Overview
The Get Earnings Call action retrieves the transcript of a public company's latest earnings call based on the provided ticker symbol and earnings call quarter preference. It is a valuable tool for account research, enabling users to gain insights into a company's recent performance, challenges, and future plans directly from the words of its executives and analysts. This action can be leveraged to identify trends, key information nuggets, and potential sales angles when conducting outbound sales efforts or comprehensive company research. The transcript output can be further processed using other actions like generate text, extract text from data, or get company news to develop a well-rounded understanding of the company's current state and market position.
Usage Examples
Account Research/Planning - The Get Earnings Call action can provide insight into a company’s recent performance, priorities, and challenges. This, when combined with the related actions below, can identify outreach approaches for a sales organization.
Inputs
Ticker Symbol - The stock ticker symbol of the publicly traded company for which you want to retrieve the earnings call transcript. Example:
AAPLWhich Earnings Call - Specifies which earnings call transcript to retrieve, with options being the most recent quarter, two quarters ago, or three quarters ago.
Outputs
The output of the Get Earnings Call action is a block of text containing the full transcript of the selected company's earnings call. This transcript includes details such as the speakers' names, their roles and descriptions, as well as the complete dialogue that took place during the earnings call, including any question and answer sessions.
The output aims to provide users with a comprehensive record of the company's earnings call, allowing them to analyze the information, extract key insights, and identify relevant details for tasks such as account research, sales planning, or financial analysis.
Troubleshooting
Incorrect or invalid ticker symbol - If you receive errors when using the get earnings call action, the first step is to double-check the ticker symbol you provided for the company. Ticker symbols are unique identifiers for publicly traded companies, and a typo or invalid ticker symbol will prevent the action from finding the correct earnings call transcript.
Company is not publicly traded - The get earnings call action relies on publicly available earnings call transcripts, which are typically only provided by companies that are publicly traded on stock exchanges. If the company you are researching is private or has only recently gone public, there may not be any earnings call transcripts available for retrieval.
The output will simply be an error message if either of these cases apply, instead of returning the expected earnings call transcript. Double-checking the ticker symbol and ensuring the company is public with available earnings data are the key troubleshooting steps.
Related Actions
Get Ticker Symbol - This action helps you look up the ticker symbol for a public company, which is a required input for the "get earnings call" action to search for the company's earnings call transcript.
Generate Text - After obtaining the earnings call transcript, this action can help you summarize and extract key information and insights from the lengthy text. It allows you to find specific nuggets of information relevant to your needs.
Get Company News - This action retrieves recent news articles and coverage about the company. Used together with the earnings call transcript, it provides a comprehensive view of the company's recent performance and developments from multiple sources.
Search SEC Filings - Public companies are required to file annual reports and other disclosures with the Securities and Exchange Commission (SEC). This action allows you to search and access those filings, giving you an in-depth look into the company's financial performance, risks, and other material information.
Extract Data from Text - This action is useful for parsing the earnings call transcript and extracting specific pieces of structured data or information that you need, such as financial figures, product names, or any other relevant details mentioned during the call.