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package/skills/integrations/earnings_transcripts.md

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+**Earnings Call Transcripts Guide**
+
+**Intro**
+Earnings call transcripts are available through multiple financial data providers. You should only pull transcript data **when the user explicitly tells you to**. This guide covers accessing transcripts through FactSet, Refinitiv/LSEG, Bloomberg, S&P Capital IQ, and other providers. Transcripts contain management discussion, Q&A sections, and forward-looking guidance.
+
+**IMPORTANT:** When working with earnings call transcripts:
+1. Verify the transcript date matches the intended earnings period.
+2. Distinguish between prepared remarks (management discussion) and Q&A sections.
+3. Pay attention to guidance updates vs. historical commentary.
+4. Cross-reference quantitative guidance with actual financial data.
+
+---
+
+**Transcript Providers Overview**
+
+| Provider | Coverage | Excel Integration | Format |
+|----------|----------|-------------------|--------|
+| FactSet | Global, extensive | Yes (via API) | Text, XML |
+| Refinitiv/LSEG | Global | Limited | PDF, Word, Text |
+| Bloomberg | Global | Limited | Terminal only |
+| S&P Capital IQ | Extensive | Yes (via WRDS) | Text |
+| Finnhub | Wide coverage | API | JSON |
+| AlphaSense | AI-enhanced | Search/Export | Text, AI summaries |
+
+---
+
+## PART 1: FACTSET TRANSCRIPTS
+
+**1. Accessing Transcripts in FactSet**
+
+**Via FactSet Workstation:**
+1. Search for company ticker
+2. Navigate to Events & Transcripts
+3. Select earnings call date
+4. View or export transcript
+
+**Via FactSet Excel:**
+Transcripts are accessed through the Events and Transcripts API for programmatic access.
+
+**Event Types Covered:**
+| Event Type | Description |
+|------------|-------------|
+| Earnings Calls | Quarterly/annual earnings |
+| Conference Presentations | Investor conferences |
+| Analyst/Investor Meetings | One-on-one meetings |
+| Guidance Calls | Guidance-specific calls |
+| Sales Calls | Revenue-focused updates |
+| Special Situations | M&A, restructuring, etc. |
+
+---
+
+**2. FactSet Transcript Structure**
+
+**Document Sections:**
+| Section | Description |
+|---------|-------------|
+| Header | Company, date, participants |
+| Operator Introduction | Call logistics |
+| Management Discussion | Prepared remarks |
+| Q&A Session | Analyst questions and answers |
+| Closing | Call conclusion |
+
+**Participant Identification:**
+- Company Executives (CEO, CFO, IR)
+- Analysts (name, firm)
+- Operator/Moderator
+
+---
+
+**3. FactSet Transcript Intelligence**
+
+**AI-Powered Features:**
+| Feature | Description |
+|---------|-------------|
+| AI Summaries | Key takeaways generated automatically |
+| High/Low Highlights | Most important positive/negative points |
+| Guidance Updates | Management guidance changes |
+| Key Themes | Major topics discussed |
+| Sentiment Analysis | Tone of call sections |
+
+**Transcript Assistant:**
+- Conversational AI chatbot for transcript analysis
+- Ask questions about specific calls
+- Compare guidance across periods
+- Extract specific metrics mentioned
+
+---
+
+**4. FactSet Data Feed (For NLP/Analysis)**
+
+**XML Structure:**
+Transcripts available in machine-readable XML format for:
+- Sentiment analysis
+- Natural language processing
+- Trend extraction
+- Automated alerts
+
+**Sections for Analysis:**
+| Section | Use Case |
+|---------|----------|
+| Management Discussion | Prepared sentiment |
+| Q&A | Unscripted responses |
+| Guidance | Forward estimates |
+
+---
+
+## PART 2: REFINITIV/LSEG TRANSCRIPTS
+
+**1. Accessing in LSEG Workspace**
+
+**Via ADVEV Function:**
+1. Type ADVEV in search bar
+2. Select company
+3. Navigate to Earnings & Corporate
+4. Select transcript from events list
+
+**Export Options:**
+| Format | Description |
+|--------|-------------|
+| PDF | Formatted document |
+| Word | Editable document |
+| Plain Text | Raw text file |
+
+**Additional Content:**
+- PowerPoint presentations
+- Audio files (when available)
+- Sentiment summaries
+
+---
+
+**2. Refinitiv Transcript Fields**
+
+**Event Details:**
+| Field | Description |
+|-------|-------------|
+| EventID | Unique event identifier |
+| CompanyName | Company name |
+| Ticker | Trading symbol |
+| EventDate | Date of call |
+| EventType | Earnings, guidance, etc. |
+| FiscalPeriod | Q1, Q2, Q3, Q4, FY |
+| FiscalYear | Fiscal year |
+
+**Participants:**
+| Field | Description |
+|-------|-------------|
+| SpeakerName | Name of speaker |
+| SpeakerTitle | Executive title |
+| SpeakerAffiliation | Company/firm |
+| SpeakerType | Management, Analyst |
+
+---
+
+**3. Refinitiv Earnings Briefs**
+
+Pre-formatted summaries including:
+- Key financials discussed
+- Guidance updates
+- Notable Q&A points
+- Stock reaction summary
+
+---
+
+## PART 3: BLOOMBERG TRANSCRIPTS
+
+**1. Accessing on Terminal**
+
+**Via EVT Function:**
+1. Load security: [TICKER] <EQUITY>
+2. Type EVT <GO>
+3. View calendar of corporate events
+4. Select earnings call
+5. Access transcript (if available)
+
+**Alternative Access:**
+- Type CALL <GO> for recent calls
+- Check for audio and transcript availability
+
+---
+
+**2. Bloomberg Transcript Data**
+
+**Available Information:**
+| Data | Description |
+|------|-------------|
+| Transcript Text | Full call transcript |
+| Audio | Call recording (when available) |
+| Event Calendar | Upcoming calls |
+| Historical | Past call archive |
+
+**Note:** Bloomberg transcripts are primarily accessed via terminal interface, not Excel formulas.
+
+---
+
+## PART 4: S&P CAPITAL IQ TRANSCRIPTS
+
+**1. Accessing Transcripts**
+
+**Via CapIQ Platform:**
+1. Search for company
+2. Navigate to Events tab
+3. Select transcript from list
+4. View or export
+
+**Via WRDS (Academic):**
+S&P Capital IQ Transcripts available through Wharton Research Data Services for academic users.
+
+---
+
+**2. CapIQ Transcript Features**
+
+**Document Sections:**
+- Header information
+- Corporate participants
+- Conference call participants
+- Prepared remarks
+- Q&A section
+
+**Export Options:**
+- PDF download
+- Text export
+- Research integration
+
+---
+
+## PART 5: OTHER PROVIDERS
+
+**1. Finnhub API**
+
+**Free API Access:**
+| Endpoint | Description |
+|----------|-------------|
+| /stock/transcripts | List of transcripts |
+| /stock/transcripts/{id} | Full transcript text |
+
+**Data Available:**
+- Company identifier
+- Quarter/Year
+- Full transcript text
+- Speaker identification
+
+---
+
+**2. Factiva**
+
+**Search Syntax:**
+rst=FNDW and hd=[company name]
+→ Returns transcripts from VIQ FD Disclosure
+
+---
+
+**3. AlphaSense**
+
+**AI-Enhanced Features:**
+- Semantic search across transcripts
+- AI-generated summaries
+- Keyword tracking
+- Sentiment analysis
+- Cross-transcript comparison
+
+---
+
+## PART 6: KEY TRANSCRIPT SECTIONS
+
+**1. Management Discussion (Prepared Remarks)**
+
+Typically includes:
+| Topic | Description |
+|-------|-------------|
+| Financial Highlights | Revenue, EPS, margins |
+| Segment Performance | Business unit results |
+| Strategic Updates | New initiatives, products |
+| Outlook | Forward guidance |
+| Capital Allocation | Dividends, buybacks, M&A |
+
+---
+
+**2. Q&A Section**
+
+Key areas analysts probe:
+| Topic | Common Questions |
+|-------|------------------|
+| Guidance | Breakdown, assumptions, confidence |
+| Margins | Drivers, sustainability, trends |
+| Competition | Market share, pricing pressure |
+| M&A | Pipeline, integration, targets |
+| Capital | Priorities, leverage, returns |
+| Macro | Economic assumptions, FX, rates |
+
+---
+
+**3. Guidance Tracking**
+
+**Types of Guidance:**
+| Type | Description |
+|------|-------------|
+| Revenue | Top-line expectations |
+| EPS | Earnings per share |
+| EBITDA | Operating profitability |
+| Margins | Gross, operating, net |
+| CapEx | Capital expenditure plans |
+| FCF | Free cash flow |
+
+**Guidance Modifiers:**
+| Modifier | Meaning |
+|----------|---------|
+| Raised | Increased from prior |
+| Lowered | Decreased from prior |
+| Maintained | Unchanged |
+| Initiated | New guidance |
+| Withdrawn | Guidance suspended |
+| Range | High/low bounds |
+| Mid-point | Center of range |
+
+---
+
+## PART 7: EXCEL INTEGRATION
+
+**1. Manual Export Workflow**
+
+1. Access transcript via provider platform
+2. Export to PDF, Word, or text
+3. Copy relevant sections to Excel
+4. Parse data manually or with formulas
+
+---
+
+**2. API-Based Extraction (FactSet)**
+
+For programmatic access, use FactSet Events and Transcripts API:
+- Returns JSON/XML data
+- Can feed into Excel via Power Query
+- Enables automated monitoring
+
+---
+
+**3. Key Fields to Extract**
+
+| Field | Use Case |
+|-------|----------|
+| Call Date | Chronological tracking |
+| Revenue Guidance | Model updates |
+| EPS Guidance | Valuation inputs |
+| Key Metrics | Company-specific KPIs |
+| Management Quotes | Qualitative analysis |
+| Analyst Questions | Concern identification |
+
+---
+
+## PART 8: BEST PRACTICES
+
+**1. When Using Transcripts**
+
+- Verify fiscal period matches (Q1 earnings vs Q1 guidance)
+- Distinguish between GAAP and non-GAAP mentions
+- Track guidance changes quarter-over-quarter
+- Note analyst sentiment in Q&A tone
+- Cross-reference with SEC filings for accuracy
+
+---
+
+**2. Limitations**
+
+- Transcripts may have minor transcription errors
+- Non-GAAP reconciliations often in slides, not transcript
+- International calls may have translation issues
+- Timing: Transcripts available hours after call
+- Some smaller companies may not have coverage
+
+---
+
+**Final Checklist:**
+- Which provider has coverage for this company?
+- What fiscal period am I researching?
+- Do I need the full transcript or just summary/guidance?
+- Am I tracking prepared remarks or Q&A insights?
+- Have I verified guidance against actual financial filings?
+- Do I need historical transcripts for trend analysis?
+
+---
+
+**Additional Resources:**
+- FactSet: factset.com/marketplace/catalog/product/transcript-intelligence
+- Refinitiv: Use ADVEV function in LSEG Workspace
+- Bloomberg: EVT <GO> on terminal
+- Finnhub: finnhub.io/docs/api/earnings-call-transcripts-api
+- WRDS: wrds-www.wharton.upenn.edu (S&P CapIQ Transcripts)