What it is
Company IR & Events answers two questions about one company: when did (or will) it report or hold an investor event, and what did management actually say. It lays out the company’s earnings calls and other investor-relations events — guidance and business updates, investor conferences, shareholder meetings — on a timeline, and attaches the spoken record to each one. Open any event and you get the full earnings-call transcript, an audio player when audio is available, and the quarter’s press release and investor slides. For a call happening right now, the transcript streams in and the audio plays live; for a recently finished call, you get the archived transcript and full-call playback that stays in sync with the words on screen. Older archived calls (more than about three days past) open transcript-only. Every event is also a launch point: send the transcript (and, in the full-screen view, the press release and slides) to the AI assistant, save it into a Data Room folder, or download it. It is scoped to the single company you are viewing — for a cross-company view of the calendar or of transcript text, you use other surfaces (see When to use something else instead).When to use it
Reach for Company IR & Events when your question is about one company’s calls and events:- See when a company reports — find the date and time of the next earnings call, or confirm when the last one was.
- Read or search an earnings-call transcript — get management’s exact words on the quarter, the outlook, or a specific topic.
- Listen back to a call — replay a completed call, or follow a live one as it happens.
- Grab the quarter’s documents — open and download the earnings press release and the investor slide deck.
- Send a call to the AI — have the assistant summarize it, pull guidance and key metrics, gauge tone, surface risks, summarize the analyst Q&A, or feed it into a report.
When to use something else instead
Company IR & Events answers “when did this one company report and what did it say” — not “what’s happening
across the market today.”
How to use it
1
Open Company IR & Events
Open a company in the Data Viewer and select Investor Relations. The page loads that company’s events
for the current year and the prior year automatically.
2
Browse the timeline
Events are shown two years side by side — the current year alongside the previous year — newest event
first. Step backward or forward a year with the arrows, or jump back to today’s year with the year button.
Each event card shows the date, the time (or “All day”), the event title and type, and a Scheduled or
Live badge.
3
Narrow the list with filters
Type in the Search events box to match event titles and types, toggle the event-type chips (for
example Earnings, conferences, shareholder meetings — each chip shows a count), or switch on Upcoming
only or Live only. Reset clears the event-type chips and the Upcoming only / Live only
toggles; the search box has its own clear button.
4
Watch for live calls
The Live Events panel lists any of this company’s calls happening right now, with how long each has
been running (that running time ticks up about once a minute). The list loads when you open the page and
refreshes when you use the Refresh control; click a call to jump straight into the live transcript and
audio.
5
Open an event
Click an event to open its detail view. Recent calls open with the full transcript, an audio player when
audio is available, and buttons to view the press release and slides; older archived calls open a reduced,
transcript-focused view (see below).
6
Read or play the call
For an in-progress call the transcript streams in and the audio plays live. For a recent completed call
you get the archived transcript and full-call playback — click any word to seek the audio there, and turn
on Follow Audio so the transcript auto-scrolls with playback (with a Jump to Current button to
re-center on the spoken line). Older archived calls open transcript-only, without a player.
7
Search inside the transcript (Analysis Mode)
Open Analysis Mode (full screen) for a dedicated in-transcript search panel: type a phrase and click a
result to jump to that line — alongside the documents list and PDF viewer.
8
Ask the AI
Click Ask AI to send the transcript (and, in Analysis Mode, the press-release and slide text) into the
AI chat. Ask for a summary, key takeaways, management guidance, financial metrics, risks, Q&A highlights,
or a report.
9
Save or download
On a recent call, use the Data Room / bookmark button — which appears once the transcript has loaded —
to save the transcript into a Data Room folder, or use the Download menu to save the transcript as a
text file and the press release / slides as PDF or HTML.
What you get
The events timeline and panels
Inside an event
Key capabilities
What you can take away
- The full earnings-call transcript on screen, by speaker and segment.
- The transcript downloaded as a plain-text file.
- The press release and presentation slides viewed inline and downloaded as PDF or HTML.
- AI chat answers, summaries, and extracted guidance and metrics derived from the call.
- The transcript saved into a Data Room folder, with its text indexed for AI search and reuse.
Data & sources
- Corporate events and the earnings-call schedule for the company — earnings calls, guidance and business updates, investor conferences, shareholder meetings, and other IR events — drawn from the platform’s global corporate-events coverage. The event types you see are derived from the company’s actual events, so they differ from one company to the next. Behind the scenes events are combined from more than one source and surface simply as the company’s single, combined event list.
- Earnings-call transcripts — live automated transcription for an in-progress call, and verified/archived transcripts for completed calls. For older earnings calls, an archived quarter-level transcript (by fiscal year and quarter) is used as a fallback.
- Call audio — a live audio stream for an in-progress call, and full-call recorded audio for a completed one (availability varies by event and coverage).
- Event documents — company earnings press releases and investor presentation slide decks attached to each event, where available.
Tips & best practices
- Use the timeline to find the call, then the event view to read it. The two-year side-by-side layout makes it quick to line up this quarter against the same quarter last year.
- Filter before you scroll. On a company with many events, toggle the Earnings chip (or Upcoming only) to cut straight to what you need; the chip counts tell you how much of each type exists.
- For a topic, go to Analysis Mode. The main page’s search box only filters the event list. To find where management discussed margins, pricing, or a product, open the event in Analysis Mode and use the in-transcript search to jump to the exact line.
- Listen and read together. Turn on Follow Audio to keep the transcript scrolling with playback, and click any word to jump the audio to that moment — useful for re-checking tone on a specific answer.
- Let the AI do the first pass. Click Ask AI and ask for a structured summary — key takeaways, guidance, metrics, risks, and Q&A highlights — then read the transcript only where you want the exact words.
- Open Ask AI from Analysis Mode for the fullest context. There it loads the press release and slides alongside the transcript, so the assistant can reconcile the spoken commentary with the published numbers.
- Save the transcript to a Data Room if you’ll reuse it — saved transcripts are AI-searchable and can be pulled into reports later.
Limits & things to know
- The timeline shows two years at a time (the selected year plus the previous year). Other years are reached by stepping the year navigation — there is no hard limit on how far back you can go, but only two years are visible at once.
- The events-page search filters the list, not the transcript. It matches event titles and types. Searching inside a transcript is available in the full-screen Analysis Mode view.
- No spreadsheet or chart exports here. There is no Excel, CSV, or PNG export — the outputs are the transcript as a text file and the press release / slides as PDF or HTML.
- Transcript and audio availability depend on coverage for that event. Some events — especially smaller companies or non-earnings events — may have no transcript, no audio, or no documents.
- The archived-transcript fallback for older calls only kicks in once the event is more than about 72 hours old, so a just-finished call may briefly show no transcript before the verified version appears.
- Older earnings calls open a reduced, transcript-focused view. Once a call is more than about three days past, opening it gives you the transcript with in-transcript search, Ask AI on the transcript, and transcript download — but no audio player, no press release or slides, and no Save to Data Room. The audio player, event documents, and Data Room save are available on recent calls.
- Live calls stream in as they happen — for a call in progress the transcript updates every few seconds, so there can be a small lag versus the spoken words. The Live Events list itself does not refresh on its own; it loads when you open the page and again whenever you use Refresh (only each call’s running-time label ticks up about once a minute).
- Very large documents sent to the AI are truncated near 200,000 characters to fit the assistant’s context limits when you send press-release or slide text.
- AI analysis is open-ended chat, not a fixed template. There is no built-in templated analysis panel on this surface; you ask the assistant whatever you need through Ask AI.
Availability
Company IR & Events lives inside the company’s Data Viewer, so you reach it through the company workspace once signed in. There is no separate paywall toggle on the page itself — what you can actually open (transcripts, audio, documents) is governed by event coverage rather than a subscription switch.Works with other features
Chat (AI assistant)
Ask AI pushes the call transcript (and the press release and slides in Analysis Mode) into the AI chat
as context and opens the assistant for Q&A, summaries, guidance and metric extraction, and report
drafting.
Data Room
Add to Data Room — available on recent calls, and shown once the transcript has loaded — saves the
transcript into a chosen folder (you can create folders inline) so it can be AI-searched, reused, and
pulled into reports.
Reports
Use a saved transcript and the call’s documents as factual context for a generated stock research report
on the company — the Equities workspace can kick one off for the ticker you are viewing.
Grids
After studying one company’s call here, take the same “what did management say” question to a Grid to
answer it across the company’s peers at once.
Document Search
When you need the spoken commentary or IR text across many companies — or want to filter by filing type —
use Document Search instead of this single-company timeline.
Analysis Mode & ticker link
Open any event in full-screen Analysis Mode for transcript search plus documents and AI, and use the
clickable ticker to jump back to that company’s Data Viewer.
Example workflow
Goal: get on top of a company’s latest earnings call, then turn it into reusable research.- Open the company in the Data Viewer and go to Investor Relations. On the timeline, toggle the Earnings chip and click the most recent earnings event.
- In the event view, skim the transcript and click Ask AI. Ask the assistant for a structured rundown — “summarize the call: key takeaways, management guidance, the financial metrics they cited, risks, and the main Q&A points.” The transcript is already loaded as context.
- Open the event in Analysis Mode and use the in-transcript search to jump to where management discussed the topics you care about (for example margins or the outlook). Re-run Ask AI here so the press release and slides are loaded alongside the transcript, and ask it to reconcile the spoken guidance with the published numbers.
- Cross-check the reported figures and consensus on Financials & Ratios and Estimates.
- Click Add to Data Room to save the transcript into a project folder, then take the same questions to a Grid to compare this quarter’s commentary across the company’s peers.
- Generate a Report on the company grounded in the call and your Data Room sources, and Download the transcript and the press release for your own files.
FAQ
Where do I find a company's earnings-call transcript?
Where do I find a company's earnings-call transcript?
Open the company in the Data Viewer, go to Investor Relations, click the relevant earnings event in
the timeline, and the full transcript opens in the event view.
Can I listen to the call, not just read it?
Can I listen to the call, not just read it?
Yes. In-progress calls stream live audio and recent completed calls offer full-call playback. You can
click a word to jump the audio there, and turn on Follow Audio so the transcript scrolls with
playback. Older archived calls open transcript-only, without a player.
How do I search inside a transcript for a specific topic?
How do I search inside a transcript for a specific topic?
Open the event in Analysis Mode (full screen). It has a transcript search panel: type a phrase and
click a result to jump to that line. The search box on the main events page filters the event list, not
the transcript text.
Can the AI summarize an earnings call for me?
Can the AI summarize an earnings call for me?
Yes. Click Ask AI on the transcript. It loads the call (and, in Analysis Mode, the press release and
slides) into the AI chat, where you can ask for a summary, key takeaways, guidance, financial metrics,
risks, Q&A highlights, or a report.
How do I keep a transcript for later or use it in a report?
How do I keep a transcript for later or use it in a report?
Use the Data Room / bookmark button to save the transcript into a folder. Saved transcripts are
searchable by the AI and can be pulled into reports.
Can I get the press release and slide deck?
Can I get the press release and slide deck?
Yes, when available for the event you can view the press release and presentation slides inline as PDFs and
download them (PDF or HTML). The transcript can be downloaded as a text file.
Why don't I see a transcript or audio for an event?
Why don't I see a transcript or audio for an event?
Coverage varies by event. Some events — smaller companies or non-earnings events — may not have a
transcript, audio, or documents. For older earnings calls, an archived transcript may appear a few days
after the call.
How far back does the timeline go?
How far back does the timeline go?
It shows two years at a time (the selected year and the year before). Use the year arrows to step further
back or forward; the current-year button returns to today’s year.
Is this just earnings, or other events too?
Is this just earnings, or other events too?
It covers earnings calls plus other investor-relations events the company holds — for example guidance and
business updates, investor conferences, and shareholder meetings. The event-type filter chips reflect the
actual event types available for that company.