earnings-preview

von anthropic

Erstellen Sie eine Vorberichtsanalyse mit Schätzmodellen, Szenariorahmen und wichtigen Kennzahlen, die es zu beobachten gilt. Verwenden Sie dies, bevor ein Unternehmen seine Quartalsergebnisse veröffentlicht, um sich vorzubereiten…

npx skills add https://github.com/anthropics/financial-services --skill earnings-preview

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Earnings Preview

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:

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

Step 5: Output

One-page earnings preview with:

Company, quarter, earnings date
Consensus estimates table
Key metrics to watch (ranked by importance)
Bull/base/bear scenario table
Catalyst checklist
Trading setup: recent stock performance, implied move from options

Important Notes

Consensus estimates change — always note the source and date of estimates
"Whisper numbers" from buy-side surveys are often more relevant than published consensus
Historical earnings reactions help calibrate expectations (search for "[company] earnings reaction history")
Options-implied move tells you what the market expects — compare to your scenarios