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Analyze quarterly earnings and create an earnings update report — usage: /earnings [company name or ticker] [quarter, e.g. Q3 2024]
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SOC 職業分類に基づく
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
View or update the catalyst calendar — usage: /catalysts [timeframe, e.g. 'next 2 weeks']
Build a pre-earnings preview with scenarios — usage: /earnings-preview [company ticker]
Create an initiating coverage report — usage: /initiate [company ticker]
Update a financial model with new data — usage: /model-update [company ticker]
| 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 | {} |
Create a professional equity research earnings update report analyzing quarterly results.
Parse the input for:
If not provided, ask:
CRITICAL: Before proceeding, verify you have the latest data:
If data is stale, inform the user and search for the latest.
Use skill: "earnings-analysis" to create the report:
Data Collection (search for latest):
Beat/Miss Analysis:
Key Metrics Analysis:
Generate Charts (8-12):
Create Report (8-12 pages):
Provide:
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]
Before delivery: