Build an industry comp sheet Excel model with deep operational KPIs
Trading comparables analysis with peer multiples and implied valuation
Pre-earnings preparation report for the night before a company reports
Full earnings analysis with guidance tracking for a given company
Walk through initial setup and authentication for this Daloopa starter kit
Bull/bear/base case scenario framework for a given company
| name | earnings-flash |
| description | Rapid first-read earnings flash for a given company |
| argument-hint | TICKER |
Generate a rapid earnings flash for the company specified by the user: $ARGUMENTS
This is a lightweight, speed-focused version of /earnings-review — designed for a quick first read within minutes of a filing. It pulls just enough context from Daloopa to frame BEAT/MISS verdicts, then focuses on what's new and surprising.
Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.
Look up the company by ticker using discover_companies. Capture:
company_idlatest_calendar_quarter — anchor for all period calculations (see ../data-access.md Section 1.5)latest_fiscal_quarter../data-access.md Section 4.5Calculate 4 quarters backward from latest_calendar_quarter. Search for and pull these core metrics:
Income Statement:
Cash Flow:
This is lighter than /earnings-review (4Q vs 8Q, no cost structure breakdown). The goal is just enough history to frame the latest quarter's results — not a full trend analysis.
Think about the 3-5 most important KPIs for THIS company based on its business model. Search for those specific KPIs and pull for the same 4-quarter period. Also search for:
Keep this targeted — discover the critical operating metrics, not everything available.
Search for guidance series (revenue guidance, EPS guidance, margin guidance, any KPI guidance). If available, pull guidance data for the latest 2 quarters so you can compare the most recent actual results against what management guided.
CRITICAL: Apply +1 quarter offset — guidance from Q(N) applies to Q(N+1) results.
Use search_documents to find the most recent earnings-related filing. Search strategy:
["results", "earnings"] in the latest 1-2 calendar quarters["revenue"] or ["financial"] as broader termsRead the document content from the search results. Focus on:
If no document is found, proceed with the MCP fundamentals data only and note "No earnings document found — analysis based on financial data only."
Get the current stock price using get_stock_prices (see ../data-access.md Section 1.7) — pass company_id and dates for the 3 most recent calendar days. Also pull prices around the earnings date (1 day before to 3 days after the latest_calendar_quarter end + ~30-45 days) to compute the post-earnings reaction. Include the next-day move percentage in the Executive Flash section.
Write 3-5 bullet-point verdicts. Each bullet MUST compare the latest quarter's results against prior periods from Step 2 and/or guidance from Step 4. Format:
[BEAT/MISS/INLINE/MIXED] | Key number (YoY change) | One-sentence context
Examples:
Use Daloopa citation links for all figures sourced from MCP. Use "(per filing)" for figures only found in the document.
Also include a one-line Management Tone assessment (confident/cautious/defensive/evasive/optimistic) if an earnings document was available. Support with specific language from the document.
Present the latest quarter's results with comparison context:
| Metric | Latest Quarter | Prior Quarter | YoY Change | vs Guidance |
|---|
Include: revenue, EPS, margins, segment breakdowns, KPIs — all sourced from MCP with Daloopa citation links. Add a "vs Guidance" column if guidance data was available from Step 4 (show beat/miss amount).
Group by category: P&L, Segments, KPIs, Cash Flow.
For figures only available from the document (not in MCP), include them in a separate "Per Filing" sub-section below the table and note they are not cross-referenced.
Extract forward-looking statements from the earnings document (if available):
If guidance data was pulled from Daloopa in Step 4, compare new guidance against prior guidance with a table:
| Metric | New Guidance | Prior Guidance | Change |
|---|
If no document was found, summarize any guidance series data from Step 4 and note that no new guidance language is available.
Call out concerning signals — this section should be sharp and skeptical:
If no material risk flags, say so clearly: "No material risk flags identified."
Write 2-3 bullets on what this filing implies for adjacent companies:
Format: **[COMPANY/SECTOR]**: [implication] (based on [specific data point])
Save the HTML report to: reports/{TICKER}_earnings_flash_{PERIOD}.html (where PERIOD is the latest calendar quarter analyzed).
Use the design-system HTML template from ../design-system.md. Include all CSS inlined.
Add a FLASH banner at the top of the report. Insert this right after the opening <body> tag, before the <h1>:
<div style="background: #C0392B; color: white; text-align: center; padding: 8px 16px; font-size: 14px; font-weight: bold; letter-spacing: 2px; margin-bottom: 16px;">
EARNINGS FLASH — FIRST READ
</div>
The <h1> should be: {TICKER} Earnings Flash — {PERIOD}
Add a disclaimer after the flash banner:
<p style="font-size: 10px; color: #6C757D; font-style: italic; margin-bottom: 16px;">
This is a rapid first-read summary. For full analysis with 8-quarter trends, cost structure,
and competitive read-throughs, run /earnings-review {TICKER}.
</p>
Replace {FIRM_NAME} in the footer — see ../data-access.md Section 4.5.
All financial figures from Daloopa must use citation format: <a href="https://daloopa.com/src/{fundamental_id}">$X.XX million</a>
Tell the user where the HTML report was saved and highlight the 2-3 most notable findings.