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Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
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| name | earnings-revenue-guidance |
| description | Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions. |
Extract specific revenue guidance and growth projections from earnings call transcripts with detailed breakdowns by segment, currency impact, and M&A contributions.
Ensure Octagon MCP is configured. See references/mcp-setup.md for installation instructions.
Use the Octagon MCP to extract revenue guidance:
Extract specific revenue guidance and growth projections from <TICKER>'s latest earnings call transcript.
Focus on specific aspects of revenue guidance:
# Total Revenue
Extract total revenue guidance from <TICKER>'s latest earnings call.
# Segment Revenue
Extract segment-level revenue guidance from <TICKER>'s earnings transcript.
# Organic vs. M&A
Separate organic revenue guidance from M&A contribution in <TICKER>'s earnings call.
# Currency Impact
What is the FX impact on <TICKER>'s revenue guidance?
# Subscription Revenue
Extract recurring revenue guidance from <TICKER>'s earnings call.
# Growth Rates
Extract revenue growth rate guidance from <TICKER>'s earnings transcript.
The skill returns structured revenue guidance including:
| Component | Description |
|---|---|
| Revenue Range | Dollar guidance (low-high) |
| Growth Rate | Nominal YoY growth percentage |
| Constant Currency | FX-adjusted growth rate |
| Segment Breakdown | Revenue by business unit |
| M&A Contribution | Acquisition impact on growth |
| Source Citations | Transcript page references |
Extract specific revenue guidance and growth projections from CRM's latest earnings call transcript.
Salesforce (CRM) provided the following revenue guidance and growth projections in its Q3 2026 earnings call transcript:
Revenue Guidance
| Metric | Range | Growth Rate (Nominal) | Growth Rate (Constant Currency) |
|---|---|---|---|
| Total Revenue | $41.15B - $41.25B | 9.00% | 8.00% |
| Total Revenue (with Informatica) | $41.545B - $41.55B | 9.00% - 10.00% | 9.00% |
Subscription & Support Revenue
Source: CRM_Q32026, Page: 6
| Component | Description |
|---|---|
| Range Low | Conservative estimate |
| Range High | Optimistic estimate |
| Midpoint | Implied expectation |
| Growth Rate | YoY percentage change |
| Segment Type | Examples |
|---|---|
| Product Lines | Cloud, Hardware, Services |
| Business Units | Enterprise, SMB, Consumer |
| Revenue Type | Subscription, Perpetual, Services |
| Geography | Americas, EMEA, APAC |
| Type | Description |
|---|---|
| Reported (Nominal) | As-reported in local currency |
| Constant Currency | FX-adjusted growth |
| Organic | Excluding M&A |
| Pro Forma | As if M&A included in prior period |
| FX Scenario | Revenue Impact | Growth Rate |
|---|---|---|
| USD Strong | Lower reported | Reported < CC |
| USD Weak | Higher reported | Reported > CC |
| Neutral | No impact | Reported = CC |
Example:
- Reported Growth: 9.00%
- Constant Currency Growth: 8.00%
- FX Tailwind: 9.00% - 8.00% = +1.00pp
Interpretation: Currency added 1 percentage point to reported growth
| Component | Calculation |
|---|---|
| Total Growth | Reported YoY change |
| M&A Contribution | Acquired revenue / prior base |
| Organic Growth | Total Growth - M&A Contribution |
Total Growth: 10.00%
M&A Contribution: +0.80pp (Informatica)
Organic Growth: 10.00% - 0.80% = 9.20%
Key Insight: Underlying business growing at 9.2%
| Segment | Guidance | Growth | Mix |
|---|---|---|---|
| Cloud | $25B | +15% | 60% |
| Services | $10B | +5% | 25% |
| Other | $6B | +2% | 15% |
| Total | $41B | +10% | 100% |
| Trend | Implication |
|---|---|
| High-growth segment gaining share | Positive for overall growth |
| High-margin segment gaining share | Positive for profitability |
| Declining segment shrinking | Healthy portfolio management |
| All segments growing | Broad-based strength |
| Range Width | Confidence Level |
|---|---|
| < 1% of midpoint | Very high confidence |
| 1-2% of midpoint | High confidence |
| 2-3% of midpoint | Moderate confidence |
| > 3% of midpoint | Low confidence, high variability |
Example:
Range: $41.15B - $41.25B
Midpoint: ($41.15B + $41.25B) / 2 = $41.20B
Range Width: $41.25B - $41.15B = $0.10B
% of Midpoint: $0.10B / $41.20B = 0.24%
Interpretation: Very tight range, high confidence
| Period | Guidance | Change | Signal |
|---|---|---|---|
| Q1 FY26 | $40.5B | Initial | Baseline |
| Q2 FY26 | $40.8B | +$0.3B | Raised |
| Q3 FY26 | $41.2B | +$0.4B | Raised |
| Full Year | $165B | Annual |
| Revision | Interpretation |
|---|---|
| Raised | Positive momentum |
| Maintained | On track |
| Narrowed | Increased visibility |
| Lowered | Challenges |
| Widened | Decreased visibility |
| Skill | Combined Analysis |
|---|---|
| analyst-estimates | Guidance vs. consensus |
| income-statement | Historical revenue trends |
| earnings-financial-guidance | Full guidance context |
| revenue-product-segmentation | Segment validation |
| stock-price-change | Guidance impact on price |
Track Organic Growth: Strip out M&A and FX for true trends
Compare to Consensus: Is guidance above or below Street?
Watch Range Width: Narrow = confident, wide = uncertain
Note Revisions: Raising or lowering tells you direction
Segment Focus: Which segments driving growth?
Historical Accuracy: Does management typically beat guidance?
See references/interpreting-results.md for detailed guidance on analyzing revenue guidance.