Earnings Analysis
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
- No issues found
From the skill’s files
Taken from the skill’s own files (its description, section headings and stated usage). Not an AutoGineer summary, and not written by the author as one.
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report. Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
What it does
- When to Use
- Critical Requirements
- High-Level Workflow
- Output Specification
- Key Differences from Initiation Report
- Dependencies
When to use it
- Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
- "Create an earnings update for [Company] Q3 2024"
- "Analyze [Company]'s quarterly results"
- "Post-earnings report for [Company]"
- "Q1/Q2/Q3/Q4 update for [Company]"
- User requests "initiation report" → Use different skill
Advantages
The skill’s files do not state this.
Usage examples
The skill’s files do not state this.
Install
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/anthropics/earnings-analysis/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip earnings-analysis.zip -d .agents/skills
Documentation by Anthropic
Equity Research Earnings Update
Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Key Characteristics:
Length: 8-12 pages
Word Count: 3,000-5,000 words
Tables: 1-3 summary tables (NOT comprehensive)
Figures: 8-12 charts
Turnaround: 1-2 days (within 24-48 hours of earnings)
Audience: Clients already familiar with the company
Focus: What's NEW - beat/miss, updated estimates, thesis impact
Font: Times New Roman throughout (unless user specifies otherwise)
When to Use
Use when the user requests:
"Create an earnings update for [Company] Q3 2024"
"Analyze [Company]'s quarterly results"
"Post-earnings report for [Company]"
"Q1/Q2/Q3/Q4 update for [Company]"
Do NOT use if:
User requests "initiation report" → Use different skill
User requests "flash note" or "quick take" → Different format
Company is not already covered → Need initiation first
Critical Requirements
1. Speed & Timeliness
Publish within 24-48 hours of earnings release
Focus on NEW information only
Don't rehash company background extensively
2. Beat/Miss Analysis
Lead with whether company beat or missed estimates
Quantify variances (e.g., "Revenue beat by $120M or 3%")
Explain WHY results differed from expectations
3. Summary Format
Keep tables to 1-3 (summary only, not comprehensive)
No full P&L/Cash Flow/Balance Sheet (just key metrics)
Assume reader has seen initiation report
4. Citations & Source Attribution ⭐⭐⭐ MANDATORY
CRITICAL: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.
Include specific citations WITH CLICKABLE LINKS in every figure and table:
Source: Q3 2024 10-Q filed November 8, 2024; Company earnings release
[Hyperlink "10-Q" to: https://www.sec.gov/cgi-bin/viewer?accession=...]
[Hyperlink "earnings release" to: https://investor.company.com/news/q3-2024]HOW HYPERLINKS SHOULD APPEAR IN WORD:
Document names appear as blue, underlined clickable links
Reader can Ctrl+Click to open source directly
Not plain text URLs - formatted hyperlinks with display text
REQUIRED SOURCES LIST:
Cite in every earnings update:
✅ Earnings release (with date and URL)
✅ 10-Q filing (with filing date and EDGAR link)
✅ Earnings call transcript (with date)
✅ Investor presentation/supplemental materials (if available)
✅ Consensus estimates source (Bloomberg/FactSet/etc. with date)
✅ Prior guidance (from previous quarter's materials)
REFERENCE SECTION WITH CLICKABLE HYPERLINKS:
Include "Sources" section at end of report:
SOURCES & REFERENCES
Earnings Materials (Q3 2024):
• Earnings Release (November 7, 2024)
[Hyperlink entire line to: https://investor.company.com/news/q3-2024-earnings]
• Form 10-Q (Filed November 8, 2024)
[Hyperlink to: https://www.sec.gov/cgi-bin/viewer?accession=...]
• Earnings Call Transcript (November 7, 2024)
[Hyperlink to: https://seekingalpha.com/article/...]
• Investor Presentation (November 7, 2024)
[Hyperlink to: https://investor.company.com/presentations/q3-2024.pdf]VERIFICATION CHECKLIST:
[ ] Every figure has source with specific document and date
[ ] Every table has source with document reference
[ ] Beat/miss analysis cites consensus source with date
[ ] Guidance changes cite current and prior guidance sources
[ ] Key statistics have footnotes
[ ] Sources section lists all materials with URLs
[ ] ALL URLs are CLICKABLE HYPERLINKS (not plain text)
[ ] All SEC filings hyperlinked to EDGAR viewer
5. Updated Estimates
Update forward estimates based on results
Show old vs. new estimates clearly
Explain what changed and why
High-Level Workflow
The earnings update process follows 5 phases:
Phase 1: Data Collection (30-60 minutes)
🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨
BEFORE STARTING - COMPLETE THESE 4 STEPS IN ORDER:
CHECK TODAY'S DATE - Write down the current date
SEARCH FOR LATEST - Use web search: "[Company] latest earnings results"
VERIFY THE DATE - Confirm earnings release is within last 3 months
CHECK TRANSCRIPT DATE - Verify transcript date matches release date
COMMON MISTAKE: Using outdated earnings calls from training data instead of searching for the latest.
REQUIREMENTS:
✅ Search for latest earnings - do NOT rely on training data
✅ Write down today's date and the release date found
✅ Verify release date is within 3 months of today
✅ Verify transcript date matches release date
✅ If dates don't match or are old (>3 months), search again
See references/workflow.md for detailed search procedures and verification steps.
Phase 2: Analysis (2-3 hours)
Beat/miss analysis for each key metric
Segment/geographic/product breakdown
Margin and guidance analysis
Update financial model and estimates
See references/workflow.md for detailed analysis framework.
Phase 3: Chart Generation (1-2 hours)
Create 8-12 charts focusing on quarterly trends and what's new:
Quarterly revenue progression
Quarterly EPS progression
Quarterly margin trends
Revenue by segment/geography
Key operating metrics
Beat/miss summary
Estimate revisions
Valuation charts
See references/workflow.md for chart specifications.
Phase 4: Report Creation (2-3 hours)
Create 8-12 page DOCX report with specific structure.
See references/report-structure.md for complete page-by-page templates and formatting requirements.
High-level structure:
Page 1: Earnings summary with rating and price target
Pages 2-3: Detailed results analysis
Pages 4-5: Key metrics & guidance
Pages 6-7: Updated investment thesis
Pages 8-10: Valuation & estimates
Pages 11-12: Appendix (optional)
Phase 5: Quality Check & Delivery (30 minutes)
Verify content, formatting, accuracy, and timeliness before delivery.
See references/best-practices.md for quality checklist and common mistakes to avoid.
Output Specification
Primary Deliverable: DOCX report (8-12 pages)
File Name: [Company]_Q[Quarter]_[Year]_Earnings_Update.docx
Example: Nike_Q2_FY24_Earnings_Update.docx
Contents:
Page 1: Summary with rating, price target, key takeaways
Pages 2-3: Detailed results analysis
Pages 4-5: Key metrics and guidance
Pages 6-7: Updated thesis assessment
Pages 8-10: Valuation and estimates
Pages 11-12: Appendix (optional)
8-12 embedded charts
1-3 summary tables
Complete sources section with clickable hyperlinks
Optional Deliverable: XLS model update (optional for earnings updates)
Key Differences from Initiation Report
| Aspect | Earnings Update | Initiation Report |
|---|---|---|
| Length | 8-12 pages | 30-50 pages |
| Words | 3,000-5,000 | 10,000-15,000 |
| Tables | 1-3 summary | 12-20 comprehensive |
| Figures | 8-12 | 25-35 |
| Turnaround | 1-2 days | 3-6 weeks |
| Scope | Quarterly results | Complete company |
| Focus | What's NEW | Everything |
| Company Background | Brief mention | 6-10 pages |
| XLS Model | Optional | Required |
Resources
references/workflow.md
Detailed Phase 1-5 instructions with step-by-step procedures for data collection, analysis, chart generation, and report creation.
references/report-structure.md
Complete page-by-page templates, table formats, and formatting requirements for the DOCX report.
references/best-practices.md
Examples of good/bad headlines, tips for success, common mistakes to avoid, and comprehensive quality checklist.
Dependencies
Required:
Python (matplotlib, pandas, seaborn) for chart generation
DOCX skill for report creation
Optional:
XLS skill for model updates (not required for earnings updates)
Files
- ATTRIBUTION.mdAdded by AutoGineer932 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md8.5 KiB
- references/best-practices.md9.1 KiB
- references/report-structure.md10.9 KiB
- references/workflow.md20.9 KiB
LICENSE
Apache License
Version 2.0, January 2004
http://www.apache.org/licenses/
TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION
1. Definitions.
"License" shall mean the terms and conditions for use, reproduction,
and distribution as defined by Sections 1 through 9 of this document.
"Licensor" shall mean the copyright owner or entity authorized by
the copyright owner that is granting the License.
"Legal Entity" shall mean the union of the acting entity and all
other entities that control, are controlled by, or are under common
control with that entity. For the purposes of this definition,
"control" means (i) the power, direct or indirect, to cause the
direction or management of such entity, whether by contract or
otherwise, or (ii) ownership of fifty percent (50%) or more of the
outstanding shares, or (iii) beneficial ownership of such entity.
"You" (or "Your") shall mean an individual or Legal Entity
exercising permissions granted by this License.
"Source" form shall mean the preferred form for making modifications,
including but not limited to software source code, documentation
source, and configuration files.
"Object" form shall mean any form resulting from mechanical
transformation or translation of a Source form, including but
not limited to compiled object code, generated documentation,
and conversions to other media types.
"Work" shall mean the work of authorship, whether in Source or
Object form, made available under the License, as indicated by a
copyright notice that is included in or attached to the work
(an example is provided in the Appendix below).
"Derivative Works" shall mean any work, whether in Source or Object
form, that is based on (or derived from) the Work and for which the
editorial revisions, annotations, elaborations, or other modifications
represent, as a whole, an original work of authorship. For the purposes
of this License, Derivative Works shall not include works that remain
separable from, or merely link (or bind by name) to the interfaces of,
the Work and Derivative Works thereof.
"Contribution" shall mean any work of authorship, including
the original version of the Work and any modifications or additions
to that Work or Derivative Works thereof, that is intentionally
submitted to Licensor for inclusion in the Work by the copyright owner
or by an individual or Legal Entity authorized to submit on behalf of
the copyright owner. For the purposes of this definition, "submitted"
means any form of electronic, verbal, or written communication sent
to the Licensor or its representatives, including but not limited to
communication on electronic mailing lists, source code control systems,
and issue tracking systems that are managed by, or on behalf of, the
Licensor for the purpose of discussing and improving the Work, but
excluding communication that is conspicuously marked or otherwise
designated in writing by the copyright owner as "Not a Contribution."
"Contributor" shall mean Licensor and any individual or Legal Entity
on behalf of whom a Contribution has been received by Licensor and
subsequently incorporated within the Work.
2. Grant of Copyright License. Subject to the terms and conditions of
this License, each Contributor hereby grants to You a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable
copyright license to reproduce, prepare Derivative Works of,
publicly display, publicly perform, sublicense, and distribute the
Work and such Derivative Works in Source or Object form.
3. Grant of Patent License. Subject to the terms and conditions of
this License, each Contributor hereby grants to You a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable
(except as stated in this section) patent license to make, have made,
use, offer to sell, sell, import, and otherwise transfer the Work,
where such license applies only to those patent claims licensable
by such Contributor that are necessarily infringed by their
Contribution(s) alone or by combination of their Contribution(s)
with the Work to which such Contribution(s) was submitted. If You
institute patent litigation against any entity (including a
cross-claim or counterclaim in a lawsuit) alleging that the Work
or a Contribution incorporated within the Work constitutes direct
or contributory patent infringement, then any patent licenses
granted to You under this License for that Work shall terminate
as of the date such litigation is filed.
4. Redistribution. You may reproduce and distribute copies of the
Work or Derivative Works thereof in any medium, with or without
modifications, and in Source or Object form, provided that You
meet the following conditions:
(a) You must give any other recipients of the Work or
Derivative Works a copy of this License; and
(b) You must cause any modified files to carry prominent notices
stating that You changed the files; and
(c) You must retain, in the Source form of any Derivative Works
that You distribute, all copyright, patent, trademark, and
attribution notices from the Source form of the Work,
excluding those notices that do not pertain to any part of
the Derivative Works; and
(d) If the Work includes a "NOTICE" text file as part of its
distribution, then any Derivative Works that You distribute must
include a readable copy of the attribution notices contained
within such NOTICE file, excluding those notices that do not
pertain to any part of the Derivative Works, in at least one
of the following places: within a NOTICE text file distributed
as part of the Derivative Works; within the Source form or
documentation, if provided along with the Derivative Works; or,
within a display generated by the Derivative Works, if and
wherever such third-party notices normally appear. The contents
of the NOTICE file are for informational purposes only and
do not modify the License. You may add Your own attribution
notices within Derivative Works that You distribute, alongside
or as an addendum to the NOTICE text from the Work, provided
that such additional attribution notices cannot be construed
as modifying the License.
You may add Your own copyright statement to Your modifications and
may provide additional or different license terms and conditions
for use, reproduction, or distribution of Your modifications, or
for any such Derivative Works as a whole, provided Your use,
reproduction, and distribution of the Work otherwise complies with
the conditions stated in this License.
5. Submission of Contributions. Unless You explicitly state otherwise,
any Contribution intentionally submitted for inclusion in the Work
by You to the Licensor shall be under the terms and conditions of
this License, without any additional terms or conditions.
Notwithstanding the above, nothing herein shall supersede or modify
the terms of any separate license agreement you may have executed
with Licensor regarding such Contributions.
6. Trademarks. This License does not grant permission to use the trade
names, trademarks, service marks, or product names of the Licensor,
except as required for reasonable and customary use in describing the
origin of the Work and reproducing the content of the NOTICE file.
7. Disclaimer of Warranty. Unless required by applicable law or
agreed to in writing, Licensor provides the Work (and each
Contributor provides its Contributions) on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
implied, including, without limitation, any warranties or conditions
of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS FOR A
PARTICULAR PURPOSE. You are solely responsible for determining the
appropriateness of using or redistributing the Work and assume any
risks associated with Your exercise of permissions under this License.
8. Limitation of Liability. In no event and under no legal theory,
whether in tort (including negligence), contract, or otherwise,
unless required by applicable law (such as deliberate and grossly
negligent acts) or agreed to in writing, shall any Contributor be
liable to You for damages, including any direct, indirect, special,
incidental, or consequential damages of any character arising as a
result of this License or out of the use or inability to use the
Work (including but not limited to damages for loss of goodwill,
work stoppage, computer failure or malfunction, or any and all
other commercial damages or losses), even if such Contributor
has been advised of the possibility of such damages.
9. Accepting Warranty or Additional Liability. While redistributing
the Work or Derivative Works thereof, You may choose to offer,
and charge a fee for, acceptance of support, warranty, indemnity,
or other liability obligations and/or rights consistent with this
License. However, in accepting such obligations, You may act only
on Your own behalf and on Your sole responsibility, not on behalf
of any other Contributor, and only if You agree to indemnify,
defend, and hold each Contributor harmless for any liability
incurred by, or claims asserted against, such Contributor by reason
of your accepting any such warranty or additional liability.
END OF TERMS AND CONDITIONS
APPENDIX: How to apply the Apache License to your work.
To apply the Apache License to your work, attach the following
boilerplate notice, with the fields enclosed by brackets "[]"
replaced with your own identifying information. (Don't include
the brackets!) The text should be enclosed in the appropriate
comment syntax for the file format. We also recommend that a
file or class name and description of purpose be included on the
same "printed page" as the copyright notice for easier
identification within third-party archives.
Copyright [yyyy] [name of copyright owner]
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Security
No issues found by our static scan· No issues found
A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.
Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/agent-plugins/earnings-reviewer/skills/earnings-analysis · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
- Also distributed in
- anthropics/financial-services
AutoGineer is not affiliated with or endorsed by Anthropic.
Download ZIP
The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download earnings-analysis.zip