Solution

Earnings Call Transcripts Analysis

For equity research and investment analytics teams: every earnings call structured into your own taxonomy minutes after the transcript publishes, with each value tied to its passage.

Earnings call transcriptsPrepared remarksAnalyst Q&AGuidance statements
Structured record within minutes of transcript publicationExtraction into your taxonomy, set up onceEvery value tied to the passage it came from

The problem

Why this exists

1 hour

Per call, per company

Reading a transcript end to end costs about an hour. In earnings season, across a coverage universe, most calls simply go unread — and everyone knows it.

Generic

Sentiment scores instead of analysis

Off-the-shelf tools return sentiment and named entities. Your analysts track specific facts, figures, and statements — fields no generic model was built to extract.

Ad hoc

Notes that don't compare

Manual notes differ analyst to analyst and quarter to quarter, so every cross-call comparison starts with reconciling formats before it produces a view.

The product, not a promise

A transcript you can interrogate

Earnings Call Transcripts Analysis — workspace
Guidance statement extracted to its taxonomy fieldPassage citedcited
Facts and figures structured to the client's formatPer taxonomycited
Record grouped by company, quarter over quarterComparablecited
Ambiguous guidance phrasing — routed to the analystverify
Delivered to downstream systemsMinutescited
HUMAN-APPROVED BEFORE IT POSTS

How it works

File in. Answer out.

  1. 1

    Configure

    The client's taxonomy is set up once; extraction models train on publicly available transcripts.

  2. 2

    Intake

    Each new transcript is picked up automatically as it is published.

  3. 3

    Abstract

    The platform structures the transcript into the client's expected format in minutes.

  4. 4

    Group

    Records are grouped by the customized taxonomy, call by call, company by company.

Who it's for

Built for the people who own the outcome

Equity research analyst

Compare three quarters of guidance in three aligned records.

  • Structured record minutes after the transcript publishes
  • Every value links to the sentence it came from
  • Cross-call comparison works from consistent fields

Head of research

Put the whole coverage universe's calls to work.

  • Every call structured, including the ones nobody had time to read
  • One taxonomy applied consistently across analysts and quarters
  • Coverage scales with compute, keeping the desk on judgment

Data & platform lead

Feed downstream systems a format they already expect.

  • Output matches the format your systems consume
  • Taxonomy set up once, extraction runs automatically
  • Models trained on public transcripts — no internal data pipeline to wait on
Investment bankingAsset managementHedge fundsEquity researchQuant & data teamsCorporate IR
Minutesfrom transcript to structured record
One-timetaxonomy setup
Customfields, not generic entities

Transcripts are underused, and everyone knows it

A large investment banking company put it plainly: earnings call transcripts are a treasure trove of investment-grade information, and almost none of it gets used. The tools on the market read a transcript and hand back sentiment scores and a list of named entities — highlighting, when what the client needed was extraction into a well-defined taxonomy of their own design: the specific facts, figures, and statements their analysts actually track, structured the way their downstream systems expect.

The client’s taxonomy was configured in Botminds as a one-time setup, and extraction models were trained on publicly available transcripts, so work started without waiting on internal data pipelines. From then on, every new transcript is abstracted automatically: the platform reads it, pulls the fields the taxonomy defines, and delivers a structured record in the client’s expected format within minutes of the transcript becoming available.

Records are grouped by the customized taxonomy, so analysis across calls and across companies works from consistent, comparable data. An analyst comparing management guidance across three quarters looks at three aligned records instead of three hour-long transcripts.

Why governed matters

Structured data from an earnings call feeds real investment decisions, so provenance is mandatory. Every extracted value ties back to the passage it came from, which makes verification fast — check the sentence, not the whole call. And because the taxonomy belongs to the client, the output is their own analytical framework, applied consistently at machine speed and reviewed by the people who own the decision. The platform does the reading; the desk keeps the judgment.

Objections, answered

What teams ask us first

How do I trust an extracted figure enough to put it in a model?

Every extracted value ties back to the passage it came from, so verification means checking one sentence instead of re-reading the call. Ambiguous statements — hedged guidance, qualified figures — arrive flagged for the analyst's judgment rather than silently normalized.

Our taxonomy is our analytical edge. Does the platform impose its own?

The taxonomy is yours and is configured as a one-time setup: the specific facts, figures, and statements your analysts track, structured the way your downstream systems expect. The output is your analytical framework applied consistently at machine speed.

What data does the extraction train on?

Extraction models train on publicly available transcripts, so setup starts immediately without waiting on internal data pipelines or exposing proprietary research. Your taxonomy definitions shape what gets extracted; your analysts' review confirms it.

How fast is this live, and how fast per call?

Taxonomy configuration is a one-time setup measured in weeks, since training uses public transcripts. From then on, each new transcript is picked up automatically as it publishes and delivered as a structured record within minutes.

Bring the last earnings call you covered.

Watch the transcript structure into your fields in minutes — every value cited to its sentence, with one ambiguous statement routed to you.

Request a demo