Earnings Call Script

Make the next earnings call easier. Use this example of a script for earnings releases that guides you on using linked data between related SEC filings and press releases to guarantee consistency in your communications.

Template Contents

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Earnings call script template in the workiva platform

Easily create earnings call scripts that compliment your filings within the Workiva platform.

Accuracy is everything when you’re communicating with investors and analysts, but that can be a challenge especially when there are last-minute changes. Use this script template to enable faster document creation, without worrying about whether numbers are up to date. This example shows you how linking between filings can keep everyone involved—including legal, accounting, investor relations, and executive teams—literally on the same page heading into the earnings call.

Key Features

Example earnings call content
Best practices for impactful earnings call scripts
Instructions included

The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The content on this posting is provided "as is;" no representations are made that the content is error-free or up to date.

Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

Annual & Interim Financial Reporting

Board Reporting

SEC Reporting

SEC/Annual & Interim Financial Reporting Solution

SEDAR Reporting

Shareholder Reports

Created By

Support and Documentation

Last updated 5/22/2021 ()

Frequently Asked Questions

What is the best way to save this template so it can be used for all our call scripts?

Once you have downloaded this template into your Workspace, you can then add your most recent (or current) draft of your individual earnings call script and begin linking data from your master workbook. Using a single source of data for all of your quarterly disclosures will significantly improve the efficiency of your filing. At the beginning of each quarterly reporting process, you can roll forward the previous quarter and preserve the links making it significantly easier to update the earnings call script.

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