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Summary
Earnings season moves fast, and preparation is key. In this session, we’ll preview what current estimates reveal ahead of Q3, highlight notable shifts over the past 90 days, and share strategies for positioning before results drop. Using Visible Alpha on S&P Capital IQ Pro, learn how to track consensus changes, monitor sector-specific KPIs, and structure your workflow to surface critical insights in real time. You’ll come away with a clear framework to interpret company reports, identify emerging trends, and act with confidence before the numbers hit the tape.
What You’ll Learn:
- Sector Deep Dive: Monitor granular KPIs within a focused sector to uncover performance trends as earnings results are released.
- Real-Time Monitoring: Track your coverage universe with company-level insights and alerts to stay ahead of earnings events.
- Quantifying the Surprise: Quickly assess earnings results by comparing actuals vs. expectations for key metrics, and gauge market sentiment through real-time consensus changes.
- Contextual Analysis: Move from complex forecasts to intuitive charts and AI that surface key themes, sentiment shifts, and potential risks—letting the trends tell the story and helping you drive informed decision-making.
- Thesis Validation: Use deep consensus forecasts and analyst assumptions to validate investment theses and refine strategic positioning.
Speakers
S&P Global Market Intelligence
Philip Harrison
Director of Research, Visible Alpha
Philip Harrison is the Director of Research for Visible Alpha, where he oversees data operations guidelines as well as research initiatives in accounting, forecasting, and valuation. Prior to joining Visible Alpha in 2013, Philip was co-founder of Lusight Research, an independent research and investment technology firm focused on emerging markets. He was also a senior equity and credit analyst at ING Barings, Duff & Phelps (now known as Fitch Ratings), and UBS.
S&P Global Market Intelligence
Chirag Patel, CFA
Business Development Manager, Buy-Side
Chirag works within the EMEA Desktop Business Development team at S&P Global Market Intelligence. He is responsible for defining and executing on go-to-market initiatives, specifically for the Investment Management segment. Prior to joining S&P Global in London, Chirag was a global equities product specialist at one of Canada’s largest institutional asset managers based in Toronto. Chirag is a CFA charter holder and has also recently gained the CFA UK Certificate in ESG Investing.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.