Live with Marvin: How AI is Transforming Earnings Season?

This video was originally published as a LinkedIn Live.

As we approach the Q3 earnings reports for companies like Tesla , Google , Amazon , Netflix , and Nvidia in October and November, equity analysts face the challenge of quickly processing vast amounts of data.

AI co-pilots are game-changers in navigating this flood of information, making analysis more efficient and accurate than ever. AI co-pilot Apps are redefining how analysts review earnings reports, forecast stock performance, and generate actionable investment insights.

This event will explore how AI co-pilots can automate time-consuming tasks, analyze massive datasets in real time, and improve the overall quality and speed of decision-making during earnings season.

Whether you're an equity research analyst, portfolio manager, or interested in how AI co-pilots are reshaping investment management, this LinkedIn Live session will provide key insights into the future of equity analysis.

Key Takeaways

• Learn how AI co-pilots speed up the analysis of earnings reports from companies like Tesla , Google , Amazon , Netflix , and Nvidia .
• Understand how to use AI tools to make faster, data-driven investment decisions during earnings season.
• Discover how AI automates routine tasks, freeing analysts to focus on strategic thinking.
• Common misconceptions and issues to watch out for when using AI co-pilots to analyze earnings reports.
• Explore real-world case studies of how leading firms integrate AI co-pilots into their equity research processes.

Hear perspectives from industry-leading experts

• Alex Hoffmann. Alex is the co-founder and CEO of Marvin Labs. Prior to that, he spent five years in credit structuring and investments at Credit Suisse. He also spent six years as co-founder and CTO at TNX Logistics, which exited via a trade sale. In addition, Alex spent three years in special-situation investments at SIG-i Capital.

• James Yerkess, Former HSBC Wealth Management. James spent ten years at HSBC, most recently as Global Head of Transaction Banking & FX—also, Wealth Management and Private Bank roles. In the UK, he served as an executive member responsible for the launch of two UK neo-banks.

• Mark Bolton, AI Strategy and Wealth Management. Mark is a Senior Strategic Advisor to Marvin Labs. He brings almost 30 years of executive-level experience in banking and financial services in the US and Europe, delivering business and digital transformation strategy, having worked with Goldman Sachs, Morgan Stanley, Wells Fargo, Credit Suisse, HSBC, Citi and ABN-Amro.