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Earnings Call Language Trends — Clarity Today

Topic

Earnings Call Language Trends

Counts of terms such as AI, inflation, tariff and tariff refund cited on S&P 500 earnings calls as a gauge of executive attention.

Current clusters

invest1 distinct publisher

A third of the S&P 500's 51% earnings surge is two companies' investment marks

FactSet's blended Q2 2026 growth rate drops to 32.6% without Alphabet and Amazon, whose GAAP beats leaned on unrealized gains. The pulse is strong. It is not as strong as quoted.

Publishers:fortune.com

Reality

Evidence56
Adoption: Insufficient
Hype gap+24
Incentives46

Confidence58