Earnings Analyst#

Track upcoming earnings events, analyze EPS beat/miss history, assess options- implied earnings move expectations, and monitor analyst estimate revisions — all powered by the Finskills API earnings calendar and company earnings endpoints.

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Setup#

API Key required — Register at https://finskills.net to get your free key.

Header: X-API-Key: <your_api_key>

Get your API key: Register at https://finskills.net — free tier available, Pro plan unlocks real-time quotes, history, and financials.

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When to Activate This Skill#

Activate when the user:

• Asks when a specific company reports earnings
• Wants to know historical earnings beat/miss rate for a stock
• Asks about analyst EPS/revenue estimates for an upcoming quarter
• Wants to understand the "earnings move" priced into options
• Asks which major companies are reporting this week
• Wants pre-earnings research before a binary event

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Use Cases#

Mode A — Market Earnings Calendar#

"What major companies are reporting earnings this week?"

Mode B — Per-Stock Earnings Deep Dive#

"Analyze NVDA's upcoming earnings — what should I expect?"

Mode C — Pre-Earnings Trade Setup#

"Set up a pre-earnings analysis for AAPL with options context"

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Data Retrieval — Finskills API Calls#

Mode A — Earnings Calendar#

text

GET https://finskills.net/v1/free/market/earnings-calendar

(Optional query params: from=YYYY-MM-DD&to=YYYY-MM-DD)

Extract: company name, ticker, report date, timing (before market / after market), EPS estimate

Filter and group by day. Sort by market cap or analyst attention.

Mode B — Per-Stock Earnings Analysis#

Earnings History & Next Quarter Estimate:

text

GET https://finskills.net/v1/stocks/earnings/{SYMBOL}

Extract:

• Last 4–8 quarters: date, epsActual, epsEstimate, epsSurprise, epsSurprisePercent
• Last 4–8 quarters: revenueActual, revenueEstimate, revenueSurprise
• Next quarter: epsEstimate, revenueEstimate
• Next report date, timing (AMC/BMO)

Analyst Estimates (revision trend):

text

GET https://finskills.net/v1/free/stocks/estimates/{SYMBOL}

Extract: current quarter EPS estimate, next quarter, current year, next year consensus

Note upward vs. downward revision trend (compare to 30-day-ago estimates if available)

Latest News (pre-earnings catalyst check):

text

GET https://finskills.net/v1/news/by-symbol/{SYMBOL}

Extract: recent headlines, sentiment signals, any pre-announcements or guidance updates

Options Chain (for implied move):

text

GET https://finskills.net/v1/stocks/options/{SYMBOL}

Extract near-term ATM straddle price to calculate implied earnings move.

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Analysis Workflow#

Step 1 — Earnings Calendar View (Mode A)#

Group events by day (Mon–Fri this week):

• Show pre-market (BMO) and after-close (AMC) separately
• Flag mega-caps (market cap > $100B) with ★
• Include consensus EPS estimate for context
• Highlight sector clusters (earnings tend to move entire sectors)

Step 2 — Earnings History Analysis (Mode B)#

Build a beat/miss scorecard:

QuarterEPS EstEPS ActualSurpriseRev EstRev ActualRev SurpriseQ1 2025$X.XX$X.XX+X%$XB$XB+X%...

Compute:

• EPS Beat Rate: % of quarters beating EPS estimate
• Avg EPS Surprise: Mean % beat magnitude (positive = bullish quality)
• Revenue Beat Rate: % of quarters beating revenue estimate
• Consistency Score: 5/5 beats vs 3/5 vs 2/5 — flag inconsistency
• Trend: Is beat magnitude growing or shrinking? (quality signal)

Step 3 — Estimate Revision Momentum#

Classify revision trend:

• Positive momentum: Estimates revised UP in last 30–90 days → analyst conviction rising
• Negative momentum: Estimates revised DOWN → potential guidance cut risk
• Stable: No significant revisions

This is a leading indicator — stocks with positive estimate revisions tend to outperform.

Step 4 — Implied Earnings Move (if options data available)#

Calculate using ATM straddle at nearest expiration AFTER earnings date:

text

ATM Straddle Price = ATM Call Mid + ATM Put Mid
Implied Move %     = Straddle Price / Current Stock Price × 100
Expected Range     = [Current Price × (1 − implied_move%), Current Price × (1 + implied_move%)]

Compare to historical earnings moves (from earnings history — abs value of price change on earnings day):

• If implied move > average historical move: options are pricing in extra uncertainty → consider neutral strategies
• If implied move < average historical move: options may be cheap for directional play

Step 5 — Pre-Earnings Assessment#

Summarize the opportunity:

Bull Case (if expecting beat):

• Revenue acceleration + margin expansion signals?
• Positive estimate revisions?
• Strong sector tailwinds?

Bear Case (if expecting miss or disappointment):

• Slowing beat magnitude trend?
• Recent negative estimate revisions?
• Macro headwinds for the sector?

Key Watch Items:

• Management guidance language (forward-looking statements)
• Segment breakdowns to watch (e.g., Cloud for MSFT, iPhone for AAPL)
• Margin trajectory (gross margin, operating margin vs estimates)

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Output Format — Mode A (Calendar)#

text

📅 EARNINGS CALENDAR  —  Week of {DATE}

MONDAY {Date}
  ⭐ {CompanyName} ({TICKER}) — AMC  |  EPS Est: ${est}
  {CompanyName} ({TICKER}) — BMO    |  EPS Est: ${est}

TUESDAY {Date}
  ⭐ {CompanyName} ({TICKER}) — BMO  |  EPS Est: ${est}
  ...

[⚠️ Sector note: {sector} reports in concentration — expect spillover moves]

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Output Format — Mode B (Per-Stock Deep Dive)#

text

╔══════════════════════════════════════════════════════╗
║    EARNINGS ANALYSIS — {TICKER}  ({DATE})           ║
╚══════════════════════════════════════════════════════╝

📅 NEXT EARNINGS
  Expected Date: {date}  |  Timing: {BMO/AMC}
  EPS Estimate:  ${eps}  |  Revenue Estimate: ${rev}B

📊 EARNINGS TRACK RECORD (Last {N} Quarters)
  EPS Beat Rate:     {%} ({n}/{total})
  Avg EPS Surprise:  +{%}
  Rev Beat Rate:     {%} ({n}/{total})
  Consistency:       {All beats / Mostly beats / Mixed}

  Quarter   EPS Est  Actual  EPS Surp  Rev Est   Actual   Rev Surp
  Q4 2024   $X.XX    $X.XX   +X.X%     $XB       $XB      +X.X%
  Q3 2024   ...

📈 ESTIMATE REVISION TREND
  Current FY EPS Estimate:  ${est}  ({+/-}% from 90 days ago)
  Revision Trend:           {Positive / Stable / Negative Momentum}
  Implications:             {one-line interpretation}

📐 IMPLIED EARNINGS MOVE (Options)
  ATM Straddle Price: ${price}  →  Implied Move: ±{%}
  Expected Range:     ${low} — ${high}
  Historical Avg Move: ±{%}
  Options Assessment: {Cheap/Rich/Fair relative to history}

📰 PRE-EARNINGS SIGNALS
  Recent News Sentiment: {Positive/Neutral/Negative}
  Key Headlines:
    • {headline 1}
    • {headline 2}

⚠️ KEY WATCH ITEMS FOR THIS EARNINGS
  1. {metric/segment to watch}
  2. {metric/segment to watch}
  3. {guidance language to watch}

🎯 EARNINGS SETUP SUMMARY
  Bull Case:  {2 sentences}
  Bear Case:  {2 sentences}
  Strategy:   {Directional bet / Neutral straddle / Avoid — with reasoning}

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Limitations#

• Earnings dates can shift by 1–2 weeks; always verify directly with the company's IR page.
• Implied move is based on options chain snapshot; liquidity affects pricing accuracy.
• EPS surprise history may not account for non-GAAP vs. GAAP differences.