Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
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Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Key Characteristics:
Version history
Use when the user requests:
Do NOT use if:
CRITICAL: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.
Include specific citations WITH CLICKABLE LINKS in every figure and table:
Source: Q3 2024 10-Q filed November 8, 2024; Company earnings release
[Hyperlink "10-Q" to: https://www.sec.gov/cgi-bin/viewer?accession=...]
[Hyperlink "earnings release" to: https://investor.company.com/news/q3-2024]
HOW HYPERLINKS SHOULD APPEAR IN WORD:
REQUIRED SOURCES LIST:
Cite in every earnings update:
REFERENCE SECTION WITH CLICKABLE HYPERLINKS:
Include "Sources" section at end of report:
SOURCES & REFERENCES
Earnings Materials (Q3 2024):
• Earnings Release (November 7, 2024)
[Hyperlink entire line to: https://investor.company.com/news/q3-2024-earnings]
• Form 10-Q (Filed November 8, 2024)
[Hyperlink to: https://www.sec.gov/cgi-bin/viewer?accession=...]
• Earnings Call Transcript (November 7, 2024)
[Hyperlink to: https://seekingalpha.com/article/...]
• Investor Presentation (November 7, 2024)
[Hyperlink to: https://investor.company.com/presentations/q3-2024.pdf]
VERIFICATION CHECKLIST:
The earnings update process follows 5 phases:
🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨
BEFORE STARTING - COMPLETE THESE 4 STEPS IN ORDER:
COMMON MISTAKE: Using outdated earnings calls from training data instead of searching for the latest.
REQUIREMENTS:
See references/workflow.md for detailed search procedures and verification steps.
See references/workflow.md for detailed analysis framework.
Create 8-12 charts focusing on quarterly trends and what's new:
See references/workflow.md for chart specifications.
Create 8-12 page DOCX report with specific structure.
See references/report-structure.md for complete page-by-page templates and formatting requirements.
High-level structure:
Verify content, formatting, accuracy, and timeliness before delivery.
See references/best-practices.md for quality checklist and common mistakes to avoid.
Primary Deliverable: DOCX report (8-12 pages)
File Name: [Company]_Q[Quarter]_[Year]_Earnings_Update.docx
Example: Nike_Q2_FY24_Earnings_Update.docx
Contents:
Optional Deliverable: XLS model update (optional for earnings updates)
| Aspect | Earnings Update | Initiation Report |
|---|---|---|
| Length | 8-12 pages | 30-50 pages |
| Words | 3,000-5,000 | 10,000-15,000 |
| Tables | 1-3 summary | 12-20 comprehensive |
| Figures | 8-12 | 25-35 |
| Turnaround | 1-2 days | 3-6 weeks |
| Scope | Quarterly results | Complete company |
| Focus | What's NEW | Everything |
| Company Background | Brief mention | 6-10 pages |
| XLS Model | Optional | Required |
Detailed Phase 1-5 instructions with step-by-step procedures for data collection, analysis, chart generation, and report creation.
Complete page-by-page templates, table formats, and formatting requirements for the DOCX report.
Examples of good/bad headlines, tips for success, common mistakes to avoid, and comprehensive quality checklist.
Required:
Optional:
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