18.02018 Q4 · Q&A responses: +11.12019 Q1 · Q&A responses: +12.92019 Q2 · Q&A responses: +14.12019 Q3 · Q&A responses: +19.52019 Q4 · Q&A responses: +10.12020 Q1 · Q&A responses: -0.62020 Q2 · Q&A responses: +1.62020 Q3 · Q&A responses: +11.72020 Q4 · Q&A responses: +8.52021 Q1 · Q&A responses: +7.22021 Q2 · Q&A responses: +14.02021 Q3 · Q&A responses: +11.02021 Q4 · Q&A responses: +8.62022 Q1 · Q&A responses: +7.12022 Q2 · Q&A responses: +8.92022 Q3 · Q&A responses: +10.92022 Q4 · Q&A responses: +2.32023 Q1 · Q&A responses: +9.92023 Q2 · Q&A responses: +14.32023 Q3 · Q&A responses: +11.42023 Q4 · Q&A responses: +6.22024 Q1 · Q&A responses: +9.82024 Q2 · Q&A responses: +18.92024 Q3 · Q&A responses: +13.32025 Q1 · Q&A responses: +13.3
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

$-4.21$3.09$10.392007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: $7.122014 Q2: $7.192014 Q3: $7.342014 Q4: $3.652015 Q1: $1.822015 Q2: $2.012015 Q3: $1.222015 Q4: $0.922016 Q1: $-0.092016 Q2: $0.282016 Q3: $0.832016 Q4: $1.372017 Q1: $1.322017 Q2: $1.332017 Q3: $1.172017 Q4: $1.632018 Q1: $2.692018 Q2: $4.642018 Q3: $5.412018 Q4: $4.762019 Q1: $3.292019 Q2: $3.852019 Q3: $2.692019 Q4: $1.042020 Q1: $-2.232020 Q2: $-3.212020 Q3: $-1.902020 Q4: $-1.652021 Q1: $-1.172021 Q2: $-0.622021 Q3: $1.082021 Q4: $2.902022 Q1: $5.922022 Q2: $9.382022 Q3: $9.052022 Q4: $7.672023 Q1: $6.112023 Q2: $5.122023 Q3: $4.662023 Q4: $4.522024 Q1: $3.762024 Q2: $4.212024 Q3: $3.83

Forward P/E

-14.44136.87288.192007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: 13.372014 Q2: 14.362014 Q3: 13.382014 Q4: 21.322015 Q1: 40.662015 Q2: 39.202015 Q3: 56.172015 Q4: 74.862016 Q1: 92.922016 Q2: 267.322016 Q3: 86.252016 Q4: 51.802017 Q1: 49.292017 Q2: 45.032017 Q3: 52.722017 Q4: 42.932018 Q1: 23.762018 Q2: 18.152018 Q3: 14.682018 Q4: 13.082019 Q1: 19.812019 Q2: 13.082019 Q3: 16.572019 Q4: 37.182020 Q1: 52.052021 Q3: 25.872021 Q4: 9.832022 Q1: 8.962022 Q2: 6.432022 Q3: 7.432022 Q4: 8.302023 Q1: 9.302023 Q2: 11.422023 Q3: 14.232023 Q4: 12.662024 Q1: 16.512024 Q2: 14.572024 Q3: 13.52

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -4.9 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q4 tone ↑ +3.4 fwd EPS ↓ -3.69 Tone rose while the forward EPS estimate was cut.
  • 2015 Q1 tone ↑ +2.9 fwd EPS ↓ -1.83 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↑ +5.8 fwd EPS ↓ -0.30 Tone rose while the forward EPS estimate was cut.
  • 2016 Q1 tone ↑ +3.4 fwd EPS ↓ -1.01 Tone rose while the forward EPS estimate was cut.
  • 2016 Q2 tone ↓ -2.3 fwd EPS ↑ +0.37 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↑ +8.0 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -5.0 fwd EPS ↑ +1.06 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +6.2 fwd EPS ↓ -1.15 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +4.5 fwd EPS ↓ -0.97 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -3.1 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -9.4 fwd EPS ↑ +1.70 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +4.6 fwd EPS ↓ -1.56 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↑ +5.6 fwd EPS ↓ -0.99 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↑ +3.5 fwd EPS ↓ -0.76 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-08+15.0——View →
2024 Q42025-02-19+16.8——View →
2024 Q32024-11-13+16.7$3.8313.5View →
2024 Q22024-08-08+16.9$4.2114.6View →
2024 Q12024-05-08+7.6$3.7616.5View →
2023 Q42024-02-15+4.1$4.5212.7View →
2023 Q32023-11-08+8.9$4.6614.2View →
2023 Q22023-08-03+10.2$5.1211.4View →