Earnings season is a challenging time for equity analysts and portfolio managers when it comes to time management. Reviewing 5 or more company calls on any given day can eat up many hours, leading to frequent late nights. Automating key parts of the earnings workflow is an easy way to win back time and focus on what matters.
These tools offer AI-driven earnings call summaries to make your earnings season more manageable:
Hudson Labs specializes in AI-driven equity research tools and serves clients with over $600 billion in assets under management. Hudson Labs sets a new standard for AI-driven earnings call analysis. Our AI-generated summaries provide consistent and reliable results across most US companies and their earnings calls.
In addition, the Hudson Labs Co-Analyst generates consistent, reliable, and factual information from earnings calls in a structured format within seconds. The Co-Analyst can extract guidance, summarize key performance indicators and Q&A, and compare thematic commentary across peers and across time periods. Read more about Hudson Labs’ earnings workflow here.
Aiera is an earnings transcript platform with one-click live audio access, real-time transcription, keyword search, AI-powered Q&A, and advanced summarization tailored to both equity research and corporate clients' use cases.
AlphaSense offers earnings call summaries as part of their product suite. The summaries are presented in a bulleted format, ranked by importance, and include clickable citation links for source verification.
ChatGPT is the most famous and generalist model that saves people countless hours of menial writing and reading tasks. While it is great for basic tasks and might be able to find the key information you are looking for if you copy and paste the transcript, it leaves a lot to be desired when it comes to working with financial content.
Needl.ai helps investors get deeper insights and quick retrieval of important information from call transcripts. The platform enables users to find questions asked by a shareholder or search for particular metrics in a call with a simple search, as well as spot positive and negative sentiments in earnings call transcripts to make analysis quicker.
Quartr provides access to various documents for public market research, such as live earnings calls, transcripts, filings, slide decks, consensus estimates, etc. It offers both a mobile app and an API for data access. The Workspaces function also allows users to collaborate with their team by taking notes, saving documents, and collecting highlights from transcripts and filings.
Verity Platform offers a tech product suite that caters to public market investors. Their GenAI Earnings Transcript Summaries are structured summaries that prioritize guidance, KPIs, and key drivers for companies reporting quarterly earnings. The summaries are generated from VerityData’s proprietary LLM and unique prompts guided by industry-leading investment researchers, resulting in a concise, factual, and unbiased summary for investors.
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Bloomberg, FactSet, CapIQ, LSEG (formerly Refinitiv): All major capital market research platforms use AI, ML, and NLP, to some extent, to extract and summarize information. These platforms provide AI-generated summaries directly within their interface.
Interested in more tools to take your investment analysis workflow to a new level? Check out our other lists of various investment research tools in financial markets:
· Top AI Tools For Stock Research
· A Comprehensive List of Free and Paid Equity Research Resources
· Top SEC Filing and Red Flag Notification Services
· The Best Insider Trading Tracking Tools
