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Tellvest Earnings Pulse
Earnings Pulse — calendar Q3 2024
Archive69 companies with scores for calendar Q3 2024 · no scores recorded for calendar Q2 2024
Reporting periods mapped to calendar Q3 2024: each company’s fiscal quarter is placed in the calendar quarter that contains the month it ends. Company rows show their own fiscal quarter.
Average earnings-call score
Average of the 1–10 scores of all 69 companies with scores for this period. 10 is most positive.
- Compared with the prior period
- No scores are recorded for calendar Q2 2024.
- Interactive view
- Not available: the Economy page does not include calendar Q3 2024.
Sectors
Average score by sector, for sectors with at least 3 companies with scores in this period.
Most optimistic
| Sector | Average | Companies |
|---|---|---|
| Financial Services | 7.6/10 | 5 |
| Healthcare | 7.4/10 | 8 |
| Communication Services | 7.0/10 | 5 |
Least optimistic
| Sector | Average | Companies |
|---|---|---|
| Consumer Cyclical | 5.0/10 | 8 |
| Consumer Defensive | 5.6/10 | 7 |
| Industrials | 6.8/10 | 8 |
Sector change vs calendar Q2 2024
Comparison unavailable: no scores are recorded for calendar Q2 2024.
Company movers
Largest score changes among active companies with scores in both calendar Q2 2024 and calendar Q3 2024. Each link opens the company page at the fiscal quarter behind the current score.
Comparison unavailable: no scores are recorded for calendar Q2 2024.
Macro themes
Theme signals (flags) recorded from calls mapped to this period, and how management characterized them.
| Theme | Flags | Improving | Deteriorating | Other |
|---|---|---|---|---|
| Consumer spending | 38 | 10 | 8 | 20 |
| AI & technology | 29 | 25 | 0 | 4 |
| Supply chain | 25 | 4 | 8 | 13 |
| Capital expenditure | 24 | 18 | 1 | 5 |
| Enterprise spending | 23 | 9 | 3 | 11 |
| Trade & tariffs | 16 | 0 | 3 | 13 |
A flag is one theme signal recorded from a call; a company can contribute more than one. Other = flags recorded with any other direction (mixed, stable or not mentioned). Up to six themes, most-flagged first.
Theme change
Change in the number of companies flagging each theme, among companies with earnings records in both periods.
No theme was flagged, in either period, by companies with earnings records in both periods.
Analysts who pushed hardest
| Analyst | Challenging | Questions |
|---|---|---|
| Tim ArcuriUBS | 56% | 5 of 9 |
| Chris RollandSusquehanna | 43% | 3 of 7 |
| Vivek AryaBank of America | 40% | 2 of 5 |
| Mike MatsonNeedham | 40% | 2 of 5 |
| Srini PajjuriRBC Capital Markets | 33% | 2 of 6 |
Share of each analyst’s questions scored as challenging (minimum 5 questions). Up to five analysts.
How to read this
Period. A report covers reporting periods mapped to one calendar quarter, not calls held in that quarter. A retailer’s fiscal Q2 can map to calendar Q3; each company row names its fiscal quarter.
Counts. “Companies with scores” counts companies with a recorded score for the period. It is not a count of every company that reported.
Comparisons. Each average score uses that period’s full set of scores. The change in the average counts only companies scored in both periods. Sector change and company movers use matched companies: only those with scores in both periods. Theme change uses companies with earnings records in both periods.
Updates. Figures are calculated from the scores currently recorded, so a report can change when scores are added or revised.
How to read Tellvest Earnings Pulse · How to read the Economic Sentiment Index
Built from SEC filings and public earnings transcripts. Descriptive analysis, not investment advice. Explore any company at tellvest.com/companies.