Business: Analyst Reports and Earnings Conference Calls

Analyst Reports

Investext (via Mergent Online)  
Geography: Global
This replaces the Thomson ONE database.  Investext, i.e. the Thomson Reuters Embargoed Research Collection, offers analyst research reports from more than 1,700 brokerages, investments banks and independent research firms globally.  Coverage dates as far back as 1982.   

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• Content Restrictions: 
  1.  Reports are embargoed for 14 days prior to being made available in this database.  
  2.  Select firms do not permit their reports to be distributed in this database, particularly:  Barclays, Goldman Sachs, Jefferies, Moody′s Analytics, Moody′s Investors Services, Morgan Stanley, Morningstar, and UBS. 

Value Line Investment Survey 
Geography: US
Stock reports on approximately 1,700 stocks, more than 90 industries, the stock market, and the economy.  Spans most recent 13 weeks. 

Analyzing Analyst Recommendations 
Guide from the U.S. Securities and Exchange Commission (SEC) that offers insights for interpreting recommendations.

S&P Capital IQ  *(Current UCI students, faculty, & staff)
Geography: Global
A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide.  While the UCI Libraries' do not subscribe to S&P's Aftermarket Research analyst reports product, Capital IQ has consensus data of analyst estimates for earnings, back to 1999.

• Look up a company >> Estimates [left menu] >> CIQ Estimates.  

Earnings Conference Call Transcripts

Because of Regulation Fair Disclosure (effective Oct. 23, 2000) during quarterly conference calls, public companies often disclose their past quarter's performance, and they usually discuss their future outlook/initiatives.  These calls are often transcribed, and they are known as Earnings Conference Calls or Analyst Calls.  In addition to the databases below, transcripts or recordings are often made available on the Investor Relations page of the company's website.  

S&P Capital IQ  *(Current UCI students, faculty, & staff)
Geography: Global
A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, searchable SEC filings, mergers & acquisitions activities, and venture capital/private equity data.  Most Earnings Conference Calls feature the recorded audio.  

• Look up a company >>  [left menu] News, Events, & Filings >> Transcripts.
   

Investext (via Mergent Online)  
Geography: Global
This replaces the Thomson ONE database.  Investext, i.e. the Thomson Reuters Embargoed Research Collection, offers analyst research reports from more than 1,700 brokerages, investments banks and independent research firms globally.  Includes earnings conference call transcripts from Thomson Reuters StreetEvents.  

• Learn this search!

Factiva
​Geography: Global
Worldwide coverage of local and regional newspapers, trade publications, business news wires, press release wires, etc.  The Search Builder page allows for choosing a publication called CQ FD Wire, as well as a company name.  Text mining of this database is prohibited. 

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Regional Business News
Geography: US
Earnings call transcripts from the Fair Disclosure Wire publication, since November 2005.  

• Use the Search Within This Publication link on the left side of the screen.