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 Relevance, Mentions, and Sentiment.
Mentions: The total number of times this theme has been spoken about on company calls.
Sentiment: Reflects positive/negative mentions of this topic for the last 24 months.
Relevance: A measure of how relevant this theme is to the company overall, taking into account uniqueness to the company as well as recent growth in mentions.