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Looking at the world through NLP-colored glasses Dr. John Feland, CEO, Argus Insights Sentiment Analysis Symposium Research Workshop 8 Nov 2011 Tweet it! @argusinsights

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Argus Insights CEO's presentation from the 2011 Sentiment Analysis Symposium in San Francisco. John walks through why it is important to validate sentiment measurements of social media and gives an example from a leading vender where 1 + 1 do not e

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Page 1: World throughnlp coloredglasses-final

Looking at the world through NLP-colored glasses

Dr. John Feland, CEO, Argus Insights

Sentiment Analysis Symposium Research Workshop 8 Nov 2011

Tweet it! @argusinsights

Page 2: World throughnlp coloredglasses-final

Page 2© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

If you can not measure it, you can not improve it.

-Lord Kelvin

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Always Check your math

-my First Grade Teacher

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Trust, but Verify

- Russian Proverb (Доверяй, но проверяй)

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Page 5© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

Most Corporate Clients Treat Sentiment as a Black Box

MagicSentimentAnalysis

Raw musings of consumers

Numerical Market Sentiment

• Corporate Decision Makers blinded by precision• Using these numbers to drive performance

• What is the impact of getting it wrong?

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Page 6© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

How we checked the math

• Over 1900 user reviews taken from the Tablet Market• Sources include most of the major online retailers• Leveraged best-in-class sentiment provider

– Scored entire verbatim using tuned sentiment model– Usage is outside of vendor’s recommended use

• Surprised at the results

Unnamed sentiment provider

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Page 7© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

Initial compared sentiment scores directly

• All scales normalized (linearly) to -1 to +1• SV Sentiment Score within Review Range 7% of the time• SV Sentiment within correct Positive, Neutral or

Negative territory 51% of the time• SV results are biased towards the negative for Tablets

-1 -0.75 -0.5 -0.25 0 0.25 0.5 0.75 10

0.1

0.2

0.3

0.4

0.5

0.6Actual Distribution SV Distribution

Consumer Sentiment

Perc

enta

ge D

istr

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on

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Page 8© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

Scaled so that SV distro matches User distro

-1 -0.75 -0.5 -0.25 0 0.25 0.5 0.75 10

0.1

0.2

0.3

0.4

0.5

0.6

Actual Distribution SV Distribution

Consumer Sentiment

P{er

cent

age

of D

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on

• Trimmed and scaled SV results to match actual distribution

• Signficant performance improvements– Correct Bin: 33% -> almost 5X improvement– Correct Sign: 74% -> almost 50% improvement

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Page 9© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

Comparing actual to scored by product

• Calculated sentiment could lead to the wrong competitive understanding

• Selecting the wrong target can be disastrous for the enterprise

• Responsibility to our clients demand transparency

Reviews Raw SV Score Corrected SV Score1 ASUS Eee Slate RIM PlayBook RIM PlayBook2 Iconia Andr Tablet iPad 2 iPad 23 Motorola Xoom Iconia Andr Tablet Iconia Andr Tablet4 iPad 2 Samsung Galaxy Tab 7 Motorola Xoom5 RIM PlayBook Motorola Xoom Samsung Galaxy Tab 76 Samsung Galaxy Tab 7 ASUS Eee Slate ASUS Eee Slate7 Iconia Win Tablet Iconia Win Tablet Iconia Win Tablet8 HP TouchPad HP TouchPad HP TouchPad

Reviews Raw SV Score1 ASUS Eee Slate RIM PlayBook2 Iconia Andr Tablet iPad 23 Motorola Xoom Iconia Andr Tablet4 iPad 2 Samsung Galaxy Tab 75 RIM PlayBook Motorola Xoom6 Samsung Galaxy Tab 7 ASUS Eee Slate7 Iconia Win Tablet Iconia Win Tablet8 HP TouchPad HP TouchPad

Reviews1 ASUS Eee Slate2 Iconia Andr Tablet3 Motorola Xoom4 iPad 25 RIM PlayBook6 Samsung Galaxy Tab 77 Iconia Win Tablet8 HP TouchPad

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Page 10© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

New sentiment models - where the math checks out

• Argus Insights uses customer reported sentiment• Proven predictor of market performance• Full transparency to clients, enabling them to trust and verify

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Page 11© 2011 Argus Insights, Inc. Confidential: Do Not Distribute

With great power comes great responsibility

-Voltaire

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Questions?