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.

SubtypeDescriptionSales Relevance
capexIncreaseMajor capital expenditure increase announcedCompany is investing heavily—budget available
techBudgetGrowthTechnology/IT budget explicitly growingTech spend increasing—prime target for tech vendors
cloudInvestmentCloud infrastructure/migration investmentCloud spending signals—target for cloud/SaaS vendors
aiInvestmentAI/ML specific investment or priorityAI budget allocation—target for AI/data vendors
securityInvestmentCybersecurity investment or prioritySecurity spend—target for security vendors
dataInvestmentData infrastructure/analytics investmentData spend—target for data/analytics vendors

Growth Signals

Companies expanding—increased operational needs.

SubtypeDescriptionSales Relevance
revenueAccelerationRevenue growth rate increasingGrowing company = growing budgets
marketExpansionGeographic or market segment expansionExpanding footprint needs new tools/vendors
headcountGrowthSignificant hiring or workforce expansionHiring = need for tools, training, infrastructure
customerGrowthCustomer base expanding significantlyMore customers = more infrastructure needs
productLaunchNew product or service announcementNew products need supporting tools/services
acquisitionActivityM&A activity—acquiring or being acquiredM&A creates integration needs, budget reshuffling

Guidance & Outlook Signals

Forward-looking indicators of spending behavior.

SubtypeDescriptionSales Relevance
guidanceRaiseRaised forward revenue/earnings guidanceBullish outlook = confident spending
guidanceLowerLowered forward guidanceMay cut discretionary spend, but efficiency tools needed
investmentCommitmentMulti-year investment plan announcedLong-term commitment = sustained vendor opportunities

Pain Point Signals

Challenges mentioned—opportunity to solve.

SubtypeDescriptionSales Relevance
supplyChainPainSupply chain challenges mentionedTarget for supply chain/logistics solutions
talentChallengeHiring or talent retention challengesTarget for HR tech, training, automation
scalingChallengeScaling or capacity constraintsNeed infrastructure, cloud, efficiency tools
techDebtPainLegacy systems or technical debt mentionedModernization opportunity for tech vendors
regulatoryPressureRegulatory compliance challengesTarget for compliance, security, governance tools
costPressureCost/margin pressures discussedNeed efficiency tools, automation, cost optimization
competitivePressureCompetitive threats or market share lossNeed differentiation—innovation tools, speed

Strategic Priority Signals

What executives explicitly prioritize.

SubtypeDescriptionSales Relevance
digitalTransformationDigital transformation initiativeBroad tech modernization—many vendor opportunities
customerExperienceFocusCustomer experience improvement priorityTarget for CX, support, engagement tools
efficiencyFocusOperational efficiency as priorityTarget for automation, process tools
sustainabilityFocusESG or sustainability initiativeTarget for sustainability, reporting tools

Organizational Change Signals

Timing opportunities from internal changes.

SubtypeDescriptionSales Relevance
leadershipChangeNew C-level executive or leadership changeNew leaders = new initiatives, vendor reviews
restructuringOrganizational restructuringRestructuring = new budget owners, process changes
layoffsWorkforce reduction announcedNeed automation, efficiency tools to do more with less

Partnership & Ecosystem Signals

Who they work with and how.

SubtypeDescriptionSales Relevance
strategicPartnershipMajor strategic partnership announcedShows openness to partnerships, integration needs
vendorSelectionTechnology vendor mentioned positivelyIndicates tech stack, integration opportunities
customerWinMajor customer win announcedGrowing customer base = infrastructure needs

Competitive Intelligence Signals

Market positioning insights.

SubtypeDescriptionSales Relevance
competitorMentionCompetitor explicitly mentionedKnow competitive landscape for positioning
marketShareGainGaining market shareWinning company = expanding operations

Response Fields

Core Signal Fields

FieldTypeDescription
signal_idstringUnique identifier for deduplication
signal_typestringAlways "earnings-transcript"
signal_subtypestringSpecific signal category (see tables above)
signal_namestringHuman-readable headline
detected_atstring (ISO 8601)When the signal was detected

Company Object

FieldTypeDescription
company.namestringCompany name
company.domainstringCompany website domain
company.financial_symbolstringStock ticker (e.g., "AAPL")
company.industriesarray[string]Industry classifications
company.sectorstringBusiness sector

Data Object

FieldTypeDescription
data.fiscal_periodstringFiscal quarter (Q1, Q2, Q3, Q4)
data.fiscal_yearintegerFiscal year
data.earnings_datestringDate of earnings call
data.signal_categorystringCategory grouping (budget, growth, pain, etc.)
data.relevancefloatBusiness relevance score (0.0-1.0)
data.confidencestringConfidence level (high, medium, low)
data.sentimentstringSentiment (positive, neutral, negative)
data.headlinestringConcise insight summary
data.detailstringDetailed explanation
data.evidencearray[string]Direct quotes from transcript
data.competitors_mentionedarray[string]Competitors mentioned (if any)
data.technologies_mentionedarray[string]Technologies/products mentioned
data.regionsarray[string]Geographic regions (us, emea, apac, etc.)
data.metric_dollar_millionsfloatDollar amount in millions (if mentioned)
data.metric_pctfloatPercentage as decimal (e.g., 0.15 = 15%)
data.sourcestringSource type (earnings_transcript)
data.source_urlstringLink 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.