d-wwei/openclaw-financial-services/fsi-er-cmd-earnings

Earnings Analysis Command

Create a professional equity research earnings update report analyzing quarterly results.

Workflow

Step 1: Gather Information

Parse the input for:

• Company name or ticker
• Quarter (e.g., Q3 2024, Q2 FY25)

If not provided, ask:

• "What company's earnings would you like to analyze?"
• "Which quarter? (e.g., Q3 2024)"

Step 2: Verify Timeliness

CRITICAL: Before proceeding, verify you have the latest data:

1. Search for "[Company] latest earnings results [current year]"
2. Verify the earnings release is within the last 3 months
3. Confirm transcript date matches release date

If data is stale, inform the user and search for the latest.

Step 3: Load Earnings Analysis Skill

Use skill: "earnings-analysis" to create the report:

1. Data Collection (search for latest):

• Earnings release (press release)
• 10-Q filing from SEC EDGAR
• Earnings call transcript
• Investor presentation/supplemental materials
• Consensus estimates (Bloomberg/FactSet)

1. Beat/Miss Analysis:

• Revenue vs consensus: Beat/Miss by $X or X%
• EPS vs consensus: Beat/Miss by $X or X%
• Key segment performance vs expectations
• Explain WHY results differed

1. Key Metrics Analysis:

• Revenue breakdown by segment/geography
• Margin trends (gross, operating, net)
• Guidance: raised/maintained/lowered
• Updated forward estimates

1. Generate Charts (8-12):

• Quarterly revenue progression
• Quarterly EPS progression
• Margin trends
• Revenue by segment
• Beat/miss summary
• Estimate revisions
• Valuation charts

1. Create Report (8-12 pages):

• Page 1: 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
• Sources section with clickable hyperlinks

Step 4: Deliver Output

Provide:

1. DOCX report - 8-12 page earnings update
2. Summary highlighting:

• Beat/miss on key metrics
• Guidance changes
• Thesis impact (positive/negative/neutral)

Report Structure Reference

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]

Quality Checklist

Before delivery:

• [ ] Earnings data is from latest quarter (not stale)
• [ ] Beat/miss quantified with specific numbers
• [ ] All charts embedded (8-12 total)
• [ ] Sources section with clickable hyperlinks
• [ ] Every figure/table has source citation
• [ ] Guidance changes clearly documented
• [ ] Rating and price target stated upfront
• [ ] 8-12 pages, 3,000-5,000 words