Earnings Analysis
Draft post-earnings equity updates with quantified beats or misses, driver narrative, estimate revisions, and price-target language that matches institutional research norms.
Overview
Earnings Analysis is an agent skill for the Grow phase that structures post-earnings updates with quantified beats or misses, driver explanations, and estimate or price-target revisions.
Install
npx skills add https://github.com/anthropics/financial-services-plugins --skill earnings-analysisWhat is this skill?
- Headline formulas that lead with company, quarter, and actionable takeaway (maintain OW, raise PT, etc.)
- Explicit beat/miss framing with dollar and percentage quantification instead of vague “strong” language
- Driver-focused narrative: explain why revenue or margins moved, not only that they beat
- Estimate bridge pattern: old estimates → new estimates with stated reasons
- Quality checklist covering speed (24–48h post-earnings), management call context, and peer comparison
- 10 numbered tips for success in the skill guidance
- Target publish window 24–48 hours post-earnings
Adoption & trust: 1.5k installs on skills.sh; 30.5k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have raw earnings data and a press release but your agent outputs generic headlines and unquantified “strong quarter” takes investors cannot act on.
Who is it for?
Indie builders shipping finance research assistants, newsletter automation, or internal tools that must sound like sell-side or corp-dev earnings notes.
Skip if: Non-financial SaaS founders who only need generic blog summaries, or users who want automated 10-K parsing with no editorial standards.
When should I use this skill?
You need a post-earnings equity update with conclusion-first headlines, quantified results, driver analysis, and estimate or PT changes.
What do I get? / Deliverables
You get a research-style earnings update with a conclusion-first headline, numbered drivers, estimate changes, and optional price-target language aligned to the skill’s quality checklist.
- Earnings update with headline, quantified beat or miss, driver section, and revised estimates or PT when material
Recommended Skills
Journey fit
Grow analytics is the canonical shelf because the skill optimizes recurring interpretation of reported results and estimate changes after companies print—not greenfield product build. Earnings work is metrics-heavy commentary and headline discipline, which sits with analytics and investor-facing narrative rather than launch SEO or ship testing.
How it compares
Editorial and analytics playbook for quarterly equity updates—not a data pipeline skill or a generic summarizer.
Common Questions / FAQ
Who is earnings-analysis for?
Builders and operators creating AI-assisted earnings commentary for equities—research workflows, investor relations drafts, or fintech products targeting professional finance readers.
When should I use earnings-analysis?
Use it in Grow when turning a fresh earnings print, supplemental filings, and management commentary into a timely update with headline, drivers, estimate changes, and peer context—typically within 24–48 hours of the release.
Is earnings-analysis safe to install?
Check the Security Audits panel on this Prism page; treat outputs as draft research that needs human review before trading, compliance, or client distribution.
SKILL.md
READMESKILL.md - Earnings Analysis
# Best Practices, Examples, and Quality Guidelines This document provides examples, tips for success, common mistakes to avoid, and comprehensive quality checklists. ## Example Headlines ### Good Earnings Update Headlines: - "Nike Q2 FY24: DTC Strength Offsets Wholesale Weakness - Maintaining OW, PT $95" - "Tesla Q3'24: Cybertruck Ramp Ahead of Plan - Raising Estimates, PT to $285" - "LVMH Q4'24: Fashion & Leather Resilient, Wines Weak - In-Line, Reiterating Buy" - "Apple Q1 FY24: Services Beat, iPhone Miss - Mixed Quarter, Lowering PT to $185" ### Bad Headlines (Avoid): - "Nike Quarterly Update" (too generic, no takeaway) - "Company Reports Earnings" (states obvious, no analysis) - "Q3 Results Analysis" (no company name, no view) ## Tips for Success 1. **Speed matters**: Published 24-48hrs post-earnings, not days later 2. **Lead with conclusion**: Beat or miss? Up or down estimates? 3. **Quantify everything**: "Strong" means nothing, "$150M beat on $1.2B revenue" is clear 4. **Focus on drivers**: Don't just say "revenue beat", explain WHY 5. **Show the work**: Old estimates → New estimates with reasons 6. **Update price target if material**: If estimates change >5%, usually PT changes too 7. **Acknowledge the call**: Reference management commentary, don't just analyze the press release 8. **Compare to peers**: If similar companies reported, note relative performance 9. **Be concise**: This is NOT a comprehensive report, stay focused on quarterly results 10. **Chart the trends**: Quarterly progression charts are most valuable ## Common Mistakes to Avoid ❌ **Too comprehensive**: Don't write an initiation-length report for quarterly results ❌ **Missing beat/miss**: Lead with whether results beat or missed expectations ❌ **Not updating estimates**: Must provide updated forward estimates ❌ **Vague language**: "Strong performance" without quantification ❌ **Ignoring guidance**: If company guides, analyze it thoroughly ❌ **Too slow**: Publishing 5+ days after earnings loses relevance ❌ **Rehashing basics**: Don't spend 3 pages explaining what the company does ❌ **Missing price target update**: If estimates changed materially, PT should too ❌ **No investment impact**: Must connect results to thesis and rating ❌ **Missing citations**: Every number needs a source with clickable hyperlinks ❌ **Plain text URLs**: All URLs must be formatted as clickable hyperlinks ## Comprehensive Quality Control Checklist Before delivering earnings update, verify all items below: ### Content & Analysis Checklist **Beat/Miss Analysis:** - [ ] Beat/miss analysis leads the report - [ ] Specific variances quantified (e.g., "beat by $120M or 3%") - [ ] Explanation of WHY results differed from expectations - [ ] Analysis of each key metric (revenue, EPS, margins, etc.) **Metrics & Performance:** - [ ] All key metrics discussed with YoY comparisons - [ ] QoQ comparisons included where relevant - [ ] Segment/geographic/product breakdowns provided - [ ] Operating metrics analyzed (customers, ARPU, units, etc.) **Guidance & Estimates:** - [ ] Guidance changes analyzed and quantified (if provided) - [ ] If no guidance, this is explicitly noted - [ ] Updated estimates provided for current year - [ ] Updated estimates provided for next year - [ ] Old vs. new estimates clearly shown - [ ] Explanation of what changed and why **Valuation & Rating:** - [ ] Price target updated (if warranted by results) - [ ] If PT unchanged, explicitly maintained - [ ] Valuation methodology explained - [ ] Rating confirmed or changed with clear rationale - [ ] Investment thesis assessed and updated if needed ### Format & Length Checklist **Overall Structure:** - [ ] Report is 8-12 pages (not shorter, not longer) - [ ] Page 1 has earnings summary format - [ ] Page 1 has "EARNINGS UPDATE" in title (NOT "Initiating Coverage") - [ ] Event-driven title (e.g., "Strong Q3 Results...") **Tables:** - [ ] 1-3 summary tables included (NOT comprehensive tables) -