GenAI Talks

Interactive visualization of US corporate GenAI exposure and sentiment trends.

See Corporate Talks for multi-topic exposure 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 GenAI Talks dashboard measures Generative AI discussion in S&P 500 earnings call transcripts from 2014 Q1 to present (updated quarterly). We compute the share of transcript content classified as Generative AI (Exposure) and classify that content into Risk, Adoption, and Opportunity (Sentiment).

Exposure: Percentage of transcript paragraphs devoted to Generative AI topics.
Sentiment: Classification of GenAI content as Risk, Adoption, or Opportunity.

Method: Zero-shot topic detection using BART-large-MNLI; sentiment classification of detected GenAI segments with GPT-4o across 22,590+ transcripts. Exposure = GenAI 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

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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).