Company Topics reveals the topics and themes that a company is discussing.
To get started, go to any public company tearsheet in AlphaSense. The Company Topics module lives at the top of the page right below the overview section.
Here, you can view the topics that a company is talking about on earnings calls. In this module, you can view topics in a Summary View, or a Treemap View:
Within Summary View:
Smart Summaries are generated around the top topics mentioned within the latest call
Each topic links to specific portions of the call where it was discussed, giving direct access to snippets need to be researched further.
Within Treemap view:
The size of each quadrant of the grid reflects the volume of mentions
The grid changes dynamically as new transcripts come in.
You can analyze key metrics from this view such as Affinity, Momentum and Sentiment.
Mentions/Momentum: Momentum is computed as change in mentions in the last 90 day period from the previous 90 day period, so it is a 90 day over 90 day change in mentions of a topic for a given company.
Sentiment: Reflects positive/negative mentions of this topic for the last 24 months.
Relevance: A combination score of affinity and momentum, so this value changes each time momentum and affinity change.