U.S. Earnings Call Transcripts Metrics

The Earnings dataset provides pre-computed metrics derived from US earnings call transcripts, focusing on sentiment, forward-looking statements, and material impacts.

Supported Filters

Dataset ID: earnings
Ticker (ticker): Filter by stock ticker (e.g., AAPL, MSFT).
Year (year): Filter by document year (Integer, e.g., 2024).
Quarter (quarter): Filter by quarter (1, 2, 3, 4).
Date (date): Filter by specific document date (YYYY-MM-DD).
Start Date (start_date): Start of date range (YYYY-MM-DD). — /summary only
End Date (end_date): End of date range (YYYY-MM-DD). — /summary only
Metric (metric): Specific metric(s) to return or summarize. Comma-separated (e.g., ec_forward_looking_metric,ec_growth_metric). — /summary only

Standard Metrics

These metrics are defined in the EARNINGS_METRICS registry and are available by default:

Metric	Formula	Description
`ec_forward_looking_metric`	`(forward_looking - not_forward_looking) / total`	Net Forward Looking: (forward - not_forward) / total
`ec_growth_metric`	`(positive_growth - negative_growth) / (positive_growth + negative_growth)`	Net Growth: (positive - negative) / (positive + negative)
`ec_material_impact_metric`	`(positive_impact - negative_impact) / (positive_impact + negative_impact)`	Net Material Impact: (positive - negative) / (positive + negative)
`ec_financial_sentiment_metric`	`(positive - negative) / total`	Net Sentiment: (positive - negative) / total
`ec_inclaim_projection_metric`	`in_claim / total`	Ratio of in-claim statements
`ec_outclaim_projection_metric`	`out_of_claim / total`	Ratio of out-of-claim statements
`ec_competition_relevancy_metric`	`relevant / total`	Ratio of competition-relevant statements
`ec_price_relevancy_metric`	`relevant / total`	Ratio of price-relevant statements
`ec_cyber_risk_relevancy_metric`	`relevant / total`	Ratio of cyber risk-relevant statements
`ec_regulatory_risk_relevancy_metric`	`relevant / total`	Ratio of regulatory risk-relevant statements
`ec_cost_of_capital_relevancy_metric`	`relevant / total`	Ratio of cost of capital-relevant statements
`ec_geopolitical_risk_relevancy_metric`	`relevant / total`	Ratio of geopolitical risk-relevant statements
`ec_labor_market_relevancy_metric`	`relevant / total`	Ratio of labor market-relevant statements
`ec_in_claim_given_competition`	`count(IN_CLAIM and COMP_REL) / count(COMP_REL)`	In-Claim ratio within competition-relevant statements
`ec_in_claim_given_price`	`count(IN_CLAIM and PRICE_REL) / count(PRICE_REL)`	In-Claim ratio within price-relevant statements
`ec_in_claim_given_cyber`	`count(IN_CLAIM and CYBER_REL) / count(CYBER_REL)`	In-Claim ratio within cyber-relevant statements
`ec_in_claim_given_regulatory`	`count(IN_CLAIM and REG_REL) / count(REG_REL)`	In-Claim ratio within regulatory-relevant statements
`ec_in_claim_given_cost_of_capital`	`count(IN_CLAIM and COFC_REL) / count(COFC_REL)`	In-Claim ratio within cost of capital-relevant statements
`ec_in_claim_given_geopolitical`	`count(IN_CLAIM and GEO_REL) / count(GEO_REL)`	In-Claim ratio within geopolitical-relevant statements
`ec_in_claim_given_labor`	`count(IN_CLAIM and LABOR_REL) / count(LABOR_REL)`	In-Claim ratio within labor-relevant statements
`ec_out_claim_given_competition`	`count(OUT_CLAIM and COMP_REL) / count(COMP_REL)`	Out-of-Claim ratio within competition-relevant statements
`ec_out_claim_given_price`	`count(OUT_CLAIM and PRICE_REL) / count(PRICE_REL)`	Out-of-Claim ratio within price-relevant statements
`ec_out_claim_given_cyber`	`count(OUT_CLAIM and CYBER_REL) / count(CYBER_REL)`	Out-of-Claim ratio within cyber-relevant statements
`ec_out_claim_given_regulatory`	`count(OUT_CLAIM and REG_REL) / count(REG_REL)`	Out-of-Claim ratio within regulatory-relevant statements
`ec_out_claim_given_cost_of_capital`	`count(OUT_CLAIM and COFC_REL) / count(COFC_REL)`	Out-of-Claim ratio within cost of capital-relevant statements
`ec_out_claim_given_geopolitical`	`count(OUT_CLAIM and GEO_REL) / count(GEO_REL)`	Out-of-Claim ratio within geopolitical-relevant statements
`ec_out_claim_given_labor`	`count(OUT_CLAIM and LABOR_REL) / count(LABOR_REL)`	Out-of-Claim ratio within labor-relevant statements
`ec_forward_looking_metric_given_competition`	`(count(FL and REL) - count(NOT_FL and REL)) / count(REL)`	Net forward looking score within competition-relevant statements
`ec_forward_looking_metric_given_price`	`(count(FL and REL) - count(NOT_FL and REL)) / count(REL)`	Net forward looking score within price-relevant statements
`ec_forward_looking_metric_given_cyber`	`(count(FL and REL) - count(NOT_FL and REL)) / count(REL)`	Net forward looking score within cyber risk-relevant statements
`ec_forward_looking_metric_given_regulatory`	`(count(FL and REL) - count(NOT_FL and REL)) / count(REL)`	Net forward looking score within regulatory risk-relevant statements
`ec_forward_looking_metric_given_cost_of_capital`	`(count(FL and REL) - count(NOT_FL and REL)) / count(REL)`	Net forward looking score within cost of capital-relevant statements
`ec_forward_looking_metric_given_geopolitical`	`(count(FL and REL) - count(NOT_FL and REL)) / count(REL)`	Net forward looking score within geopolitical risk-relevant statements
`ec_forward_looking_metric_given_labor`	`(count(FL and REL) - count(NOT_FL and REL)) / count(REL)`	Net forward looking score within labor market-relevant statements
`ec_financial_sentiment_metric_given_competition`	`(count(POS and COMPETITION_REL) - count(NEG and COMPETITION_REL)) / count(COMPETITION_REL)`	Net financial sentiment within competition-relevant statements
`ec_financial_sentiment_metric_given_price`	`(count(POS and PRICE_REL) - count(NEG and PRICE_REL)) / count(PRICE_REL)`	Net financial sentiment within price-relevant statements
`ec_financial_sentiment_metric_given_cyber`	`(count(POS and CYBER_REL) - count(NEG and CYBER_REL)) / count(CYBER_REL)`	Net financial sentiment within cyber risk-relevant statements
`ec_financial_sentiment_metric_given_regulatory`	`(count(POS and REGULATORY_REL) - count(NEG and REGULATORY_REL)) / count(REGULATORY_REL)`	Net financial sentiment within regulatory risk-relevant statements
`ec_financial_sentiment_metric_given_cost_of_capital`	`(count(POS and COST_OF_CAPITAL_REL) - count(NEG and COST_OF_CAPITAL_REL)) / count(COST_OF_CAPITAL_REL)`	Net financial sentiment within cost of capital-relevant statements
`ec_financial_sentiment_metric_given_geopolitical`	`(count(POS and GEOPOLITICAL_REL) - count(NEG and GEOPOLITICAL_REL)) / count(GEOPOLITICAL_REL)`	Net financial sentiment within geopolitical risk-relevant statements
`ec_financial_sentiment_metric_given_labor`	`(count(POS and LABOR_REL) - count(NEG and LABOR_REL)) / count(LABOR_REL)`	Net financial sentiment within labor market-relevant statements
`ec_growth_metric_given_competition`	`(count(POS_GROWTH and REL) - count(NEG_GROWTH and REL)) / (count(POS_GROWTH and REL) + count(NEG_GROWTH and REL))`	Net growth sentiment within competition-relevant statements discussing growth
`ec_growth_metric_given_price`	`(count(POS_GROWTH and REL) - count(NEG_GROWTH and REL)) / (count(POS_GROWTH and REL) + count(NEG_GROWTH and REL))`	Net growth sentiment within price-relevant statements discussing growth
`ec_growth_metric_given_cyber`	`(count(POS_GROWTH and REL) - count(NEG_GROWTH and REL)) / (count(POS_GROWTH and REL) + count(NEG_GROWTH and REL))`	Net growth sentiment within cyber risk-relevant statements discussing growth
`ec_growth_metric_given_regulatory`	`(count(POS_GROWTH and REL) - count(NEG_GROWTH and REL)) / (count(POS_GROWTH and REL) + count(NEG_GROWTH and REL))`	Net growth sentiment within regulatory risk-relevant statements discussing growth
`ec_growth_metric_given_cost_of_capital`	`(count(POS_GROWTH and REL) - count(NEG_GROWTH and REL)) / (count(POS_GROWTH and REL) + count(NEG_GROWTH and REL))`	Net growth sentiment within cost of capital-relevant statements discussing growth
`ec_growth_metric_given_geopolitical`	`(count(POS_GROWTH and REL) - count(NEG_GROWTH and REL)) / (count(POS_GROWTH and REL) + count(NEG_GROWTH and REL))`	Net growth sentiment within geopolitical risk-relevant statements discussing growth
`ec_growth_metric_given_labor`	`(count(POS_GROWTH and REL) - count(NEG_GROWTH and REL)) / (count(POS_GROWTH and REL) + count(NEG_GROWTH and REL))`	Net growth sentiment within labor market-relevant statements discussing growth
`ec_material_impact_metric_given_competition`	`(count(POS_IMPACT and REL) - count(NEG_IMPACT and REL)) / (count(POS_IMPACT and REL) + count(NEG_IMPACT and REL))`	Net material impact within competition-relevant statements discussing impact
`ec_material_impact_metric_given_price`	`(count(POS_IMPACT and REL) - count(NEG_IMPACT and REL)) / (count(POS_IMPACT and REL) + count(NEG_IMPACT and REL))`	Net material impact within price-relevant statements discussing impact
`ec_material_impact_metric_given_cyber`	`(count(POS_IMPACT and REL) - count(NEG_IMPACT and REL)) / (count(POS_IMPACT and REL) + count(NEG_IMPACT and REL))`	Net material impact within cyber risk-relevant statements discussing impact
`ec_material_impact_metric_given_regulatory`	`(count(POS_IMPACT and REL) - count(NEG_IMPACT and REL)) / (count(POS_IMPACT and REL) + count(NEG_IMPACT and REL))`	Net material impact within regulatory risk-relevant statements discussing impact
`ec_material_impact_metric_given_cost_of_capital`	`(count(POS_IMPACT and REL) - count(NEG_IMPACT and REL)) / (count(POS_IMPACT and REL) + count(NEG_IMPACT and REL))`	Net material impact within cost of capital-relevant statements discussing impact
`ec_material_impact_metric_given_geopolitical`	`(count(POS_IMPACT and REL) - count(NEG_IMPACT and REL)) / (count(POS_IMPACT and REL) + count(NEG_IMPACT and REL))`	Net material impact within geopolitical risk-relevant statements discussing impact
`ec_material_impact_metric_given_labor`	`(count(POS_IMPACT and REL) - count(NEG_IMPACT and REL)) / (count(POS_IMPACT and REL) + count(NEG_IMPACT and REL))`	Net material impact within labor market-relevant statements discussing impact

Note: In the formulas above, total refers to the total number of sentences classified by the specific underlying model for a given document.

Examples

`/documents`

# All earnings documents
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/documents" \
  -H "x-api-key: $ZQ_API_KEY"

# Apple only
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/documents?ticker=AAPL" \
  -H "x-api-key: $ZQ_API_KEY"

# All Q1 2024 earnings
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/documents?year=2024&quarter=1" \
  -H "x-api-key: $ZQ_API_KEY"

`/summary`

# All tickers
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/summary" \
  -H "x-api-key: $ZQ_API_KEY"

# Apple Q4 results
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/summary?ticker=AAPL&quarter=4" \
  -H "x-api-key: $ZQ_API_KEY"

# Microsoft Q1–Q2 2024
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/summary?ticker=MSFT&start_date=2024-01-01&end_date=2024-06-30" \
  -H "x-api-key: $ZQ_API_KEY"

# Google, forward looking metric only
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/summary?ticker=GOOGL&metric=ec_forward_looking_metric" \
  -H "x-api-key: $ZQ_API_KEY"

# Multiple metrics, all tickers
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/summary?metric=ec_forward_looking_metric,ec_growth_metric" \
  -H "x-api-key: $ZQ_API_KEY"

# Tesla forward looking, Q2–Q4 2024
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/summary?ticker=TSLA&start_date=2024-04-01&end_date=2024-12-31&metric=ec_forward_looking_metric" \
  -H "x-api-key: $ZQ_API_KEY"

# NVIDIA growth metrics, full year 2024
curl -X GET "https://api.zettaquant.ai/v1/metrics/earnings/summary?ticker=NVDA&year=2024&metric=ec_growth_metric" \
  -H "x-api-key: $ZQ_API_KEY"

Supported Filters​

Standard Metrics​

Examples​

/documents​

/summary​

Supported Filters

Standard Metrics

Examples

`/documents`

`/summary`