AlphaSense Channel Checks: A New Standard for Market Intelligence
In a market defined by constant change, investors need more than static data; they need live intelligence from the people shaping the trends. Channel Checks, part of the Tegus Expert Insights library, deliver exactly that: interviews with validated industry experts, conducted by the AlphaSense AI Interviewer, a proprietary system built to ask the right questions, in real time, across the global supply chain.
Each session is guided by structured, research-grade questionnaires designed by AlphaSense’s subject matter experts, ensuring consistency, comparability, and depth across topics such as demand, pricing, and competitive momentum. And all interviews and transcripts are subject to our rigorous compliance framework, including our multi-layer review process prior to publication.
- This methodology transforms what used to be anecdotal, one-off checks into a scalable, data-rich intelligence network that produces repeatable, measurable insights.
- By Q1 2026, Channel Checks will cover 350+ public tickers across TMT (Technology, Media, and Telecommunications), Consumer, Energy, Industrials, and Healthcare, offering continuous, ground-level visibility into key market drivers.
Methodology: Turning Conversations Into Structured Market Intelligence
At the heart of our Channel Checks is the AI Interviewer: a live, unbiased system trained on extensive sector knowledge and optimized to extract clarity from complex markets. Each interview follows a standardized yet adaptive framework that combines consistent question flow with dynamic probing, ensuring every conversation reveals the “why” behind shifts in sentiment, pricing, or performance.
This is not survey data or sentiment scraping: It’s structured, live qualitative intelligence captured directly from decision-makers, integrators, and channel participants.
The outcome is a differentiated, research-grade data set — high-frequency, comparable, and empirically validated — that turns thousands of expert conversations into actionable, decision-ready intelligence for institutional investors.
Looking Ahead: Our Vision for Channel Checks
As AlphaSense Channel Research expands, the vision is clear: Deliver transcripts that can be converted into structured, high-frequency market intelligence through our Generative Grid or Deep Research tools that bridges the gap between raw operator data and institutional decision-making. With more than 350 tickers in the coverage pipeline, this growing framework enables investors to anticipate change, validate market narratives, and uncover opportunity, faster and more precisely than ever before.
Coverage Spotlight: Highlights From AlphaSense Channel Checks
In the Q3 2025 round of Channel Checks, live AI-led interviews captured real-time insights from experts across the TMT, Energy & Industrials, Consumer, and Healthcare sectors. Early findings highlight how demand signals, pricing trends, and competitive dynamics are evolving across digital advertising, enterprise software, industrial supply chains, retail platforms, and medical devices. Together, they reflect how AlphaSense’s Channel Checks are transforming primary research into a scalable, always-on view of the markets.
Below are highlights from our Q3 2025 checks, organized by sector. See our full list of sector coverage at the bottom of this article. AlphaSense customers can access Channel Checks in multiple ways: via pre-built, real-time updated Generative Grids; by using a Deep Research prompt and filtering by expert transcripts to get a full report; or by filtering expert transcripts by the “channel checks” transcript type.
TMT
Digital Advertising: Meta Platforms Inc. (META)
Q3 2025 Spending: "Meta spending in Q3 2025 increased year-over-year and exceeded expectations due to improved campaign performance. E-commerce performed better than expected while gaming, particularly Chinese mobile gaming companies, underperformed significantly." – Founder at an Advertising Agency
ROI Fundamentals: "ROI on Meta in 3Q25 met expectations and in some cases exceeded them, with improved signals and signal stability enhancing algorithm optimization, particularly benefiting e-commerce and D2C brands." – Chief Analytics Officer at a Media Agency
AI Features: "ROI and ROAS on Meta in 3Q25 exceeded expectations, driven by Advantage+, better dynamic audience, and creative optimization." – Managing Partner at a Media Firm
Semiconductors - Memory (Samsung Electronics Co. Ltd. [005930.KR], MU, SK Hynix Inc. [000660.KR])
Q3 2025 Performance: "Memory demand in 3Q25 grew 50-60% versus 3Q24, heavily exceeding expectations. DRAM outperformed NAND. AI/HPC grew 45-55%, automotive had single-digit growth, industrial was lower. HBM and QLC were most in demand." – Executive at a Fabless Company
2026 Outlook: “Memory demand in CY2026 is expected to increase versus CY2025, driven by data center deployments moving from planning to deployment stage and automotive transitioning to newer technologies requiring more memory." – Semiconductor Consultant
Enterprise ITSM & Workflow Automation: ServiceNow Inc. (NOW)
Deal Closures: "ServiceNow deal closures in 3Q25 exceeded expectations, driven by focusing on big accounts, delivering value to large customers, and demonstrating expertise in navigating ServiceNow's expanding application landscape." – Director at a Consulting Firm, ServiceNow Partner
Pipeline for Deals to Close over the Next 3-6 Months: "[Our] ServiceNow-related business is forecasted to grow 20-30% in 4Q25 vs 4Q24, and the pipeline for the next 3-6 months is meeting expectations with healthy renewal and new business prospects." – Executive at an IT Company, ServiceNow Partner
Moveworks Integration: "ServiceNow-related business is expected to increase in 2026 versus 2025, driven by the Moveworks acquisition addressing AI gaps and a more conducive economic climate." – Senior Director at a ServiceNow Partner
Energy & Industrials
Battery Materials (FCX, MP, LAC, ALB, RIO, BHP, SCCO)
Inventory & Supply: “In the past 90 days, we have seen in general the lithium market characterized by persistent oversupply and volatile pricing and very high inventory level.” – A Technology Advisor in the Battery Materials Space
Competition: “Lithium Americas and ALB, they are likely to gain more share because of more activities happening for [the] North America region and controlled supplies from China and other regions. They are likely to get more share. Freeport-McMoRan, MP Materials, Rio Tinto Group, they will be also focusing more on materials like copper where they can have further market gain in this category. Mostly, from the cathode side aspects, the share will be more with these companies.” – Manager at an Advanced Materials Firm
Industrial Distribution (GWW, FAST, MSM, FERG, WCC)
Strong End-Market Performance: "Manufacturing is the strongest end-market by a fair margin, driven by defense and onshoring activities. Grainger is best positioned in the strong manufacturing market, followed by Fastenal and MSC." – VP of North American Sales
Pricing Dynamics: "Manufacturer prices increased 10-20% due to tariffs, with distributors passing costs through; Fastenal and Grainger maintain pricing discipline while Wesco and MSC are more flexible with discounts." – Executive at a Retail Office Equipment Company
"Year-over-year pricing has increased approximately 5%, with distributors mostly holding pricing discipline to maintain relationships; Grainger shows the most pricing discipline through contracts while Amazon prices fluctuate more frequently." – Transportation Manager at an Industrial Tech Firm
Consumer
E-commerce & Omnichannel Retail Platforms (AMZN, TGT, WMT)
Amazon’s Leadership: "Amazon continues to lead and gain share due to advanced advertising technology, global reach, and comprehensive product selection, while direct-to-consumer channels are losing share to Amazon as consumers prioritize convenience over brand loyalty." – Director at a Digital Commerce Company
Competition: "Target is losing share due to smaller digital presence and limited marketplace. Walmart is gaining share through marketplace expansion and grocery strength. Amazon remains dominant but losing some share due to higher costs." – Senior Principal at a Consulting Company
Healthcare
Diabetes Devices: Insulin Pumps (TNDM, PODD, MDT, BBNX)
New Pump Starts: "New pump starts in 3Q25 are meeting expectations with no significant changes from previous quarters. Top factors impacting adoption include convenience, cost, and glycemic control." – Endocrinologist at Private Medical Center
"GLP-1 drugs negatively impact adoption by reducing insulin dependence in successful weight-loss patients for type 2 patients.” – Endocrinologist at a Hospital
2026 Outlook: "2026 expected to increase [year-over-year] over 2025, driven by improved glycemic control, simpler pumps, and patient acceptance. The outlook is more optimistic than 90 days ago." – Endocrinologist at a Medical Group
Oncology Diagnostics: Colorectal Cancer Screening (EXAS, GH)
Competition: "Among at-home tests, Cologuard is gaining share while FIT is losing share due to annual frequency and lower sensitivity. Cologuard Plus has definitively helped increase adoption through improved sensitivity, specificity, and accuracy." – Primary Care Physician at a Hospital System
2025 & 2026 Outlook: "Guardant Shield prescriptions are forecast to increase in 2025 due to curiosity and awareness, with stronger momentum expected in 2026 due to increased awareness among primary physicians." – Primary Care Physician
Channel Checks Currently Available in Generative Grids
By Q1 2026, AlphaSense Channel Checks will cover 350+ public tickers. Currently, AlphaSense provides coverage of the following:
TMT
Media
- CTV Advertising: Roku Inc. (ROKU)
- Digital Advertising: Amazon Ads (AMZN)
- Digital Advertising: Google Ads (GOOGL)
- Digital Advertising: Meta Platforms Inc. (META)
- Digital Advertising: Pinterest Inc. (PINS)
- Digital Advertising: Programmatic Advertising (TTD, ZETA, DSP, MGNI, AMZN, RAMP, APP)
- Digital Advertising: Reddit Inc. (RDDT)
Enterprise Software/Security Software
- Enterprise ITSM & Workflow Automation: ServiceNow Inc. (NOW)
- Collaboration, Work Management & Productivity Platforms: Atlassian Corp. (TEAM)
- Network & Cloud Security: Check Point Software Technologies Ltd. (CHKP)
Public Cloud, Network Comms
- Public Cloud Platforms (AMZN, GOOGL, MSFT)
- Networking & Infrastructure Platforms: Cisco Systems Inc. (CSCO)
Semiconductors
- Semiconductors - Analog & Industrial (TXN, ADI, ON)
- Semiconductors - Automotive (IFNNY, NXPI, RNECY)
- Semiconductors - Memory Samsung Electronics Co. Ltd. [005930.KR], MU, SK Hynix Inc. [000660.KR])
Energy & Industrials
Energy
- Oilfield Services & Equipment (SLB, HAL, BKR, WFRD)
Industrials
- Heavy Equipment OEMs: Caterpillar Inc. (CAT)
- Battery Materials (FCX, MP, LAC, ALB, RIO, BHP, SCCO)
- Construction & Industrial Equipment Rental (KMTUY, OSK, TEX)
- Home Builders (KBH, TOL, LEN, DHI, PHM, THMC)
- Industrial Distribution (GWW, FAST, MSM, FERG, WCC)
Transportation
- Truckload & LTL Carriers (JBHT, KNX, ODFL, SAIA, SNDR, XPO, TFII, CRGO)
- Kirby Corp. (KEX)
Alternative Energy
- Solar Energy Hardware & Inverters: Enphase Energy Inc. (ENPH)
- Solar Energy Hardware & Inverters: SolarEdge Technologies Inc. (SEDG)
Healthcare
Medical Devices
- Continuous Glucose Monitors (ABT, DXCM, MDT)
- Diabetes Devices: Insulin Pumps (TNDM, PODD, MDT, BBNX)
- Sleep Apnea Therapies: ResMed Inc. (RMD)
- Dental Devices: Align Technology Inc. (ALGN)
- Cardiology Diagnostic Tools: HeartFlow Inc. (HTFL)
- Interventional Cardiology Devices: Impella Cardiac Pump (JNJ)
- Interventional Cardiology Devices: Transcatheter Heart Valve (EW, MDT, ABT, BSX)
Life Sciences Tools & Diagnostics
- Advanced Sequencing: Illumina Inc. (ILMN)
- Oncology Diagnostics: Colorectal Cancer Screening (EXAS, GH)
Consumer
E-commerce
- E-commerce Marketplaces: Wayfair Inc. (W)
- E-commerce & Omnichannel Retail Platforms (AMZN, TGT, WMT)
- E-commerce Enablement Platforms: Shopify Inc. (SHOP)
- E-commerce Marketplaces: Etsy Inc. (ETSY)
Retail
- Footwear: Crocs Inc. (CROX)
- Luxury & Accessible Luxury Apparel: Tapestry Inc. (TPR)
- Denim & Casual Apparel: Levi Strauss & Co. (LEVI)
- Discount & Value Retail: Dollar Tree Inc. (DLTR)
Restaurants
- Quick-Service Restaurants: Yum! Brands Inc. (YUM)
- Coffee & Beverage Retail: Starbucks Corp. (SBUX)
- Quick-Service Restaurants: Wingstop Inc. (WING)
AlphaSense gives decision-makers the power to act decisively in an increasingly dynamic market environment. Find out how our tools can level up your market and investment research. Start your free trial today.
Note: Channel Checks, a data-set built for and used by the financial services industry (or more specifically, the buyside) for years, is initially being made available to this customer group. We're exploring use cases and appetite for this content or a derivation of it for use by our broader customer base. We'll share updates as they unfold.
