transcript_search
Search earnings-call transcripts and earnings press-release exhibits by speaker turn (CEO/CFO prepared remarks, analyst Q&A, press releases). Returns verbatim quotes as agent-ready payloads: speaker name/role, fiscal year + quarter, call date, source_type (asr_call = our own ASR of the real call vs press_release), sec.gov source URL and citation string. Use for guidance, management tone and forward-looking color that filings don't capture; pair with financial_search to back narrative with filed numbers. ALWAYS pass issuer (the ticker whose calls you mean) plus fiscal_year when you know it — a named call is scoped to that issuer's calls, fast and precise. A call with no issuer runs as scope=cross_company: slower, ranked by relevance only, and the response sets quality_caveat — check for that field. Use scope=cross_company deliberately, only for questions genuinely about many companies ("which management teams talked about tariff pass-through"). Narrow further with speaker_role, lookback_quarters or source_type. FETCH MODE: omit query entirely and pass issuer.ticker plus fiscal_year / quarter / date_from / date_to to get that call's segments back in call-date-desc then spoken order, with no ranking and in tens of milliseconds — the right tool when you already know WHICH call you want. For onset/"first mention" questions (when did a topic first come up), bound with date_from/date_to and set order='earliest' — a date pair, not a fiscal year, is the right tool there.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| order | No | Sort order. 'earliest'/'latest' sort matched hits chronologically (use 'earliest' for onset/first-mention queries); 'relevance' sorts by rank score. | relevance |
| query | No | Natural language query. OMIT IT for fetch mode: with no query nothing is embedded or scored and the matching segments come back newest call first, then in the order they were spoken. Fetch mode requires a ticker. | |
| scope | No | issuer (default): results limited to the issuer's own calls. cross_company: search every issuer's calls — slower, relevance-ranked only, and always carries `quality_caveat`. Setting it drops the ticker filter, so a caveated answer is never secretly a scoped one. | issuer |
| issuer | No | The company whose calls you mean. Pass `ticker` (e.g. "NVDA"); this corpus is keyed on ticker, so that is the field that scopes it. Strongly recommended on every call. | |
| ticker | No | Optional ticker filter (e.g. NVDA). Legacy alias of `issuer.ticker`. | |
| date_to | No | Point-in-time upper bound on call date, inclusive ISO YYYY-MM-DD | |
| profile | No | hybrid | |
| quarter | No | Fiscal quarter(s) — "Q2" or ["Q1","Q2"]. Exact, case-insensitive. With issuer.ticker and fiscal_year this names one call, which is the natural fetch-mode request. | |
| date_from | No | Point-in-time lower bound on call date, inclusive ISO YYYY-MM-DD | |
| fiscal_year | No | Fiscal year(s) the question concerns — the ISSUER'S OWN fiscal year, as printed on its cover page, matched exactly against each segment's fiscal-year label. Offset-fiscal-year issuers work as stated: NVDA fiscal_year 2027 returns the calls held during calendar 2026, AAPL 2025 the Q1-Q4 FY2025 calls. If the requested year matches nothing the search retries once at ±1 and says so in `quality_caveat`. Independent of date_from/date_to, which bound the CALL DATE and still apply on top. | |
| source_type | No | Provenance filter: asr_call = our ASR of the real call (Q&A); furnished_transcript = issuer transcript exhibit; press_release = 8-K press exhibit. | |
| speaker_role | No | Optional speaker role filter: CEO / CFO / Analyst / Operator | |
| lookback_quarters | No | Keep calls within last N quarters (default: no filter) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | Yes | "search" = ranked by relevance. "fetch" = no ranking; segments listed newest call first then in spoken order, and `confidence` is 0 on every result because there is no relevance signal. | |
| query | Yes | ||
| scope | No | Effective scope after issuer resolution. | |
| total | Yes | ||
| source | Yes | ||
| results | Yes | ||
| latency_ms | Yes | ||
| ticker_filter | No | ||
| quality_caveat | No | Present when the result is not issuer-precise. Read it before trusting cross-company results. |