MCPInstall

earnings-preview

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-earnings", "earnings setup", or "preview Q[X] for [company]".

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/anthropics/financial-services --skill earnings-preview
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads earnings-preview automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

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

FAQ

What does the earnings-preview skill do?

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-earnings", "earnings setup", or "preview Q[X] for [company]".

How do I install earnings-preview?

Run npx skills add https://github.com/anthropics/financial-services --skill earnings-preview in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/earnings-preview/ (personal) or .claude/skills/earnings-preview/ (project).

Which AI agents can use earnings-preview?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is earnings-preview safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains earnings-preview?

It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,100 recorded installs.

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