Coronavirus is the most searched for and talked about topic of 2020, and it may be the biggest trend of all-time. But how are companies commenting on and monitoring the pandemic’s impact on the economy?
We’ve compiled a list of search terms and keywords that have seen significant growth over the past 90 days. Take a look at how different sectors and industries are describing and commenting on COVID-19 and what search terms have grown as the virus continues to spread.
**Note all searches are over the past 90 days, with a market cap >$1B across all company-issued documents
AlphaSense’s AI searches across millions of documents to surface trends in real-time. Start your free trial of AlphaSense now or login to your account to see how your industry is being impacted. In the meantime, leverage our Coronavirus Impact Tracker for daily updates via earnings calls, press releases, 8ks, and more.
Business Effects
Coronavirus is creating impact across every industry with unique business implications ranging from supply chain disruptions to store closures, increases in credit revolvers and a spike in remote work.
|
Search Term(s) |
Document Volume |
45 Day % Change in Document Volume |
Industries |
|
Covenant |
9,298 |
103% |
Banks; Equity Real Estate Investment Trusts; Capital Markets; Oil, Gas & Consumable Fuels; Metals & Mining |
|
Closures |
9,180 |
80% |
Banks; Metals & Mining; Equity Real Estate Investment Trusts; Hotels, Restaurants & Leisure; Capital Markets |
|
Revolver |
7,356 |
104% |
Equity Real Estate Investment Trusts; Oil, Gas & Consumable Fuels; Metals & Mining; Banks; Hotels, Restaurants & Leisure |
|
3,002 |
186% |
Machinery; Metals & Mining; Specialty Retail; Chemicals |
|
|
"remote work" OR "work from home" |
889 |
1,327% |
Software; Banks; IT Services; Metals & Mining; Diversified Telecommunication Services |
|
Consumer demand negative |
770 |
96% |
Food Products; Banks; Semiconductors & Semiconductor Equipment; Specialty Retail; Chemicals |
|
Essential business |
157 |
1,379% |
Metals & Mining; Banks; Software; Pharmaceuticals; Specialty Retail |
Descriptors
When company executives, investor relations and PR teams are issuing commentary on Coronavirus, they’re heavily relying on the terms like “uncertain” and “fluid situation” to describe the unpredictable impact and business implications.
|
Search Term(s) |
Document Volume |
45 Day % Change in Document Volume |
Industries |
|
Uncertain |
15,729 |
64% |
Banks; Capital Markets; Diversified Financial Services; Equity Real Estate Investment Trusts; Metals & Mining |
|
Unprecedented |
2,882 |
234% |
Banks; Hotels, Restaurants & Leisure; Software; Equity Real Estate Investment Trusts; Metals & Mining |
|
Fluid situation |
433 |
282% |
Health Care Equipment & Supplies; Machinery; Hotels, Restaurants & Leisure; Semiconductors & Semiconductor Equipment; Specialty Retail |
Comparisons
Business leaders are looking for precedence when commenting on COVID-19. While real estate and commercial services leaders are using 9/11 as a key comparison, biotech, pharma and healthcare providers are relating it more closely to Ebola.
|
Search Term(s) |
Document Volume |
45 Day % Change in Document Volume |
Industries |
|
SARs |
1,849 |
167% |
Banks; Biotechnology; Pharmaceuticals; Hotels, Restaurants & Leisure; Chemicals |
|
9/11 |
232 |
87% |
Commercial Services & Supplies; Equity Real Estate Investment Trusts; Capital Markets; Banks; Software |
|
Ebola |
230 |
145% |
Biotechnology; Pharmaceuticals; Metals and Mining; Hotels, Restaurants & Leisure; Health Care Providers and Services |
Economic Terms
With the US Congress voting on an economic stimulus bill last week to soften the blow of a looming recession, we’ve seen significant increases in documents monitoring economic outlook.
|
Search Term(s) |
Document Volume |
45 Day % Change in Document Volume |
Industries |
|
Recession |
5,819 |
129% |
Banks; Equity Real Estate Investment Trusts; Capital Markets; Insurance; Machinery |
|
Layoffs OR Furlough |
3,394 |
106% |
Banks; Machinery; Equity Real Estate Investment Trusts; Oil, Gas & Consumable Fuels; Capital Markets |
|
Unemployment |
3,057 |
84% |
Banks; Equity Real Estate Investment Trusts; Insurance; Hotels, Restaurants & Leisure; Real Estate Management & Development |
|
Stimulus |
537 |
225% |
Banks; Capital Markets; Metals & Mining; Machinery; Equity Real Estate Trusts |
|
Bailout |
47 |
154% |
Banks; Airlines; Independent Power and Renewable Electricity Producers; Capital Markets; Automobiles |
Coronavirus
We’re seeing exponential growth in terms directly related to COVID-19, with “social distance” and "lockdown" seeing meteoric growth since January as more governments issue orders to help contain the virus spread.
|
Search Term(s) |
Document Volume |
45 Day % Change in Document Volume |
Industries |
|
Coronavirus |
13,733 |
960% |
Banks; Metals & Mining; Hotels, Restaurants, and Leisure; Equity Real Estate Investment Trusts; Machinery |
|
Pandemic |
5,427 |
1,071% |
Banks; Insurance; Metals & Mining; Equity Real Estate Investment Trusts; Hotels, Restaurants & Leisure |
|
Quarantine |
1,173 |
1,307% |
Metals & Mining; Banks; Hotels, Restaurants & Leisure; Food Products; Equity Real Estate Investments Trusts |
|
Social distance |
824 |
16,801% |
Metals & Mining; Banks; Hotels, Restaurants & Leisure; Equity Real Estate Investment Trusts; Insurance |
|
Lockdown |
289 |
2,794% |
Metals & Mining; Diversified Telecommunication Services; IT Services; Banks; Food Products |