"Earnings-call word usage shows increased emphasis on growth in Q3 versus Q2, decreased mentions of tariffs and uncertainty, and slope of highlighted words represents change in usage between quarters."
"Current administration proclamations could reverse the trend next quarter; word-based measures add interpretive flavor to numeric data and reveal shifts in corporate sentiment over time."
Earnings-call transcripts show a higher frequency of growth-related words in the third quarter compared with the second quarter. References to tariffs and uncertainty declined between those quarters. The slope of highlighted word frequencies quantifies the quarter-to-quarter change in usage. Recent proclamations from the administration create a plausible risk that the pattern could reverse in the following quarter. Word-based measures provide additional qualitative signals about corporate sentiment that complement quantitative indicators and can reveal emerging shifts in how companies describe economic conditions.
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