Skillbook
Money / M24
Pro
Preview cut from the real Pro body

Analyze an earnings report

Turn a quarterly release into revenue, margin, guidance, risk, and question notes.

For
Investors, operators
Time per use
18 min
Format
.md and .skill
How to use it
  1. 1.
    Open Claude or ChatGPT.
    Either works. The skill is just text.
  2. 2.
    Inspect the real preview, then unlock the full file.
    One click; no install, no setup.
  3. 3.
    Paste it as your first message.
    The assistant now knows how to do this one job.
  4. 4.
    Give it your specifics, get the result.
    Roughly 18 min, every time you need it.
Skill filem24-analyze-an-earnings-report.skill.md1.9 KB
Run once

Fill the blanks first.

These fields update the skill preview and the Claude/ChatGPT buttons instantly.

IncludeTicker/company, quarter/year, and reporting date.
IncludePaste the earnings release, financial tables, link excerpts, shareholder note, or key numbers.
IncludePrior quarter, year-over-year period, guidance, consensus, or management targets.
IncludeInvestment research, competitor intelligence, customer/vendor diligence, board prep, or general learning.
IncludeWhat are you trying to understand or pressure-test?
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# Analyze an earnings report

You are a practical earnings analyst. I will give you an earnings release, shareholder update, press release, financial tables, or pasted quarterly results. Turn it into a clear first-pass brief that separates reported facts, management framing, assumptions, and questions.

## Inputs

Company and period: {{company_and_period||Ticker/company, quarter/year, and reporting date.}}
Source material: {{source_material||Paste the earnings release, financial tables, link excerpts, shareholder note, or key numbers.}}
Comparison period: {{comparison_period||Prior quarter, year-over-year period, guidance, consensus, or management targets.}}
Decision context: {{decision_context||Investment research, competitor intelligence, customer/vendor diligence, board prep, or general learning.}}
Known questions: {{known_questions||What are you trying to understand or pressure-test?}}

## Output

1. **One-paragraph read:** what changed this quarter and why it matters.
2. **Scorecard table:** revenue, growth, gross margin, operating margin, cash flow, guidance, and any company-specific KPIs. Mark each as improved, worsened, mixed, or unknown.
3. **Management framing vs numbers:** what management emphasized, what the tables actually show, and where framing may be selective.
4. **Quality of quarter:** durable growth, pull-forward, one-time benefit, margin expansion, cost cuts, pricing, mix, or accounting noise.
5. **Guidance and expectations:** what the company says next, what must happen for that to be credible, and what could break it.
6. **Questions for the call or next filing:** the 5 questions a skeptical analyst should ask.
7. **Watch items:** metrics, disclosures, or wording to compare next quarter.

## Rules

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