How to read Tellvest Earnings Pulse

What Earnings Pulse is

From About: Earnings Pulse distills each quarter into a single market-wide read. Economy-wide sentiment and how it shifted. The most and least optimistic sectors. The biggest sentiment movers. The macro themes gaining and losing attention. Every past quarter keeps its own permanent page.

The headline is a 1-10 economy-wide earnings-call sentiment score. A score of 10 is most positive. The reading is built from what management and analysts said on the quarter's earnings calls.

Pulse is the handoff you can share: one finished (or in-progress) quarter, sectors, movers, and themes in one place. It sits next to the company 1-10 score path (How to get a 1-10 sentiment score) and the broader product overview (Earnings-call intelligence).

Pulse vs Economy (ESI): when to open which

Same research family. Different job.

Use Economy when you are working the interactive ESI workflow. Use Pulse when you want the finished-quarter (or early-season) handoff you can link or screenshot. For the step-by-step ESI walkthrough, see How to read Tellvest's Economic Sentiment Index.

How to open the latest and prior-quarter Pulse pages

1. Open Earnings Pulse for the default Pulse page.
2. Read the quarter label in the title (for example, "Earnings Pulse - Q2 2026"). The default /pulse URL is not always the newest calendar quarter in progress. It often shows the last finished quarter while the next season is still early.
3. For a specific quarter, use that quarter's permanent URL. Example: Q3 2026 Pulse lives at /pulse/2026-q3.
4. Use the Past quarters links on the Pulse page to jump to Q2 2026, Q1 2026, and earlier permanent pages.
5. Re-check the live page before you cite a number. Company counts and scores update as more calls land.

Permanent quarter URLs vs the <code>/pulse</code> default:

• /pulse/2026-q3 shows Q3 2026 (early season).
• /pulse still defaults to finished Q2 2026.

Bookmark the permanent path when you mean a specific quarter. Do not assume /pulse equals "whatever quarter I am thinking about."

How to read the snapshot (score, sectors, movers, macro themes)

Work top to bottom on a Pulse page.

1. Headline score and company count. Read the economy-wide 1-10 score, the company count ("across N U.S. public companies"), and the change vs the prior quarter. A score of 10 is most positive. Note the N. An early-season Pulse with dozens of companies that have reported is not the same sample as a finished quarter with hundreds.
2. Most / least optimistic sectors. Each line is sector score /10 and (company count in that sector on this Pulse). Compare scores and sample sizes together. A high score on a thin count is a thinner read than the same score on a wide count.
3. Sectors moving most vs last quarter. Pulse labels these as same-panel shifts (companies that reported in both quarters), so a move is not only a different mix of reporters. Read improving most and declining most with the prior and current scores and the delta.
4. Largest gains / largest declines. Individual company movers with prior and current score and delta. Treat these as illustrative names on this sample, not a buy or sell list.
5. What management teams are flagging. Macro themes with mention counts and improving vs deteriorating characterizations.
6. Themes gaining and losing attention. Quarter-over-quarter change in how many companies flagged each theme (same-panel).
7. Analysts who pushed hardest (when present). Highest share of questions scored as challenging (with a minimum question count). Research context, not a ranking of "best" analysts.

Always pair the score with the company count and the quarter label. Then open a company page when one name matters more than the market snapshot (How to browse earnings-call scores without Pro).

Worked example: Q3 2026 Pulse (live facts; early-season sample)

Live facts from Q3 2026 Earnings Pulse. This is an early-season sample (57 companies), not a finished full-quarter book.

As of Q3 2026, the Tellvest economy-wide earnings-call sentiment across 57 U.S. public companies is 7.9/10, up 0.7 from 7.2/10 in Q2 2026. A score of 10 is most positive; the reading is built from what management and analysts said on the quarter's earnings calls.

Most optimistic sectors (Q3 2026, live):

Least optimistic (Q3 2026, live): Consumer Cyclical 6.1/10 (13).

Sector shifts vs last quarter (same-panel, live):

• Improving most: Consumer Defensive 6.1 to 6.8 (+0.7); Technology 8.9 to 9 (+0.1)
• Declining most: Consumer Cyclical 6.5 to 6.1 (−0.4); Healthcare 7.8 to 7.5 (−0.2)

Largest gains (live on page): HP Inc. (HPQ) 6 to 9 (+3); Campbell Soup Company (CPB) 1 to 4 (+3); Best Buy (BBY) 6 to 9 (+3); Walmart Inc. (WMT) 6 to 8 (+2); Synopsys (SNPS) 7 to 9 (+2).

Largest declines (live on page): GameStop Corp. (GME) 8 to 5 (−3); Credo Technology Group Holding Ltd (CRDO) 10 to 8 (−2).

Macro themes management flagged most (live): AI & technology (29 mentions; 29 improving, 0 deteriorating); Capital expenditure (19; 18 improving); Consumer spending (19; 1 improving, 9 deteriorating); Enterprise spending (19; 15 improving); Inflation (18; 0 improving, 12 deteriorating); Supply chain (18; 1 improving, 12 deteriorating).

Themes gaining attention (live): Capital expenditure 11 to 19 (+8); Supply chain 16 to 18 (+2). Losing attention (live): Trade & tariffs 21 to 16 (−5); Enterprise spending 22 to 19 (−3).

Contrast with the <code>/pulse</code> default (finished Q2): /pulse still shows Q2 2026 at 7.2/10 across 579 U.S. public companies (up 0.2 from 7/10 in Q1 2026). That finished-quarter 579 book is not the same sample as early Q3's 57. Do not present them as equal coverage of "the market."

Confirm both live URLs before you reuse these figures. They will move as more Q3 calls are analyzed.

Free vs Pro

From About and Pricing:

• Free: Prior quarters for every company and for economy, sector, industry, and Mentions views. Company list with sentiment scores and trends. Analyst and firm tracker. Pulse permanent pages for past quarters are part of that shareable free market-wide read. No account needed to browse the free layer.
• Tellvest Pro ($12/month): The newest quarter everywhere the moment it is analyzed (companies, economy, sectors, industries, Mentions), plus pre-earnings briefs, macro signal and theme screener, returns analysis and trade signal history, watchlist email alerts, and coverage requests. Cancel anytime.
• Trial: Every new account starts with 30 days of full Pro, free. No credit card required. When it ends, keep Pro for $12/month or stay on the free tier.

Practical split: use Pulse and prior-quarter company scores on the free layer when you want the snapshot and history. Use Pro when you need the newest quarter on Economy and company pages as earnings season unfolds. For the free company-score path, see How to browse earnings-call scores without Pro. Pricing detail: Pricing.

FAQ

Takeaway

To read Tellvest Earnings Pulse: open the permanent quarter URL you mean (Q3 2026 for early season; default Pulse may still be finished Q2), read the 1-10 score with the company count (Q3 early 7.9/10 across 57, up 0.7 from 7.2; /pulse Q2 7.2/10 across 579), then scan sectors, same-panel shifts, movers, and macro themes. Early-season N is not finished-quarter N. Use Economy for the interactive ESI; use Pulse for the shareable snapshot. Not investment advice.