Q4 earnings call sentiment continues downward trend
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Q4 earnings call sentiment continues downward trend

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala
March 08, 2023
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With the Q4 earnings season wrapping up, we analyzed the net positivity scores of insurance companies’ earnings calls, the executives’ tone, and the numeric transparency to understand the overall sentiment of the market.

US P&C insurers’ fourth-quarter earnings calls were dominated by discussion on the reinsurance hard market, rising inflation and loss costs, and the impact of Hurricane Ian on the quarterly and annual numbers.

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ResearchCommercial autoInsurTechPersonal autoBrokersPersonal lines
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Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala
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