This analysis is based on aggregated, anonymized usage data from customers who have consented to such usage under their service agreements. All data has been processed to remove personally identifiable information, and individual customers and companies cannot be identified from this data.
As investor relations professionals integrate AI into their daily routines, a fascinating trend is emerging. It’s starting to feel less like a tool and more like a collaborator for IROs.
We looked at aggregated, anonymized usage patterns from consenting customers across thousands of interactions with Q by Q4 to understand how teams are using AI in practice. Each team uses it differently, but specific themes keep appearing.
Taken together, these patterns show how deeply AI is becoming part of everyday IR. The biggest impact shows up in three places: how teams handle comms, track what peers are saying, and engage with investors.
Through it all, the human voice remains front and center.
1. AI as an earnings call co-pilot
Earnings calls remain the centrestage for IR teams, and this is where AI is making the most impact. IROs are using Q to help structure scripts, ensure consistency across quarters, and anticipate what analysts will ask next.
Common prompts include:
All prompts and examples shown below are generalized composites created for illustrative purposes. They do not represent actual customer queries or contain any customer-specific information.
- “Draft an opening statement for our Q3 earnings call based on last quarter’s tone and structure.”
- “Predict the top 10 analyst questions likely to come up this quarter based on peer calls.”
- “Review our script and highlight anything that might signal overconfidence or uncertainty.”
AI is becoming a partner in prep. It does not replace the voice of management, but it helps IROs sharpen and strengthen that voice, making it more confident and aligned with market context.
2. Making peer insight effortless
Keeping up with peers has always been part of the job, but it used to take hours of scrolling through transcripts and reports. Now, IROs are using AI to cut through that work in minutes, turning peer conversations, tone, and sentiment into clear, actionable insights.
Typical prompts include:
All prompts and examples shown below are generalized composites created for illustrative purposes. They do not represent actual customer queries or contain any customer-specific information.
- “Summarize key themes from recent peer earnings calls and highlight what they are emphasizing most.”
- “Compare how top peers discussed inflation and supply chain issues last quarter.”
- “Analyze sentiment and tone across our peer group’s latest transcripts.”
It shows how quickly IR is evolving, with competitive context becoming a daily focus rather than a quarterly catch-up.
3. Connecting insight with opportunity
AI is helping IROs understand investor behavior with more depth and context. It highlights who is engaging most, how interest is shifting, and where new opportunities for outreach are forming.
We’ve seen prompts like:
All prompts and examples shown below are generalized composites created for illustrative purposes. They do not represent actual customer queries or contain any customer-specific information.
- “Identify investors who viewed our management team page this week.”
- “Which institutional investors downloaded our last presentation?”
- “Highlight top value investors that fit our financial profile.”
This reflects a shift toward relationship-building, driven by genuine engagement. AI is helping IROs prioritize connections with real momentum and potential.
4. Getting ahead of the headlines
More teams are using AI to stay ahead of potential risks, such as activism, ownership changes, and sentiment shifts.
Some prompts include:
All prompts and examples shown below are generalized composites created for illustrative purposes. They do not represent actual customer queries or contain any customer-specific information.
- “Track any recent news or ownership changes related to our key shareholders.”
- “Identify tone shifts in peer transcripts that could suggest pressure from activists.”
- “Summarize what analysts and investors are saying about our sector this quarter.”
This proactive mindset is becoming the norm. AI helps teams connect the dots earlier, giving them time to plan their response instead and stay one step ahead.
5. Making AI their editorial partner
The final theme is all about comms. From drafting emails to editing tone and refining press releases, IROs are using AI as a writing assistant that understands context and voice.
IROs use Q to:
All prompts and examples shown below are generalized composites created for illustrative purposes. They do not represent actual customer queries or contain any customer-specific information.
- “Edit this press release to sound more confident but not promotional.”
- “Rewrite this email to investors to make it clearer and more concise.”
- “Draft a one-page investor summary that combines financial highlights and CEO commentary.”
AI is helping IROs shape the messages to match their intent and the tone to make it land.
Looking ahead
AI is now part of how IR teams think and work, and its role keeps expanding in ways we didn’t imagine even a year ago. Teams are testing new approaches and finding fresh ways to make it their own.
Every day, IROs using Q are discovering new ways to apply it and seeing what makes the biggest impact.
If you’d like to see how Q can fit into your workflow, give it a try here.
