Feature: Earnings Call Transcript Analysis

[C00ldudeNoonan]

Original labels: P4-roadmap

Overview

Ingest and analyze earnings call transcripts for sentiment, key themes, and forward guidance.

Why This Matters

From feature roadmap: Earnings calls contain forward-looking statements and management sentiment that complement SEC filing analysis.

Extends our existing SEC 10-K/10-Q capability into real-time corporate intelligence.

Proposed Features

• Earnings call transcript ingestion (major companies)
• AI-powered key highlights extraction
• Management sentiment scoring (bullish/bearish)
• Guidance tracking (raised/lowered/maintained)
• Keyword/topic tracking across calls
• Quarter-over-quarter comparison
• Integration with existing SEC filing analysis

Data Sources to Consider

• Seeking Alpha transcripts
• Company investor relations pages
• Financial data APIs with transcript access

Example Output

AAPL Q4 2024 Earnings Call
Sentiment: Cautiously Optimistic (6.8/10)
Key Topics: AI integration, Services growth, China headwinds
Guidance: Maintained (no change)
Notable Quotes: "We see significant opportunity in..."

Priority

Medium - extends existing SEC filing capabilities

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Migrated from C00ldudeNoonan/economic-data-project-full#91