# Earnings Analysis

Post-print earnings update for a covered name: beat/miss decomposition, EPS quality...

- Repository: https://github.com/ginlix-ai/LangAlpha (2232 stars)
- Category: Engineering
- License: Apache-2.0
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add ginlix-ai/LangAlpha --skill earnings-analysis -g -a claude-code -y`
Codex: `npx skills add ginlix-ai/LangAlpha --skill earnings-analysis -g -a codex -y`
Cursor: `npx skills add ginlix-ai/LangAlpha --skill earnings-analysis -g -a cursor -y`
Gemini CLI: `npx skills add ginlix-ai/LangAlpha --skill earnings-analysis -g -a gemini-cli -y`

## Description

Post-print earnings update for a covered name: beat/miss decomposition, EPS quality, transcript debate map, estimate revisions, thesis impact. Also the call-only ask that wants the transcript Q&A and the debate map alone. Triggers on earnings update, post-earnings report, analyze quarterly results, Q[N] update, what management said on the call.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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 rest: https://github.com/ginlix-ai/LangAlpha/blob/HEAD/plugins/langalpha_research/skills/earnings-analysis/SKILL.md