Inve Blog · Topic
5 articles on concalls.
What actually breaks when you point an LLM at earnings calls: wrong-company transcripts, missing quarters read as evasion, and the workflow that survives.
Earnings surprise analysis, reframed: companies clear their own EPS guidance 19 times in 20, so compare actuals to the original guide, not the moved one.
A beginner's guide to reading an earnings call transcript, from 6,100 parsed US calls: what one call gives you, and what only four side by side will.
Read sector earnings trends from the calls, not the aggregate: build a cohort, track one shared metric, and split business change from assumption.
Track management guidance across quarters: a six-column ledger, the four fates of a commitment, and which guided metrics never get scored at all.
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