Before the Tape: A Q3 Earnings Preview and Preparation Guide

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

Philip Harrison

Director of Research, Visible Alpha
S&P Global Market Intelligence

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Chirag Patel, CFA

Business Development Manager, Buy-Side
S&P Global Market Intelligence