How We Used AI to Summarize 70+ JPM TMC Company Presentations - In Minutes

At LinqAlpha, we’re building tools that let equity researchers and analysts skip the logistics and focus on the signal.

Last week, we put our platform to the test. Using LinqAlpha’s Call Summarizer Agent, we processed over 50 company presentations from the J.P. Morgan Global Technology, Media and Communications Conference - in minutes, not hours.

Our workflows surfaced emerging themes, highlighted company-level insights, and helped our team zero in on how executives are talking about AI adoption, macro resilience, and profitability levers - without wading through dozens of transcripts manually.

We’ve organized summaries by day and company → Check out our Notion archive

What Analysts Need to Know: 4 Key Themes

1. AI Is Starting to Pay Off

• Datadog: AI-native workloads = 8.5% of ARR

• GoDaddy: GenAI product “Airo” adds ~$60/year in ARPU

• Duolingo: Scaled 148 new courses with GenAI

• Match Group: +15% lift in Hinge match rates from AI-powered UX

2. Companies Are Doubling Down on AI Investment

• Arista: “All in on AI,” targeting $70B TAM

• Intel: Lip-Bu Tan shaping chip roadmap for inference/edge

• Datadog: Reinvesting 30% of revenue into AI-driven R&D

3. Demand Is Holding Up Despite Macro Headwinds

• DoorDash: Resilient across income brackets

• Etsy: No major buyer behavior shifts

• Lam Research: Gearing up for NAND upgrade cycle in 2025

4. Profitability & Efficiency Are Back in Style

• Match Group: Cut 13% of workforce

• Charter: Trimming billing/service costs with AI

• Lumen: Targeting $1B in run-rate savings by 2027

How We Did It - In Minutes, Not Hours

We built this summary using LinqAlpha’s automated workflows:

• Call Summarizer Agent: Extracted key metrics and takeaways from each session

• Pulse Check Workflow: Clustered company remarks into common themes

• Internal QA & Curation: Finalized by our team of former quants and analysts

Whether you’re an analyst looking to cover more names or tracking AI narratives across sectors, these tools compress hours of manual work into a few clicks.

Explore the Full Summary Archive

We’ve organized summaries by day and company in a structured Notion archive → Link

You’ll find company-by-company takeaways from the likes of Datadog, GoDaddy, Arista, Uber, Match, Micron, Duolingo, and more.

To request a specific company summary or see how our workflows can help your team, email us at support@linqalpha.com or book a demo at linqalpha.com.

These summaries are independently created and are not affiliated with or endorsed by J.P. Morgan.