Bloomberg launches AI-powered summaries of earnings calls

Rick Steves

“Most of my team’s job is reading and synthesizing trends across companies, so the quality and accuracy of the summarization tool gives us a big edge.”

Bloomberg has launched AI-Powered Earnings Call Summaries on the Bloomberg Terminal.

AI-Powered Earnings Call Summaries leverages artificial intelligence to aid analysts in their research by simplifying complex financial information and extracting key insights.

It focuses on topics like guidance, capital allocation, hiring, the macro environment, new products, supply chain issues, and consumer demand.

The tool’s design integrates Bloomberg’s domain expertise with advanced generative AI. Bloomberg Intelligence analysts train the AI models, enhancing their understanding of financial language and investor priorities.

The summaries include context links, connecting analysts to related Terminal information like Company Financials, Bloomberg Dividend Forecast, and Supply Chain Analysis. For added transparency, users can navigate directly to specific call transcript excerpts from the summary sidebar.

“The summarization tool gives us a big edge”

Joyce Meng, Managing Director and Partner at Fact Capital, said: “Most of my team’s job is reading and synthesizing trends across companies, so the quality and accuracy of the summarization tool gives us a big edge. Bloomberg’s AI-Powered Earnings Call Summaries makes it easy to read coverage across ancillary and adjacent companies. It also distills the contentious points so we know where in the material to look for insights on the important debates.”

Zach Smith, Research Analyst at Bahl & Gaynor, Inc., said: “At our dividend-focused investment firm, integrating Bloomberg’s AI-Powered Earnings Call Summaries into our analysis expedites our assessment of potential dividend changes. This innovation will empower us to cut through excess information in earnings calls, identify key insights for dividend analysis and explore new investment opportunities.”

Andrew Skala, Global Head of Research, Listed Core Services Product at Bloomberg, said: “With our release of AI-Powered Earnings Call Summaries, we continue to revolutionize the research process by serving customers solutions that combine deep financial domain knowledge, technology expertise and world-class content. With these innovations, we are empowering analysts with critical tools and integrated workflows for their research journey.”

This innovation complements the Terminal’s Document Search, which uses natural language processing for efficient document searches. Both are part of Bloomberg’s suite of Research Management Solutions (RMS), enhancing customer efficiency and integration with Terminal workflows.

Bloomberg AI, since 2009, has developed AI solutions including machine learning, natural language processing, and generative models, for processing financial information. The Bloomberg Terminal, a staple in financial services for over four decades, offers real-time data, news, and insights.

Vantage partnered with Bloomberg for “The Vantage View”

Multi-asset broker Vantage recently partnered with Bloomberg to create ‘The Vantage View’, designed to provide comprehensive insights and analysis, leveraging Bloomberg’s extensive resources and data capabilities.

The collaboration focuses on delivering enhanced market intelligence and analytics that cater to the specific needs of Vantage’s clientele.

Bloomberg brings to this partnership its vast experience in financial data analysis and reporting. Known for its accuracy and depth of market insight, Bloomberg’s contribution is expected to elevate the quality of information provided in ‘The Vantage View’.

This service aims to offer Vantage’s customers a more nuanced understanding of market trends and financial data. It integrates Bloomberg’s advanced data analytics with Vantage’s expertise in financial services. The goal is to create a tool that not only informs but also assists in strategic decision-making.

Vantage’s most recent work published in partnership with Bloomberg, under the banner of ‘The Vantage View’ was on circular economy, featuring Dr. Seeram Ramakrishna, a Professor and Director at the Centre for Nanotechnology and Sustainability, National University of Singapore.

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