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:
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.
Affinity Score: Affinity tracks the uniqueness of a topic or theme for a given company based on mentions computed over the last 24 months. Affinity quantifies how unique a theme is to a company - it is calculated by comparing how important it is to that company over time vs how important it is for all other companies we track. For example, an affinity score of 1 means that a topic is unique to this company and is likely the only company talking about a particular topic.
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.