What does Google say? Apple's got China on the brain. Microsoft talks customers.

We know words. The FAMGA words.

Hi there,

This AM, we released our first-ever FAMGA Earnings Call Analysis Report.

Yesterday, we launched earnings transcript search on the CB Insights platform.

The FAMGA Report analyzes 40 quarters (10 years) of earnings calls for Facebook, Apple, Microsoft, Google, and Amazon. 

We analyzed the language of executives (jargon, grade level, etc.) and the product and geographic focus to understand strategy, confidence, and more.

Highlights below.

Something to talk about

Google's senior executives apparently have a lot to say about YouTube. In 2017, YouTube received more mentions than Google Search. 

Download the full report to see what else Google execs chatted about.

I'm sorry, who?

We looked at which peers each FAMGA company talked about and found that Apple and Google are clearly on each other's minds.

Amazon, on the other hand, has nothing to say about the competition.

Always on my mind

China has consistently been at the top of Apple's mind, and has also recently piqued Amazon's interest. Amazon's mentions of China increased 57% from 2016 to 2017.

Customers first

Microsoft is redirecting its focus away from consumers.

A similar analysis of products the company mentions reinforces this shift to business customers and away from consumers.

What's that mean for Xbox and Bing?

See how the company's "customer" mentions skyrocketed after Satya Nadella took over as CEO.

The Industry Standard

CB Insights data is the most trusted by those in the industry and the media. A few recent hits.

VentureBeat. Chris O’Brien (@obrien) writes about how tech’s 5 biggest companies see themselves changing over time and cites CB Insights’ new earnings call transcript analysis.
Entrepreneur. Roy Morejon (@roymorejon) discusses how to become a unicorn and refers to CB Insights research.
Times of India. Shalina Pillai (@shalinaptoi) reports that alternative lending platform Avail Finance has raised $17.2M from Matrix Partners India and cites CB Insights research.

I love you.


P.S. Tomorrow we'll be discussing trends shaping the beauty industry in 2018. Save your spot at the briefing here.

P.P.S. In the FAMGA report, the Linguistic League Table comparing the language of Zuckerberg, Nadella, Cook, etc. is my favorite.

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