Read The Signals Before the Street

For analysts and portfolio managers navigating crowded trades and volatile narratives within tight reaction windows.

Timely, Forward-Looking Signals

The street reacts to the earnings call. This report gives you visibility into enterprise sentiment before the call.

Compliance approved data on:

“Accurate and reliable data that informs our key decisions,”
- Allen C, Business Services CIO

Formatted for integration into your team’s workflow, from initial screens to final models.

Grounded in enterprise behavior. Built for internal use.

The Spend Sentiment Report combines:

Transcripts, vendor briefings, and earnings calls don't move the needle.

Here’s what the street's missing:

Provide your team with proprietary enterprise intelligence, not recycled data.

Analysts and research teams need sharper signals, not more data.

The Spend Sentiment Report provides:

Empower your team with segment-ready data they can trust.

Your early warning system for thesis drift.

Avoid thesis lag:

Get your team the data they need to test their theses with confidence.

We cap access to maintain confidentiality, preserve signal quality, and ensure alpha.

Place your team beyond the street:

Suggest questions for our CIO surveys

Prioritize vendors or segments that matter to your portfolio

Join quarterly CIO briefings with live Q&A

This is institutional primary research, not a subscription product.

Guarantee your team's access to alpha available nowhere else.