> ## Documentation Index
> Fetch the complete documentation index at: https://complete-docs-x17s80.allmind.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Company IR & Events

> A single-company timeline of earnings calls and investor events — with full transcripts, live and recorded audio, press releases, and slides — that you can read, search, listen to, save, and hand to the AI assistant.

Company IR & Events is a single-company timeline of corporate events and earnings calls, with the call
transcript, slides, and press release attached to every event. From any event you can read the full
earnings-call transcript, listen to the call (live audio for an in-progress call, full-call playback for a
completed one), open the company's press release and presentation slides, download or save the transcript,
and hand the whole call to the AI assistant to summarize it, pull guidance and key metrics, or build research
from it. It is scoped to the one company whose workspace you are in, and it doubles as a bridge into the AI
chat, the Data Room, and report generation.

*Find it under **Equities → Company IR & Events** for any company.* The tab is labelled **Investor
Relations** in the company workspace; users also call it "IR & Events," "Earnings & Events," or "Company
Events & Earnings."

## 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-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.

It is the natural starting point for any "what did management say" or "when is the next call" question about a
single company.

### When to use something else instead

| If you want…                                                                                               | Go to                                                              |
| ---------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------ |
| **Live and upcoming events across *all* companies** for a day or week                                      | The platform-wide **Events** calendar (the standalone Events page) |
| To **search transcript / press-release / IR text across many companies** at once, or filter by filing type | **Document Search**                                                |
| The **same "what did management say" question answered across many companies**                             | **Grids**                                                          |
| The **reported numbers** rather than the spoken commentary                                                 | [Financials & Ratios](/data-viewer/financials)                     |
| **Forward consensus and analyst forecasts**                                                                | [Estimates](/data-viewer/estimates)                                |
| A **written deliverable** built from the call                                                              | **Reports**                                                        |

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## What you get

### The events timeline and panels

| Area                         | What it is for                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| ---------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Events timeline**          | The company's events for the selected year and the year before, shown side by side, newest first. Each card carries the date, time (or "All day"), event title, event type, and a **Scheduled** or pulsing **Live** badge. Year navigation moves the window one year at a time (no fixed limit on how far back you can step), with a shortcut to return to the current year. A footer shows the total event count and how many are live right now.                                                                               |
| **Filters and event search** | Narrow the timeline by typing a term that matches an event's title or type, by selecting one or more event-type chips (the types are drawn from the company's actual events, each with a count), and by toggling **Upcoming only** (future events) or **Live only** (currently-live events). **Reset** clears the event-type chips and the **Upcoming only** / **Live only** toggles; the search box has its own clear button. Note: this search filters the event *list*; searching inside a transcript lives in Analysis Mode. |
| **Live Events panel**        | A list of this company's calls that are live right now, each showing how long it has been running (the running time ticks up about once a minute). The list loads when you open the page and updates when you use the manual **Refresh** — it does not refresh on its own. When nothing is live it shows a compact "no live events right now" message with that **Refresh** control. It is independent of the year you are viewing and only ever shows this company's events.                                                    |

### Inside an event

| Area                                         | What it is for                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| -------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Earnings-call transcript viewer**          | The full call transcript by speaker and segment. For a live call it streams in and updates continuously; for a completed call it shows the archived transcript. Click a word to jump the audio to that point, and a "last updated" indicator shows freshness. For older completed calls without a streamed transcript, an archived quarter-level transcript (by fiscal year and quarter) is used as a fallback once the event is more than about 72 hours old.                                                                               |
| **Call audio playback**                      | Plays the event's audio. In-progress calls stream live audio (auto-playing for live events); completed calls offer full-call playback aligned to the transcript, so clicking a word seeks the audio. A **Follow Audio** toggle auto-scrolls the transcript to the current position, and **Jump to Current** re-centers on the spoken line. If audio is still being located you'll see a brief loading indicator; if none exists, the player is simply omitted. Audio is offered on recent calls; older archived calls open without a player. |
| **Event documents (press release & slides)** | The quarter's earnings press release and investor presentation slides, surfaced for the event, viewable inline as PDFs and downloadable. Documents appear when available for recent events; older archived calls open without them.                                                                                                                                                                                                                                                                                                          |
| **Analysis Mode (full-screen event view)**   | A full-screen workspace for one event combining the transcript, a **search-within-transcript** panel (type a phrase, see the matching lines, click to jump), the documents list, and the PDF viewer — plus **Ask AI** and **Data Room** actions and a panel you can resize or hide. This is where in-transcript search lives, and where Ask AI also loads the press-release and slide text as context. A clickable ticker link jumps to that company's Data Viewer.                                                                          |
| **Ask AI (AI analysis of the call)**         | Sends the selected event's transcript (and, in Analysis Mode, the press release and slides) to the AI assistant so you can ask open-ended questions: summarize the call, list key takeaways, pull guidance and financial metrics, gauge tone, surface risks, summarize the analyst Q\&A, compare to prior quarters, or turn it into a report. The analysis comes back through the general AI chat, not a fixed templated panel — so the scope is whatever you ask.                                                                           |

### Key capabilities

| Capability                          | What it does                                                                                                                                                                                                       |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Two-year event timeline**         | See the company's earnings and IR events for the selected year and the prior year, newest first, with year-by-year navigation.                                                                                     |
| **Event-type and status filtering** | Filter the timeline by event type (data-driven chips with counts) and by Upcoming-only or Live-only status.                                                                                                        |
| **Event title/type search**         | Find an event in the list by typing part of its title or type.                                                                                                                                                     |
| **Live event tracking**             | See which of the company's calls are live now and how long they have been running. The list loads when you open the page and via the manual **Refresh**, and each running-time label ticks up about once a minute. |
| **Full earnings-call transcript**   | Read the complete call transcript — live-streaming for in-progress calls, archived for completed ones.                                                                                                             |
| **Search within a transcript**      | In Analysis Mode, find a phrase inside the transcript and jump straight to that line.                                                                                                                              |
| **Synchronized audio playback**     | Listen to a recent call with click-a-word-to-seek, Follow Audio auto-scroll, and Jump to Current.                                                                                                                  |
| **Press release & slides viewer**   | Open a recent call's press release and investor slide deck inline as PDFs.                                                                                                                                         |
| **Ask AI on the transcript**        | Hand the transcript (plus press release and slides in Analysis Mode) to the AI to summarize, extract guidance and metrics, or build research.                                                                      |
| **Save to Data Room**               | Once the transcript has loaded on a recent call, bookmark it into a Data Room folder so it can be reused, AI-searched, and pulled into reports.                                                                    |
| **Downloads**                       | Download the transcript as a text file and the press release / slides as PDF or HTML.                                                                                                                              |
| **Open in Analysis Mode**           | Expand a single event into a full-screen workspace with transcript search, documents, and AI.                                                                                                                      |

### 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

<CardGroup cols={2}>
  <Card title="Chat (AI assistant)" icon="messages-square">
    **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.
  </Card>

  <Card title="Data Room" icon="folder-open">
    **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.
  </Card>

  <Card title="Reports" icon="file-text">
    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.
  </Card>

  <Card title="Grids" icon="table">
    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.
  </Card>

  <Card title="Document Search" icon="magnifying-glass">
    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.
  </Card>

  <Card title="Analysis Mode & ticker link" icon="arrow-right-left">
    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.
  </Card>
</CardGroup>

## Example workflow

**Goal: get on top of a company's latest earnings call, then turn it into reusable research.**

1. 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.
2. 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.
3. 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.
4. Cross-check the reported figures and consensus on [Financials & Ratios](/data-viewer/financials) and
   [Estimates](/data-viewer/estimates).
5. 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.
6. 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Getting help

For help using Company IR & Events or to talk through an earnings-analysis workflow, reach AllMind support
through the in-app support option or your account team. For a guided walkthrough, book a session from the
**Help** link in the top navigation.
