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earnings-call-analysis

Skill127 starsChanged 9 months agoMITView on GitHub

Analyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.

2 other projects use a version of this.

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We split this skill into the rules it gives an agent

4 rules. About 0 are common, 4 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈4

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Ensure Octagon MCP is configured.

    line 12
  2. Distinctive:

    Use the Octagon MCP to analyze earnings call transcripts:

    line 18
  3. Distinctive:

    Evaluate Credibility: Consider management's historical accuracy

    line 178
  4. Distinctive:

    Cross-Reference: Verify guidance against 10-Q filings

    line 182

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

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Files
SKILL.md

Earnings Call Analysis

Analyze earnings call transcripts to extract comprehensive forward-looking guidance, strategic initiatives, operational challenges, and automatically generate follow-up questions for deeper research.

Prerequisites

Ensure Octagon MCP is configured. See references/mcp-setup.md for installation instructions.

Workflow

Step 1: Analyze Earnings Call Transcript

Use the Octagon MCP to analyze earnings call transcripts:

Analyze <TICKER>'s latest earnings call transcript and extract key insights about future guidance.

Step 2: Targeted Analysis

Focus on specific aspects of the earnings call:

# Full Guidance Analysis
Analyze <TICKER>'s latest earnings call and extract all forward-looking guidance.

# Strategic Initiatives
What strategic initiatives did management highlight in <TICKER>'s earnings call?

# Operational Challenges
Summarize operational challenges and headwinds mentioned in <TICKER>'s earnings call.

# Investment Priorities
What are <TICKER>'s investment priorities based on the latest earnings call?

# Competitive Commentary
Extract competitive positioning comments from <TICKER>'s earnings call.

Expected Output

The skill returns structured analysis including:

CategoryInformation
Revenue GrowthExpected growth rate and drivers
Segment GuidanceBusiness unit specific outlook
Margin OutlookGross margin and operating margin projections
Operating ExpensesOpEx guidance with investment priorities
Tax RateEffective tax rate forecast
Strategic FocusKey initiatives and priorities
Risk FactorsSupply constraints, macro concerns
Follow-up QuestionsAI-generated questions for deeper analysis
Source CitationsSpecific transcript page references

Example Query

Analyze AAPL's latest earnings call transcript and extract key insights about future guidance.

Example Response

Apple Inc. (AAPL) outlined the following forward-looking guidance during its Q1 2026 earnings call:

Financial Guidance

  • Revenue Growth: Expects total revenue to increase by 13% to 16% year-over-year in the upcoming quarter, despite constrained iPhone supply
  • Services Revenue: Anticipates growth at a similar rate to the previous quarter (Q4 2025)
  • Gross Margin: Projects a margin range of 48.00% to 49.00%
  • Operating Expenses: Estimates expenses between $18.4 billion and $18.7 billion, driven by higher R&D investments
  • Tax Rate: Forecasts a tax rate of approximately 17.50%

Strategic Focus

  • Highlighted growth opportunities in India and emphasized collaboration with Google in AI development

Risk Factors

  • Supply Constraints: Remains cautious about advanced node capacity limitations, which could impact demand fulfillment

Follow-up Questions

  • What was the exact growth rate for services revenue in Q4 2025?
  • How much of the R&D investment is allocated to AI initiatives?
  • What specific supply chain bottlenecks were identified in the call transcript?

Sources: AAPL_Q12026, Pages: 1, 4, 6

Key Metrics to Extract

Quantitative Guidance

MetricDescription
Revenue GrowthYoY or QoQ growth expectations
Gross MarginProjected margin range
Operating ExpensesOpEx forecast with drivers
EPSEarnings per share guidance
Tax RateEffective tax rate expectation
CapExCapital expenditure plans
Free Cash FlowFCF expectations

Qualitative Insights

InsightDescription
Strategic PrioritiesKey focus areas for management
Investment AreasR&D, geographic expansion, M&A
Competitive PositionMarket share, differentiation
Risk FactorsHeadwinds, constraints, uncertainties
Geographic TrendsRegional performance outlook

Analysis Framework

Guidance Interpretation

ComponentWhat to Analyze
Range WidthNarrow = high confidence, Wide = uncertainty
YoY ComparisonAcceleration or deceleration
Beat/Miss ContextFactors driving performance
Segment MixWhich units driving growth

Strategic Signal Analysis

Signal TypeExamples
Growth DriversNew markets, products, partnerships
Investment FocusR&D areas, geographic expansion
Competitive ResponsePricing, innovation, M&A
Risk MitigationSupply chain diversification, hedging

Follow-up Question Categories

The AI generates follow-up questions across these areas:

CategoryPurpose
ClarificationSpecific numbers or metrics not disclosed
Deep DiveFurther detail on strategic initiatives
Risk ExplorationUnderstanding of headwinds and mitigations
CompetitiveComparison to peers or market
HistoricalComparison to prior guidance or performance

Use Cases

  1. Earnings Season Coverage: Quickly analyze multiple earnings calls
  2. Due Diligence: Extract guidance for investment decisions
  3. Competitive Analysis: Compare guidance across peers
  4. Model Updates: Feed guidance into financial models
  5. Research Reports: Source material for analyst reports
  6. Risk Assessment: Identify emerging risks and challenges

Combining with Other Skills

SkillCombined Analysis
analyst-estimatesCompare guidance to consensus
income-statementValidate trends vs. guidance
stock-price-changeAnalyze market reaction to guidance
sec-10q-analysisCross-reference with official filings
price-target-consensusCheck if targets reflect new guidance

Source Citations

The skill provides specific source citations:

Citation FormatDescription
TICKER_Q#YEARTranscript identifier
Page: #Specific page in transcript
Multiple sourcesCross-referenced insights

Analysis Tips

  1. Track Guidance Changes: Compare current guidance to prior quarter
  2. Evaluate Credibility: Consider management's historical accuracy
  3. Use Follow-up Questions: Dig deeper on AI-generated questions
  4. Cross-Reference: Verify guidance against 10-Q filings
  5. Peer Comparison: Compare guidance to industry peers
  6. Watch for Hedging: Note cautious language or wide ranges

Interpreting Results

See references/interpreting-results.md for detailed guidance on analyzing earnings call transcripts.

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