📊 Earnings Call Intelligence — Guidance, Sentiment & Risk Signals

Turn US public-company earnings into structured, analyst-ready intelligence — sourced from official SEC 8-K (Item 2.02) earnings filings, not scraped from anyone else's transcript database. Get the read on every quarter — guidance direction, sentiment, key topics, and risk flags — pay-per-result, no terminal seat required.

⚡ What you get

Field	What it tells you
summary	Derived extractive summary of the earnings release
guidance	Forward-looking / guidance statements pulled from the filing
guidance_delta	Direction (raised / lowered / maintained / not_stated) with confidence + method
guidance_delta.figure_trend_vs_prior_quarter	Secondary quarter-over-quarter figure trend (up / down / flat)
key_topics	AI, buybacks, China, margins, supply chain, capex, tariffs, and more
sentiment_by_segment	Tone of the release (and Q&A when a transcript source is available)
risk_flags	litigation, demand weakness, margin pressure, restructuring, going-concern
participants	Named executives mentioned in the release
notable_quotes	Short, attributed executive quotes from the official release
qa_tension / analyst_pushback / management_confidence	Q&A signals (when a call transcript source is reachable)
source_url, fiscal_period, call_date, data_source, input_basis	Full provenance

📊 Sample Output

{
  "symbol": "JPM",
  "company_name": "JPMorgan Chase & Co.",
  "fiscal_period": "Q1 2026",
  "call_date": "2026-04-14",
  "source_url": "https://www.sec.gov/Archives/edgar/data/19617/.../ex991.htm",
  "data_source": "sec_8k",
  "input_basis": "press_release",
  "summary": "JPMorgan Chase reported first-quarter net income with record revenue across...",
  "guidance_delta": {
    "direction": "raised",
    "confidence": "high",
    "method": "explicit_company_statement",
    "figure_trend_vs_prior_quarter": { "trend": "up", "prior_period": "Q4 2025" }
  },
  "key_topics": ["guidance", "buyback", "macro"],
  "sentiment_by_segment": { "prepared_or_release": { "score": 0.21, "label": "positive" } },
  "risk_flags": ["litigation"],
  "notable_quotes": [{ "quote": "...", "attributed_to": "Jamie Dimon" }],
  "disclaimer": "Derived analytical signals about a public earnings event. Not investment advice."
}

🎯 Use cases

• Equity research analysts — skip the 12,000-word read; get the guidance change, tone, and risk flags per name.
• NLP / quant funds — clean, structured earnings signals to feed factor models and event studies.
• Investor-relations & corporate strategy — benchmark how peers framed guidance and which topics they led with.
• Financial media & newsletters — fast, sourced earnings reads with attributed quotes and a filing link.
• AI agents & dashboards — drop-in JSON earnings intelligence over MCP or the Apify API.

🚀 How to use

Provide tickers (or leave empty to run a default large-cap watchlist). Set max_quarters_per_symbol to 2+ to compare guidance across consecutive quarters.

Python (apify-client):

from apify_client import ApifyClient
client = ApifyClient("<YOUR_APIFY_TOKEN>")
run = client.actor("nexgendata/earnings-transcripts").call(run_input={
    "symbols": ["AAPL", "NVDA", "JPM"],
    "max_quarters_per_symbol": 2
})
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item["symbol"], item["guidance_delta"]["direction"], item["key_topics"])

cURL:

curl -X POST "https://api.apify.com/v2/acts/nexgendata~earnings-transcripts/runs?token=<YOUR_APIFY_TOKEN>" \
  -H "Content-Type: application/json" \
  -d '{"symbols":["AAPL","NVDA"],"max_quarters_per_symbol":1}'

MCP: This Actor is callable from any MCP-compatible client via Apify's Actor MCP server for agentic earnings monitoring.

⚖️ Legal & data sources

• Primary source: US SEC EDGAR — company 8-K filings under Item 2.02 (Results of Operations), Exhibit 99.1 earnings releases. Accessed with a declared User-Agent and SEC rate-limit compliance.
• The Actor outputs derived analysis and short factual extraction about public earnings events. It does not store or reproduce full third-party transcript text.
• notable_quotes are short, attributed quotes drawn from the company's own earnings press release (text companies publish for redistribution).
• This is informational, derived analytics — not investment advice.

❓ FAQ

Where does the data come from? Each company's official SEC 8-K (Item 2.02) earnings filing on EDGAR.

Do I get the full call transcript? No. This Actor produces derived signals and short attributed quotes, not transcript text. A future audio-transcription tier will add owned full-text coverage.

Why is guidance_delta sometimes not_stated? Some companies (e.g. Apple) don't issue formal forward guidance in the release. We report what the company actually stated rather than guessing — and add a secondary figure trend where comparable numbers exist.

When do the Q&A fields populate? qa_tension, analyst_pushback, and management_confidence populate only when a call-transcript source is reachable; otherwise the record is press-release-based and those fields are null.

How fresh is it? As fresh as EDGAR — typically minutes-to-hours after a company furnishes its 8-K. Coverage is quarterly by nature.

Can I run it on a watchlist automatically? Yes — schedule it with any ticker list, or leave symbols empty to monitor a default large-cap set.

🔗 Related Actors — SEC & Markets Intelligence

• SEC Form 8-K Material Events Scraper — every material 8-K event, not just earnings
• 13F Holdings Delta Tracker — institutional position changes
• SEC Form NPORT-P Mutual Fund & ETF Holdings — fund-level holdings
• SEC Form NT Late-Filing Tracker — forensic early-warning on late filers
• SEC Litigation Releases — enforcement actions
• PR Newswire Releases — corporate press-release firehose

🏷️ About NexGenData

Official-source business and financial intelligence Actors, built for analysts, funds, and AI agents. Explore the full fleet at apify.com/nexgendata.

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