| name | fsi-er-cmd-earnings |
| description | Analyze quarterly earnings and create an earnings update report — usage: /earnings [company name or ticker] [quarter, e.g. Q3 2024]
|
| user-invocable | true |
| metadata | {} |
Earnings Analysis Command
Create a professional equity research earnings update report analyzing quarterly results.
Workflow
Step 1: Gather Information
Parse the input for:
- Company name or ticker
- Quarter (e.g., Q3 2024, Q2 FY25)
If not provided, ask:
- "What company's earnings would you like to analyze?"
- "Which quarter? (e.g., Q3 2024)"
Step 2: Verify Timeliness
CRITICAL: Before proceeding, verify you have the latest data:
- Search for "[Company] latest earnings results [current year]"
- Verify the earnings release is within the last 3 months
- Confirm transcript date matches release date
If data is stale, inform the user and search for the latest.
Step 3: Load Earnings Analysis Skill
Use skill: "earnings-analysis" to create the report:
-
Data Collection (search for latest):
- Earnings release (press release)
- 10-Q filing from SEC EDGAR
- Earnings call transcript
- Investor presentation/supplemental materials
- Consensus estimates (Bloomberg/FactSet)
-
Beat/Miss Analysis:
- Revenue vs consensus: Beat/Miss by $X or X%
- EPS vs consensus: Beat/Miss by $X or X%
- Key segment performance vs expectations
- Explain WHY results differed
-
Key Metrics Analysis:
- Revenue breakdown by segment/geography
- Margin trends (gross, operating, net)
- Guidance: raised/maintained/lowered
- Updated forward estimates
-
Generate Charts (8-12):
- Quarterly revenue progression
- Quarterly EPS progression
- Margin trends
- Revenue by segment
- Beat/miss summary
- Estimate revisions
- Valuation charts
-
Create Report (8-12 pages):
- Page 1: Summary with rating and price target
- Pages 2-3: Detailed results analysis
- Pages 4-5: Key metrics & guidance
- Pages 6-7: Updated investment thesis
- Pages 8-10: Valuation & estimates
- Sources section with clickable hyperlinks
Step 4: Deliver Output
Provide:
- DOCX report - 8-12 page earnings update
- Summary highlighting:
- Beat/miss on key metrics
- Guidance changes
- Thesis impact (positive/negative/neutral)
Report Structure Reference
PAGE 1: EARNINGS SUMMARY
┌─────────────────────────────────────────────────────────────────┐
│ [Company] Q3 2024 Earnings Update │
│ Rating: BUY | Price Target: $XXX (from $XXX) │
├─────────────────────────────────────────────────────────────────┤
│ KEY TAKEAWAYS │
│ • Revenue beat by X% on strong [segment] performance │
│ • EPS beat by $X.XX driven by margin expansion │
│ • FY guidance raised to $X.XX-$X.XX (from $X.XX-$X.XX) │
│ • Thesis intact; maintain BUY rating │
├─────────────────────────────────────────────────────────────────┤
│ RESULTS SNAPSHOT │
│ ┌─────────────┬──────────┬──────────┬──────────┐ │
│ │ Metric │ Actual │ Consensus│ Beat/Miss│ │
│ │ Revenue │ $X.XXB │ $X.XXB │ +X.X% │ │
│ │ EPS │ $X.XX │ $X.XX │ +$X.XX │ │
│ │ Gross Margin│ XX.X% │ XX.X% │ +XXbps │ │
│ └─────────────┴──────────┴──────────┴──────────┘ │
└─────────────────────────────────────────────────────────────────┘
PAGES 2-3: DETAILED RESULTS
- Segment-by-segment analysis
- Geographic breakdown
- Key drivers of beat/miss
PAGES 4-5: METRICS & GUIDANCE
- Margin analysis
- Full-year guidance comparison
- Updated quarterly estimates
PAGES 6-7: THESIS UPDATE
- What's changed
- Risks and catalysts
- Investment recommendation
PAGES 8-10: VALUATION
- Updated DCF/comps if material
- Price target justification
- Scenario analysis
SOURCES SECTION (with clickable hyperlinks):
- Earnings Release: [hyperlink]
- Form 10-Q: [EDGAR hyperlink]
- Earnings Call Transcript: [hyperlink]
- Consensus estimates: Bloomberg as of [date]
Quality Checklist
Before delivery:
