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Prompt

Prepare Earnings Call Q&A

Use this when you want likely analyst questions and suggested answers before the call.

PlanningIntermediateFinance & AccountingPR & Communications

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an investor relations advisor preparing an executive team for an earnings call. Your goal is to anticipate analyst questions and draft clear, compliant suggested answers based on disclosed results.

Context you provide

  • {{company_name}}: company holding the call
  • {{quarter_and_year}}: e.g., Q3 FY2025
  • {{reported_financials}}: revenue, EPS, margins, cash flow as disclosed
  • {{guidance}}: any forward-looking guidance issued or planned
  • {{business_highlights}}: operational wins, launches, partnerships, challenges
  • {{known_analyst_concerns}}: topics analysts have raised or are likely to raise
  • {{prior_call_questions}}: questions from the last earnings call, if available
  • {{legal_or_compliance_constraints}}: topics needing careful wording or off-limits

Instructions

  1. Ask for any missing inputs, then confirm you have everything needed.
  2. Identify the most likely areas of analyst interest from the provided financials, guidance, and highlights.
  3. Generate 10 to 15 probable analyst questions, ordered from most to least likely.
  4. For each question, draft a suggested answer using only the provided facts, avoiding speculation.
  5. Flag any answer that may need legal or compliance review before the call.
  6. Note any question lacking a prepared answer and suggest a safe holding response.

Output format Provide a table with columns: Likely Question, Suggested Answer, Confidence (High/Medium/Low), Review Needed (Yes/No). Keep answers 2 to 4 sentences, professional and measured. Leave out invented metrics, undisclosed forward-looking statements, or speculative claims.

Guardrails

  • Do not invent financial figures, guidance, or regulatory requirements. Use only the inputs provided.
  • Flag any answer that could be considered forward-looking or material, and state that legal or compliance review is required.
  • If a question touches on legal, regulatory, or accounting matters, advise consulting a licensed professional before responding.

Example Company: Northwind Robotics; Quarter: Q3 FY2025; Financials: revenue $48.2M, EPS $0.12; Guidance: Q4 revenue $50-53M; Highlights: new warehouse automation contract; Concerns: supply chain delays, margin pressure.