> ## Documentation Index
> Fetch the complete documentation index at: https://quartr.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Events

> Structured access to company event data

## Overview

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.

## How it works

Events are typically aligned with a company’s fiscal reporting periods, such as quarterly or semi-annual results, and follow a structured lifecycle:

<Steps>
  <Step title="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.

    <Note>
      If the event is created after it has already taken place, all information
      will be added at once.
    </Note>
  </Step>

  <Step title="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 exact type of content will differ depending on the type of event.
  </Step>

  <Step title="Live event and post-processing">
    When the live event has concluded, we process and upload the audio recording. Once the audio is available, a transcript is generated and added to the event.
  </Step>

  <Step title="Event completion">
    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.
  </Step>
</Steps>

## Event date

The `date` field on an event represents when the event is expected to take place. For events with a live audio component (e.g. earnings calls, conference calls), the date is when the call is expected to go live or be conducted. For events without expected audio, the date is when the primary document is released, such as an earnings release, interim report, or press release.

## Event types

There are numerous event types, each with unique characteristics and available data. We keep the number of types to a minimum without grouping widely different events into the same type, balancing data completeness with usability. The types can be retrieved using the event types endpoint. Below is a more detailed description of each event type.

<AccordionGroup>
  <Accordion title="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 |
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Conference call">
    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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Status update">
    A company-led update on specific developments or topics, financial or
    operational, intended to keep stakeholders informed and maintain transparency.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Partnerships and 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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Registration filing">
    Filings submitted by the company to register securities for a public offering.
    It includes registration statements and related amendments that provide
    detailed disclosures about the issuer, the offering terms, and associated
    risks.
  </Accordion>

  <Accordion title="Proxy filing">
    A company’s proxy communication for an upcoming shareholder vote or meeting.
    It includes preliminary and definitive proxy statements (and related
    materials) covering the agenda, voting procedures, governance matters, and key
    disclosures like executive compensation.
  </Accordion>
</AccordionGroup>

## How to access this data

<CardGroup cols={3}>
  <Card title="REST API" icon="code" href="/api-reference/events">
    Query events by ticker, ISIN, date, and more.
  </Card>

  <Card title="Webhooks" icon="webhook" href="/webhooks/getting-started">
    Subscribe to webhooks for real-time updates.
  </Card>

  <Card title="Snowflake" icon="snowflake" href="/snowflake/getting-started">
    Query the events view directly using SQL.
  </Card>
</CardGroup>