How to use the Earnings Mentions tool

The Earnings Mentions tool tracks how often specific words and topics are mentioned on company earnings calls, helping you identify trends that can inform your predictions.

This historical data shows you what companies are talking about, how often they mention key topics, and whether those mentions are increasing or decreasing over time.

How to access the tool

Access the Earnings Mentions tool by clicking Earnings Mentions on the sidebar (desktop) or in the horizontally scrolling menu at the top of your screen (mobile).

Understanding the data

Select a company from the dropdown to see specific words and topics tracked across their earnings calls:

• Word – The specific topic or keyword being tracked (e.g., "Competition", "Acquisition", "Subscriber")
• Yes/No – The number of transcripts where the word was mentioned vs. not mentioned, along with cents (showing prediction market pricing)
• Mentions – A fraction showing mentions in recent transcripts (e.g., "20/23" means mentioned in 20 out of 23 transcripts)
• Quarterly columns – Historical mention counts by quarter (2025 Q3, 2025 Q2, 2024 Q4, etc.)

Use the Transcripts Shown dropdown to filter which earnings call transcripts are included in the analysis.

How to use the data

Look for trends in the quarterly data to identify opportunities:

• Increasing mentions – If a topic is mentioned more frequently in recent quarters, it may indicate growing importance
• Decreasing mentions – Declining mentions could signal reduced focus or relevance
• Consistent mentions – Topics mentioned regularly across quarters are likely core to the business
• Yes/No pricing – Compare the cents shown to identify markets where pricing might not reflect the historical data

Click the "Predict this on Kalshi" button to open that market on Kalshi.

Tips for success

• Look for clear trends across multiple quarters, not just single data points
• Compare similar companies to see if trends are industry-wide or company-specific
• Consider the timing – mentions often spike before major announcements or changes
• Cross-reference with news, analyst reports, and other data sources
• Pay attention to the ratio – 20/23 mentions is much stronger than 3/23