Q. Where can I find transcripts of conference or earnings calls?

For recent conference calls, an easy-to-access, free source of transcripts is the Investor Relations page of a company website. 

For historical transcripts, the library provides access to a number of resources that can help:

Capital IQ - Requires users to register for an account using a valid @yale.edu email address

• Select the Companies tab at the top of the page
• In the News & Events section, click on Transcripts 
• Use the search box to search by company name
• Click Search 

Transcripts are also available from within a company profile under the News, Events, & Filings section on the left side of the page. 

To access Capital IQ while off-campus, use the Yale VPN. 

Transcripts from Capital IQ are also available in WRDS for research projects. 

Factiva

Factiva provides access to VIQ FD Disclosure - a publication featuring conference calls and event transcripts. Coverage begins in 2002. 

• Click on the Search tab, located at the top of the page
• In the search box, enter the phrase Earnings Call
• Select a date range
• In the Source field, de-deselect All Sources. Then, enter VIQ FD Disclosure in the Browse Sources box
• Click on the Company option to search for and select a company
• Click Search 
• Alternatively, Enter the code rst=FNDW into the Search Builder, and combine this source with a company name in the title field, e.g. rst=FNDW and hd=facebook.

Note: Per our license agreement, Factiva may not be used for text mining projects.

NexisUni

NexisUni provides access to FD Wire, which includes conference call and event transcripts. Coverage begins in 2001.

• Access FD Wire content with this direct link. 
• To search for transcripts from a specific company, add the publication to your search by clicking the Add All These as Search Filters button and including a company name. 
• To browse all transcripts in this publication, click on the vertical ellipses icon, located to the far right of the title and select Get Documents. 

LSEG Workspace - Requires users to register for an account using a valid @yale.edu email address

Option 1 - Search for transcripts by company

• From within a company, click on the Event tab, then select Corporate Events
• Use the filters located on the left side of the page to choose your Event Date and any keywords
• Select Transcript as your content type
• Click Search

Option 2 - Use the Advanced Events Search 

• Enter AdvEvents in the search box at the top of the page
• Use the filters located on the left side of the page to choose your date range
• Select Transcript as your content type
• Click Search 
• Scroll to the right to find the Download column. 

The Refintiv Batch Print Service may be required to download multiple files. Individual files can be downloaded by Contact business.reference@yale.edu for assistance. 

Bloomberg 

On a Bloomberg terminal, load a security and enter EVT <GO>. You will see a calendar of corporate events, including calls.