# 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.

- Topic: Finance & Accounting
- Framework: Few-Shot
- Level: Standard
- Tags: Writing, Finance, Write, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/draft-an-earnings-call-script-and-anticipate-analyst-questions

## Prompt

```text
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.
```

## 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

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.