Octagon Transcripts Agent

Model Name: octagon-transcripts-agent

A specialized agent for analyzing earnings call transcripts and management commentary.

Capabilities

• Over 8,000 public companies
• Continuous daily updates for real-time insights
• Historical data dating back to 2018 enables robust time-series analysis
• Extract information from earnings call transcripts, including:
  • Executive statements
  • Financial guidance
  • Analyst questions
  • Forward-looking statements

Use Cases

The Transcripts Agent is best for:

• Analyzing management sentiment
• Extracting guidance figures
• Identifying key business trends
• Tracking narrative changes over time
• Comparing management statements with actual results

Example Queries

• "What did Amazon's CEO say about AWS growth expectations in the latest earnings call?"
• "Summarize key financial metrics mentioned in Tesla's Q2 2023 earnings call"
• "What questions did analysts ask about margins during Netflix's latest earnings call?"

Code Examples

Python

response = client.responses.create(
    model="octagon-transcripts-agent",
    input="What did Amazon's CEO say about AWS growth expectations in the latest earnings call?",
    stream=True
)

JavaScript

const response = await client.responses.create({
  model: "octagon-transcripts-agent",
  input: "What did Amazon'\''s CEO say about AWS growth expectations in the latest earnings call?",
  stream: true
});

cURL

curl -X POST https://api.octagonagents.com/v1/responses \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer your-octagon-api-key" \
  -d '{
    "model": "octagon-transcripts-agent",
    "input": "What did Amazon'\''s CEO say about AWS growth expectations in the latest earnings call?",
    "stream": true
  }' \
  --no-buffer

How to Create Effective Prompts for Earnings Call Analysis

When analyzing earnings call transcripts, these strategies can help you extract meaningful insights:

1. Specify the time period: Indicate whether you're interested in a specific quarter, year, or a comparison across periods.

   • Example: "Extract key revenue figures mentioned in Apple's Q1 2024 earnings call."

2. Focus on speaker roles: Request insights from specific participants like the CEO, CFO, or analysts.

   • Example: "Summarize what Amazon's CEO said about AWS growth strategy in their latest earnings call."

3. Combine quantitative and qualitative data: Request both numbers and narrative context.

   • Example: "Identify Tesla's projected production targets for 2024 and management's comments on manufacturing challenges."

4. Target specific business segments: Focus your query on particular divisions or product lines.

   • Example: "Extract all mentions of Microsoft's cloud services revenue and growth projections from the Q2 earnings call."

5. Look for sentiment and tone: Ask for analysis of management confidence or concern.

   • Example: "Analyze the tone used by Netflix executives when discussing subscriber growth in international markets."

6. Track recurring themes: Request identification of topics mentioned across multiple calls.

   • Example: "Identify how Meta's messaging about metaverse investments has evolved over the past four earnings calls."

7. Compare analyst vs. management perspectives: Contrast questions with answers to uncover tensions.

   • Example: "Compare analyst questions about Google's AI investments with management's responses in the latest earnings call."

8. Identify forward-looking statements: Focus on future projections rather than past performance.

   • Example: "Extract all forward-looking statements about Nvidia's supply chain improvements mentioned in the Q3 call."

Earnings Call Transcript Data Fields

Call Metadata

Field	Description
Company Name	Legal name of the company holding the earnings call
Ticker Symbol	Stock trading symbol of the company
Call Date	Date when the earnings call took place
Call Time	Time when the earnings call started
Call Duration	Length of the earnings call in minutes
Fiscal Period	Quarter or year being discussed (e.g., Q1 2024, FY 2023)
Call Type	Nature of the call (e.g., Quarterly Earnings, Annual Results, Special Announcement)
Earnings Release Date	Date when the financial results were officially released

Participants

Field	Description
Executive Participants	List of company executives on the call with their titles
CEO Presence	Whether the Chief Executive Officer participated in the call
CFO Presence	Whether the Chief Financial Officer participated in the call
Other C-Suite	Other executive officers participating (e.g., COO, CTO, CMO)
Call Host	Person who moderated or led the earnings call
Analyst Participants	List of financial analysts who asked questions
Analyst Firms	Investment banks or research firms represented on the call
Total Analyst Count	Number of analysts who asked questions during the call

Financial Performance Highlights

Field	Description
Revenue	Total revenue figures mentioned for the reporting period
Revenue Growth	Year-over-year or quarter-over-quarter revenue growth rate
Adjusted Revenue	Non-GAAP revenue figures if provided
Net Income	Profit after all expenses for the reporting period
Earnings Per Share (EPS)	Reported earnings per share figures
Adjusted EPS	Non-GAAP earnings per share figures
Gross Margin	Gross profit as a percentage of revenue
Operating Margin	Operating income as a percentage of revenue
Free Cash Flow	Operating cash flow minus capital expenditures
EBITDA	Earnings Before Interest, Taxes, Depreciation, and Amortization
Return Metrics	ROE, ROA, ROIC, or other return metrics mentioned
Beat/Miss Status	Whether results exceeded, met, or fell short of analyst expectations

Business Segment Performance

Field	Description
Segment Revenue	Revenue figures broken down by business segment
Segment Growth	Growth rates for specific business segments
Segment Margin	Profit margins for specific business segments
Geographic Breakdown	Performance details by geographic region
Product Line Performance	Sales or growth figures for specific product lines
New Product Contribution	Revenue or growth attributed to newly launched products
Customer Metrics	Customer acquisition, retention, or churn rates
Unit Economics	Cost and revenue metrics per user or unit

Operational Metrics

Field	Description
User Metrics	Active users, subscribers, or membership figures
User Growth	Growth in user base over specified periods
Engagement Metrics	User engagement statistics (e.g., time spent, interaction rates)
Conversion Rates	Metrics on user conversion through sales funnels
Cost Metrics	Cost of customer acquisition, production costs, etc.
Efficiency Ratios	Metrics measuring operational efficiency
Capacity Utilization	Production capacity usage rates
Supply Chain Metrics	Metrics related to inventory, supplies, or distribution
Headcount	Employee count or workforce size

Forward-Looking Information

Field	Description
Revenue Guidance	Management's revenue projections for future periods
EPS Guidance	Management's earnings per share projections
Growth Projections	Expected growth rates for key metrics
Margin Forecasts	Projected profit margin trends
Capital Expenditure Plans	Planned investment in physical assets
R&D Investment Plans	Projected spending on research and development
New Product Roadmap	Timeline for upcoming product or service launches
Market Expansion Plans	Plans to enter new markets or regions
Long-term Targets	Multi-year financial or operational goals

Strategic Initiatives

Field	Description
Strategic Priorities	Key strategic focus areas highlighted by management
Digital Transformation	Initiatives related to technology adoption or digital capabilities
Cost-cutting Measures	Programs to reduce costs or improve efficiency
Innovation Initiatives	New technologies or approaches being developed
Partnerships	New or significant business partnerships or collaborations
Competitive Positioning	Statements about market position relative to competitors
Restructuring Plans	Organizational changes or business model adjustments
ESG Initiatives	Environmental, social, and governance programs

Market Conditions & External Factors

Field	Description
Industry Trends	Broader market or industry trends affecting the business
Macroeconomic Commentary	Comments on general economic conditions
Regulatory Environment	Discussion of regulatory changes or compliance
Competitive Landscape	Commentary on competitor actions or market dynamics
Supply Chain Issues	Challenges or improvements in the supply chain
Consumer Behavior	Changes in customer preferences or purchasing patterns
Geographic Challenges	Region-specific issues affecting business
Currency Impacts	Effects of foreign exchange movements

Risk Factors & Challenges

Field	Description
Identified Risks	Specific risk factors highlighted during the call
Operational Challenges	Issues affecting day-to-day business operations
Financial Concerns	Concerns related to financial performance or structure
Competitive Threats	Challenges posed by market competitors
Regulatory Headwinds	Difficulties arising from regulatory environment
Margin Pressures	Factors negatively impacting profit margins
Litigation Updates	Information about ongoing or potential legal proceedings
Execution Risks	Challenges in implementing strategic initiatives

Analyst Interaction

Field	Description
Question Topics	Main topics covered in analyst questions
Recurring Questions	Themes that multiple analysts inquired about
Management Responses	Key points in management's answers to questions
Pushback Areas	Topics where analysts challenged management assertions
Unanswered Questions	Questions management declined to answer fully
Follow-up Questions	Additional questions prompted by initial responses
Most Active Analysts	Analysts who asked the most or most pointed questions
Tone of Exchange	General sentiment of the Q&A interaction

Tone & Sentiment

Field	Description
Management Confidence	Level of confidence expressed by executives
Positive Language	Frequency of positive terms or optimistic statements
Negative Language	Frequency of negative terms or cautious statements
Surprise Elements	Unexpected information or developments mentioned
Hedging Language	Use of qualifying or non-committal language
Emphasized Topics	Subjects management repeatedly stressed
Defensive Responses	Instances where management defended against criticism
Apologetic Tone	Acknowledgment of disappointments or shortfalls

Corporate Actions

Field	Description
Dividend Announcements	Information about dividend payments or changes
Share Repurchases	Stock buyback programs or activities
M&A Activity	Mergers, acquisitions, or divestiture announcements
Capital Allocation	How the company plans to deploy capital
Debt Management	Plans regarding company debt levels
Organizational Changes	Leadership transitions or restructuring
Special Situations	Unusual events affecting company operations
Investor Day Announcements	Upcoming investor events or presentations

Note: Not all earnings call transcripts will contain all of these fields. The availability and depth of information depends on the company's disclosure practices, industry norms, analyst participation, and the specific topics discussed during each call.