# Earnings Release Intelligence — SEC 8-K Guidance & Risk Signals (`nexgendata/earnings-transcripts`) Actor

Earnings-release intelligence from SEC EDGAR 8-K Item 2.02 filings — results summary, guidance and risk-language signals, source-linked JSON for analysts, funds and AI agents. Not call transcripts: no transcript text; Q\&A fields are null unless a Q\&A source is supplied.

- **URL**: https://apify.com/nexgendata/earnings-transcripts.md
- **Developed by:** [NexGenData](https://apify.com/nexgendata) (community)
- **Categories:** Business, News, AI
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $100.00 / 1,000 earnings intelligence records

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## Earnings Release Intelligence — SEC 8-K Results, Guidance & Risk Signals

> **What this is:** analysis of the earnings *press release* each company files with the SEC (8-K Item 2.02 / Exhibit 99.1) — results summary, guidance and risk-language signals, with a direct sec.gov link. It is **not** a call transcript: no full transcript text and no parsed Q\&A are delivered (`qa_source: "none"`, Q\&A fields `null`).

Derived earnings intelligence for US public companies, built from each company's own **SEC 8-K (Item 2.02) earnings filing and Exhibit 99.1 press release** on EDGAR. Built for analysts, funds, fintech builders and AI agents. Factual public SEC/EDGAR data — not financial or investment advice. Not affiliated with the U.S. SEC.

### 📊 Sample Output

![3 real rows delivered by Earnings Release Intelligence — SEC 8-K Results, Guidance & Risk Signals — run VwANpe5n8DSNRBUiC on build 0.0.17](https://api.apify.com/v2/key-value-stores/8gLgXMBveEI1tTz1z/records/earnings-transcripts-sample)

| `company_name` | `fiscal_period` | `call_date` | `data_source` | `input_basis` | `generated_at` |
|---|---|---|---|---|---|
| Apple Inc. | Q3 2026 | 2026-07-30 | sec_8k | press_release | 2026-09-25T00:03:28.977806+00:00 |
| NVIDIA CORP | Q2 2027 | 2026-08-26 | sec_8k | press_release | 2026-09-25T00:03:31.150275+00:00 |
| MICROSOFT CORP | 2026 | 2026-07-29 | sec_8k | press_release | 2026-09-25T00:03:33.326241+00:00 |

Real rows from run `VwANpe5n8DSNRBUiC` on build 0.0.17 (2026-09-25), unedited apart from masked emails/phones and shortened long text; fields the source does not publish are empty.

### 🔧 Input reference

| Field | Type | Default | What it does |
|---|---|---|---|
| `symbols` | array | `["AAPL", "NVDA", "MSFT"]` | US stock tickers (e.g. AAPL, MSFT, NVDA) to generate earnings intelligence for, sourced from each company's most recent SEC 8-K (Item 2.02) earnings filing. Case-insensitive. Requ… |
| `max_quarters_per_symbol` | integer | `1` | How many recent earnings quarters to analyze per ticker (most recent first). 1 = latest quarter only. Use 2+ to compare guidance across consecutive quarters. |
| `recent_only` | boolean | `false` | If enabled, skip earnings filings older than ~120 days. Useful for monitoring only the latest reporting season. |
| `include_short_quotes` | boolean | `true` | Include up to 2 short, attributed executive quotes drawn from the official earnings press release (the quotes companies publish for redistribution). No long excerpts; no full tran… |
| `allow_ephemeral_fallback` | boolean | `false` | Reserved for analyst Q\&A enrichment. When enabled and a transcript source is reachable, its text is read in memory only to compute Q\&A-tension signals and is never stored or outpu… |

### 🧾 JSON sample record

One real record from run `VwANpe5n8DSNRBUiC` (emails/phones masked, long text shortened):

```json
{
  "symbol": "AAPL",
  "company_name": "Apple Inc.",
  "fiscal_period": "Q3 2026",
  "call_date": "2026-07-30",
  "source_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000018/a8-kex991q3202606272026.htm",
  "data_source": "sec_8k",
  "input_basis": "press_release",
  "summary": "Apple reports third quarter results\nJune quarter records for total company revenue and EPS\niPhone, Mac and Services revenue set new June quarter records\nCUPERTINO, CALIFORNIA — Apple\n®\ntoday announced financial results for its fiscal 2026 third quarter ended June 27, 2026. CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited)\n(In millions, except number of shares, which are reflected in thousands, and per-share amounts)\nThree Months Ended\nNine Months Ended\nJune 27,\nJune 28,\nJune 27,\nJune 28,\nNet sales:\nProducts\n$\n78,678\n$\n66,613\n$\n272,629\n$\n233,287\nServices\n30,739\n27,423\n91,728\n80,408\nTotal net sales\n(1)\n109,417\n94,036\n364,357\n313,695\nCost of sales:\nProducts\n47,153\n43,620\n163,810\n147,0",
  "guidance": [
    "Apple reports third quarter results\nJune quarter records for total company revenue and EPS\niPhone, Mac and Services revenue set new June quarter records\nCUPERTINO, CALIFORNIA — Apple\n®\ntoday announced financial results for its fiscal 2026 third quarter ended June 27, 2026."
  ],
  "guidance_delta": {
    "direction": "not_stated",
    "confidence": "none",
    "method": "no_explicit_change_language",
    "current_guidance": [
      "Apple reports third quarter results\nJune quarter records for total company revenue and EPS\niPhone, Mac and Services revenue set new June quarter records\nCUPERTINO, CALIFORNIA — Apple\n®\ntoday announced financial results for its fiscal 2026 third quarter ended June 27, 2026."
    ],
    "basis": "press_release",
    "figure_trend_vs_prior_quarter": {
      "trend": "unknown",
      "prior_period": "Q2 2026",
      "note": "Heuristic comparison of extracted guidance figures; secondary to the explicit-statement direction above."
    }
  },
  "key_topics": [
    "ai",
    "buyback",
    "dividend",
    "acquisition",
    "china",
    "margins",
    "tariffs"
  ],
  "sentiment_by_segment": {
    "prepared_or_release": {
      "score": 0.158,
      "label": "positive",
      "positive_hits": 11,
      "negative_hits": 8
    }
  },
  "risk_flags": [
    "litigation",
    "macro"
  ],
  "participants": [
    {
      "name": "Tim Cook",
      "title": "(from release quote)"
    },
    {
      "name": "Kevan Parekh",
      "title": "(from release quote)"
    }
  ],
  "qa_tension": null,
  "analyst_pushback": null,
  "management_confidence": null,
  "qa_source": "none",
  "notable_quotes": [
    {
      "quote": "Today, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment,",
      "attributed_to": "Tim Cook"
    },
    {
      "quote": "We are very pleased with our record business performance during the quarter, which set new June quarter records for both EPS and operating cash flow,",
      "attributed_to": "Kevan Parekh"
    }
  ],
  "generated_at": "2026-09-25T00:03:28.977806+00:00",
  "disclaimer": "Derived analytical signals about a public earnings event. Not investment advice. No third-party transcript text is reproduced."
}
```

### 💰 Pricing

| Event | Price (USD) | When it is charged |
|---|---|---|
| Actor Start (`apify-actor-start`) | $0.01 | Charged when the Actor starts running. Number of events charged depends on Actor memory (one event per GB, minimum one event). |
| Earnings intelligence record (`intelligence-record`) | $0.1 | Per earnings intelligence record derived from a company's SEC 8-K earnings filing: guidance read, sentiment, key topics, risk flags, partic… |

Pay-per-event: you pay only for what the run delivers. A run that delivers nothing bills no result events (only the actor-start event, when the actor defines one). Example: a run that delivers 100 results costs 100 × $0.1 = $10.00 plus the start fee.

### 🔗 Related Actors

More from the NexGenData **SEC & US filings** family:

- [Dividend Aristocrats Tracker — 25+ Year Raisers API](https://apify.com/nexgendata/dividend-aristocrats-tracker?fpr=2ayu9b)
- [Earnings Calendar — Upcoming Report Dates API](https://apify.com/nexgendata/earnings-calendar?fpr=2ayu9b)
- [Earnings Estimate Revisions Tracker — EPS Changes API](https://apify.com/nexgendata/earnings-estimate-revisions?fpr=2ayu9b)
- [ETF Holdings Tracker — Daily Constituents & Weights API](https://apify.com/nexgendata/etf-holdings-tracker?fpr=2ayu9b)
- [EU MAR Insider Transactions Tracker (IT+NL+ES+BE)](https://apify.com/nexgendata/eu-mar-insider-transactions-tracker?fpr=2ayu9b)
- [HKEX Insider & Short Tracker — 內幕權益 API](https://apify.com/nexgendata/hkex-insider-short-tracker?fpr=2ayu9b)

48 more in this family on the [NexGenData Store page](https://apify.com/nexgendata?fpr=2ayu9b).

### 📊 What you get

Clean JSON, one record per company-quarter. Key fields (full output has 21 fields):

- `symbol`, `company_name`, `fiscal_period`, `call_date` — the earnings event
- `summary` — extractive summary of the earnings release (our own derived text)
- `guidance`, `guidance_delta` — guidance sentences plus an explicit raised / lowered / maintained / not_stated read, with a labelled confidence level
- `key_topics`, `risk_flags`, `sentiment_by_segment` — derived signals
- `participants`, `notable_quotes` — short attributed quotes from the official press release
- `source_url` — direct sec.gov filing link
- `generated_at` — fetch timestamp

Every record carries a direct **sec.gov** source link. No third-party transcript text is reproduced or resold.

**Q\&A note:** analyst Q\&A signals (`qa_tension`, `analyst_pushback`, `management_confidence`) are emitted as `null` with `qa_source: "none"` unless a Q\&A source is available; press-release-based records do not include them. Full Q\&A coverage ships in a future audio-transcription tier.

**Pricing:** $0.10 per record (Pay-Per-Event), plus the standard Actor-start event — about **10 records per $1**.

### 🤖 Use with AI agents

Structured, source-linked SEC data built for LLM and agent pipelines — point Claude, the OpenAI Agents SDK, an n8n flow or any MCP-aware client at it and pull earnings intelligence on demand.

**Sample agent prompt:**

```
Get the latest earnings intelligence for a ticker and summarize the guidance direction.
```

**Agentic payments (x402):** Supports agentic payment via x402 — agents can call this actor with USDC, no API key required.

### ⏰ Run on a schedule

The recurring frame is the point — schedule a daily or weekly pull:

```json
{
  "symbols": ["AAPL", "NVDA", "MSFT"],
  "max_quarters_per_symbol": 1
}
```

`symbols` is required. An empty input finishes with 0 records and charges nothing.

### 🔗 Related SEC actors

**More EDGAR core trackers:** [EDGAR Filings Scraper](https://apify.com/nexgendata/sec-edgar-filings-scraper), [EDGAR Search](https://apify.com/nexgendata/sec-edgar-search), [Filings RAG Markdown](https://apify.com/nexgendata/sec-filings-rag-markdown), [Earnings Calendar](https://apify.com/nexgendata/earnings-calendar)

**Agent front doors:** [SEC Corporate Events MCP](https://apify.com/nexgendata/sec-corporate-events-mcp), [Regulatory Filings MCP](https://apify.com/nexgendata/regulatory-filings-mcp)

**Earnings toolkit:** [Earnings Calendar](https://apify.com/nexgendata/earnings-calendar), [EPS Estimate Revisions](https://apify.com/nexgendata/earnings-estimate-revisions), [Analyst Price Targets](https://apify.com/nexgendata/analyst-price-targets)

***

*Data parsed from public SEC EDGAR filings. Factual public SEC/EDGAR data — not financial or investment advice. Not affiliated with the U.S. SEC.*

# Actor input Schema

## `symbols` (type: `array`):

US stock tickers (e.g. AAPL, MSFT, NVDA) to generate earnings intelligence for, sourced from each company's most recent SEC 8-K (Item 2.02) earnings filing. Case-insensitive. Required: if left empty the run finishes with 0 records and nothing is charged. Earnings are quarterly, so a given ticker may not have a fresh filing every week.

## `max_quarters_per_symbol` (type: `integer`):

How many recent earnings quarters to analyze per ticker (most recent first). 1 = latest quarter only. Use 2+ to compare guidance across consecutive quarters.

## `recent_only` (type: `boolean`):

If enabled, skip earnings filings older than ~120 days. Useful for monitoring only the latest reporting season.

## `include_short_quotes` (type: `boolean`):

Include up to 2 short, attributed executive quotes drawn from the official earnings press release (the quotes companies publish for redistribution). No long excerpts; no full transcript text is ever included.

## `allow_ephemeral_fallback` (type: `boolean`):

Reserved for analyst Q\&A enrichment. When enabled and a transcript source is reachable, its text is read in memory only to compute Q\&A-tension signals and is never stored or output. Off by default. Full owned-transcript coverage ships in a future audio-transcription tier.

## Actor input object example

```json
{
  "symbols": [
    "AAPL",
    "NVDA",
    "MSFT"
  ],
  "max_quarters_per_symbol": 1,
  "recent_only": false,
  "include_short_quotes": true,
  "allow_ephemeral_fallback": false
}
```

# Actor output Schema

## `results` (type: `string`):

Default dataset of Earnings Release Intelligence — SEC 8-K Guidance & Risk Signals records (21 fields per row: symbol, company_name, fiscal_period, call_date, source_url, data_source, input_basis, summary, guidance, guidance_delta, key_topics, sentiment_by_segment…).

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "symbols": [
        "AAPL",
        "NVDA",
        "MSFT"
    ],
    "max_quarters_per_symbol": 1,
    "recent_only": false,
    "include_short_quotes": true,
    "allow_ephemeral_fallback": false
};

// Run the Actor and wait for it to finish
const run = await client.actor("nexgendata/earnings-transcripts").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {
    "symbols": [
        "AAPL",
        "NVDA",
        "MSFT",
    ],
    "max_quarters_per_symbol": 1,
    "recent_only": False,
    "include_short_quotes": True,
    "allow_ephemeral_fallback": False,
}

# Run the Actor and wait for it to finish
run = client.actor("nexgendata/earnings-transcripts").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "symbols": [
    "AAPL",
    "NVDA",
    "MSFT"
  ],
  "max_quarters_per_symbol": 1,
  "recent_only": false,
  "include_short_quotes": true,
  "allow_ephemeral_fallback": false
}' |
apify call nexgendata/earnings-transcripts --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,nexgendata/earnings-transcripts"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/hXxQ7G5GcGvF3tIE9/builds/YNZIdhc4dEJBlFfhd/openapi.json