Corporate Talks

Interactive visualization of US corporate earnings call topic exposures.

See GenAI Talks for Generative AI–specific exposure and sentiment measures.
Data and indicators from our ECB research paper:
Michele Ca' Zorzi, Gianluigi Lopardo, Ana-Simona Manu, Verba volant, transcripta manent: what corporate earnings calls reveal about the AI stock rally

Overview

The Corporate Talks dashboard measures thematic discussion in S&P 500 earnings call transcripts from 2014 Q1 to present (updated quarterly). It reports the share of each transcript devoted to selected topics (Exposure). The “All Topics” view displays the top 10 topics by average exposure.

Exposure: Percentage of transcript paragraphs devoted to a given topic.

Method: Topic detection via zero‑shot classification (BART-large-MNLI) applied to 22,590+ transcripts. Exposure = topic paragraphs / total transcript paragraphs (length-normalised).

How to cite: Ca’ Zorzi, M., G. Lopardo & A.-S. Manu (2025). Verba Volant, Transcripta Manent: What Corporate Earnings Calls Reveal About the AI Stock Rally, ECB Working Paper No. 3093.

BibTeX 
@article{ecb2025genai,
  title        = {Verba Volant, Transcripta Manent: What Corporate Earnings Calls Reveal About the AI Stock Rally},
  author       = {Ca’ Zorzi, Michele and Lopardo, Gianluigi and Manu, Ana-Simona},
  year         = 2025,
  institution  = {European Central Bank},
  number       = {3093},
  type         = {Working Paper Series},
  pdf          = {https://www.ecb.europa.eu/pub/pdf/scpwps/ecb.wp3093%7E458d28b4bc.en.pdf},
}

Last data update: January 2025

-
Companies
-
Quarters
-
Data Points

Loading data...

Data & derived indicators © Ca’ Zorzi, Lopardo & Manu (2025), ECB Working Paper No. 3093. Licensed under CC BY 4.0 (please attribute the paper when using the data).