Earnings Preview
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Earnings-preview is a Claude skill that builds pre-earnings analysis with estimate models, bull/base/bear scenarios, and a catalyst checklist before a company reports.
About
This Claude skill builds pre-earnings analysis before a company reports quarterly results. An analyst uses it to pull consensus estimates, define the key metrics to watch, set up bull/base/bear scenarios, and identify catalysts that will move the stock. The output is a one-page earnings preview with a scenario table and catalyst checklist.
- Builds pre-earnings analysis with consensus estimates and a key-metrics-to-watch framework
- Sets up bull/base/bear scenarios with stock-price implications
- Produces a catalyst checklist of what will move the stock
Earnings Preview by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
earnings-preview capabilities & compatibility
- Capabilities
- earnings analysis · dcf model · comps analysis
- Use cases
- research · web search · data analysis
- Pricing
- Free
What earnings-preview says it does
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch.
Options-implied move tells you what the market expects — compare to your scenarios
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Build a pre-earnings preview with consensus estimates, bull/base/bear scenarios, and a catalyst checklist for a company.
Who is it for?
Preparing positioning notes and scenario frameworks ahead of a company's quarterly earnings
Skip if: Post-earnings analysis of results that have already been reported
When should I use this skill?
The user wants an earnings preview, pre-earnings setup, or what-to-watch before a company reports
What you get
A one-page earnings preview with a consensus table, bull/base/bear scenarios, and a catalyst checklist.
- one-page earnings preview
- consensus estimates table
- bull/base/bear scenario table
By the numbers
- 3 scenarios (bull/base/bear)
- 3-5 catalysts identified
Files
Earnings Preview
Workflow
Step 1: Gather Context
- Identify the company and reporting quarter
- Pull consensus estimates via web search (revenue, EPS, key segment metrics)
- Find the earnings date and time (pre-market vs. after-hours)
- Review the company's prior quarter earnings call for any guidance or commentary
Step 2: Key Metrics Framework
Build a "what to watch" framework specific to the company:
Financial Metrics:
- Revenue vs. consensus (total and by segment)
- EPS vs. consensus
- Margins (gross, operating, net) — expanding or contracting?
- Free cash flow
- Forward guidance vs. consensus
Operational Metrics (sector-specific):
- Tech/SaaS: ARR, net retention, RPO, customer count
- Retail: Same-store sales, traffic, basket size
- Industrials: Backlog, book-to-bill, price vs. volume
- Financials: NIM, credit quality, loan growth, fee income
- Healthcare: Scripts, patient volumes, pipeline updates
Step 3: Scenario Analysis
Build 3 scenarios with stock price implications:
| Scenario | Revenue | EPS | Key Driver | Stock Reaction |
|---|---|---|---|---|
| Bull | ||||
| Base | ||||
| Bear |
For each scenario:
- What would need to happen operationally
- What management commentary would signal this
- Historical context — how has the stock moved on similar prints?
Step 4: Catalyst Checklist
Identify the 3-5 things that will determine the stock's reaction:
1. [Metric] vs. [consensus/whisper number] — why it matters 2. [Guidance item] — what the buy-side expects to hear 3. [Narrative shift] — any strategic changes, M&A, restructuring
Step 5: Output
One-page earnings preview with:
- Company, quarter, earnings date
- Consensus estimates table
- Key metrics to watch (ranked by importance)
- Bull/base/bear scenario table
- Catalyst checklist
- Trading setup: recent stock performance, implied move from options
Important Notes
- Consensus estimates change — always note the source and date of estimates
- "Whisper numbers" from buy-side surveys are often more relevant than published consensus
- Historical earnings reactions help calibrate expectations (search for "[company] earnings reaction history")
- Options-implied move tells you what the market expects — compare to your scenarios
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What scenarios does it build?
Three scenarios (bull, base, bear) with revenue, EPS, key driver, and expected stock reaction for each.
Where do consensus estimates come from?
It pulls consensus (revenue, EPS, segment metrics) via web search and always notes the source and date.