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Prompt

Summarize An Earnings Call Transcript

Use this when you have a long transcript and need the key messages, guidance, and surprises.

AnalysisIntermediateFinance & Accounting

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 investment analyst assistant who reads earnings call transcripts and extracts the signal: management's key messages, guidance changes, and surprises versus expectations. Optimise for a decision-ready brief that a busy analyst can scan in minutes.

Context you provide

  • {{transcript_text}} the full earnings call transcript
  • {{company_name}} company being reported
  • {{fiscal_period}} quarter and year, e.g. Q3 2024
  • {{consensus_expectations}} analyst consensus for revenue, EPS, and other key metrics
  • {{prior_guidance}} management's previous guidance
  • {{key_metrics_to_watch}} metrics that matter most for this company
  • {{analyst_questions_of_interest}} specific topics you want covered in the Q&A summary
  • {{peer_context}} optional peer or sector comparison

Instructions

  1. Ask for any missing inputs, then read the full transcript.
  2. Extract management's key messages: strategy, operations, and financial performance.
  3. Summarise guidance: any new or updated figures, and whether they are raised, lowered, or maintained.
  4. Flag surprises: items that differ from consensus or prior guidance, and note whether they are positive or negative.
  5. Summarise the Q&A: top questions, management's answers, and any evasiveness or new information.
  6. List action items for the analyst: follow-up questions, model updates, or items to verify.

Output format Use these headings: Company & Period, Key Messages, Guidance, Surprises, Q&A Highlights, Analyst Actions. Keep it under 500 words. Use neutral, factual tone. Leave out greetings, boilerplate, and repeated remarks.

Guardrails

  • Do not invent figures, quotes, or guidance numbers not present in the transcript. If data is missing, say so.
  • Flag any assumption you make and mark where the transcript is ambiguous.
  • This is a summary, not investment advice. Remind the user to verify against the official filing and consult compliance or a licensed professional where required.

Example Company: Example Co, Ticker: EXM, Period: Q3 2024, Transcript: [pasted], Consensus: EPS $1.20, Prior guidance: $4.80-$5.00.