earnings-preview Skill
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-e Published by anthropics in financial-services.
Decision snapshot
Is this a fit?
Data analysis, Research, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
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Copy skill directory
1 month ago · Apache-2.0 license
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What is earnings-preview Skill?
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-e Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Research
- Data analysis use cases
- Research use cases
Declared skill metadata
- Source file: plugins/vertical-plugins/equity-research/skills/earnings-preview/SKILL.md
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- Install or run with Copy skill directory
When to use earnings-preview Skill
- Use it for data analysis.
- Use it for research.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/equity-research/skills/earnings-preview/SKILL.md
What it does
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-e
Skill instructions
Earnings Preview 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: | Scenari
Verified compatibility and discovery
Frequently asked questions
What is earnings-preview?
earnings-preview is a open-source AI agent skill with Copy skill directory. Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch.
Who is earnings-preview best for?
earnings-preview is best for reusing agent instructions, scripts, and references, data analysis workflows, research workflows.
How do I install earnings-preview?
Install or run earnings-preview using Copy skill directory. Check earnings-preview for the latest setup command.
Is earnings-preview actively maintained?
earnings-preview may need a closer maintenance check before production use.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.
