Earnings Transcript
Trends extracted from a company's earnings transcript
Access earnings call transcripts from over 4,000 public companies to identify pain points, strategic initiatives, and growth opportunities. This data is updated routinely (every 2 weeks or more frequently) with insights built from the most recent earnings calls.
Our engine analyzes transcripts to extract relevant excerpts, detect signal patterns, and score business relevance for highly targeted outreach.
Why This Insight Matters
- Identify real-time business priorities and challenges
- Reference specific executive quotes to demonstrate research
- Align your solution with stated company initiatives
- Detect budget allocation signals (AI, cloud, security investments)
- Surface pain points that match your value proposition
- Time outreach around earnings announcements when priorities are fresh
Signal Subtypes
Earnings transcript signals are categorized by business relevance. Use these signal_subtype values to filter for specific signals.
Budget & Spend Signals
Companies actively investing—indicates available budget.
| Subtype | Description | Sales Relevance |
|---|---|---|
capexIncrease | Major capital expenditure increase announced | Company is investing heavily—budget available |
techBudgetGrowth | Technology/IT budget explicitly growing | Tech spend increasing—prime target for tech vendors |
cloudInvestment | Cloud infrastructure/migration investment | Cloud spending signals—target for cloud/SaaS vendors |
aiInvestment | AI/ML specific investment or priority | AI budget allocation—target for AI/data vendors |
securityInvestment | Cybersecurity investment or priority | Security spend—target for security vendors |
dataInvestment | Data infrastructure/analytics investment | Data spend—target for data/analytics vendors |
Growth Signals
Companies expanding—increased operational needs.
| Subtype | Description | Sales Relevance |
|---|---|---|
revenueAcceleration | Revenue growth rate increasing | Growing company = growing budgets |
marketExpansion | Geographic or market segment expansion | Expanding footprint needs new tools/vendors |
headcountGrowth | Significant hiring or workforce expansion | Hiring = need for tools, training, infrastructure |
customerGrowth | Customer base expanding significantly | More customers = more infrastructure needs |
productLaunch | New product or service announcement | New products need supporting tools/services |
acquisitionActivity | M&A activity—acquiring or being acquired | M&A creates integration needs, budget reshuffling |
Guidance & Outlook Signals
Forward-looking indicators of spending behavior.
| Subtype | Description | Sales Relevance |
|---|---|---|
guidanceRaise | Raised forward revenue/earnings guidance | Bullish outlook = confident spending |
guidanceLower | Lowered forward guidance | May cut discretionary spend, but efficiency tools needed |
investmentCommitment | Multi-year investment plan announced | Long-term commitment = sustained vendor opportunities |
Pain Point Signals
Challenges mentioned—opportunity to solve.
| Subtype | Description | Sales Relevance |
|---|---|---|
supplyChainPain | Supply chain challenges mentioned | Target for supply chain/logistics solutions |
talentChallenge | Hiring or talent retention challenges | Target for HR tech, training, automation |
scalingChallenge | Scaling or capacity constraints | Need infrastructure, cloud, efficiency tools |
techDebtPain | Legacy systems or technical debt mentioned | Modernization opportunity for tech vendors |
regulatoryPressure | Regulatory compliance challenges | Target for compliance, security, governance tools |
costPressure | Cost/margin pressures discussed | Need efficiency tools, automation, cost optimization |
competitivePressure | Competitive threats or market share loss | Need differentiation—innovation tools, speed |
Strategic Priority Signals
What executives explicitly prioritize.
| Subtype | Description | Sales Relevance |
|---|---|---|
digitalTransformation | Digital transformation initiative | Broad tech modernization—many vendor opportunities |
customerExperienceFocus | Customer experience improvement priority | Target for CX, support, engagement tools |
efficiencyFocus | Operational efficiency as priority | Target for automation, process tools |
sustainabilityFocus | ESG or sustainability initiative | Target for sustainability, reporting tools |
Organizational Change Signals
Timing opportunities from internal changes.
| Subtype | Description | Sales Relevance |
|---|---|---|
leadershipChange | New C-level executive or leadership change | New leaders = new initiatives, vendor reviews |
restructuring | Organizational restructuring | Restructuring = new budget owners, process changes |
layoffs | Workforce reduction announced | Need automation, efficiency tools to do more with less |
Partnership & Ecosystem Signals
Who they work with and how.
| Subtype | Description | Sales Relevance |
|---|---|---|
strategicPartnership | Major strategic partnership announced | Shows openness to partnerships, integration needs |
vendorSelection | Technology vendor mentioned positively | Indicates tech stack, integration opportunities |
customerWin | Major customer win announced | Growing customer base = infrastructure needs |
Competitive Intelligence Signals
Market positioning insights.
| Subtype | Description | Sales Relevance |
|---|---|---|
competitorMention | Competitor explicitly mentioned | Know competitive landscape for positioning |
marketShareGain | Gaining market share | Winning company = expanding operations |
Response Fields
Core Signal Fields
| Field | Type | Description |
|---|---|---|
signal_id | string | Unique identifier for deduplication |
signal_type | string | Always "earnings-transcript" |
signal_subtype | string | Specific signal category (see tables above) |
signal_name | string | Human-readable headline |
detected_at | string (ISO 8601) | When the signal was detected |
Company Object
| Field | Type | Description |
|---|---|---|
company.name | string | Company name |
company.domain | string | Company website domain |
company.financial_symbol | string | Stock ticker (e.g., "AAPL") |
company.industries | array[string] | Industry classifications |
company.sector | string | Business sector |
Data Object
| Field | Type | Description |
|---|---|---|
data.fiscal_period | string | Fiscal quarter (Q1, Q2, Q3, Q4) |
data.fiscal_year | integer | Fiscal year |
data.earnings_date | string | Date of earnings call |
data.signal_category | string | Category grouping (budget, growth, pain, etc.) |
data.relevance | float | Business relevance score (0.0-1.0) |
data.confidence | string | Confidence level (high, medium, low) |
data.sentiment | string | Sentiment (positive, neutral, negative) |
data.headline | string | Concise insight summary |
data.detail | string | Detailed explanation |
data.evidence | array[string] | Direct quotes from transcript |
data.competitors_mentioned | array[string] | Competitors mentioned (if any) |
data.technologies_mentioned | array[string] | Technologies/products mentioned |
data.regions | array[string] | Geographic regions (us, emea, apac, etc.) |
data.metric_dollar_millions | float | Dollar amount in millions (if mentioned) |
data.metric_pct | float | Percentage as decimal (e.g., 0.15 = 15%) |
data.source | string | Source type (earnings_transcript) |
data.source_url | string | Link to transcript source |
Full JSON Response Example
{
"signal_id": "458deac4556765d7",
"signal_type": "earnings-transcript",
"signal_subtype": "aiInvestment",
"signal_name": "Apple significantly increasing AI investments including new manufacturing and R&D",
"detected_at": "2025-12-24T17:58:33Z",
"contact": null,
"company": {
"name": "Apple Inc.",
"domain": "www.apple.com",
"industries": ["Consumer Electronics"],
"financial_symbol": "AAPL",
"sector": "Technology"
},
"data": {
"fiscal_period": "Q4",
"fiscal_year": 2025,
"earnings_date": "2025-10-30T00:00:00Z",
"signal_category": "budget",
"sales_relevance": "AI budget allocation—target for AI/data vendors",
"relevance": 0.95,
"confidence": "high",
"sentiment": "positive",
"headline": "Apple significantly increasing AI investments including new manufacturing and R&D",
"detail": "Apple is substantially scaling AI infrastructure with major capital expenditure commitments for both manufacturing capacity and R&D. The company emphasized AI as a core strategic priority with investments spanning hardware, software, and cloud infrastructure.",
"evidence": [
"we are significantly increasing our investments in AI infrastructure",
"these investments span manufacturing, R&D, and our Private Cloud Compute infrastructure"
],
"competitors_mentioned": null,
"technologies_mentioned": ["Apple Intelligence", "Private Cloud Compute", "AI infrastructure"],
"regions": ["us"],
"metric_dollar_millions": null,
"metric_pct": null,
"source": "earnings_transcript",
"source_url": "https://financialmodelingprep.com/api/v3/earning_call_transcript/AAPL"
}
}Example Output
"Noticed in your Q4 earnings call, Apple emphasized 'significantly increasing investments in AI infrastructure' across manufacturing and R&D. We're helping companies accelerate AI adoption by providing the data infrastructure to power these initiatives. Worth a quick chat?"
API Usage
Generate Content API
{
"enabledInsights": ["financialEarningsCall"],
"disabledInsights": []
}Generate Insights API
{
"insightSubtype": "financialEarningsCall"
}Filtering by Signal Subtype
To filter for specific signal types in bulk data:
{
"signal_subtype": "aiInvestment"
}Or multiple subtypes:
{
"signal_subtype": ["aiInvestment", "cloudInvestment", "techBudgetGrowth"]
}Coverage
- Refresh: Quarterly (within 2 weeks of earnings call)
- Coverage: 4,000+ public companies
- Best for: Enterprise sales, executive outreach, strategic account planning
Sample Data
Download example earnings transcript signals:
See Signal Database Schema for the full schema specification.
Updated 9 days ago
