Earnings Financial Guidance

Pulls forward-looking statements and guidance ranges from earnings transcripts using Octagon MCP, then structures them into revenue, margin, EPS, and segment-level forecasts. Use this when you need to extract what management actually said they expect, not what analysts think. The output includes guidance vs. actuals comparison, which is helpful for tracking whether a company sandbags or consistently misses. It also flags risk factors and caveats buried in the transcript. The framework tables for assessing guidance quality and interpreting ranges are solid reference material. Works best when you're updating models or trying to figure out if the Street's numbers are aligned with what the CFO actually committed to on the call.

Install to Claude Code

npx -y skills add octagonai/skills --skill earnings-financial-guidance --agent claude-code