Our methodology for transforming earnings calls into actionable intelligence
Every insight is grounded in verified, public financial data
Sourced from Financial Modeling Prep (FMP). Includes quarterly income statements, balance sheets, key metrics, and financial ratios. Updated within hours of SEC filings.
Full verbatim transcripts sourced from FMP's transcript API. Includes prepared remarks and analyst Q&A sessions. Typically available 1–2 hours after the call ends.
Real-time and historical stock data from Polygon.io. Includes company profiles, ticker details, and market information.
Powered by proprietary AI models fine-tuned for financial analysis. All analysis is generated from the actual financial data and transcripts — never fabricated.
How each score is calculated and what it means
Scale: 0–10
Overall management sentiment and confidence during the earnings call.
Our AI analyzes management language patterns, word choice, hedging frequency, and forward-looking statement confidence. The raw score is 0–1 (0 = very bearish, 1 = very bullish), displayed as 0–10.
Transcript text, prepared remarks tone, Q&A responses, language shifts vs. prior quarter.
Bullish / Neutral / Bearish
Based on the overall tone score and a qualitative assessment of the call.
Strong revenue growth, margin expansion, raised guidance, confident management language.
Mixed signals, maintained guidance, measured management commentary.
Revenue misses, margin compression, lowered guidance, hedging language.
Scale: 0–10 · Q&A Section
How thoroughly and transparently management answered each analyst question.
Direct, specific answer with supporting data, no evasion.
Addressed the question but with some vagueness or redirection.
Deflected, gave a non-answer, or avoided the substance of the question.
Indicates how much management redirected from the actual question asked.
Scale: 0–10
Aggregate measure of overall Q&A transparency across all analyst questions. Factors include the percentage of questions directly answered, depth of financial detail provided, and willingness to discuss sensitive topics such as margin pressure, competitive threats, or regulatory risk.
Scale: 0–10 · Guidance Section
Measures how reliable management's forward guidance tends to be. Based on historical accuracy of prior guidance, specificity of current guidance (ranges vs. vague language), and consistency of messaging across prepared remarks and Q&A responses.
Categorical classification
Management speaks positively about competitive position with data to back it.
Mentions competitor without strong positive or negative framing.
Language suggests concern about competitive threat or market share loss.
Downplays competitor significance. Can signal either genuine strength or denial.
Every briefing contains eight specialized intelligence sections
AI-generated 7-bullet overview of the most important takeaways from the earnings call, plus an overall qualitative assessment of the quarter.
Actual reported figures vs. analyst estimates with quarter-over-quarter and year-over-year percentage changes for revenue, EPS, margins, and other critical KPIs.
4–8 quarter charts for revenue, EPS, and margins sourced from actual financial statements. Visual trend lines for spotting inflection points.
NLP-based analysis of management communication style, including overall tone score, sentiment classification, and language pattern shifts vs. prior quarters.
Forward guidance tracking with language delta analysis. Compares current guidance language to prior quarter to surface raises, cuts, and narrowing of ranges.
Analyst question analysis with response quality scoring. Identifies which questions were directly answered, which were deflected, and the overall transparency level.
Competitor mentions extraction with sentiment tracking. Maps competitive dynamics discussed during the call and categorizes management’s competitive posture.
Anomaly detection for concerning or positive signals in both financial results and management language. Designed to surface items that warrant further due diligence.
Common questions about BriefCase data, scoring, and methodology
We actively track earnings for these companies, with support for any US-listed stock on demand
Beyond the companies we actively track, you can generate an AI earnings briefing for any US-listed company with public financial data. Simply search for the ticker in our Search & Generate tool and click “Generate Briefing.”