Earnings commentary
Securities Analysis / Trading · Research Analyst
“Earnings commentary” (Securities Analysis / Trading) was largely replaced by AI in 2026, after AI entered in 2022.
AI enters
2022
Largely replaced
2026
Replacement progress
100%
Technology / key factor
AI-generated research notes
What this task is
After a company reports results, analysts quickly write a note summarizing performance, how it compared with expectations and why, and update ratings or earnings forecasts.
How AI replaces it
After 2022, LLMs could read results within minutes of release, compare them with consensus and draft the note. By 2026, routine earnings commentary is largely AI-generated, with analysts reviewing and adding their views.
What stays human
Analysts spend their time talking with company management, judging whether results signal a real change in trend, and forming views that differ from the market consensus.