earnings_preview_skill

Earnings Preview Skill

Data dependencies and execution prerequisites

Wind is recommended for wind-mcp-skill to obtain underlying data. Before execution, first check whether wind-mcp-skillalready exists locally; if not, prompt the user to install:

# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

Skill positioning

This skill is used before earnings release to organize "what the market is waiting for, what the company most needs to prove, and what happens if the results differ" into a high-density forward-looking draft. The output focus is not to broadly list financial metrics, but to help users clarify the expectation baseline, key verification points, potential expectation gaps and issues that should be focused on before the meeting.

Execution process

Step 1: Confirm the analysis target, earnings period and purpose of use

First confirm the stock name, listing location, the corresponding earnings period this time, and the problem the user needs to solve at this time:

• Is it for quick preparation before the meeting
• Is it to judge whether it is worth participating in earnings trading
• Is it to make a forward-looking discussion draft for the team
• Is it to clarify risk exposure before holding a position

If the user does not specify, by default proceed as "research preparation before earnings announcement" and focus on the most recent upcoming earnings release.

Step 2: Establish the market expectation baseline

First clearly organize the expectations the market has already formed, focusing on:

• The market expectation range for core metrics such as revenue, profit and profit margin
• The guidance or hints given by management last time
• The key operating variables most concentrated in sell-side and market discussions
• The verification tasks left over after the previous quarter's earnings
• Whether the expectation temperature implied by the current stock price is conservative, neutral or hot

The goal of this stage is not to directly draw conclusions, but to first clarify "what the market already knows, what it has already bet on, and what it is still debating".

Step 3: Break down the most important verification points of this earnings release

Around the company's current stage, extract 3-5 core questions that truly determine the direction of earnings interpretation. Prioritize:

• Whether this quarter's performance is only superficially better than expected, or whether quality has also improved simultaneously
• Whether the source of growth is volume, price, structure or one-off factors
• Whether profit margin, expense ratio and cash flow support the current growth narrative
• Whether operating variables such as orders, users, capacity, inventory, store openings and shipments verify the main line
• Whether management needs to respond to the market's biggest concerns in this earnings release

Verification points must be specific enough to be verified in the earnings text, earnings call or subsequent announcements, rather than broad slogans.

Step 4: Conduct scenario analysis and a reaction framework

After the expectation baseline and key variables are clear, conduct conditional analysis of the earnings results, covering at least:

• When clearly better than expected, where the real surprise will come from
• When slightly better than expected but the stock price does not rise, what the market may be worried about
• When superficially meeting targets but guidance is weak, how the interpretation should be adjusted
• If core operating variables fall short of expectations, which risk chain the market will trade first
• In which cases it is necessary to distinguish between "good earnings" and "good stock performance"

The focus of this step is to handle "results" and "market reaction" separately, avoiding writing the earnings preview as a one-way bet.

Step 5: Form a pre-meeting watchlist

Based on the foregoing analysis, compile the questions most worth taking to the earnings report, including:

• The three numbers to check first after the earnings report is released
• The two question directions most worth listening for at the earnings call
• Which wording changes would significantly alter the judgment
• Which risks cannot be ignored even if the earnings report is good
• If the results are ambiguous, what additional information should be waited for before drawing conclusions

Step 6: Integrate into a forward-looking final draft

The final output should be an action-oriented forward-looking draft, without showing the intermediate retrieval path, information collection process, or internal drafts. The main text does not need to explain how the information was obtained; it only needs to present expectations, disagreements, deductions, and action priorities.

Output structure

---

{Stock name} Earnings Preview ({YYYY-MM-DD})

I. 30-second conclusion

• The most important thing to watch in this earnings report: {one sentence}
• The variable the market is currently most focused on: {one sentence}
• Where an expectation gap is most likely to appear: {one sentence}
• Overall judgment before the earnings report: {leaning positive / neutral wait-and-see / leaning cautious}

II. Market expectation baseline

Dimension	Current expectation	Description
Revenue	{value or range}	{description}
Profit/EPS	{value or range}	{description}
Key operating indicators	{value or range}	{description}
Guidance expectation	{upward revision / flat / downward revision expectation}	{description}

III. The most critical verification points this time

• Verification point 1: {content}
• Verification point 2: {content}
• Verification point 3: {content}

IV. Scenario deduction

Scenario A: Clearly exceeds expectations

• Trigger conditions: {conditions}
• Possible reaction: {judgment}

Scenario B: Results stable but reaction divergent

• Trigger conditions: {conditions}
• Possible reaction: {judgment}

Scenario C: Falls short of expectations

• Trigger conditions: {conditions}
• Possible reaction: {judgment}

V. Risk warnings before the earnings report

• {Risk 1}
• {Risk 2}
• {Risk 3}

VI. Pre-meeting question list

• {Question 1}
• {Question 2}
• {Question 3}

---

Quality requirements

1. The preview must revolve around the "expectation gap," rather than repeating the company's background information.
2. Key points to watch should be as specific as possible to indicators, business modules, or the direction of management's statements.
3. It is necessary to distinguish between the two levels of "whether the earnings results are good or bad" and "whether the stock price reaction is strong or weak."
4. If market expectations are not clear, it should explicitly state that expectations are inconsistent, rather than forcing a single unified view.
5. The text should be able to directly serve pre-earnings preparation and post-meeting verification, avoiding writing a general research summary.