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earnings-financial-guidance

Extract and analyze financial guidance from earnings transcripts into structured sections.

130|13|Updated Feb 2, 2026
Search Tags:#guidance#analysis#transcripts#risk#segment#earnings
One-click install
npx skills add https://github.com/OctagonAI/skills --skill earnings-financial-guidance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-financial-guidance
Source: https://github.com/OctagonAI/skills/tree/main/skills/earnings-financial-guidance
Command: npx skills add https://github.com/OctagonAI/skills --skill earnings-financial-guidance

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Extract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs. actuals comparison.

Core Features & Use Cases

  • Extraction & Analysis: Pull revenue guidance, margin outlook, segment details, and risk disclosures from earnings calls.
  • Guidance vs Actuals: Compare prior guidance to actual results to assess accuracy and track revisions.
  • Reporting & Follow-ups: Generate structured outputs with source citations and suggested follow-up questions for deeper analysis.

Quick Start

Extract and analyze the latest earnings guidance from a company's transcript.

Frequently Asked Questions about earnings-financial-guidance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract forward-looking revenue and margin guidance from earnings call transcripts?▼

To extract forward-looking guidance from earnings call transcripts, the Skill parses investor call text to pull revenue guidance, margin outlook, and segment details, returning structured data for financial models.

What is the best way to compare prior earnings guidance to actual reported results?▼

Comparing prior earnings guidance to actuals involves matching historical forward-looking statements from transcripts with current reported figures to assess accuracy, track revisions, and measure forecasting reliability.

How do I identify segment-level financial guidance and risk factors from investor transcripts?▼

Identifying segment-level guidance and risk factors from investor transcripts requires analyzing the text for division-specific outlooks and disclosed threats, categorizing them into structured sections for reporting.

Can I generate structured financial reports with source citations from earnings calls?▼

Yes, you can generate structured financial reports from earnings calls that include sections for company guidance, segment guidance, and risk factors, complete with source citations for model ingestion.

Does this earnings guidance analysis work across different company industries?▼

Yes, earnings guidance analysis applies to company earnings calls and investor transcripts across industries, extracting standardized revenue, margin, and segment details regardless of the specific business sector.

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