earnings-preview

name	earnings-preview
description	Use this skill when the task requires earnings preview capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.equity_research.earnings_preview_3
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance","ai_ml","reporting","design"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}]
output_schema	[{"name":"report","type":"string","description":"Analysis report or summary from earnings preview"}]

Earnings Preview

description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".

Workflow

Step 1: Gather Context

• Identify the company and reporting quarter
• Pull consensus estimates via web search (revenue, EPS, key segment metrics)
• Find the earnings date and time (pre-market vs. after-hours)
• Review the company's prior quarter earnings call for any guidance or commentary

Step 2: Key Metrics Framework

Build a "what to watch" framework specific to the company:

Financial Metrics:

• Revenue vs. consensus (total and by segment)
• EPS vs. consensus
• Margins (gross, operating, net) — expanding or contracting?
• Free cash flow
• Forward guidance vs. consensus

Operational Metrics (sector-specific):

• Tech/SaaS: ARR, net retention, RPO, customer count
• Retail: Same-store sales, traffic, basket size
• Industrials: Backlog, book-to-bill, price vs. volume
• Financials: NIM, credit quality, loan growth, fee income
• Healthcare: Scripts, patient volumes, pipeline updates

Step 3: Scenario Analysis

Build 3 scenarios with stock price implications:

Scenario	Revenue	EPS	Key Driver	Stock Reaction
Bull
Base
Bear

For each scenario:

• What would need to happen operationally
• What management commentary would signal this
• Historical context — how has the stock moved on similar prints?

Step 4: Catalyst Checklist

Identify the 3-5 things that will determine the stock's reaction:

1. [Metric] vs. [consensus/whisper number] — why it matters
2. [Guidance item] — what the buy-side expects to hear
3. [Narrative shift] — any strategic changes, M&A, restructuring

Step 5: Output

One-page earnings preview with: