Agent skill · writing content · anthropics

earnings-analysis

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Why this skill is useful

Provides a structured template for earnings update reports with specific formatting and citation requirements that the AI wouldn't reliably generate on its own.

What it needs

About 5k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.

What this skill does

Equity Research Earnings Update Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Key Characteristics: Length: 8-12 pages Word Count: 3,000-5,000 words Tables: 1-3 summary tables (NOT comprehensive) Figures: 8-12 charts Turnaround: 1-2 days (within 24-48 hours of earnings) Audience: Clients already familiar with the company Focus: What's NEW - beat/miss, updated estimates, thesis impact Font: Times New Roman throughout (unless user specifies otherwise) When to Use Use when the user requests: "Create an earnings update for [Company] Q3 2024" "Analyze [Company]'s quarterly results" "Post-earnings report for [Company]" "Q1/Q2/Q3/Q4 update for [Company]" Do NOT use if: User requests "initiation report" → Use different skill User requests "flash note" or "quick take" → Different format Company is not already covered → Need initiation first Critical Requirements 1. Speed & Timeliness Publish within 24-48 hours of earnings release Focus on NEW information only Don't rehash company background extensively 2. Beat/Miss Analysis Lead with whether company beat or missed estimates Quantify variances (e.g., "Revenue beat by $120M or 3%") Explain WHY results differed from expectations 3. Summary Format Keep tables to 1-3 (summary only, not comprehensive) No full P&L/Cash Flow/Balance Sheet (just key metrics) Assume reader has seen initiation report 4. Citations & Source Attribution ⭐⭐⭐ MANDATORY CRITICAL: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS. …

How to use it

Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:

@skills anthropics/earnings-analysis

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