Subtext

Verisk Analytics, Inc. VRSK

SectorIndustrials
Transcripts41
Date range2015-04-29 – 2025-05-07
Calls charted41

Sentiment timeline

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

-19-10+0+10+192015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · Overall: +11.62015 Q2 · Overall: +8.22015 Q3 · Overall: +7.12015 Q4 · Overall: +10.62016 Q1 · Overall: +3.92016 Q2 · Overall: +7.82016 Q3 · Overall: +12.52016 Q4 · Overall: +8.82017 Q1 · Overall: +5.72017 Q2 · Overall: +10.12017 Q3 · Overall: +3.92017 Q4 · Overall: +7.72018 Q1 · Overall: +10.62018 Q2 · Overall: +8.02018 Q3 · Overall: +10.82018 Q4 · Overall: +14.42019 Q1 · Overall: +6.52019 Q2 · Overall: +7.62019 Q3 · Overall: +16.82019 Q4 · Overall: +8.22020 Q1 · Overall: +1.52020 Q2 · Overall: +6.82020 Q3 · Overall: +10.22020 Q4 · Overall: +6.92021 Q1 · Overall: +6.92021 Q2 · Overall: +12.02021 Q3 · Overall: +5.12021 Q4 · Overall: +14.42022 Q1 · Overall: +13.52022 Q2 · Overall: +5.22022 Q3 · Overall: +6.82022 Q4 · Overall: +9.32023 Q1 · Overall: +4.62023 Q2 · Overall: +6.42023 Q3 · Overall: +8.02023 Q4 · Overall: +11.22024 Q1 · Overall: +4.62024 Q2 · Overall: +4.42024 Q3 · Overall: +10.62024 Q4 · Overall: +8.22025 Q1 · Overall: +6.0
Overall

CEO vs CFO

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

-30-15+0+15+302015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · CEO: +16.02015 Q2 · CEO: +13.42016 Q3 · CEO: +17.42016 Q4 · CEO: +14.82017 Q1 · CEO: +12.02017 Q2 · CEO: +13.72017 Q3 · CEO: +7.72017 Q4 · CEO: +12.12018 Q1 · CEO: +16.92018 Q2 · CEO: +14.92018 Q3 · CEO: +14.72018 Q4 · CEO: +15.22019 Q1 · CEO: +12.62019 Q2 · CEO: +20.02019 Q3 · CEO: +21.02019 Q4 · CEO: +14.12020 Q1 · CEO: +5.82020 Q2 · CEO: +10.62020 Q3 · CEO: +12.82020 Q4 · CEO: +21.42021 Q1 · CEO: +13.22021 Q2 · CEO: +18.72021 Q3 · CEO: +12.32021 Q4 · CEO: +25.92022 Q1 · CEO: +20.92022 Q2 · CEO: +13.72022 Q3 · CEO: +14.82022 Q4 · CEO: +21.32023 Q1 · CEO: +9.42023 Q2 · CEO: +12.52023 Q3 · CEO: +20.62023 Q4 · CEO: +19.32024 Q1 · CEO: +14.32024 Q2 · CEO: +10.82024 Q3 · CEO: +21.72024 Q4 · CEO: +22.12025 Q1 · CEO: +10.82015 Q1 · CFO: +15.52015 Q2 · CFO: +11.92016 Q3 · CFO: +12.22016 Q4 · CFO: +9.02017 Q1 · CFO: +3.72017 Q2 · CFO: +11.72017 Q3 · CFO: +11.32017 Q4 · CFO: +12.72018 Q2 · CFO: +18.82018 Q3 · CFO: +15.22018 Q4 · CFO: +17.82019 Q1 · CFO: +7.32019 Q2 · CFO: +1.02019 Q3 · CFO: +14.62019 Q4 · CFO: +13.62020 Q1 · CFO: -2.22020 Q2 · CFO: +10.82020 Q3 · CFO: +13.42020 Q4 · CFO: +5.82021 Q1 · CFO: +7.12021 Q2 · CFO: +4.72021 Q3 · CFO: +0.92021 Q4 · CFO: +10.22022 Q2 · CFO: +0.72022 Q3 · CFO: +2.32022 Q4 · CFO: +4.82023 Q1 · CFO: +6.52023 Q2 · CFO: +3.62023 Q3 · CFO: +6.32023 Q4 · CFO: +11.32024 Q1 · CFO: +6.42024 Q2 · CFO: -1.22024 Q3 · CFO: +8.52024 Q4 · CFO: +1.02025 Q1 · CFO: +7.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-72-36+0+36+722015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · Prepared remarks: +12.12015 Q2 · Prepared remarks: +18.32015 Q3 · Prepared remarks: +14.12015 Q4 · Prepared remarks: +14.72016 Q1 · Prepared remarks: +10.12016 Q2 · Prepared remarks: +11.62016 Q3 · Prepared remarks: +24.12016 Q4 · Prepared remarks: +18.82017 Q1 · Prepared remarks: +11.92017 Q2 · Prepared remarks: +18.92017 Q3 · Prepared remarks: +8.02017 Q4 · Prepared remarks: +22.02018 Q1 · Prepared remarks: +13.02018 Q2 · Prepared remarks: +13.72018 Q3 · Prepared remarks: +16.72018 Q4 · Prepared remarks: +23.22019 Q1 · Prepared remarks: +13.52019 Q2 · Prepared remarks: +17.22019 Q3 · Prepared remarks: +22.02019 Q4 · Prepared remarks: +19.92020 Q1 · Prepared remarks: +5.12020 Q2 · Prepared remarks: +11.02020 Q3 · Prepared remarks: +15.62020 Q4 · Prepared remarks: +12.02021 Q1 · Prepared remarks: +13.42021 Q2 · Prepared remarks: +20.42021 Q3 · Prepared remarks: +13.82021 Q4 · Prepared remarks: +18.92022 Q1 · Prepared remarks: +21.32022 Q2 · Prepared remarks: +8.82022 Q3 · Prepared remarks: +8.72022 Q4 · Prepared remarks: +17.52023 Q1 · Prepared remarks: +9.22023 Q2 · Prepared remarks: +7.92023 Q3 · Prepared remarks: +11.72023 Q4 · Prepared remarks: +18.02024 Q1 · Prepared remarks: +62.52024 Q2 · Prepared remarks: +4.42024 Q3 · Prepared remarks: +15.32024 Q4 · Prepared remarks: +15.52025 Q1 · Prepared remarks: +11.42015 Q1 · Q&A responses: +17.52015 Q2 · Q&A responses: +10.32015 Q3 · Q&A responses: +9.02015 Q4 · Q&A responses: +13.92016 Q1 · Q&A responses: +3.92016 Q2 · Q&A responses: +9.22016 Q3 · Q&A responses: +9.92016 Q4 · Q&A responses: +8.52017 Q1 · Q&A responses: +7.02017 Q2 · Q&A responses: +6.92017 Q3 · Q&A responses: +5.42017 Q4 · Q&A responses: +6.52018 Q1 · Q&A responses: +12.22018 Q2 · Q&A responses: +7.62018 Q3 · Q&A responses: +10.92018 Q4 · Q&A responses: +11.42019 Q1 · Q&A responses: +5.12019 Q2 · Q&A responses: +2.22019 Q3 · Q&A responses: +16.42019 Q4 · Q&A responses: +6.92020 Q1 · Q&A responses: +2.52020 Q2 · Q&A responses: +9.02020 Q3 · Q&A responses: +8.72020 Q4 · Q&A responses: +7.32021 Q1 · Q&A responses: +5.62021 Q2 · Q&A responses: +9.72021 Q3 · Q&A responses: +2.92021 Q4 · Q&A responses: +11.62022 Q1 · Q&A responses: +14.92022 Q2 · Q&A responses: +5.92022 Q3 · Q&A responses: +8.72022 Q4 · Q&A responses: +7.72023 Q1 · Q&A responses: +4.62023 Q2 · Q&A responses: +8.72023 Q3 · Q&A responses: +12.92023 Q4 · Q&A responses: +11.02024 Q1 · Q&A responses: +10.52024 Q2 · Q&A responses: +10.32024 Q3 · Q&A responses: +12.42024 Q4 · Q&A responses: +7.52025 Q1 · Q&A responses: +7.9
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

$2.52$4.96$7.392015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1: $2.852015 Q2: $3.052015 Q3: $3.252015 Q4: $3.222016 Q1: $3.352016 Q2: $3.282016 Q3: $3.252016 Q4: $3.352017 Q1: $3.392017 Q2: $3.352017 Q3: $3.352017 Q4: $3.482018 Q1: $4.112018 Q2: $4.282018 Q3: $4.432018 Q4: $4.482019 Q1: $4.562019 Q2: $4.662019 Q3: $4.792019 Q4: $4.842020 Q1: $5.032020 Q2: $5.012020 Q3: $5.222020 Q4: $5.432021 Q1: $5.502021 Q2: $5.502021 Q3: $5.742021 Q4: $5.982022 Q1: $6.002022 Q2: $5.952022 Q3: $6.172022 Q4: $5.602023 Q1: $5.672023 Q2: $5.972023 Q3: $6.422023 Q4: $6.612024 Q1: $6.702024 Q2: $6.962024 Q3: $7.06

Forward P/E

21.4730.6939.922015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1: 25.152015 Q2: 24.522015 Q3: 22.742015 Q4: 24.482016 Q1: 22.922016 Q2: 23.902016 Q3: 24.932016 Q4: 24.492017 Q1: 23.622017 Q2: 24.802017 Q3: 24.312017 Q4: 27.132018 Q1: 25.342018 Q2: 25.662018 Q3: 27.052018 Q4: 24.602019 Q1: 28.242019 Q2: 31.232019 Q3: 33.282019 Q4: 30.752020 Q1: 26.872020 Q2: 33.342020 Q3: 35.772020 Q4: 36.072021 Q1: 31.282021 Q2: 31.072021 Q3: 35.652021 Q4: 38.222022 Q1: 32.572022 Q2: 26.922022 Q3: 30.162022 Q4: 32.672023 Q1: 31.772023 Q2: 36.872023 Q3: 38.262023 Q4: 37.402024 Q1: 35.252024 Q2: 38.652024 Q3: 37.51

Divergence watch ⚑

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

  • 2015 Q2 tone ↓ -3.4 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -6.7 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↑ +3.9 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2016 Q4 tone ↓ -3.7 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -3.1 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↑ +4.3 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2018 Q2 tone ↓ -2.5 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -7.8 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -8.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -6.7 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -3.4 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -6.9 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +2.5 fwd EPS ↓ -0.57 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↓ -4.7 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -6.5 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-07+6.0——View →
2024 Q42025-02-26+8.2——View →
2024 Q32024-10-30+10.6$7.0637.5View →
2024 Q22024-07-31+4.4$6.9638.6View →
2024 Q12024-05-01+4.6$6.7035.2View →
2023 Q42024-02-21+11.2$6.6137.4View →
2023 Q32023-11-01+8.0$6.4238.3View →
2023 Q22023-08-02+6.4$5.9736.9View →