How to Analyze Earnings Documents

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

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 finish this video, 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:

• Monitor announcements from companies making changes to their reporting schedules
• Track announcements in press releases around the date and time of earnings for your coverage list
• Locate company 8-K's and press releases disclosing dividend and buyback dollar amounts
• Discover what analysts describe as the key takeaways and questions from earnings calls or investor conferences