菜单
Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Operate the Kalshi Trading Bot CLI for prediction-market research, edge discovery, basket construction, backtesting, portfolio monitoring, and guarded trade execution. Use when the user mentions kalshi-trading-bot-cli, Kalshi CLI, prediction market trading workflows, market edge scans, basket sizing, or CLI-based Kalshi trading.
Generate deep research reports on prediction market events using the Octagon Prediction Markets Agent. Combines real-time Kalshi market data with AI-driven analysis to surface price drivers, compare market vs. model probabilities, and identify potential mispricings across 120+ active markets.
Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage. Use when analyzing forward expectations, consensus estimates, valuation inputs, or comparing projections to historical performance.
Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories. Use when analyzing company financial position trends, capital structure changes, or liquidity management.
Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. Use when analyzing financial position, capital structure, or leverage metrics.
Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.
| 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.