mcpField
E
earnings-preview

earnings-preview

github.com/anthropicsData & databases40.9k1.1k installsUpdated 1d ago
Repository

About earnings-preview

Earnings Preview is a workflow skill for researching a company’s upcoming earnings release and preparing a concise preview. It combines consensus estimates, company-specific metrics, scenarios, catalysts, and trading context.

Key features

  1. 01Gather estimates and earnings timing
  2. 02Define company-specific metrics to watch
  3. 03Compare bull, base, and bear scenarios
  4. 04List catalysts for the stock reaction
  5. 05Summarize trading context and implied move

Use cases

  1. 01Prepare a one-page pre-earnings brief
  2. 02Assess expectations ahead of an earnings release
  3. 03Compare operating outcomes with possible stock reactions

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/anthropics/financial-services --skill earnings-preview

After installing, type/earnings-previewin Claude Code to confirm it loaded.

Details

From the project README

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:

ScenarioRevenueEPSKey DriverStock 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:

  1. [Metric] vs. [consensus/whisper number] — why it matters
  2. [Guidance item] — what the buy-side expects to hear
  3. [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

Comments

Markdown supported