Skip to main content
All CollectionsUse CasesEarnings Season
How to analyze earnings documents
How to analyze earnings documents

Learn best practices in earnings analysis with AlphaSense and access popular searches to help transform your workflow

Mark Jones avatar
Written by Mark Jones
Updated over 10 months ago

Note: If your dashboard looks different, you likely have our new dashboard experience, which you can check out here.

Note: You may be seeing your filters located at the top of your page. This indicates you are on our older version of filters. To see how to enable Vertical Filters ,click here https://help.alpha-sense.com/en/articles/7983833-feature-preview

AlphaSense makes analyzing earnings documents easy. In this video tutorial, you’ll learn how to:

  • Identify shifts in a company’s strategy with automated Topic and KPI extraction, then gain instant historical context through the Snippet Explorer

  • Extract key disclosures, operating metrics and QoQ changes in SEC filings with Table Extraction and Blacklining

  • Benchmark and analyze shifts in commentary QoQ and hone in how a company sounds about a topic with Sentiment

After you watch, we recommend you customize your account to fit your earnings workflow with the searches below. Remember to filter with your ticker or watchlist and save Alerts to gain real-time information on earnings activities.

Essential Earnings Searches:

Did this answer your question?