earnings-preview

name

earnings-preview

description

Generate a pre-earnings briefing for any stock using Yahoo Finance data. Use this skill whenever the user wants to prepare for an upcoming earnings report, understand what analysts expect, review a company's beat/miss track record, or get a quick overview before an earnings call. Triggers include: "earnings preview for AAPL", "what to expect from TSLA earnings", "MSFT reports next week", "earnings preview", "pre-earnings analysis", "what are analysts expecting for NVDA", "earnings estimates for", "will GOOGL beat earnings", "earnings beat/miss history", "upcoming earnings", "before earnings", "earnings setup", "consensus estimates", "earnings whisper", "EPS expectations", "what's the street expecting", "earnings season preview", any mention of preparing for or previewing an earnings report, or any request to understand expectations ahead of a company's earnings date. Always use this skill when the user mentions a ticker in context of upcoming earnings, even if they don't say "preview" explicitly.

Earnings Preview Skill

Generates a pre-earnings briefing using Yahoo Finance data via yfinance. Pulls together upcoming earnings date, consensus estimates, historical accuracy, analyst sentiment, and key financial context — everything you need before an earnings call.

Important: Data is for research and educational purposes only. Not financial advice. yfinance is not affiliated with Yahoo, Inc.

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Step 1: Ensure yfinance Is Available

Current environment status:

!`python3 -c "import yfinance; print('yfinance ' + yfinance.__version__ + ' installed')" 2>/dev/null || echo "YFINANCE_NOT_INSTALLED"`

If YFINANCE_NOT_INSTALLED, install it:

import subprocess, sys
subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])

If already installed, skip to the next step.

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Step 2: Identify the Ticker and Gather All Data

Extract the ticker symbol from the user's request. If they mention a company name without a ticker, look it up. Then fetch all relevant data in one script to minimize API calls.

import yfinance as yf
import pandas as pd
from datetime import datetime

ticker = yf.Ticker("AAPL")  # replace with actual ticker

# --- Core data ---
info = ticker.info
calendar = ticker.calendar

# --- Estimates ---
earnings_est = ticker.earnings_estimate
revenue_est = ticker.revenue_estimate

# --- Historical track record ---
earnings_hist = ticker.earnings_history

# --- Analyst sentiment ---
price_targets = ticker.analyst_price_targets
recommendations = ticker.recommendations

# --- Recent financials for context ---
quarterly_income = ticker.quarterly_income_stmt
quarterly_cashflow = ticker.quarterly_cashflow

What to extract from each source

Data Source	Key Fields	Purpose
calendar	Earnings Date, Ex-Dividend Date	When earnings are and key dates
earnings_estimate	avg, low, high, numberOfAnalysts, yearAgoEps, growth (for 0q, +1q, 0y, +1y)	Consensus EPS expectations
revenue_estimate	avg, low, high, numberOfAnalysts, yearAgoRevenue, growth	Revenue expectations
earnings_history	epsEstimate, epsActual, epsDifference, surprisePercent	Beat/miss track record
analyst_price_targets	current, low, high, mean, median	Street price targets
recommendations	Buy/Hold/Sell counts	Sentiment distribution
quarterly_income_stmt	TotalRevenue, NetIncome, BasicEPS	Recent trajectory

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Step 3: Build the Earnings Preview

Assemble the data into a structured briefing. The goal is to give the user everything they need in one glance.

Section 1: Earnings Date & Key Info

Report the upcoming earnings date from calendar. Include:

• Company name, ticker, sector, industry
• Upcoming earnings date (and whether it's before/after market)
• Current stock price and recent performance (1-week, 1-month)
• Market cap

Section 2: Consensus Estimates

Present the current quarter estimates from earnings_estimate and revenue_estimate:

Metric	Consensus	Low	High	# Analysts	Year Ago	Growth
EPS	$1.42	$1.35	$1.50	28	$1.26	+12.7%
Revenue	$94.3B	$92.1B	$96.8B	25	$89.5B	+5.4%

If the estimate range is unusually wide (high/low spread > 20% of consensus), note that as a sign of high uncertainty.

Section 3: Historical Beat/Miss Track Record

From earnings_history, show the last 4 quarters:

Quarter	EPS Est	EPS Actual	Surprise	Beat/Miss
Q3 2024	$1.35	$1.40	+3.7%	Beat
Q2 2024	$1.30	$1.33	+2.3%	Beat
Q1 2024	$1.52	$1.53	+0.7%	Beat
Q4 2023	$2.10	$2.18	+3.8%	Beat

Summarize: "AAPL has beaten EPS estimates in 4 of the last 4 quarters by an average of 2.6%."

Section 4: Analyst Sentiment

From recommendations and analyst_price_targets:

• Current recommendation distribution (Strong Buy / Buy / Hold / Sell / Strong Sell)
• Price target range: low, mean, median, high vs. current price
• Implied upside/downside from mean target

Section 5: Key Metrics to Watch

Based on the quarterly financials, highlight 3-5 things the market will focus on:

• Revenue growth trend (accelerating or decelerating?)
• Margin trajectory (expanding or compressing?)
• Any notable line items that changed significantly quarter-over-quarter
• Segment breakdowns if available in the data

This section requires judgment — think about what matters for this specific company/sector.

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Step 4: Respond to the User

Present the preview as a clean, structured briefing:

1. Lead with the headline: "AAPL reports earnings on [date]. Here's what to expect."
2. Show all 5 sections with clear headers and tables
3. End with a brief summary: 2-3 sentences capturing the overall setup (bullish/bearish lean based on estimates, track record, and sentiment — frame as "the street expects" not personal recommendation)

Caveats to include

• Estimates can change up until the report date
• Historical beats don't guarantee future beats
• Yahoo Finance data may lag real-time consensus by a few hours
• This is not financial advice

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Reference Files

• references/api_reference.md — Detailed yfinance API reference for earnings and estimate methods

Read the reference file when you need exact method signatures or edge case handling.