Analyzes quarterly earnings for a company and quarter, generating an 8-12 page DOCX report with beat/miss analysis, charts, metrics, and investment summary.
From equity-researchnpx claudepluginhub anthropics/financial-services-plugins --plugin equity-research[company name or ticker] [quarter, e.g. Q3 2024]/earningsFetches Nasdaq earnings calendar for a date (defaults to today), listing companies, tickers, report times, expected EPS, and history for notable large-caps.
Create a professional equity research earnings update report analyzing quarterly results.
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CRITICAL: Before proceeding, verify you have the latest data:
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Use skill: "earnings-analysis" to create the report:
Data Collection (search for latest):
Beat/Miss Analysis:
Key Metrics Analysis:
Generate Charts (8-12):
Create Report (8-12 pages):
Provide:
PAGE 1: EARNINGS SUMMARY
┌─────────────────────────────────────────────────────────────────┐
│ [Company] Q3 2024 Earnings Update │
│ Rating: BUY | Price Target: $XXX (from $XXX) │
├─────────────────────────────────────────────────────────────────┤
│ KEY TAKEAWAYS │
│ • Revenue beat by X% on strong [segment] performance │
│ • EPS beat by $X.XX driven by margin expansion │
│ • FY guidance raised to $X.XX-$X.XX (from $X.XX-$X.XX) │
│ • Thesis intact; maintain BUY rating │
├─────────────────────────────────────────────────────────────────┤
│ RESULTS SNAPSHOT │
│ ┌─────────────┬──────────┬──────────┬──────────┐ │
│ │ Metric │ Actual │ Consensus│ Beat/Miss│ │
│ │ Revenue │ $X.XXB │ $X.XXB │ +X.X% │ │
│ │ EPS │ $X.XX │ $X.XX │ +$X.XX │ │
│ │ Gross Margin│ XX.X% │ XX.X% │ +XXbps │ │
│ └─────────────┴──────────┴──────────┴──────────┘ │
└─────────────────────────────────────────────────────────────────┘
PAGES 2-3: DETAILED RESULTS
- Segment-by-segment analysis
- Geographic breakdown
- Key drivers of beat/miss
PAGES 4-5: METRICS & GUIDANCE
- Margin analysis
- Full-year guidance comparison
- Updated quarterly estimates
PAGES 6-7: THESIS UPDATE
- What's changed
- Risks and catalysts
- Investment recommendation
PAGES 8-10: VALUATION
- Updated DCF/comps if material
- Price target justification
- Scenario analysis
SOURCES SECTION (with clickable hyperlinks):
- Earnings Release: [hyperlink]
- Form 10-Q: [EDGAR hyperlink]
- Earnings Call Transcript: [hyperlink]
- Consensus estimates: Bloomberg as of [date]
Before delivery: