Research Guides: Entrepreneurship: Company Strategy

Company Strategy

S&P Capital IQ This link opens in a new window
Access: UCI – Authorized Affiliates
Geography: US & Global
Company intelligence database, including granular financial and capital structure information on companies worldwide. Company profiles contain data and graphs for historic stock prices, searchable SEC filings, mergers and acquisitions activities, and venture capital/private equity data. Also features biographic and professional connection information for business leaders.
Access: UCI - Authorized Affiliates
Access requires an active UCInetID and password. Authorized affiliates are users with an active UCInetID and password (i.e., current UCI students, faculty, and staff).

Search for a company > [left menu] News, Events, & Filings (scroll down) > SEC Filings

PitchBook This link opens in a new window
Access: UCI – Authorized Affiliates
Geography: US & Global
Especially useful for finding up-and-coming companies in emerging industries. Data and research covering the private investment market, including venture capital, private equity, and M&A transactions. Information on companies, deals, investors, and funds.
Access: UCI - Authorized Affiliates
Access requires an active UCInetID and password. Authorized affiliates are users with an active UCInetID and password (i.e., current UCI students, faculty, and staff).

Users must create an account with their UCI email address. Download limits apply.

The vendor of this resource may monitor, collect, store, and analyze Subscriber’s usage of the Services (“Subscriber’s Usage Data”) on both a Subscriber and individual User basis for the limited purposes of providing or improving the services.

Company profiles can provide useful information about funding activity, growth rates, investors, etc.

Factiva This link opens in a new window
Access: UCI
Geography: US & Global
Global full-text coverage of local and regional newspapers, trade publications, business newswires, press release wires, media transcripts, news photos, business-rich websites. News is often one of the only sources for strategy on private companies. The Expert Search function has pre-set search terms for competitive intelligence news about companies.
Maximum 12 users at a time.

Learn this Search: Expert Search

Business Source Complete This link opens in a new window
Access: UCI
Geography: US & Global
Content includes scholarly business journals (including open access journals), trade publications, news, conference proceedings, industry reports, country reports, company reports, and more. News is often one of the only sources of strategy on private companies.

Search first only by company name, and add more search terms as needed.
For ambiguous names (e.g., Apple) use: Select a Field (dropdown) > CO Company Entity.

Vivvix (Formerly Ad$pender) This link opens in a new window
Access: UCI
Geography: US
Build custom reports of advertising expenditures and occurrence information for millions of brands across various media formats.
Access is limited to 1 user at a time.

Media: Network TV, Cable TV, Syndication, Spot TV, Magazines, Sunday Magazines, Nat'l Newspapers, Newspapers, Network Radio, Nat'l Spot Radio, Outdoor, and Internet Display (note that Internet Display does not offer data on a company's advertising through social media platforms).
View a PDF user manual here.
Learn this Search: Company Advertising Spend

Because of Regulation Fair Disclosure, during quarterly conference calls, public companies often disclose their past quarter's performance, and they usually discuss their future outlook/initiatives. These calls are transcribed, and are known as Earnings Conference Calls or Analyst Calls.

In addition to the databases below, transcripts or recordings are often made available on the Investor Relations page of the company's website.

S&P Capital IQ This link opens in a new window
Access: UCI – Authorized Affiliates
Geography: US & Global
Company intelligence database, including granular financial and capital structure information on companies worldwide. Company profiles contain data and graphs for historic stock prices, searchable SEC filings, mergers and acquisitions activities, and venture capital/private equity data. Most Earnings Conference Calls feature the recorded audio.
Access: UCI - Authorized Affiliates
Access requires an active UCInetID and password. Authorized affiliates are users with an active UCInetID and password (i.e., current UCI students, faculty, and staff).

Search for a company > [left menu] News, Events, & Filings (scroll down) > Transcripts

Factiva This link opens in a new window
Access: UCI
Geography: US & Global
Global full-text coverage of local and regional newspapers, trade publications, business newswires, press release wires, media transcripts, news photos, business-rich websites. The Search Builder function allows for choosing a publication called "VIQ FD Disclosure," as well as a company name.
Maximum 12 users at a time.

Learn this Search: Earnings Call Transcripts

Nexis Uni This link opens in a new window
Access: UCI
Geography: US & Global
Earnings call transcripts are available from the "Fair Disclosure (FD) Wire" publication, since April 2001.

Learn this Search: Earnings Call Transcripts

Regional Business News This link opens in a new window
Access: UCI
Geography: US
Earnings call transcripts from the Fair Disclosure Wire publication, since November 2005.

Use the Search Within This Publication link on the upper-left side of the screen.

Investext This link opens in a new window
Access: UCI
Geography: US & Global
Analyst research reports of companies, industries, products, and countries from brokerages, investments banks, and independent research firms globally.
Reports are typically embargoed for 14 days prior to being made available.

Learn this Search: Analyst Reports
Content Restrictions:
- Reports are embargoed for 14 days prior to being made available in this database.
- Select firms do not permit their reports to be distributed in this database, particularly: Goldman Sachs, Barclays, Jefferies, Moody′s Analytics, Moody′s Investors Services, Morgan Stanley, Morningstar, and UBS.

Value Line Investment Survey This link opens in a new window
Access: UCI
Geography: US
Stock reports on approximately 1,700 stocks, more than 90 industries, the stock market, and the economy. Spans most recent 13 weeks.

Analyzing Analyst Recommendations
Access: Public
Guide from the U.S. Securities and Exchange Commission (SEC) that offers insights for interpreting recommendations.

S&P Capital IQ This link opens in a new window
Access: UCI – Authorized Affiliates
Geography: US & Global
Company intelligence database, including granular financial and capital structure information on companies worldwide. While the UCI Libraries' do not subscribe to S&P's Aftermarket Research analyst reports product, Capital IQ has consensus data of analyst estimates for earnings back to 1999.
Access: UCI - Authorized Affiliates
Access requires an active UCInetID and password. Authorized affiliates are users with an active UCInetID and password (i.e., current UCI students, faculty, and staff).

Search for a company > [left menu] Estimates > CIQ Estimates

More Company Strategy Sources

You can also make educated guesses about a company's strategy by analyzing:

the type(s) & location(s) of its job postings
its press releases
patents it filed
companies it merges or partners with

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UCI – Authorized Affiliates
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UCI
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Remote access is available to users with active UCInetID and password using the VPN.

Public
Access is generally available to all users.

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