Earnings Calls and Transcripts

Earnings Calls & Transcripts - Searching Events and Documents

Avantis provides comprehensive access to corporate events and transcripts, allowing you to search across thousands of earnings calls, capital markets days, and shareholder meetings. This dataset includes full audio, playable in real time or post-event, original and enhanced transcripts, slide decks, and official reports, fully searchable by event type, document content, and specific fiscal periods.

What is an Earnings Call?

An earnings call is a quarterly teleconference or webcast where a public company’s senior management (typically the CEO and CFO) presents the financial results of a specific reporting period to analysts, investors, and the media.

While the primary purpose is to discuss the financial data released in the earnings report (such as the 10-Q or 8-K filings), the call serves a broader strategic function: it allows management to provide "color" or narrative context that raw numbers cannot convey. It also gives investors and analysts an opportunity to ask questions in order to evaluate the information and tone of the responses given by management.

While earnings calls happen on a schedule, significant events—like announcing a merger or changing financial predictions (guidance)—can trigger a special conference call outside of the normal quarterly schedule. These are also included in this dataset.

Video: Searching Earnings Calls & Transcripts

How to Search Earnings Calls in Avantis

Open the Earnings & Events module.
Make value selections in any criteria that your search requires (e.g., Company Name, Company List, Ticker, Industry [NAICS], etc.).
If you want to search by specific event details that are not accessible via the criteria in your default view, click + Add Criteria in the upper-left corner.
- Expand the available criteria headings and select the criteria you want to add.
- Key criteria include:
  1. Event Category: Broad classifications like Earnings Calls or AGMs.
  2. Event Type: Specific nuances like "Fireside Chat" or "Q3 Results."
  3. Document Type: The specific format you need (e.g., Transcript vs. Slide Deck).
  4. See below for more detail on key criteria
Click Search to generate results.
Your results grid displays the event date, company, and available documents.
Click any result to view it in Document View on the right side of the screen.
- Any present or past result that has an audio call associated with it will have the “Play Call” feature active in your upper right hand corner
  1. You may browse to other documents, datasets, and tabs while the audio is playing.
- Tip: If a Transcript is available, you can search for specific keywords within the spoken text of the CEO or analysts.
If needed, export your grid results or download specific documents (PDFs of slides or transcripts) for offline review.

Event Category Definitions

Use these categories to filter for the kind of event you are looking for.

Annual General Meeting (AGM): A mandatory yearly gathering where directors present performance to shareholders and vote on decisions like board elections.
Capital Markets Day: A "deep dive" event where management presents long-term strategy and financial goals, focusing on the future vision rather than just current quarterly numbers.
Earnings Call: The standard quarterly conference call where executives discuss profit/loss and answer analyst questions.
Extraordinary General Meeting (EGM): A meeting called on short notice to vote on urgent issues (like a takeover bid) that cannot wait for the AGM.
Partnerships/Collaborations: Announcements regarding new strategic agreements, joint ventures, or shared technology projects.
Slides: Visual presentation decks containing charts and data used to support speakers.
Update/Briefing: Sessions regarding specific developments outside the quarterly schedule, such as mergers, product launches, or leadership changes.

Key Event Types (Comprehensive List Below)

While "Categories" are broad, Event Types allow you to filter for very specific scenarios.

Quarterly & Half-Yearly Reporting

Q1, Q2, Q3, Q4: Reports covering performance for specific three-month quarters.
H1 (First Half) / H2 (Second Half): Reports covering six-month performance blocks.
Pre-close / Silent Call: A quiet period before earnings where the company limits communication to avoid leaks.

Investor Relations & Strategy

Analyst Day / Investor Day: Events where the company explains business plans and growth strategies to experts and investors.
CMD (Capital Markets Day): A special event for revealing long-term financial strategy.
Guidance: Predictions given to investors about expected future revenue or profit.
Investor Presentation / Corporate Presentation: Formal talks explaining business health and goals to convince investors to buy stock.

Specialized Events & Updates

Fireside Chat: A relaxed, informal interview where a leader answers questions from a moderator.
KOL Event: An event featuring an outside "Key Opinion Leader" (like a doctor or scientist) validating a product.
M&A Announcement: News regarding mergers or acquisitions.
R&D Day: A showcase of new science, technology, or products currently in development.
Trading Update / Status Update: Short announcements about recent sales or project status updates.

Regulatory & Scientific

FDA Announcement / Study Result: Critical for pharma/biotech; news on government approval or scientific test results.
ESG Update: Reports on Environmental, Social, and Governance performance.
Proxy Filing: Documents sent to shareholders explaining voting issues before a meeting.

Key Document Types (Comprehensive List Below)

When searching, you can specify exactly which asset you need:

Transcript: A verbatim written record of every word spoken during the meeting or call.
Slide Deck: The visual presentation file (charts, graphs, bullet points) shown during the call.
Report: A formal written document filled with text and numbers describing performance.
Initial / Updated Announcement: Notices alerting the market to an upcoming event or changing details of a scheduled event.
Cancellation Announcement: A notice confirming an event has been called off.

Comprehensive Criteria Lists

Event Category Definitions

Annual General Meeting (AGM) A mandatory yearly gathering where company directors present the company's performance to shareholders. At this meeting, shareholders vote on important decisions, such as electing the board of directors.
Capital Markets Day A special event where a company’s management team gives investors and analysts a "deep dive" into their long-term strategy and financial goals. It is less about current quarterly numbers and more about the future vision of the business.
Document A general category for official written records associated with an event. This typically includes press releases, regulatory filings, or letters to shareholders.
Earnings Call A quarterly conference call where company executives discuss their latest financial results and answer questions from investment analysts. This is the primary method for updating the market on recent profit and loss.
Partnerships/Collaborations An announcement or event detailing a new strategic agreement to work with another company. This usually covers joint ventures, licensing deals, or shared technology projects.
Slides The visual presentation deck used to support speakers during calls and meetings. These documents contain charts, graphs, and bullet points that visualize the data being discussed.
Update/Briefing A session focused on specific news or developments that fall outside the regular quarterly schedule. This could cover things like a sudden merger, a product launch, or an executive leadership change.
Extraordinary General Meeting (EGM) A meeting called on short notice to vote on an urgent issue that cannot wait for the next scheduled Annual General Meeting. These are often triggered by major events like a takeover bid or a crisis.

Event Types

AGM (Annual General Meeting) A big yearly meeting where the company owners (shareholders) gather to vote on important decisions, like picking the people who run the company.
Analyst Day A day when company bosses explain their business plans in detail to experts (analysts) who study the stock market.
CMD (Capital Markets Day) This is very similar to Analyst Day; it’s a special event where the company shows investors its long-term goals and strategy for making money.
Collaboration When two or more companies agree to work together on a specific project, like building a new product or sharing technology.
Company Presentation A slideshow or talk where the company introduces itself, explaining what it does and how it makes money, usually to new investors or customers.
Conference A large event where many different companies gather to speak, learn from each other, and meet new business partners.
Corporate Presentation A formal talk given by the company to explain its overall business health, goals, and history to a professional audience.
EGM (Extraordinary General Meeting) A special, urgent meeting called for shareholders to vote on a serious issue that cannot wait for the regular yearly meeting.
ESG Update A report on how the company is doing with Environmental (nature), Social (people), and Governance (rules) issues—basically, how "good" the company is acting.
FDA Announcement News from a drug or food company saying whether the government (FDA) has approved their new medicine or product for sale.
Fireside Chat A relaxed, informal interview where a company leader answers questions from a moderator, usually while sitting in comfortable chairs.
Guidance A prediction the company gives to investors about how much money they expect to make in the near future.
H1 (First Half) A report covering the company's performance for the first six months of the year (January to June).
H2 (Second Half) A report covering the company's performance for the last six months of the year (July to December).
Investor Day A special event where the company invites investors to learn deeply about its future plans, products, and how it intends to grow.
Investor Presentation A specific presentation designed to convince people to buy stock in the company by showing them financial facts and future plans.
Investor Update A quick report or message sent to investors to keep them informed about recent news or changes in the business.
KOL Event (Key Opinion Leader) An event where the company brings in an outside expert (like a famous doctor or scientist) to tell investors why the company's product is good.
M&A Announcement (Mergers & Acquisitions) News that the company is either buying another company or being bought by someone else.
Partnership An official agreement between two companies to help each other out, like sharing customers or resources.
Pre-close / Silent Call A quiet period right before earnings are released where the company stops talking to investors to avoid leaking secrets before the official report.
Proxy Filing A document sent to shareholders before a vote that explains the issues so they can vote by mail (proxy) if they can't attend the meeting.
Q1 (First Quarter) A report on how the company performed during the first three months of the year (January, February, March).
Q2 (Second Quarter) A report on how the company performed during the second three months of the year (April, May, June).
Q3 (Third Quarter) A report on how the company performed during the third three months of the year (July, August, September).
Q4 (Fourth Quarter) A report on how the company performed during the final three months of the year (October, November, December).
R&D Day (Research & Development) An event where the company shows off the new science, technology, or products its researchers are currently inventing.
Registration Filing Official paperwork filed with the government when a company wants to sell new stock or securities to the public.
Scheme Meeting A specific type of meeting, often required by a court, where shareholders vote on a major change like a merger or restructuring.
Status Update A general report telling people where a specific project or business goal stands right now—is it on time, early, or late?
Study Result The final answer from a scientific test, usually for a drug company, stating if their new medicine actually works.
Study Update A progress report on a scientific test that is still happening, letting people know how it is going so far.
Trading Update A short announcement about recent sales or business activity, usually given between the big quarterly reports to keep investors in the loop.

Document Types

Cancellation Announcement A notice sent out to tell people that a planned meeting or event has been called off and will no longer happen.
Initial Announcement The very first message telling people that an event is going to take place, usually including the date and time so they can plan for it.
Report A written document that explains the details of how the company is doing, usually filled with text and numbers to describe its performance.
Slide Deck A file containing the pictures, charts, and bullet points shown on a screen during a presentation to help the audience follow along.
Transcript A written copy of every single word that was spoken during a meeting or call, so you can read exactly what was said.
Updated Announcement A new notice sent to change details about an event that was already announced, like fixing a mistake or moving the time.