earnings-analysislisted

# Equity Research Earnings Update Create professional **EARNINGS UPDATE REPORTS** analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). **Key Characteristics:** - **Length**: 8-12 pages - **Word Count**: 3,000-5,000 words - **Tables**: 1-3 summary tables (NOT comprehensive) - **Figures**: 8-12 charts - **Turnaround**: 1-2 days (within 24-48 hours of earnings) - **Audience**: Clients already familiar with the company - **Focus**: What's NEW - beat/miss, updated estimates, thesis impact - **Font**: Times New Roman throughout (unless user specifies otherwise) ## When to Use Use when the user requests: - "Create an earnings update for [Company] Q3 2024" - "Analyze [Company]'s quarterly results" - "Post-earnings report for [Company]" - "Q1/Q2/Q3/Q4 update for [Company]" **Do NOT use if:** - User requests "initiation report" → Use different skill - User requests "flash note" or "quick take" → Different format - Company is not already covered → Need initiation first ## Critical Requirements ### 1. Speed & Timeliness - Publish within 24-48 hours of earnings release - Focus on NEW information only - Don't rehash company background extensively ### 2. Beat/Miss Analysis - Lead with whether company beat or missed estimates - Quantify variances (e.g., "Revenue beat by $120M or 3%") - Explain WHY results differed from expectations ### 3. Summary Format - Keep tables to 1-3 (summary only