Investing earnings-flash

Generate a rapid earnings flash for the company specified by the user: $ARGUMENTS

This is a lightweight, speed-focused version of

/earnings

Before starting, read

../data-access.md

../design-system.md

1. Company Lookup

Look up the company by ticker using

discover_companies

• company_id

• latest_calendar_quarter

  — anchor for all period calculations (see

  ../data-access.md

  Section 1.5)

• latest_fiscal_quarter

• Firm name for report attribution (default: "Daloopa") — see

  ../data-access.md

  Section 4.5

2. Prior Quarter Context (4 Quarters)

Calculate 4 quarters backward from

latest_calendar_quarter

Income Statement:

• Revenue / Net Sales
• Gross Profit
• Operating Income / EBIT
• Net Income
• Diluted EPS

Cash Flow:

• Operating Cash Flow
• Free Cash Flow (or CapEx to compute it)

This is lighter than

/earnings

3. Company-Specific KPIs

Think about the 3-5 most important KPIs for THIS company based on its business model. Search for those specific KPIs and pull for the same 4-quarter period. Also search for:

• Segment/product revenue breakdown
• Geographic revenue breakdown (if material)

Keep this targeted — discover the critical operating metrics, not everything available.

4. Guidance Series

Search for guidance series (revenue guidance, EPS guidance, margin guidance, any KPI guidance). If available, pull guidance data for the latest 2 quarters so you can compare the most recent actual results against what management guided.

CRITICAL: Apply +1 quarter offset — guidance from Q(N) applies to Q(N+1) results.

5. Get the Earnings Document

Use

search_documents

1. Search for keywords

   ["results", "earnings"]

   in the latest 1-2 calendar quarters
2. If that returns nothing, try

   ["revenue"]

   or

   ["financial"]

   as broader terms

Read the document content from the search results. Focus on:

• Earnings transcripts: Full document (management commentary, prepared remarks, Q&A)
• 10-Q / 10-K: Financial statements and MD&A sections
• 8-K: Full document (short event-driven filings)

If no document is found, proceed with the MCP fundamentals data only and note "No earnings document found — analysis based on financial data only."

6. Executive Flash

Write 3-5 bullet-point verdicts. Each bullet MUST compare the latest quarter's results against prior periods from Step 2 and/or guidance from Step 4. Format:

[BEAT/MISS/INLINE/MIXED] | Key number (YoY change) | One-sentence context

Examples:

• BEAT | Revenue $95.4bn (+6.1% YoY) | Acceleration from +4.8% last quarter driven by iPhone 16 cycle
• MISS | EPS $1.46 vs $1.52 prior year | Higher opex from AI investments weighed on margins
• GUIDANCE UP | FY2026 revenue guided $400-405bn | Management raised full-year outlook on cloud strength

Use Daloopa citation links for all figures sourced from MCP. Use "(per filing)" for figures only found in the document.

Also include a one-line Management Tone assessment (confident/cautious/defensive/evasive/optimistic) if an earnings document was available. Support with specific language from the document.

7. Key Numbers Table

Present the latest quarter's results with comparison context:

Include: revenue, EPS, margins, segment breakdowns, KPIs — all sourced from MCP with Daloopa citation links. Add a "vs Guidance" column if guidance data was available from Step 4 (show beat/miss amount).

Group by category: P&L, Segments, KPIs, Cash Flow.

For figures only available from the document (not in MCP), include them in a separate "Per Filing" sub-section below the table and note they are not cross-referenced.

8. Guidance & Outlook

Extract forward-looking statements from the earnings document (if available):

• Explicit numerical guidance (revenue, EPS, margin ranges)
• Changes from prior guidance (raised, lowered, narrowed, withdrawn)
• Qualitative outlook language
• Capex/investment plans

If guidance data was pulled from Daloopa in Step 4, compare new guidance against prior guidance with a table:

If no document was found, summarize any guidance series data from Step 4 and note that no new guidance language is available.

9. Risk Flags

Call out concerning signals — this section should be sharp and skeptical:

• Guidance cuts or narrowing
• Missing disclosures or metrics that were previously reported
• Growing gap between GAAP and non-GAAP
• Cash flow divergence from earnings
• One-time items that flatter the headline numbers
• Management hedging or qualifying language (from document)

If no material risk flags, say so clearly: "No material risk flags identified."

10. Quick Read-Throughs

Write 2-3 bullets on what this filing implies for adjacent companies:

• Suppliers: Positive or negative signal for key input providers
• Customers: Demand signal for downstream buyers
• Competitors: Share shift, pricing, or market growth implications

Format:

**[COMPANY/SECTOR]**: [implication] (based on [specific data point])

11. Save Report

Save the HTML report to:

reports/{TICKER}_earnings_flash_{PERIOD}.html

Use the design-system HTML template from

../design-system.md

Add a FLASH banner at the top of the report. Insert this right after the opening

<body>

<h1>

<div style="background: #C0392B; color: white; text-align: center; padding: 8px 16px; font-size: 14px; font-weight: bold; letter-spacing: 2px; margin-bottom: 16px;">
    EARNINGS FLASH — FIRST READ
</div>

The

<h1>

{TICKER} Earnings Flash — {PERIOD}

Add a disclaimer after the flash banner:

<p style="font-size: 10px; color: #6C757D; font-style: italic; margin-bottom: 16px;">
    This is a rapid first-read summary. For full analysis with 8-quarter trends, cost structure,
    and competitive read-throughs, run /earnings {TICKER}.
</p>

Replace

{FIRM_NAME}

../data-access.md

All financial figures from Daloopa must use citation format:

<a href="https://daloopa.com/src/{fundamental_id}">$X.XX million</a>

Tell the user where the HTML report was saved and highlight the 2-3 most notable findings.