The Scenario
You work in investor relations at an asset management firm. Your team covers 35 portfolio companies and the Q3 earnings call season starts in three weeks. Someone from portfolio management sent a message this morning: the calendar is still blank. They need call dates, times, and fiscal quarters for all 35 companies so PMs can block time and prep questions.
The calendar was built last quarter by a colleague who has since left the firm. There is no template. There is an Excel workbook with 35 company names in column A. That's all.
The bad version:
- Open Benzinga's conference call tracker, search each company one at a time.
- For each one, copy the call date, the call time (converting from Eastern to your local timezone manually), the ticker, and the fiscal quarter label.
- Reach company 18 and realize you've been logging Q3 call dates but several companies report on non-calendar-year fiscal schedules, so your "Q3" label is wrong for six of them.
The portfolio managers have a full slate of holdings to research. Your job is to make sure they have the logistics so they can focus on the substance. A table with six wrong fiscal quarter labels is worse than no table at all.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your company list and, through its built-in Benzinga integration, pulls conference call schedules for every holding in one prompt — call dates, times, tickers, and fiscal quarter labels, all written directly into the workbook.
Pull Benzinga conference call data for the date range in cells B1:B2 for tickers in column A of my Excel table and populate columns B–E with company name, call date, call time, and quarter
What You Get
- Columns B–E populated with one row per scheduled conference call
- Call time as reported by Benzinga (typically Eastern Time — noted in the column header)
- Fiscal quarter as the label returned by Benzinga (e.g., "Q3 2026" or "FY Q1 2026" for non-calendar-year reporters)
- Companies with no calls scheduled in the window get a row noting "No call scheduled in window"
What If the Data Is Not Quite Ready
What if column A contains company names instead of ticker symbols?
Pull Benzinga conference call schedules for the date range in cells B1:B2 for companies listed by name in column A of my Excel table — resolve each name to its ticker symbol first — and write ticker, company name, call date, call time, and fiscal quarter into columns B through F
What if I need call times converted from Eastern to Pacific for my team's calendar?
Pull Benzinga conference call schedules for the date range in cells B1:B2 for all tickers in column A of my Excel table, convert call times from Eastern to Pacific time, and write company name, ticker, call date, Pacific call time, and fiscal quarter into columns B through F
What if some companies in my list aren't yet on Benzinga's conference call feed and I want to flag them separately?
Pull Benzinga conference call schedules for the date range in cells B1:B2 for all tickers in column A of my Excel table. For tickers where no call is found, write "Not found — verify manually" into column B and leave columns C–E blank. For the rest, write company name, call date, call time, and fiscal quarter into columns C through F.
What if I want the conference call schedule plus each company's next earnings date and EPS estimate in one combined table?
For each ticker in column A of my Excel table, pull the Benzinga conference call date and time for the date range in cells B1:B2 and the Benzinga earnings calendar entry with EPS estimate — write ticker, company name, call date, call time, earnings date, and EPS estimate into columns B through G in one pass
Running the earnings calendar fetch and the call schedule lookup together means you build the complete pre-earnings logistics table in one prompt instead of two.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a column of portfolio tickers or company names, then ask it to populate your Q3 earnings call calendar. The article on pulling earnings calendar data covers the EPS and date data that pairs with the call schedule for a complete pre-earnings view.