Visible Alpha is a part of S&P Global, creating a premium offering of fundamental investment research capabilities with S&P Global Market Intelligence’s Capital IQ Pro platform. Visible Alpha's deep, granular consensus and broker estimates data complements Capital IQ’s broad estimates solution. The combination of our businesses allows us to offer an incredibly comprehensive platform for financial analysis, and our goal remains the same: to help you make more informed decisions while saving time and increasing efficiency.
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Visible Alpha Insights provides granular consensus and broker estimates for investment research. Quickly understand the market’s view on a company or industry and easily conduct relative analysis to extract actionable insights from sell-side models.
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Happy 🎃 Halloween! Tech earnings are delivering both tricks and treats. Great to talk through the data with CNBC’s Frank Holland! https://lnkd.in/eageCbP8 Visible Alpha S&P Global Market Intelligence Microsoft Meta Alphabet Inc. Apple Amazon
Visible Alpha reposted this
Google Cloud’s 17% margin crushes Visible Alpha consensus of 10.4% and drives the upside surprise this Q. Going through the numbers with Bloomberg News’ Yvonne Man and David Ingles. https://lnkd.in/eD5BBRJw Visible Alpha S&P Global Market Intelligence
With 𝗩𝗶𝘀𝗶𝗯𝗹𝗲 𝗔𝗹𝗽𝗵𝗮 𝗕𝗶𝗼𝗣𝗵𝗮𝗿𝗺𝗮, analyzing market expectations and competitive intelligence at the drug level is easier than ever. Here's how. Request a demo of BioPharma today: https://okt.to/p1ORXr
Supercharge your analysis with ready-to-use templates designed to fit seamlessly into your existing workflow. From growth trends to multi-company comparisons and in-depth valuation models, our Excel add-ins offer everything you need to make smarter, faster decisions. Learn more: https://okt.to/0HhTRi
Attention IROs! 𝗖𝗼𝗻𝘀𝗲𝗻𝘀𝘂𝘀 𝗼𝗻𝗹𝘆 𝘁𝗲𝗹𝗹𝘀 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆. While the consensus forecast gives a quick snapshot, 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝘃𝗮𝗹𝘂𝗲 𝗹𝗶𝗲𝘀 𝗶𝗻 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝘁 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗮𝗻𝗱 𝘄𝗵𝘆 𝘁𝗵𝗲𝘆 𝗱𝗶𝗳𝗳𝗲𝗿. Visible Alpha provides granular insights beyond headline consensus numbers – allowing you to uncover the drivers behind each forecast. Take the example below: Analysts vary significantly in their revenue expectations for FY 2024, from impacts of supplier cost pressures to boosts from secondary product sales. These variations tell us more than just the average – they highlight key investment questions for IR teams to anticipate and address. 𝗪𝗶𝘁𝗵 𝗩𝗶𝘀𝗶𝗯𝗹𝗲 𝗔𝗹𝗽𝗵𝗮, 𝘆𝗼𝘂 𝗴𝗮𝗶𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 "𝘄𝗵𝘆" 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲𝗺. Request a demo today: https://okt.to/gmOHIG
Earnings season puts portfolio managers and analysts to the test, demanding quick decisions based on real-time insights. Visible Alpha offers several powerful features designed to help you uncover key market signals, track critical trends, and act with precision. Learn more at: https://okt.to/Yo2lNb
Check out this episode of IR in Focus featuring our Head of TMT Research, Melissa Otto. She dives into the changing dynamics of broker relationships, effective investor communication strategies, and the importance of consistent messaging in investor relations.
𝗦𝗽𝗲𝗻𝗱 𝗹𝗲𝘀𝘀 𝘁𝗶𝗺𝗲 𝗼𝗻 𝗱𝗮𝘁𝗮 𝗽𝗿𝗲𝗽 𝗮𝗻𝗱 𝗺𝗼𝗿𝗲 𝘁𝗶𝗺𝗲 𝗼𝗻 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀. Easily compare companies with standardized segment-level forecasts and consensus estimates available with Visible Alpha. Take smartphones as an example: Analysts from Bank of America, Goldman Sachs, and Jefferies report iPhone units in different ways—whether it’s “Total iPhone Units,” “iPhone Sell-in Units,” or “iPhone Revenue Units.” Similarly, Samsung and Google report shipments with unique labels. Without standardization, aligning these data points can feel like an uphill battle. 𝗢𝘂𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝘀𝗲𝗮𝗺𝗹𝗲𝘀𝘀𝗹𝘆 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝘀 𝘁𝗵𝗲𝘀𝗲 𝘃𝗮𝗿𝗶𝗮𝘁𝗶𝗼𝗻𝘀 𝗶𝗻𝘁𝗼 𝗼𝗻𝗲 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝗶𝘇𝗲𝗱 𝗱𝗮𝘁𝗮𝘀𝗲𝘁—like “Units - Products, Smartphones” for a clean, consistent view across companies and products. This makes it easy to compare, analyze, and forecast across the industry with confidence. Request a demo to learn more: https://okt.to/R0IS7B
From deal sourcing to due diligence to portfolio management and financial modeling, Visible Alpha helps private equity teams streamline their everyday workflows. Ready to try out Visible Alpha for yourself? Schedule a demo today: https://okt.to/rWK237
The financial landscape is rapidly evolving—characterized by increasing market volatility, declining assets under management, and more sophisticated client demands. Our white paper, 𝗧𝗵𝗲 𝗥𝗮𝗰𝗲 𝘁𝗼 𝗦𝘁𝗮𝘆 𝗔𝗵𝗲𝗮𝗱: 𝗛𝗼𝘄 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗔𝗿𝗲 𝗠𝗼𝗱𝗲𝗿𝗻𝗶𝘇𝗶𝗻𝗴 𝘁𝗵𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗣𝗿𝗼𝗰𝗲𝘀𝘀, delves into practical solutions to combat these challenges, including: ♟️𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗼 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗦𝗵𝗶𝗳𝘁𝘀: Learn effective methods to handle rising inflation and interest rates while maintaining robust operations. 🖥️𝗔𝗱𝘃𝗮𝗻𝗰𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗪𝗶𝘁𝗵 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆: Discover how integrating automation and advanced data models can transform your investment process, enhancing accuracy, speed, and scalability. 📈𝗘𝗻𝗵𝗮𝗻𝗰𝗲 𝗙𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵: Learn how you can utilize Visible Alpha’s platform to access sell-side models from 200+ brokers covering over 7,000 companies in consensus. Our platform helps streamline research processes, offering tools for valuation opportunities, idea generation, modeling, forecasting, and benchmarking. Download the white paper today: https://okt.to/8Za1Rn