Transcripts covering earnings and guidance calls, M&A discussions, conferences and investor presentations across more than 24,000 companies worldwide. Historical coverage dates back to 2004.
Read management tone to support trading decisions.
Compare strategic plans with actual results.
Catch early warnings in management commentary.
Identify performance drivers from earnings calls.
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What 24 calls from S&P Global Transcripts on Bigdata.com were about, 1 Sep 2026 to 15 Oct 2026.
Wells Fargo said EPS rose 13% and Morgan Stanley reported $20.3 billion in revenue, while Nordea kept its full-year guidance unchanged.
Kier tied its earnings guidance to order book coverage, GE Vernova plans a 2027 outlook in January and Zomedica reports on November 4.
Paychex reported 6% revenue growth and Interactive Brokers higher commissions, while J.B. Hunt put margin repair first.
Interactive Brokers raised its dividend, Sygnus linked dividends to investor confidence and Wiser tied growth to planned acquisitions.
Themes are summarised from the calls listed under each one. Captured 16 Oct 2026.
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What are airline and travel executives saying about demand and fares on their latest calls?
S&P GlobalExecutives describe resilient demand despite higher fares, with travelers changing where they go rather than whether they travel 1. Booking Holdings said the US was its strongest travel market in the second quarter, and that pressure on airline ticket prices was greatest in Asia, where most of the oil from the Strait of Hormuz goes 1. Expedia said people are still prioritizing travel despite higher oil prices and air fares, with more strength at the high end and in domestic trips 2. United Airlines said leisure yields far out in the booking curve show the highest year-on-year change, coming off a very low base now that the cheapest fares are gone 3. Trip.com said elevated fuel prices and airfares weighed more on longer-haul demand, which shifted toward shorter-haul destinations 4, and AirAsia said fares are up about 40% to 45% since 2019 while demand has held 5.
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S&P Global's transcripts of earnings and guidance calls, M&A and special calls, company conferences and investor presentations, searchable by AI agents through the Bigdata MCP server and API.
24,000+ companies worldwide, across major industries such as financials, healthcare, technology and energy, with earnings and guidance calls, M&A, shareholder and other special calls, conferences and investor presentations.
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Bigdata.com's S&P Global Transcripts archive goes back to 2004.
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