Earnings Transcript

Overview

Earnings Transcripts capture what executives say on quarterly earnings calls—the most candid public statements about a company's priorities, challenges, and investments.

We ingest transcripts from 4,000+ public companies on a weekly basis. Our model scans the full transcript—CEO remarks, CFO commentary, and analyst Q&A—to extract signals across 40+ subtypes. A single transcript typically produces 5-15 signals, each with direct quotes and speaker attribution. We prioritize statements with dollar amounts, percentages, or explicit commitments over generic commentary.

Available Subtypes

Signal Categories

Signals are organized into these categories:

Schema

{
  "signal_id": "5f8f438a9fbf14db",
  "signal_type": "earnings-transcript",
  "signal_subtype": "investmentCommitment",
  "signal_name": "Telesat Corporation Committing up to $1.2 billion for Lightspeed LEO project in 2026",
  "detected_at": "2026-03-24T05:30:36.503139Z",
  "company": {
    "name": "Telesat Corporation",
    "domain": "telesat.com",
    "linkedin_url": "linkedin.com/company/telesat/",
    "ticker": "TSAT",
    "industries": [
      "Communication Equipment"
    ],
    "sector": "Technology"
  },
  "data": {
    "fiscal_period": "Q1",
    "fiscal_year": 2026,
    "earnings_date": "2026-03-17 10:30:00",
    "signal_category": "guidance",
    "sales_relevance": "Long-term commitment = sustained vendor opportunities",
    "relevance": 1.0,
    "confidence": "high",
    "sentiment": "positive",
    "headline": "Committing up to $1.2 billion for Lightspeed LEO project in 2026",
    "detail": "The company has a massive budget of $1.0B to $1.2B for its Lightspeed LEO satellite project in 2026, covering CapEx, OpEx, and vendor payments. This massive spend creates significant opportunities for suppliers across the satellite and communications technology stack.",
    "evidence": [
      "In the LEO segment, we expect to spend between $1.0 billion and $1.2 billion on Telesat Lightspeed in 2026, including operating costs, capitalized labor and interest, and capital expenditures incurred with third-party vendors and suppliers."
    ],
    "evidence_speakers": [
      {
        "speaker_name": "Donald",
        "speaker_title": "CFO"
      }
    ],
    "competitors_mentioned": [],
    "vendors_mentioned": [],
    "technologies_mentioned": [
      "LEO",
      "Lightspeed"
    ],
    "regions": [],
    "metric_dollar_millions": 1200.0,
    "metric_pct": null,
    "metric_headcount": null
  },
  "association": "company",
  "batch_id": "batch-b46106b1"
}

Field Reference

Core Fields

Company Object

Data Object

Data Activation

Timing

detected_at is when Autobound processed the transcript. Use data.earnings_date for when the call actually occurred - this is the authoritative event timestamp. Transcripts typically become available 1-7 days after the call.

Uniqueness

One signal per subtype per company per earnings call. A single call can produce 5-15 signals across different subtypes (budget, growth, pain, etc.).

Delivery

Each delivery arrives in a timestamped folder. Signals in that folder cover the window between this delivery and the previous one. Treat all signals in a new folder as recent and actionable—no need to diff against prior deliveries.

Best Practices

• Filter on relevance and confidence both above 0.9 for high-precision use cases
• Build picklists from signal_subtype values
• Use data.earnings_date to calculate freshness: detected_at - earnings_date
• Use evidence_speakers for routing signals by executive role (CFO statements to finance teams, etc.)

API Usage

Generate Content API

{
  "enabledInsights": [
    "capexIncrease",
    "aiInvestment",
    "strategicInitiative"
  ],
  "disabledInsights": []
}

Generate Insights API

{
  "insightSubtype": "capexIncrease"
}

Example Output

"Noticed in Telesat's Q1 earnings call that you're committing $1.0-1.2B for the Lightspeed LEO project in 2026, covering CapEx, OpEx, and vendor payments. That's a massive spend across the satellite technology stack—would love to share how we're helping similar companies optimize their vendor evaluation during large infrastructure buildouts."

Coverage

• Refresh: Weekly
• Coverage: 7,000 public companies
• Best for: Enterprise sales, Executive outreach, Strategic account planning