earnings-analysis
Earnings Update
A post-print report on a company already under coverage: what changed this quarter, whether the change recurs, what it does to estimates, and what it does to the thesis. Eight to twelve pages of DOCX, inside 48 hours of the release, written for a reader who already knows the company.
Route elsewhere when the request is a first-time initiation (.agents/skills/initiating-coverage/SKILL.md), a pre-print setup (.agents/skills/earnings-preview/SKILL.md), or a same-morning reaction blurb (.agents/skills/morning-note/SKILL.md).
Evidence labels, source tiers, staleness, the readiness posture and the intake limits: .agents/skills/research-conventions/SKILL.md, read before the first deliverable.
Output modes
| Mode | Fires when | Contract |
|---|---|---|
| Deep dive | the default | every phase present, the length budget below, assembled as a DOCX through .agents/skills/docx/SKILL.md |
| One-pager | the user asks for a one-pager, quick take or flash note | one page, in this order: decision box, beat/miss table with revenue and EPS variance, EPS-quality verdict, debate map, changed estimate lines with old against new. Delivered in chat unless the user asked for a document, and as a DOCX through .agents/skills/docx/SKILL.md when they did. No chart minimum |
| Debate map alone | the whole ask is the call or the Q&A | the transcript Q&A map and the debate map, each side carrying a falsifier tied to a dated catalyst. Delivered in chat, no report and no charts around them |
A mode is chosen once and holds, and a shorter mode is rebuilt at that depth rather than truncated (.agents/skills/research-conventions/references/depth.md). Missing inputs never shorten the note: a missing artifact stays visible as a labelled gap in the section that wanted it, using the absence vocabulary below.
The length budget, the chart count and the DOCX assembly belong to the deep dive. A short mode is complete on the contract in its own row; the freshness gate, the evidence contract and the tier 1 hard fails in references/best-practices.md bind every mode.