Why Analyze Earnings Calls?
Earnings calls are one of the richest sources of investment insight. Management discusses strategy, analysts probe weaknesses, and subtle tone shifts can signal future performance. But reading 50-page transcripts for every company in your universe is impossible.
The AI-Powered Workflow
Step 1: Set Up Your Coverage Universe
In Calypso, add the companies you follow to your watchlist. You'll get automatic alerts when new earnings are available.
Step 2: Review AI-Generated Debates
Within minutes of each earnings call, Calypso extracts the key debates - the topics analysts pressed management on, ranked by frequency and intensity.
Step 3: Check Sentiment Scores
Each debate gets a sentiment score from -1 (bearish) to +1 (bullish) based on management's responses and analyst tone. Track how sentiment changes quarter over quarter.
Step 4: Read Bull/Bear Cases
Calypso generates concise bull and bear theses based on the call. Use these to stress-test your own investment thesis.
Step 5: Dive Deeper When Needed
Click any quote to see full context. Use natural language search to find specific topics across all historical transcripts.
Pro Tips
- Compare sentiment scores across competitors in the same sector
- Track management tone on specific topics (margins, guidance, competition) over time
- Set alerts for companies where sentiment shifts dramatically
