Challenge: Existing studies have shown that textual information in a firm’s financial statement can be used to predict its stock’s risk level.
Approach: They propose to model CEO’s verbal (from text) and vocal (from audio) information in a conference call.
Outcome: The proposed model reduces the error rate by comparing CEO’s verbal and vocal information in a conference call with other models.

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An Empirical Investigation of Bias in the Multimodal Analysis of Financial Earnings Calls (2021.naacl-main)

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Challenge: Existing research focuses on textual elements of financial disclosures but ignores the rich acoustic features in the executives’ speech.
Approach: They propose to use a multimodal approach that leverages the verbal and vocal cues of speakers in financial disclosures to predict volatility and risk.
Outcome: The proposed models outperform existing models in the financial realm but still underrepresent the diverse communities spanning demographics, gender, and native speech.
VolTAGE: Volatility Forecasting via Text Audio Fusion with Graph Convolution Networks for Earnings Calls (2020.emnlp-main)

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Challenge: Existing approaches to stock volatility forecasting ignore correlations between stocks.
Approach: They propose to combine vocal cues with verbal and financial cue data to create a multimodal stock volatility prediction model that accounts for stock interdependence via graph convolutions.
Outcome: The proposed model outperforms existing methods showing that it can predict volatility using multimodal learning.
Forecasting Earnings Surprises from Conference Call Transcripts (2023.findings-acl)

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Challenge: Earnings conference calls contain over 5,000 words of text and large amounts of industry jargon . this length and domain-specific language present problems for generic pretrained language models.
Approach: They propose a task of predicting earnings surprises from earnings call transcripts and propose linguistic models that use a long document dataset to test financial understanding.
Outcome: The proposed model can predict earnings surprises from earnings conference calls with reasonable accuracy and shows that it is possible to interpret the data with different interpretability methods.
DocFin: Multimodal Financial Prediction and Bias Mitigation using Semi-structured Documents (2022.findings-emnlp)

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Challenge: Existing research focuses on textual and audio modalities of financial disclosures but ignores the rich tabular data available in financial reports.
Approach: They propose to combine tabular financial data with text transcripts and audio recordings to improve stock volatility and price movement prediction by 5-12% and reduce gender bias by over 30%.
Outcome: The combined data improves stock volatility and price movement prediction by 5-12% and reduces gender bias caused due to audio-based neural networks by over 30%.
DialogueGAT: A Graph Attention Network for Financial Risk Prediction by Modeling the Dialogues in Earnings Conference Calls (2022.findings-emnlp)

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Challenge: Existing models focus on extracting useful semantic information from conference call transcripts but ignore subtle yet important information of dialogue structures.
Approach: They propose a graph attention network called DialogueGAT for financial risk prediction by simultaneously modeling the speakers and their utterances in conference calls.
Outcome: The proposed model outperforms baseline models on a dataset of S&P1500 companies.
Deep Attentive Learning for Stock Movement Prediction From Social Media Text and Company Correlations (2020.emnlp-main)

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Challenge: Existing models that predict stock movements are based on time series and technical analysis, but price signals alone fail to capture market surprises and impacts of sudden unexpected events.
Approach: They propose a model that integrates chaotic temporal signals from financial data and social media to create hierarchical temporal networks.
Outcome: The proposed model can be used to forecast stock movements on real-world S&P 500 index data and English tweets.
Convolutional Neural Networks for Financial Text Regression (P19-2)

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Challenge: Recent studies have defined forecasting financial volatility from annual reports as text regression problem.
Approach: They propose to replace word features with word embedding vectors to remove lexicon dependency.
Outcome: The proposed model provides more accurate volatility predictions than lexicon based models.
KeFVP: Knowledge-enhanced Financial Volatility Prediction (2023.findings-emnlp)

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Challenge: Current studies ignore the role of financial metrics knowledge in earnings calls and little consideration is given to integrating text and price information.
Approach: They propose to integrate financial metrics knowledge into text comprehension by knowledge-enhanced adaptive pre-training and effectively incorporating text and price information by introducing a conditional time series prediction module.
Outcome: The proposed method outperforms state-of-the-art methods on three real-world datasets and is effective and reliable.
Multimodal Multi-Speaker Merger & Acquisition Financial Modeling: A New Task, Dataset, and Neural Baselines (2021.acl-long)

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Challenge: Merger and acquisition (M&A) calls provide key insights into claims made by company executives about restructuring of financial firms.
Approach: They propose a baseline architecture that leverages multimodal multi-speaker input to forecast financial risk associated with M&A calls.
Outcome: The proposed model performs marginally better than existing models based on BERT inputs . the proposed model is expected to be validated by the end of the year .
Same Company, Same Signal: The Role of Identity in Earnings Call Transcripts (2025.findings-acl)

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Challenge: Existing studies rely on earnings call transcripts to predict volatility, but current models focus on capturing ticker identity rather than providing meaningful insights specific to each earnings.
Approach: They propose a dataset that provides 20 earnings records per ticker to help predict volatility . they propose two training-free baselines to capture ticker-specific patterns .
Outcome: The proposed dataset provides 20 earnings records per ticker, with a priorAfterMarket attribute and dense ticker coverage.

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