Earnings Analyzer

Purpose

Analyze quarterly and annual earnings reports including EPS beat/miss analysis, revenue trends, margin expansion, forward guidance parsing, and management commentary extraction.

Routing

• Use when: Use when the user asks about earnings reports, quarterly results, EPS beat/miss, revenue analysis, margin trends, earnings guidance, earnings quality, or management commentary from earnings calls.

• Do not use when: Do not use when the request is about building a financial model (use Financial Modeling), valuation (use DCF Valuation), or general stock screening (use Market Screener).

• Outputs: Outcome from Earnings Analyzer: comprehensive earnings analysis with EPS assessment, revenue decomposition, margin waterfall, guidance evaluation, quality indicators, and key takeaways.

• Success criteria: Returns a structured earnings analysis with beat/miss classification, revenue and margin trends, guidance comparison to consensus, earnings quality assessment, and clear investment implications.

Trigger Examples

Positive

• Use the earnings-analyzer skill for this request.

• Help me with earnings analyzer.

• Use when the user asks about earnings reports, quarterly results, EPS beat/miss, revenue analysis, margin trends, earnings guidance, earnings quality, or management commentary from earnings calls.

• Earnings Analyzer: provide an actionable result.

Negative

• Do not use when the request is about building a financial model (use Financial Modeling), valuation (use DCF Valuation), or general stock screening (use Market Screener).

• Do not use earnings-analyzer for unrelated requests.

• This request is outside earnings analyzer scope.

• This is conceptual discussion only; no tool workflow is needed.

Parameters

Name Type Required Description

company string Yes Company name or ticker symbol

analysisType select Yes Type of earnings analysis

question string Yes Your specific earnings analysis question

quarter string No Specific quarter to analyze (e.g., Q3 2024, FY 2024)

earningsData string No Earnings data to analyze (e.g., EPS $2.15 vs $2.05 est, revenue $15.2B vs $14.8B est)

Runtime Prompt

• Current runtime prompt length: 1165 characters.

• Runtime prompt is defined directly in ../earnings-analyzer.json .