Subtext

PPL Corporation PPL

SectorUtilities
Transcripts67
Date range2008-01-31 – 2025-04-30
Calls charted67

Sentiment timeline

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

-20-10+0+10+202007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22007 Q4 · Overall: +4.82008 Q1 · Overall: +1.32008 Q2 · Overall: +1.02008 Q3 · Overall: -2.52008 Q4 · Overall: -3.62009 Q1 · Overall: +3.32009 Q2 · Overall: -2.92009 Q4 · Overall: +3.62010 Q1 · Overall: -6.62010 Q4 · Overall: +5.12011 Q1 · Overall: +0.62011 Q2 · Overall: -2.72011 Q3 · Overall: +5.22011 Q4 · Overall: +4.32012 Q1 · Overall: +1.12012 Q2 · Overall: +4.52012 Q3 · Overall: -2.12012 Q4 · Overall: +0.12013 Q1 · Overall: +2.62013 Q2 · Overall: +0.32013 Q3 · Overall: +3.62013 Q4 · Overall: +5.42014 Q1 · Overall: +2.12014 Q2 · Overall: +4.82014 Q3 · Overall: +2.82014 Q4 · Overall: +5.42015 Q1 · Overall: +5.82015 Q2 · Overall: +5.92015 Q3 · Overall: +9.72015 Q4 · Overall: +9.32016 Q1 · Overall: +7.12016 Q2 · Overall: +2.12016 Q3 · Overall: +10.82016 Q4 · Overall: +8.62017 Q1 · Overall: +9.42017 Q2 · Overall: +8.52017 Q3 · Overall: +3.82017 Q4 · Overall: +11.82018 Q1 · Overall: +9.12018 Q2 · Overall: +10.32018 Q3 · Overall: +6.92018 Q4 · Overall: +5.42019 Q1 · Overall: +5.02019 Q2 · Overall: +8.02019 Q3 · Overall: +11.22019 Q4 · Overall: +8.22020 Q1 · Overall: +1.42020 Q2 · Overall: +9.52020 Q3 · Overall: +10.42020 Q4 · Overall: +10.82021 Q1 · Overall: +13.92021 Q2 · Overall: +16.12021 Q3 · Overall: +8.72021 Q4 · Overall: +7.92022 Q1 · Overall: +6.72022 Q2 · Overall: +17.02022 Q3 · Overall: +10.72022 Q4 · Overall: +7.22023 Q1 · Overall: +8.02023 Q2 · Overall: +9.82023 Q3 · Overall: +1.42023 Q4 · Overall: +12.72024 Q1 · Overall: +3.82024 Q2 · Overall: +12.92024 Q3 · Overall: +8.92024 Q4 · Overall: +8.72025 Q1 · Overall: +10.9
Overall

CEO vs CFO

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

-45-23+0+23+452007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22008 Q2 · CEO: +6.12008 Q4 · CEO: -6.42009 Q2 · CEO: -3.12009 Q4 · CEO: +9.12010 Q1 · CEO: -2.02010 Q4 · CEO: +21.72011 Q1 · CEO: +8.02011 Q2 · CEO: +6.32011 Q3 · CEO: +8.32011 Q4 · CEO: +7.72012 Q1 · CEO: +6.62012 Q2 · CEO: +9.72012 Q3 · CEO: +2.02012 Q4 · CEO: +11.62013 Q1 · CEO: +10.72013 Q2 · CEO: +3.22013 Q3 · CEO: +10.62013 Q4 · CEO: +10.42014 Q1 · CEO: +5.02014 Q2 · CEO: +11.12014 Q3 · CEO: +7.82014 Q4 · CEO: +13.02016 Q3 · CEO: +15.12016 Q4 · CEO: +12.12017 Q1 · CEO: +11.62017 Q2 · CEO: +12.12017 Q3 · CEO: +6.42017 Q4 · CEO: +17.02018 Q1 · CEO: +14.92018 Q2 · CEO: +21.92018 Q3 · CEO: +7.32018 Q4 · CEO: +11.92019 Q1 · CEO: +11.92019 Q2 · CEO: +23.72019 Q3 · CEO: +16.72019 Q4 · CEO: +18.72020 Q1 · CEO: +5.72020 Q2 · CEO: +12.72020 Q3 · CEO: +14.82020 Q4 · CEO: +17.72021 Q1 · CEO: +22.92021 Q2 · CEO: +22.42021 Q3 · CEO: +13.92021 Q4 · CEO: +17.62022 Q1 · CEO: +12.22022 Q2 · CEO: +22.12022 Q3 · CEO: +15.42022 Q4 · CEO: +11.12023 Q1 · CEO: +8.42023 Q2 · CEO: +12.32023 Q3 · CEO: +10.92023 Q4 · CEO: +16.72024 Q2 · CEO: +11.52024 Q3 · CEO: +9.22024 Q4 · CEO: +12.02025 Q1 · CEO: +13.42008 Q2 · CFO: +0.82008 Q4 · CFO: -3.42009 Q1 · CFO: +8.82009 Q2 · CFO: +2.52009 Q4 · CFO: +4.22010 Q1 · CFO: -0.82010 Q4 · CFO: +5.42011 Q1 · CFO: +4.02011 Q2 · CFO: -0.52011 Q3 · CFO: +7.72011 Q4 · CFO: +3.12012 Q1 · CFO: -1.12012 Q2 · CFO: +5.02012 Q3 · CFO: +3.62012 Q4 · CFO: -1.72013 Q1 · CFO: +5.12013 Q2 · CFO: +3.82013 Q3 · CFO: +0.02013 Q4 · CFO: +8.92014 Q1 · CFO: +6.22014 Q2 · CFO: +10.62014 Q3 · CFO: -1.32014 Q4 · CFO: +6.02016 Q3 · CFO: +8.22016 Q4 · CFO: +8.92017 Q1 · CFO: +9.02017 Q2 · CFO: -2.42017 Q3 · CFO: +0.02017 Q4 · CFO: +7.42018 Q1 · CFO: +10.32018 Q2 · CFO: -0.82018 Q3 · CFO: +13.72018 Q4 · CFO: +6.82019 Q1 · CFO: -1.22019 Q2 · CFO: -2.92019 Q3 · CFO: +12.02019 Q4 · CFO: +1.72020 Q1 · CFO: -5.42020 Q3 · CFO: +0.82020 Q4 · CFO: +0.92021 Q1 · CFO: -2.12021 Q2 · CFO: +1.42021 Q3 · CFO: +6.12021 Q4 · CFO: +0.82022 Q1 · CFO: +0.02022 Q2 · CFO: +17.12022 Q3 · CFO: +12.82022 Q4 · CFO: +14.72023 Q1 · CFO: +19.62023 Q2 · CFO: +15.22023 Q3 · CFO: +12.42023 Q4 · CFO: +9.92024 Q2 · CFO: +39.52024 Q3 · CFO: +13.42024 Q4 · CFO: +12.12025 Q1 · CFO: +19.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-32-16+0+16+322007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22007 Q4 · Prepared remarks: +8.72008 Q1 · Prepared remarks: +1.42008 Q2 · Prepared remarks: +1.92008 Q3 · Prepared remarks: -4.92008 Q4 · Prepared remarks: -6.62009 Q1 · Prepared remarks: +2.82009 Q2 · Prepared remarks: -3.52009 Q4 · Prepared remarks: +5.22010 Q1 · Prepared remarks: -4.22010 Q4 · Prepared remarks: +12.22011 Q1 · Prepared remarks: +5.02011 Q2 · Prepared remarks: -1.22011 Q3 · Prepared remarks: +2.52011 Q4 · Prepared remarks: +11.32012 Q1 · Prepared remarks: +6.42012 Q2 · Prepared remarks: +7.82012 Q3 · Prepared remarks: +5.12012 Q4 · Prepared remarks: +10.42013 Q1 · Prepared remarks: +8.52013 Q2 · Prepared remarks: +6.72013 Q3 · Prepared remarks: +5.42013 Q4 · Prepared remarks: +10.62014 Q1 · Prepared remarks: +8.42014 Q2 · Prepared remarks: +14.02014 Q3 · Prepared remarks: +8.32014 Q4 · Prepared remarks: +11.92015 Q1 · Prepared remarks: +10.42015 Q2 · Prepared remarks: +6.22015 Q3 · Prepared remarks: +5.02015 Q4 · Prepared remarks: +15.32016 Q1 · Prepared remarks: +8.52016 Q2 · Prepared remarks: +5.22016 Q3 · Prepared remarks: +15.62016 Q4 · Prepared remarks: +14.32017 Q1 · Prepared remarks: +12.92017 Q2 · Prepared remarks: +9.12017 Q3 · Prepared remarks: +4.82017 Q4 · Prepared remarks: +13.42018 Q1 · Prepared remarks: +17.92018 Q2 · Prepared remarks: +25.12018 Q3 · Prepared remarks: +13.72018 Q4 · Prepared remarks: +17.02019 Q1 · Prepared remarks: +10.12019 Q2 · Prepared remarks: +18.12019 Q3 · Prepared remarks: +15.92019 Q4 · Prepared remarks: +16.32020 Q1 · Prepared remarks: +2.72020 Q2 · Prepared remarks: +11.62020 Q3 · Prepared remarks: +7.42020 Q4 · Prepared remarks: +13.52021 Q1 · Prepared remarks: +19.22021 Q2 · Prepared remarks: +21.62021 Q3 · Prepared remarks: +12.12021 Q4 · Prepared remarks: +17.62022 Q1 · Prepared remarks: +14.92022 Q2 · Prepared remarks: +24.72022 Q3 · Prepared remarks: +16.62022 Q4 · Prepared remarks: +17.32023 Q1 · Prepared remarks: +19.02023 Q2 · Prepared remarks: +18.12023 Q3 · Prepared remarks: +28.12023 Q4 · Prepared remarks: +15.72024 Q1 · Prepared remarks: +18.52024 Q2 · Prepared remarks: +16.92024 Q3 · Prepared remarks: +11.22024 Q4 · Prepared remarks: +15.72025 Q1 · Prepared remarks: +21.52007 Q4 · Q&A responses: +3.12008 Q1 · Q&A responses: +4.22008 Q2 · Q&A responses: +3.92008 Q3 · Q&A responses: +5.32008 Q4 · Q&A responses: -0.32009 Q1 · Q&A responses: +9.52009 Q2 · Q&A responses: +1.22009 Q4 · Q&A responses: +6.22010 Q1 · Q&A responses: -2.02010 Q4 · Q&A responses: +4.92011 Q1 · Q&A responses: +1.22011 Q2 · Q&A responses: +0.32011 Q3 · Q&A responses: +10.82011 Q4 · Q&A responses: +0.52012 Q1 · Q&A responses: +1.32012 Q2 · Q&A responses: +7.62012 Q3 · Q&A responses: -3.02012 Q4 · Q&A responses: -3.92013 Q1 · Q&A responses: +3.72013 Q2 · Q&A responses: +0.72013 Q3 · Q&A responses: +6.82013 Q4 · Q&A responses: +6.02014 Q1 · Q&A responses: +0.62014 Q2 · Q&A responses: +4.92014 Q3 · Q&A responses: +3.92014 Q4 · Q&A responses: +2.82015 Q1 · Q&A responses: +3.62015 Q2 · Q&A responses: +8.02015 Q3 · Q&A responses: +12.32015 Q4 · Q&A responses: +5.92016 Q1 · Q&A responses: +0.02016 Q2 · Q&A responses: +3.62016 Q3 · Q&A responses: +2.02016 Q4 · Q&A responses: +1.32017 Q1 · Q&A responses: +6.82017 Q2 · Q&A responses: +3.42017 Q3 · Q&A responses: +2.42017 Q4 · Q&A responses: +13.22018 Q1 · Q&A responses: +9.22018 Q2 · Q&A responses: +4.92018 Q3 · Q&A responses: +3.72018 Q4 · Q&A responses: -5.12019 Q1 · Q&A responses: +5.52019 Q2 · Q&A responses: -0.92019 Q3 · Q&A responses: +12.92019 Q4 · Q&A responses: +1.82020 Q1 · Q&A responses: -1.22020 Q2 · Q&A responses: +9.32020 Q3 · Q&A responses: +16.82020 Q4 · Q&A responses: +11.42021 Q1 · Q&A responses: +16.82021 Q2 · Q&A responses: +13.12021 Q3 · Q&A responses: +11.52021 Q4 · Q&A responses: +4.62022 Q1 · Q&A responses: +4.22022 Q2 · Q&A responses: +11.62022 Q3 · Q&A responses: +12.12022 Q4 · Q&A responses: +4.12023 Q1 · Q&A responses: +4.02023 Q2 · Q&A responses: +7.72023 Q3 · Q&A responses: +7.42023 Q4 · Q&A responses: +10.72024 Q1 · Q&A responses: +2.52024 Q2 · Q&A responses: +12.92024 Q3 · Q&A responses: +8.22024 Q4 · Q&A responses: +5.32025 Q1 · Q&A responses: +5.9
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

$1.40$2.00$2.602007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22014 Q1: $2.172014 Q2: $2.232014 Q3: $2.252014 Q4: $2.282015 Q1: $2.312015 Q2: $2.222015 Q3: $2.272015 Q4: $2.322016 Q1: $2.362016 Q2: $2.402016 Q3: $2.232016 Q4: $2.172017 Q1: $2.202017 Q2: $2.252017 Q3: $2.292017 Q4: $2.332018 Q1: $2.342018 Q2: $2.382018 Q3: $2.412018 Q4: $2.442019 Q1: $2.462019 Q2: $2.482019 Q3: $2.502019 Q4: $2.522020 Q1: $2.502020 Q2: $2.442020 Q3: $2.462020 Q4: $2.472021 Q1: $2.482021 Q2: $1.492021 Q3: $1.562021 Q4: $1.622022 Q1: $1.542022 Q2: $1.542022 Q3: $1.552022 Q4: $1.602023 Q1: $1.622023 Q2: $1.652023 Q3: $1.672023 Q4: $1.712024 Q1: $1.742024 Q2: $1.772024 Q3: $1.80

Forward P/E

8.3314.2320.122007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22014 Q1: 14.862014 Q2: 15.562014 Q3: 14.842014 Q4: 15.282015 Q1: 14.722015 Q2: 13.682015 Q3: 13.362015 Q4: 14.582016 Q1: 15.632016 Q2: 16.212016 Q3: 15.302016 Q4: 15.572017 Q1: 16.772017 Q2: 17.502017 Q3: 16.972017 Q4: 14.542018 Q1: 11.922018 Q2: 10.972018 Q3: 12.312018 Q4: 11.572019 Q1: 13.222019 Q2: 12.632019 Q3: 12.502019 Q4: 14.272020 Q1: 9.142020 Q2: 11.002020 Q3: 11.402020 Q4: 11.062021 Q1: 11.312021 Q2: 19.312021 Q3: 18.852021 Q4: 18.072022 Q1: 17.232022 Q2: 17.062022 Q3: 19.052022 Q4: 18.392023 Q1: 16.812023 Q2: 16.282023 Q3: 15.212023 Q4: 15.952024 Q1: 15.522024 Q2: 15.842024 Q3: 17.84

Divergence watch ⚑

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

  • 2016 Q1 tone ↓ -2.2 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -4.9 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↑ +8.7 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2017 Q3 tone ↓ -4.7 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -3.4 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +8.1 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↑ +2.2 fwd EPS ↓ -0.99 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -7.4 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -3.5 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -8.5 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -8.9 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -4.0 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+10.9——View →
2024 Q42025-02-13+8.7——View →
2024 Q32024-11-01+8.9$1.8017.8View →
2024 Q22024-08-02+12.9$1.7715.8View →
2024 Q12024-05-01+3.8$1.7415.5View →
2023 Q42024-02-16+12.7$1.7115.9View →
2023 Q32023-11-02+1.4$1.6715.2View →
2023 Q22023-08-04+9.8$1.6516.3View →