Competitor Earnings Transcript

Trends extracted from a prospect's competitors earnings transcripts

Access and analyze earnings call transcripts from your prospect's competitors to identify market moves that could intensify your prospect's challenges - specifically the challenges that your solution addresses.

For example, if your users wants to pitch sales acceleration software to a sales leader at Microsoft, we'll surface competitor announcements (like Apple or Google) about sales investments and GTM expansion that could pressure Microsoft's market position. This helps create urgency around your solution.

This insight helps you create urgency by highlighting how competitor moves could worsen your prospect's pain points, while positioning your solution as a way to stay ahead.

Why does this insight matter?

  • Surface competitor moves that make your prospect's pain points more urgent (e.g., if you sell sales productivity software, we'll highlight competitors expanding sales teams)
  • Create anxiety around keeping pace with market changes (e.g., "Google is investing $2B in sales tooling - how will you maintain market share?")
  • Back up your value proposition with real market evidence (e.g., "As your competitors adopt AI sales tools, manual prospecting becomes an even bigger disadvantage")
  • Time your outreach around competitor announcements when prospects are most likely to feel pressure to act
    Demonstrate deep research and market understanding by referencing specific competitor earnings details

Example Payload

[
  {
    "userCompany": {
      "name": "Autobound",
      "companyUrl": "https://autobound.ai"
    },
    "prospectCompany": {
      "name": "Microsoft",
      "competitorTranscripts": [
        {
          "competitor": "Apple",
          "ticker": "AAPL",
          "quarter": "Q1",
          "year": "2024",
          "date": "2024-02-01",
          "sourceUrl": "https://www.apple.com/investor/earnings-call",
          "excerpt": "We're significantly expanding our enterprise sales force, with plans to double our direct sales headcount by end of year. Our focus on enterprise penetration is paying off, with B2B revenue growing 40% year over year.",
          "excerptRelevance": "Apple's aggressive enterprise sales expansion and 40% B2B growth signals increased competition for Microsoft's core enterprise customer base."
        },
        {
          "competitor": "Google",
          "ticker": "GOOGL", 
          "quarter": "Q1",
          "year": "2024",
          "date": "2024-01-30",
          "sourceUrl": "https://abc.xyz/investor/earnings-call",
          "excerpt": "We're accelerating our go-to-market strategy with a $2B investment in our sales organization. This includes new AI-powered sales tools and a 60% increase in quota-carrying reps focused on enterprise cloud adoption.",
          "excerptRelevance": "Google's $2B sales investment and AI tooling focus demonstrates major push to capture enterprise cloud market share from competitors."
        }
      ],
      "analysisMetrics": {
        "competitorsAnalyzed": 2,
        "trendsIdentified": 2,
        "overallRelevance": "Both Apple and Google are making unprecedented investments in enterprise sales capacity and AI-powered sales tools. This dual trend of expanded headcount and enhanced productivity tools puts pressure on Microsoft to accelerate both hiring and sales enablement technology adoption to maintain market position."
      }
    }
  }
]

Example Output

"Noticed both Apple and Google just announced massive sales investments in their Q1 earnings ($2B from Google, 2x headcount from Apple) - all targeting enterprise.

We're helping sales leaders stay ahead of aggressive competitors by accelerating rep productivity 3x through AI. Worth a quick chat?"

This example shows how to leverage competitor earnings insights to create urgency while offering specific solutions to address the competitive pressure.

Earnings call frequency and # of competitors enables this to be a high coverage, high value insight.