Draft an earnings call script and anticipate analyst questions
A prepared remarks script for the CEO and CFO plus likely analyst questions with consistent, compliant answers.
The prompt
Help me prepare for a quarterly earnings call.
Company and quarter: [DETAILS]
Key results: [PASTE: revenue, margins, EPS, cash flow, segment results vs. prior year and guidance]
Guidance: [CURRENT GUIDANCE and whether it is being raised, maintained, or lowered]
Messages we want to land: [3-4 KEY THEMES]
Known concerns from analysts or investors: [e.g. margin pressure, customer concentration]
Speakers and time available: [e.g. "CEO 8 min, CFO 10 min"]
Return:
1. Prepared remarks for each speaker, timed to fit, with numbers stated exactly as provided.
2. 15 likely analyst questions, grouped by theme, each with a suggested answer and a "do not say" note.
3. A list of every number in the script, so legal and IR can check it against the release.
4. Bridge language for questions we should not answer (forward-looking detail, customer specifics, M&A rumors).
Rules:
- Every result must match the figures I provide; mark anything not provided as [CONFIRM].
- Keep non-GAAP measures paired with the nearest GAAP measure.
- Include a safe-harbor placeholder: [INSERT APPROVED FORWARD-LOOKING STATEMENTS DISCLAIMER].
- Avoid selective disclosure: answers should not reveal material information not in the release.
This is a drafting aid; final scripts need review by legal counsel and the audit committee as your process requires.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Finance & Accounting prompts
What to fill in
- DETAILS
- e.g. margin pressure, customer concentration
- e.g. "CEO 8 min, CFO 10 min"
- CONFIRM
- INSERT APPROVED FORWARD-LOOKING STATEMENTS DISCLAIMER
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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