Not a sentiment score. The interplay between what management says, how sell-side analysts interpret and challenge it, and how the financial press reframes it. Tracked quarter over quarter so every earnings cycle sharpens the next.
| # | CEO | Company | NarrativeScore | Archetype | Consistency |
|---|---|---|---|---|---|
| 1 | Satya Nadella | Microsoft | 74 +5 | VISIONARY | 89 |
| 2 | Olivier Le Peuch | SLB N.V. | 72 +2 | VISIONARY | 82 |
| 3 | Joaquin Duato | J&J | 71 +3 | VISIONARY | 82 |
| 4 | James Gorman | Morgan Stanley | 71 +1 | STEWARD | 88 |
| 5 | Safra Catz | Oracle | 71 −1 | COMMANDER | 85 |
Traditional sentiment reduces a story to a single score, one reader, one moment. Pharos models how the same narrative is interpreted across stakeholders, time horizons, and signal types. The latent structure beneath what markets actually price.
Two connected modules of the same underlying tensor. One readies the room before management steps on stage. The other closes the loop on how the story actually moved, so the next quarter starts with sharper inputs, not the same blind spots.
Management framing. Press framing. Peer-press framing. Three voices on the same earnings story, tracked from the moment the call ends through the days that follow.
One number averaged across whatever was published tells you the weather, not the system underneath it. We model who is reading the story, on what horizon, and with what kind of signal, so you can act on the divergence, not just track it.
Clip alerts and PR dashboards tell you what was published. Pharos tells you how the narrative moved. Which themes the press reinforced, which it reframed, where it contradicted management, and what's spreading across the peer set.
Most IR teams prepare by re-reading last quarter's transcript and guessing who'll be on. We score every analyst across every S&P 500 call they touch. You get the questioning DNA, not the vibe.
The same tensor reads structured and unstructured signal alike, from the call itself to the filings around it, from sell-side notes to the financial press to the lobbying record.
Send us your ticker. We'll come back with the pre-call analyst roster, the management-vs-press divergence on the themes that mattered, and a short read on where the narrative drifted. Built on the same engine that powers the workflow.