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earnings-analysis

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by anthropic · part of anthropics/financial-services

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.…

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🧩 One of 7 skills in the anthropics/financial-services package — works on its own, and pairs well with its siblings.

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.…

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This is the exact playbook injected into your agent when the skill activates — shown here so you can audit it before installing. You don't need to read it to use the skill.

by anthropic

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.… npx skills add https://github.com/anthropics/financial-services-plugins --skill earnings-analysis Download ZIPGitHub33k

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

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🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨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)