Events are the central structure for organizing all core data related to a company. Each event acts as a container that groups associated items such as documents and audio files under a unique identifier. Events also include metadata like title, date, and type, enabling efficient categorization and retrieval.
Events are typically aligned with a company’s fiscal reporting periods, such as quarterly or semi-annual results, and follow a structured lifecycle:
1
Event Creation
An event is created as soon as an estimated or confirmed date becomes available. At this point, the event exists as a placeholder and does not contain any associated content.
If the event is created after the event has already happened all information
will be added to the event at once.
2
Pre-Event Content
As the event approaches, companies often release financial filings and supporting materials, such as earnings reports, investor presentations, or slides. These documents are the first to be uploaded to the event.
The type of content available can differ for each event.
3
Live Event and Post-Processing
After the live event concludes, we process and upload the audio recording. Once the audio is available, a transcript is generated and added to the event.At this stage, the event contains all relevant materials, including filings, slides, audio, and transcript, providing a complete view of the event and its content.
All events are not streamed live. Some events are recorded and processed
afterwards.
There are numerous different event types, each with their own unique characteristics and data available. We try to keep the number of event types to a minimum without grouping widely different events into the same type. This is a trade-off between data completeness and usability. The types can be retrieved using the event types endpoint. Below you will find a more detailed description of each event type to help you understand the different types.
Earnings Call
An earnings call is a scheduled conference call where a company’s management
discusses financial performance for a specific reporting period, typically
quarterly (Q1-Q4) or semi-annually (H1/H2). These calls cover key metrics such
as revenue, profits, and strategic outlook. A Q&A session with analysts and
investors usually follows.
Type
Description
26
Quarterly Earnings Call Q1
27
Quarterly Earnings Call Q2
28
Quarterly Earnings Call Q3
29
Quarterly Earnings Call Q4
35
Semi-Annual Earnings Call H1
36
Semi-Annual Earnings Call H2
Trading Update
A Trading Update is an unscheduled or interim update, often released between
two financial reporting periods, providing current financial or operational
performance data. These events are typically shorter than Earnings Calls and
may include key figures such as revenue or margins to inform stakeholders of
near-term trends.
Conference
This event type refers to investor-focused conferences hosted by financial
institutions or third parties. If a publicly listed company participates, the
event is included, regardless of whether it is a sell-side or non-sell-side
conference, provided it is publicly accessible to investors.
M&A Announcement
A conference call held to discuss a newly announced merger or acquisition.
Company leadership outlines the rationale, terms, and strategic impact of the
transaction.
ESG Update
Highlights a company’s initiatives, goals, or progress in environmental,
social, and governance (ESG) areas. ESG Updates communicate long-term
sustainability strategies and commitments to stakeholders.
Investor Update
An event where a company shares material information relevant to investors,
such as financial performance, capital raises, strategic shifts, or leadership
changes. These updates may be presented through calls, press releases, or
presentations.
Status Update
A company-led update on specific developments or topics, financial or
operational, intended to keep stakeholders informed and maintain transparency.
Study Update
Relevant to companies conducting clinical or regulatory studies. These updates
report progress, data, or milestones from ongoing research, including patient
enrollment, interim results, or regulatory interactions.
Study Result
Announces final outcomes of a clinical or scientific study. Typically includes
key findings around efficacy, safety, or other endpoints that may impact
regulatory approval or commercialization.
KOL Event
A presentation hosted by a company featuring Key Opinion Leaders (KOLs),
recognized experts in medical or scientific fields. KOL Events provide
third-party insights on clinical data, product pipelines, or market trends,
often in the healthcare or biotech sectors.
Investor Day
An in-depth event hosted by the company for investors and analysts. Executive
leaders present long-term strategies, financial performance, competitive
positioning, and business updates to foster transparency and engagement.
Analyst Day
Similar to Investor Day but tailored specifically to financial analysts.
Includes detailed presentations and Q&A sessions focused on business outlook
and strategic initiatives.
Capital Markets Day
A company event targeting institutional investors and analysts. Topics include
financial strategy, capital allocation, business performance, and
forward-looking guidance over a multi-year horizon.
R&D Day
Showcases the company’s research and development initiatives, scientific
pipeline, and innovation roadmap. Often led by R&D executives, these events
provide deep insights into product development and technological advancements.
Partnerships / Collaborations
Announces or updates on strategic partnerships or joint ventures. Focuses on
shared goals such as co-development, innovation, or market expansion,
highlighting potential synergies.
FDA Announcement
Covers significant regulatory events involving the U.S. FDA, such as
approvals, filings, or designations (e.g., Fast Track, Breakthrough Therapy).
These announcements are critical to stakeholders monitoring regulatory
progress.
Guidance
The company provides forward-looking projections for key metrics like revenue
or earnings. Guidance events help align market expectations with management’s
outlook, especially amid evolving conditions.
Extraordinary General Meeting (EGM)
A shareholder meeting held outside of the regular AGM schedule to vote on
urgent or exceptional matters, such as mergers, amendments to governance
documents, or major transactions.
Annual General Meeting (AGM)
A yearly meeting where shareholders review company performance, vote on
resolutions (e.g., board elections, dividends), and interact with company
leadership.
Scheme Meeting
A shareholder meeting conducted as part of a legal “scheme of arrangement,”
commonly used in jurisdictions like the UK and Australia. These meetings seek
approval for major restructuring, mergers, or ownership changes under court
supervision.
Fireside Chat
An informal yet informative discussion between company representatives and
moderators. Covers strategic topics, trends, or leadership insights in a
conversational format, often allowing for audience interaction.
Investor Presentation, Corporate Presentation, and Presentation
Investor Presentation: Financially focused and designed for investors, covering performance, strategy, and growth outlook.
Corporate Presentation: Broader and less financial, often used for branding, partnerships, or general overviews.
Presentation: A flexible format used for thematic updates (e.g., product launches, ESG, industry outlooks) that don’t fall into routine financial events.