Tariffs, Smarter Sentiment, & Expanded Coverage: What’s New in VerityData’s Earnings Call Insights

Since launching last year, VerityData’s AI-powered Earnings Call Insight Reports have become a go-to resource for investment teams looking to extract real insight from earnings calls — without getting buried in scripted commentary.

For those new to the reports, here’s a quick snapshot of why they’re valuable:

• Double-check the call – Spot what you might have missed.
• Focus your time – Quickly prioritize which calls need a closer look.
• Ramp up fast – Get context across a new sector or coverage area.
• Gauge tone – Understand management’s sentiment and Q&A dynamics.

We’ve continued to enhance the reports since launch. Below are a few of the latest, most notable updates.

What’s New?

TARIFFS NOW FLAGGED IN TRANSCRIPTS

With trade tensions resurfacing, tariff-related risks are in focus. We’ve enhanced our reports to flag and summarize tariff discussions with clarity and context.

Recent examples include:

Neogen (NEOG)
Management flagged that tariff impacts — primarily from China — could reach $30 million annually, affecting both margins and sales volumes. The company is considering price adjustments and supply chain shifts to offset the pressure.

Excerpt from Earnings Call Insight Report

Constellation Brands (STZ)
Tariffs are impacting aluminum cans for beer and wine imports from Italy and New Zealand. The company has factored this into guidance and is managing currency exposure with a layered, multiyear approach.

Excerpt from Earnings Call Insight Report

These real-time summaries make it easier to track macro risk — without reading every line of a transcript.

SMARTER SENTIMENT SCORING

As part of our commitment to deliver leading edge AI capabilities, we’ve upgraded the underlying model and refined the prompts behind our sentiment engine. The result is smarter, more consistent scoring that better separates genuine confidence from scripted positivity.

Unlike traditional transcript tools, our reports apply sentiment analysis by topic. That means you don’t just get a general tone — you can see exactly where management is bullish (e.g., pricing power) and where they sound cautious (e.g., international exposure).

Power users may notice a subtle shift in weighting, as the updated model is more skeptical of generic optimism and better tuned to pick up on changes in language that actually matter. As a result, we expect sentiment scores will not generally be as positive.

Want to learn more about the research behind our approach? Read how we built sentiment scoring for investors.

EXPANDED HISTORICAL COVERAGE UNDERWAY

All new transcripts reflect the upgraded prompt outputs, and we’re actively backfilling coverage. Once complete, the improved version will be visible across all VerityData views, feeds, and APIs.

Bottom Line

These enhancements make it even easier for investors to surface signals that matter — whether it’s subtle tone shifts in guidance or macro themes like tariffs. VerityData’s Earnings Call Insight Reports continue to evolve alongside your workflow, giving you sharper inputs with less noise.

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