earnings-flash

Generate a rapid earnings flash for the company specified by the user named in the user's request. If no ticker or company is provided, ask for one before proceeding. This is a lightweight, speed-focused version of the earnings-review skill — 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. ## 1. Company Lookup Look up the company by ticker using `discover_companies`. Capture: - `company_id` - `latest_calendar_quarter` — anchor for all period calculations (see `../data-access.md` Section 1.5) - `latest_fiscal_quarter` - Firm name for report attribution (default: "Daloopa") — see `../data-access.md` Section 4.5 ## 2. Prior Quarter Context (4 Quarters) Calculate 4 quarters backward from `latest_calendar_quarter`. Search for and pull these core metrics: **Income Statement:** - Revenue / Net Sales - Gross Profit - Operating Income / EBIT - Net Income - Diluted EPS **Cash Flow:** - Operating Cash Flow - Free Cash Flow (or CapEx to compute it) This is lighter than the earnings-review skill (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. ## 3. Company-Specific KPIs 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: - Segment/product revenue breakdown - Geographic revenue breakdown (if material) Keep this targeted — discover the critical operating metrics, not everything available. ## 4. Guidance Series 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. ## 5. Get the Earnings Document Use `search_documents` to find the most recent earnings-related filing. Search strategy: 1. Search for keywords `["results", "earnings"]` in the latest 1-2 calendar quarters 2. If that returns nothing, try `["revenue"]` or `["financial"]` as broader terms Read the document content from the search results. Focus on: - **Earnings transcripts**: Full document (management commentary, prepared remarks, Q&A) - **10-Q / 10-K**: Financial statements and MD&A sections - **8-K**: Full document (short event-driven filings) If no document is found, proceed with the MCP fundamentals data only and note "No earnings document found — analysis based on financial data only." ## 5b. Stock Price Context 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. ## 6. Executive Flash 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: - **BEAT | Revenue $95.4bn (+6.1% YoY) | Acceleration from +4.8% last quarter driven by iPhone 16 cycle** - **MISS | EPS $1.46 vs $1.52 prior year | Higher opex from AI investments weighed on margins** - **GUIDANCE UP | FY2026 revenue guided $400-405bn | Management raised full-year outlook on cloud strength** 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. ## 7. Key Numbers Table 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. ## 8. Guidance & Outlook Extract forward-looking statements from the earnings document (if available): - Explicit numerical guidance (revenue, EPS, margin ranges) - Changes from prior guidance (raised, lowered, narrowed, withdrawn) - Qualitative outlook language - Capex/investment plans 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. ## 9. Risk Flags Call out concerning signals — this section should be sharp and skeptical: - Guidance cuts or narrowing - Missing disclosures or metrics that were previously reported - Growing gap between GAAP and non-GAAP - Cash flow divergence from earnings - One-time items that flatter the headline numbers - Management hedging or qualifying language (from document) If no material risk flags, say so clearly: "No material risk flags identified." ## 10. Quick Read-Throughs Write 2-3 bullets on what this filing implies for adjacent companies: - **Suppliers**: Positive or negative signal for key input providers - **Customers**: Demand signal for downstream buyers - **Competitors**: Share shift, pricing, or market growth implications Format: `**[COMPANY/SECTOR]**: [implication] (based on [specific data point])` ## 11. Save Report 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>`: ```html <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: ```html <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 the earnings-review skill for {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.