Subtext

QRVO

Sector—
Transcripts40
Date range2014-07-24 – 2024-05-01
Calls charted40

Sentiment timeline

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

-19-10+0+10+192015 Q12016 Q22017 Q32018 Q42020 Q12021 Q22022 Q32023 Q42015 Q1 · Overall: +12.62015 Q2 · Overall: +11.52015 Q3 · Overall: +12.82015 Q4 · Overall: +11.12016 Q1 · Overall: +5.02016 Q2 · Overall: +10.52016 Q3 · Overall: +5.82016 Q4 · Overall: +11.62017 Q1 · Overall: +6.02017 Q2 · Overall: +11.22017 Q3 · Overall: +12.52017 Q4 · Overall: +13.92018 Q1 · Overall: +10.52018 Q2 · Overall: +12.12018 Q3 · Overall: +16.62018 Q4 · Overall: +7.12019 Q1 · Overall: +9.92019 Q2 · Overall: +9.42019 Q3 · Overall: +9.62019 Q4 · Overall: +8.82020 Q1 · Overall: +7.72020 Q2 · Overall: +2.32020 Q3 · Overall: +8.62020 Q4 · Overall: +7.12021 Q1 · Overall: +13.02021 Q2 · Overall: +10.72021 Q3 · Overall: +11.22021 Q4 · Overall: +12.82022 Q1 · Overall: +13.02022 Q2 · Overall: -0.72022 Q3 · Overall: +8.02022 Q4 · Overall: +8.72023 Q1 · Overall: +4.22023 Q2 · Overall: +1.12023 Q3 · Overall: +6.02023 Q4 · Overall: +8.22024 Q1 · Overall: +5.82024 Q2 · Overall: +9.82024 Q3 · Overall: +12.82024 Q4 · Overall: +12.6
Overall

CEO vs CFO

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

-37-19+0+19+372015 Q12016 Q22017 Q32018 Q42020 Q12021 Q22022 Q32023 Q42015 Q1 · CEO: +21.22015 Q2 · CEO: +20.82015 Q4 · CEO: +20.52016 Q2 · CEO: +18.92016 Q3 · CEO: +13.62016 Q4 · CEO: +26.92017 Q2 · CEO: +21.52017 Q3 · CEO: +18.22017 Q4 · CEO: +19.92018 Q1 · CEO: +22.02018 Q2 · CEO: +28.62018 Q3 · CEO: +25.32018 Q4 · CEO: +25.92019 Q1 · CEO: +24.82019 Q2 · CEO: +22.22019 Q3 · CEO: +14.62019 Q4 · CEO: +23.32020 Q1 · CEO: +13.42020 Q2 · CEO: +10.32020 Q3 · CEO: +22.42020 Q4 · CEO: +12.92021 Q1 · CEO: +20.02021 Q2 · CEO: +18.92021 Q3 · CEO: +21.12021 Q4 · CEO: +28.92022 Q1 · CEO: +24.82022 Q3 · CEO: +20.72022 Q4 · CEO: +19.92023 Q1 · CEO: +20.32023 Q2 · CEO: +8.72023 Q3 · CEO: +15.12023 Q4 · CEO: +24.82024 Q1 · CEO: +16.42024 Q2 · CEO: +22.62024 Q3 · CEO: +30.42024 Q4 · CEO: +32.42015 Q1 · CFO: +18.22015 Q4 · CFO: +18.62016 Q2 · CFO: -6.52016 Q3 · CFO: +10.42016 Q4 · CFO: +9.12017 Q1 · CFO: +5.62017 Q2 · CFO: +22.02017 Q3 · CFO: +22.92017 Q4 · CFO: +14.22018 Q1 · CFO: +7.72018 Q2 · CFO: +13.12018 Q3 · CFO: +21.12018 Q4 · CFO: +7.22019 Q1 · CFO: +8.42019 Q2 · CFO: +9.32019 Q3 · CFO: +9.62019 Q4 · CFO: +5.42020 Q1 · CFO: +15.22020 Q2 · CFO: +7.02020 Q3 · CFO: +6.52020 Q4 · CFO: +8.42021 Q1 · CFO: +12.22021 Q2 · CFO: +11.42021 Q3 · CFO: +14.42021 Q4 · CFO: +11.62022 Q1 · CFO: +17.02022 Q3 · CFO: +7.92022 Q4 · CFO: +8.52023 Q1 · CFO: +5.02023 Q2 · CFO: +4.72023 Q3 · CFO: +8.32023 Q4 · CFO: +0.62024 Q1 · CFO: +4.62024 Q2 · CFO: +4.02024 Q3 · CFO: +10.92024 Q4 · CFO: +5.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-35-17+0+17+352015 Q12016 Q22017 Q32018 Q42020 Q12021 Q22022 Q32023 Q42015 Q1 · Prepared remarks: +24.52015 Q2 · Prepared remarks: +25.52015 Q3 · Prepared remarks: +16.02015 Q4 · Prepared remarks: +28.62016 Q1 · Prepared remarks: -3.82016 Q2 · Prepared remarks: +22.82016 Q3 · Prepared remarks: +15.02016 Q4 · Prepared remarks: +24.22017 Q1 · Prepared remarks: +19.62017 Q2 · Prepared remarks: +24.12017 Q3 · Prepared remarks: +22.92017 Q4 · Prepared remarks: +15.62018 Q1 · Prepared remarks: +11.02018 Q2 · Prepared remarks: +30.32018 Q3 · Prepared remarks: +23.62018 Q4 · Prepared remarks: +24.32019 Q1 · Prepared remarks: +22.22019 Q2 · Prepared remarks: +23.62019 Q3 · Prepared remarks: +15.02019 Q4 · Prepared remarks: +25.02020 Q1 · Prepared remarks: +18.32020 Q2 · Prepared remarks: +14.22020 Q3 · Prepared remarks: +20.52020 Q4 · Prepared remarks: +7.52021 Q1 · Prepared remarks: +13.52021 Q2 · Prepared remarks: +18.32021 Q3 · Prepared remarks: +15.22021 Q4 · Prepared remarks: +21.72022 Q1 · Prepared remarks: +21.42022 Q2 · Prepared remarks: +22.72022 Q3 · Prepared remarks: +13.62022 Q4 · Prepared remarks: +17.52023 Q1 · Prepared remarks: +20.92023 Q2 · Prepared remarks: +16.22023 Q3 · Prepared remarks: +19.42023 Q4 · Prepared remarks: +16.62024 Q1 · Prepared remarks: +13.02024 Q2 · Prepared remarks: +23.72024 Q3 · Prepared remarks: +25.82024 Q4 · Prepared remarks: +26.02015 Q1 · Q&A responses: +10.82015 Q2 · Q&A responses: +7.52015 Q3 · Q&A responses: +11.22015 Q4 · Q&A responses: +12.02016 Q1 · Q&A responses: +8.52016 Q2 · Q&A responses: +8.12016 Q3 · Q&A responses: +7.22016 Q4 · Q&A responses: +10.92017 Q1 · Q&A responses: +3.92017 Q2 · Q&A responses: +12.42017 Q3 · Q&A responses: +7.92017 Q4 · Q&A responses: +14.02018 Q2 · Q&A responses: +11.12018 Q3 · Q&A responses: +14.42018 Q4 · Q&A responses: +8.42019 Q1 · Q&A responses: +10.02019 Q2 · Q&A responses: +10.72019 Q3 · Q&A responses: +8.52019 Q4 · Q&A responses: +7.12020 Q1 · Q&A responses: +8.62020 Q2 · Q&A responses: +4.52020 Q3 · Q&A responses: +8.22021 Q2 · Q&A responses: +8.32021 Q3 · Q&A responses: +12.62021 Q4 · Q&A responses: +15.52022 Q1 · Q&A responses: +16.92022 Q2 · Q&A responses: +4.12022 Q3 · Q&A responses: +12.32022 Q4 · Q&A responses: +10.22023 Q1 · Q&A responses: -0.32023 Q2 · Q&A responses: +0.52023 Q3 · Q&A responses: +5.12023 Q4 · Q&A responses: +5.92024 Q1 · Q&A responses: +5.52024 Q2 · Q&A responses: +6.52024 Q3 · Q&A responses: +12.72024 Q4 · Q&A responses: +7.6
Prepared remarksQ&A responses

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2024 Q42024-05-01+12.6——View →
2024 Q32024-01-31+12.8——View →
2024 Q22023-11-01+9.8——View →
2024 Q12023-08-02+5.8——View →
2023 Q42023-05-03+8.2——View →
2023 Q32023-02-01+6.0——View →
2023 Q22022-11-02+1.1——View →
2023 Q12022-08-03+4.2——View →