| name | stock-earnings |
| description | Earnings review for a stock. Use when the user mentions earnings, a quarterly report, or asks to review results for a company. |
Run a full earnings review structured as:
BEAT/MISS SCORECARD
- Revenue: actual vs consensus, vs guidance, vs prior year
- EPS: actual vs consensus, vs guidance
- Key operating metrics (the 3 metrics management tracks most)
GUIDANCE ANALYSIS
- New guidance vs prior guidance vs consensus
- Management tone: confident / cautious / defensive (cite specific language)
QUALITY OF BEAT
- Was the beat driven by real demand or one-time items?
- Channel stuffing, pull-forward, or accounting changes?
RED FLAGS
- Any metrics management stopped disclosing?
- Inventory build, DSO changes, deferred revenue movement?
VERDICT: Raise / Hold / Trim and why in 2 sentences.