Earnings Recap

Generate structured quarterly earnings recaps with key metrics vs consensus and guidance extraction.

This skill generates structured quarterly earnings recaps covering key metrics versus consensus estimates, forward guidance extraction, and management commentary summary. It produces actionable earnings recaps for investment research workflows. Designed for equity research analysts, portfolio managers, and investment professionals. From the himself65/Funda AI finance-skills collection. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.

Compatible Agents

Use Cases

• ✓Generate structured quarterly earnings recaps
• ✓Summarize key metrics vs consensus estimates
• ✓Extract forward guidance and management commentary
• ✓Produce earnings recap for investment research

Trigger Phrases

How to Install

Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.

Requirements

• Claude or equivalent
• Earnings release and transcript

Technical Details