You shouldn’t need to read thousands of transcripts to understand what’s happening.

We read every public earnings call for 500+ U.S. companies and tell you how the quarter actually went, not just the headline numbers.

1 is a weak quarter. 10 is a strong one. This is the whole market.

Reporting this week

Sentiment trend across 500+ companies

Q3 '24Q2 '26

500+

Companies tracked

3,900+

Earnings calls analyzed

170+

Analyst firms

2,400+

Analysts covered

Sentiment Pulse

Latest earnings calls

DG9+1 DLTR9+1 ULTA8—MRVL10—WDAY9—ADSK10—

How it works

We read every earnings call transcript and extract three layers of structured intelligence.

01

A score for every quarter

Pick any company and see its 1-10 sentiment score for every quarter. The rubric is transparent: GAAP revenue growth sets the base, then adjustments for margin trends, guidance changes, and transcript tone. You can compare any company to any other.

Q2 ’26551 companies

Q1 ’26555 companies

positivemixedcautious

02

A grade for every analyst

Every analyst question is classified by tone and topic. You can see who pushes hardest, which firms are most rigorous, and where management deflects instead of answering. Browse by analyst, firm, or company.

What you can do with Tellvest

All data is sourced from SEC filings, company-reported results, and public earnings transcripts.

500+ companies

Track any company

Sentiment scores, key themes, notable quotes, and quarter-over-quarter trends for every earnings call. Prior quarters are free; the newest quarter is part of Pro.

Earnings Pulse · 7.2/10 · Q2 2026

Read the quarterly Earnings Pulse

The market-wide read each quarter: economy-wide sentiment and its shift, the sectors and companies moving most, and the macro themes management flagged. Every past quarter has a permanent page.

Returns analysis · Pro

Score consistency vs. returns

Companies scoring 9+ for consecutive quarters at reasonable valuations show meaningfully better 90-day returns. A Tellvest Pro feature.

Mentions

See who mentions whom

Cross-company mentions pulled verbatim from earnings calls: which customers, suppliers, and partners companies are talking about each quarter. Prior quarters are free; the newest is part of Pro.

The signal is in the transcript. Most people never read it.

Every quarter, management teams tell analysts exactly how the business is performing and where it's headed. The numbers get reported everywhere. The context behind them doesn't.

With Tellvest, you see the sentiment score before you read the call. You know which analysts pushed hardest and where management deflected. You spot the macro shift that 200 companies just confirmed. You compare any company to its sector in seconds.

3,900+ earnings analyses across 500+ companies, structured and comparable. Updated every earnings season.

Start 30 days free, no card Browse companies

Data: SEC filings, company-reported results & earnings transcripts·Updated after each earnings season

9.4%

challenge rate

+0.4pp

657 of 7,011 questions in Q2 ’26

SectorRatevs prior

Real Estate

12%+6pp

Consumer Defensive

11%—

Healthcare

11%+1pp

Basic Materials

10%—

Technology

9%+1pp

03

The macro picture, aggregated

When 247 companies flag AI spending as a tailwind and only 12 call it a headwind, that's a signal you can see in one place. Macro themes are aggregated across the economy, by sector, and by industry so you spot the pattern, not just one call.

% of companies in directionQ2 ’26Q1 ’26

↑AI & Tech38%39%

↓Consumer Spending9%5%

↓Inflation21%8%

↑Capex28%27%

Full methodology →

Economy dashboard

Read the macro picture

What are CEOs reporting about AI spending, tariffs, consumer demand, and hiring? Aggregated across hundreds of calls.

Sector intelligence