Compare Earnings Calls
compare_earnings_callsHow has management's posture shifted across recent earnings calls? Cross-quarter trajectory view of transcript signals for a single ticker.
This is MetricDuck's EARNINGS-CALL TRANSCRIPT tool (agents also look for this as get_earnings_call_transcript / get_earnings_transcript / get_earnings_call / search_earnings_calls). It aligns calls by event date and surfaces CROSS-QUARTER patterns; for ONE call's verbatim prepared remarks or Q&A, drill with get_filing_section(section_id="transcript_prepared_remarks" | "transcript_qa_session").
Output (coverage-dependent): a coverage table per quarter — event date, fiscal period, accession, status, and transcript Source tier (SEC-filed vs Issuer-published vs Machine-transcribed), surfacing NO_TRANSCRIPT / WAITING gaps (transcripts are management commentary, not SEC-filed facts). Then an aggregate-trajectory table (Q&A Deflection / Concerns Retained / Forward Commits — one row per scalar, one column per quarter), guidance deltas grouped by metric, and the per-quarter qualitative arrays for whichever dimensions you request, side-by-side so drift reads across columns. Drill hints are pinned to accessions.
Use Cases:
"Deflection trend?" -> compare_earnings_calls("RDDT", n_quarters=8, dimensions=["hedges", "qa"])
"Guidance discipline shifting?" -> compare_earnings_calls("NVDA", dimensions=["guidance"])
"Strategic priorities + KPIs drift" -> compare_earnings_calls("PG", dimensions=["priorities", "kpi"])
For signal changes across many companies between two windows, use screen_filing_signals with since_date/until_date.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Company ticker symbol (e.g., 'NVDA'). Must be exact. | |
| dimensions | No | Filter to specific trajectory axes; every axis is a per-quarter series. Omit for all. guidance: forward guidance items with delta_vs_prior. hedges: Q&A deflection rate. qa: Q&A Exchange Analyzer aggregates (analyst questions, concerns, concerns retained, forward commits). priorities: ranked strategic priorities. macro: macro factor responses (factor + stance + drift tag). competitive: competitive mentions (competitor + context_type + drift tag). scale_claims: quantified scale claims (metric_name + value + direction). revdecomp: segment revenue decompositions (segment + period_type + total_growth). kpi: issuer-disclosed operating KPIs (kpi_name + value). capital_allocation: forward capital-allocation postures (buyback cadence, leverage targets, funding rationale, capex, M&A). scenarios: conditional scenario sensitivities (trigger event + impacts on revenue / EBITDA / margin / EPS). forward_commits: calendar-anchored forward commitments (speaker + analyst + verbatim excerpt). customer_cohort: customer-cohort disclosures (deals above an ACV/NACV threshold, threshold-crossing flow, top-N attach, new-logo growth). | |
| n_quarters | No | How many most-recent earnings calls to compare (default: 4, min: 2, max: 8). | |
| vantage_date | No | As-of vantage (YYYY-MM-DD): compare only calls reported ON OR BEFORE this date, window anchored there rather than today — don't assume the latest calls reflect a past vantage. Omit for the most recent. |