Earnings Call Intelligence for Investment Research

import { Mixpeek } from 'mixpeek';

const client = new Mixpeek({ apiKey: process.env.MIXPEEK_API_KEY });

// Process earnings call as it happens
async function processEarningsCall(callUrl: string, metadata: {
  ticker: string;
  quarter: string;
  year: number;
  company_name: string;
}) {
  return client.extract({
    url: callUrl,
    extractors: [
      'speech-to-text',        // Full transcription
      'speaker-diarization',   // CEO vs CFO vs analyst
      'sentiment-analysis',    // By speaker and topic
      'entity-extraction',     // Metrics, guidance, products
      'topic-segmentation'     // Segment by discussion topic
    ],
    settings: {
      languages: ['en'],
      speaker_labels: ['ceo', 'cfo', 'analyst', 'operator'],
      compare_to: `${metadata.ticker}-Q${parseInt(metadata.quarter)-1}-${metadata.year}`
    },
    metadata: metadata
  });
}

// Extract structured data from call
async function analyzeEarningsCall(callId: string) {
  const analysis = await client.retrieve({
    collection_id: 'earnings-calls',
    document_id: callId,
    return_fields: [
      'transcript',
      'sentiment_by_topic',
      'extracted_metrics',
      'guidance_statements',
      'management_tone'
    ]
  });

  return {
    // Quantitative extractions
    metrics: {
      revenue_mentioned: analysis.extracted_metrics.revenue,
      eps_mentioned: analysis.extracted_metrics.eps,
      guidance_changes: analysis.guidance_statements
    },

    // Qualitative signals
    sentiment: {
      overall: analysis.sentiment_by_topic.overall,
      by_topic: analysis.sentiment_by_topic.breakdown,
      ceo_confidence: analysis.management_tone.ceo,
      cfo_confidence: analysis.management_tone.cfo
    },

    // Notable language
    hedging_detected: analysis.hedging_language,
    unusual_phrases: analysis.unusual_vs_historical,

    // Q&A dynamics
    analyst_sentiment: analysis.analyst_questions_sentiment,
    management_deflections: analysis.deflection_count
  };
}

// Compare to historical calls
async function compareToHistory(ticker: string, currentQuarter: string) {
  const history = await client.retrieve({
    collection_id: 'earnings-calls',
    filters: {
      ticker: ticker,
      quarter: { $lt: currentQuarter }
    },
    sort: { quarter: 'desc' },
    limit: 4  // Last 4 quarters
  });

  const current = await client.retrieve({
    collection_id: 'earnings-calls',
    filters: { ticker: ticker, quarter: currentQuarter }
  });

  return {
    sentiment_trend: calculateTrend(history, current, 'sentiment'),
    tone_shift: detectToneShift(history[0], current),
    new_topics: findNewTopics(history, current),
    dropped_topics: findDroppedTopics(history, current),
    guidance_changes: compareGuidance(history[0], current)
  };
}

// Configure alerts for significant events
await client.alerts.create({
  collection_id: 'earnings-calls',
  name: 'Sentiment Shift Alert',
  conditions: [
    {
      field: 'sentiment.overall',
      operator: 'change_from_prior',
      threshold: 0.2  // 20% sentiment shift
    },
    {
      field: 'guidance_statements',
      operator: 'contains',
      values: ['lowered', 'reduced', 'decreased', 'challenging']
    },
    {
      field: 'management_tone.ceo',
      operator: 'below',
      threshold: 0.4  // Low confidence detected
    }
  ],
  destinations: ['slack', 'email'],
  priority: 'high'
});