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What Companies Talk About on Earnings Calls
Average mentions per S&P 500 earnings call, rolling 90 days
1 of 4 series is above their level a year earlier
Plays the chart through its history. Pauses are where the data set a record or moved most.
From Palanor Discourse, which reads every S&P 500 earnings call and release.
The topics executives raise when they speak to investors. AI talk has grown steadily, while tariffs and recession come and go with events.
What this chart reads
- AI Mentions per Call (Discourse)as “AI”latest 2026-10-22
- Tariff Mentions per Call (Discourse)as “Tariffs”latest 2026-10-22
- Layoff Mentions per Call (Discourse)as “Layoffs”latest 2026-10-22
- Recession Mentions per Call (Discourse)as “Recession”latest 2026-10-22
Sources
AI Mentions per Call (Discourse). Source: Palanor derives this signal from management discourse documents. The source is discourse; the series identifier is discourse.mentions.ai.
Tariff Mentions per Call (Discourse). Source: Palanor derives this signal from management documents supplied by Discourse. The measure aggregates tariff mentions across documents over a trailing ninety-day window.
Layoff Mentions per Call (Discourse). Source: Palanor extracts and codes language from public company documents including earnings call transcripts. The series aggregates mention frequency across the trailing 90-day window.
Recession Mentions per Call (Discourse). Source: Palanor derives this series from transcripts of public-company earnings calls and presentations. The discourse source aggregates mentions across all available transcripts on a trailing ninety-day basis.
Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.