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Earnings Tracker

A comprehensive, data-driven view of recent earnings calls across leading companies

Earnings season offers a wealth of insights into companies, industries, sectors, and the economy as a whole. The AlphaSense Earnings Tracker captures a comprehensive, data-driven view of recent earnings calls across leading companies, using AlphaSense's Deep Research and Generative Grid to surface the most critical business and financial themes.

Download this exclusive resource to access the latest insights from earnings calls, identify emerging trends across sectors, and understand how top companies are navigating the current economic landscape. Whether you’re an investor, strategist, or corporate decision-maker, this tracker delivers the timely intelligence you need to stay informed and ahead of the curve.

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Enterprise Software: Assessing AI Adoption Trends

Generative AI is moving from isolated pilots to full-scale deployments, with adoption accelerating in areas like software development and IT service management.
Title slide: Enterprise Software: Assessing AI Adoption Trends, by Michelle Brophy and Sean Carmichael, featuring a computer illustration and AI logo.

From Promise to Performance: How AI Will Evolve in 2026

2025 was the year generative AI grew up, shifting from isolated experiments to integrated systems. What also emerged was a clearer picture of how AI will continue to mature in 2026.
Title slide: From Promise to Performance: How AI Will Evolve in 2026 by Sarah Hoffman, Director of AI Thought Leadership, with abstract tech graphics.

Most-Favored-Nation Policy: Implications for European Drug Launches

The U.S. shift toward most-favored-nation (MFN) drug pricing is forcing pharmaceutical firms to rethink their pricing models and launch strategies in Europe.
U.S. Most-Favored-Nation Drug Pricing Policy: What Does It Mean for Europe? by Sara Mallatt and Sean Carmichael, with a stylized map of Europe.

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