Markets price the words. We measure everything else.
Hint Analytics measures how public-company executives communicate. Face, voice and language are scored answer by answer, compared with each executive's own history, and delivered point-in-time.
Every desk now parses transcripts. Tone, sentiment and keyword counts are a crowded trade. The face is not. Executives rehearse their words. They rarely rehearse their expressions.
Language models turned the text of an earnings call into a commodity, and voice analytics followed. The visual channel has been left alone because it is hard. Video has to be sourced, the right person found in frame, and every expression tied to the exact moment and question it answers.
That work is what we do. The result is a view of executive behavior that cannot be rebuilt from a transcript, measured against the one baseline that matters: how the same person behaved before.
Look, I think margins… we'd expect them to be broadly in line, probably.
One answer, taken apart.
Synthetic data
An answer to an analyst question about margins. The hedged phrases line up with brow tension, a lift in pitch and longer pauses. Against this executive's own baseline, the composite moves well outside its normal range.
How a signal is made. Five steps, no shortcuts.
Source and identify
Interviews and public appearances, matched to the executive in role on that date. Departed and returning CEOs stay in the record, so history is free of survivorship.
Segment the conversation
Each appearance is split into questions and answers. Small talk is separated from material topics, so scores sit on the moments investors care about.
Measure three channels
Facial action units frame by frame. Pitch, pacing and pauses from the audio. Tone, forward-looking content and evasiveness from the words.
Baseline against the person
Some executives are always animated and some never are. Every score is measured against the same person's earlier appearances, adjusted for setting, and shrunk where history is thin.
Deliver to research
Datasets keyed by security identifiers and release timestamps, ready to join to the returns, options and fundamentals already in your stack.
Built for teams who test everything before they trust it.
Earnings drift
Executive behavior in the weeks before results and the days after, studied against factor-adjusted returns.
Realized against implied
Whether how a CEO speaks says something about volatility that option prices have not yet reflected.
Leadership change
A record of how communication shifts across a tenure, through transitions, and from one setting to the next.
Analyst workflow
Answer-level flags that take an analyst straight to the forty seconds of an interview worth watching twice.
Request the sample.
We work with a small number of funds. Coverage files, a data dictionary and a point-in-time sample are available under NDA.