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Based on SOC occupation classification
| name | earnings-preview |
| description | Use this skill when the task requires earnings preview capabilities. |
| executor | LLM_BEHAVIOR |
| skill_id | finance.equity_research.earnings_preview_2 |
| status | ADOPTED |
| security | {"level":"high","pii":false,"approval_required":true} |
| anchors | ["finance","ai_ml","reporting","design"] |
| tier | 2 |
| input_schema | [{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}] |
| output_schema | [{"name":"report","type":"string","description":"Analysis report or summary from earnings preview"}] |
description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Build a "what to watch" framework specific to the company:
Financial Metrics:
Operational Metrics (sector-specific):
Build 3 scenarios with stock price implications:
| Scenario | Revenue | EPS | Key Driver | Stock Reaction |
|---|---|---|---|---|
| Bull | ||||
| Base | ||||
| Bear |
For each scenario:
Identify the 3-5 things that will determine the stock's reaction:
One-page earnings preview with:
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [compan
Use this skill when the task requires earnings preview capabilities.
If this skill fails to produce the expected output: (1) verify input completeness, (2) retry with more specific context, (3) fall back to the parent workflow without this skill.