We’ve introduced Summaries for our global library of transcripts, covering all event types such as earnings calls, shareholder days, M&A calls, and more.
Summaries transform a transcript into a structured overview of the call, removing fluff while maintaining the important details.
Availability: Included with all paid plans with unlimited usage (Plus, Premium, Advisor Core, Advisor Pro).
Where to Access Summaries
- Open a transcript in Koyfin by heading to Transcripts (TS) or Advanced Transcript Search (TDIG).
- After opening a transcript, click the ‘View Summary’ button at the top of the transcript.
- The summary will then break down the key takeaways from the call, arranged into sections dependent on the nature and contents of the transcript.
- Summaries can be saved as a PDF or printed by using the ‘Print’ button when viewing a summary.
- Summaries can also be searched by using the ‘Highlight Terms’ button when viewing a summary.
What’s Included in a Summary
Summaries dynamically adapt to the event type.
For example, an Earnings Call will pick out important KPIs and commentary and organise them into a trend table, as well as highlighting segment commentary, guidance, risks, constraints, and Q&A highlights.
An M&A call, on the other hand, will focus on summarising the transaction, the financial terms, deal structure, synergies, and strategic rationale. Events like Company Presentations or Special Calls will hone in on the purpose of the call and dynamically structure a summary based around that theme, which may include strategic priorities, guidance updates, new product launches, Q&A, and more.
What is the Coverage of Summaries?
Koyfin transcript summaries are available for our global library of transcripts, across all event types.
While the Koyfin transcript library spans decades, summaries will be available for transcripts dated from 2015 onwards.
Event Types Covered:
- Earnings, Operating Results, and Sales Statement Calls
- Analyst / Investor Days
- Company Conference Presentations
- Fixed Income Calls
- M&A Calls
- Shareholder / Analyst Calls
- Special Calls
Note: Summaries only summarize data and context from the transcripts. If something wasn’t mentioned in the call, it will not appear in the summary.
Our Approach
A typical earnings call transcript will take ~25 minutes to read. Most ‘summaries’ available in the market today optimize for ~30 seconds, presenting shallow levels of insight in the form of bullet points.
Koyfin summaries seek to mitigate the lack of insight provided in a limited bullet point summary while optimizing for speed and clarity.
We focus on:
- Reorganizing key information into digestible chunks
- Removing filler and fluff
- Maintaining the “meat and bones” of the call
- Balancing speed with depth
The result is a summary that is short enough to skim, but detailed enough to capture the full context.
Use Cases
Transcript Summaries are designed to fit directly into your research workflows:
Speed & Efficiency: Quickly extract the core insights without wading through full transcripts.
- Earnings Season: Power through dozens of calls by skimming key KPIs and trends in seconds.
- Refined Q&A: Cut straight to the insights from sprawling Q&A sessions without the noise.
- Guidance Summary: Zero in on guidance changes instantly.
- Memory Refresh: Recap key data and themes before meetings or research.
Monitoring & Oversight: Stay on top of existing holdings or coverage universe.
- Portfolio Check-Ins: Track updates from portfolio companies without reading entire transcripts.
- Guidance Tracking: Spot shifts in guidance or commentary between quarters.
- Risk Awareness: Catch red flags before they impact performance.
Research & Strategy: Ramp up on new companies, industries, and strategic shifts.
- Macro & Market Commentary: Instantly see how management frames the macro backdrop and competitive landscape.
- Researching a New Company or Industry: Get up to speed fast, then dive deeper if needed.
- Competitive & Market Research: Track how peers describe their growth drivers, risks, and strategic priorities.
Event-Driven & Special Situations: For fast analysis when something big and time-sensitive happens.
- M&A Overviews: Grasp deal terms, structure, and rationale in minutes.
- Special Calls: Digest urgent updates without slowing down your workflow.
Competitive Intelligence: Understanding what peers are saying and how they position themselves.
- Peer Benchmarking: Compare KPIs, tone, and strategic positioning across competitors.
- Product Launches: Spot new initiatives and market entries from rivals early.
- Investor Messaging: See how peers frame growth, margin pressure, and risk mitigation.
Client Updates: Informing clients clearly and quickly without manual digging.
- Rapid Briefings: Summarise company and market developments for client updates.
- Client Reporting: Drop clear KPIs and themes into emails and reports with confidence.
- Global Coverage: Pull structured summaries from a vast transcript library worldwide.