Earnings Preview

From the author

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".

— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The earnings-preview skill provides a structured framework for analyzing a company's upcoming quarterly financial results. It guides the user through gathering consensus estimates, identifying sector-specific operational metrics, and building bull, base, and bear scenarios. By synthesizing financial data with market expectations and historical context, the skill helps users prepare positioning notes and identify the primary catalysts likely to influence stock performance.

What it does

Aggregates consensus estimates for revenue, EPS, and key segment metrics.
Develops a customized framework of financial and operational metrics to monitor.
Constructs bull, base, and bear scenarios with associated stock price implications.
Creates a catalyst checklist to highlight critical factors driving market reaction.
Integrates historical earnings reaction data to calibrate expectations.
Summarizes findings into a concise one-page earnings preview report.

When to use it

Before a company reports its quarterly earnings.
When preparing investment positioning notes or research reports.
To establish a structured framework for evaluating potential stock price movements.
When assessing market expectations versus internal scenario analysis.

Advantages

Standardizes the preparation process for earnings events.
Forces consideration of both financial and operational drivers.
Helps quantify potential stock reactions through scenario modeling.
Provides a clear, actionable summary of critical catalysts.

Usage examples

“earnings preview for Apple Q3”: The agent generates a report detailing Apple's consensus revenue and EPS, key metrics like services revenue and iPhone sales, a scenario table, and a list of catalysts to watch.
“what to watch for Tesla earnings”: The agent provides a structured analysis focusing on automotive margins, delivery numbers, and forward guidance, along with a bull/bear scenario breakdown.

Install

Download the skill as a ZIP:
https://autogineer.com/agent-skills/anthropics/earnings-preview/download

Unzip it into the cross-client skills folder of your project:

mkdir -p .agents/skills && unzip earnings-preview.zip -d .agents/skills

Documentation by Anthropic

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

Files

ATTRIBUTION.mdAdded by AutoGineer930 B
LICENSELicence file added by AutoGineer11.1 KiB
SKILL.md2.7 KiB

SKILL.md