# earnings-call-insights

Pulls guidance, strategic priorities, risk factors and management tone out of earnings call transcripts. Useful when you need the gist of a call fast.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 308 installs · ★ 130
- Author: OctagonAI
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/OctagonAI/skills/tree/HEAD/skills/earnings-call-insights/SKILL.md
- Updated: 2026-06-05
- HTML: https://affpapa.org/en/nevibecode/skills/earnings-call-insights

## What it does

Give the skill a ticker and it reads the latest earnings call transcript, then returns the parts people usually dig for by hand: revenue and margin guidance, EPS expectations, capital allocation plans, segment commentary. It also collects risk factors and reads management tone — confident, cautious, defensive.

It runs on Octagon MCP. Set that up first; the repo ships `references/mcp-setup.md` with the steps. Without a configured MCP the skill has no transcript to work from, so check that before anything else.

You can narrow the request. Ask only about revenue and margin guidance, only about competitive positioning, or only about buybacks and dividends. Output comes back grouped by category: financial outlook, strategic highlights, segment performance, risk factors, capital allocation, management sentiment. There are separate reference files for interpreting results and tables for judging signals like raised or lowered guidance.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add OctagonAI/skills --skill earnings-call-insights -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/earnings-call-insights/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/earnings-call-insights/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add OctagonAI/skills --skill earnings-call-insights -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/earnings-call-insights/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add OctagonAI/skills --skill earnings-call-insights -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/earnings-call-insights/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install OctagonAI/skills earnings-call-insights
```

2. **Manually: put the files in place**
- File: `.github/skills/earnings-call-insights/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add OctagonAI/skills --skill earnings-call-insights -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/OctagonAI/skills --path skills/earnings-call-insights
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/earnings-call-insights/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add OctagonAI/skills --skill earnings-call-insights -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/OctagonAI/skills/tree/HEAD/skills/earnings-call-insights/SKILL.md

## When to use it
- extract revenue and margin guidance from a call transcript
- compare management tone against the prior quarter
- list the risk factors management raised on the call
- check buyback, dividend and CapEx plans
- tell whether guidance was raised or cut

## Example prompts
- Analyze AAPL's latest earnings call transcript and extract key insights about future guidance.
- Analyze NVDA's latest earnings call and extract revenue and margin guidance.
- Extract risk factors and challenges mentioned in MSFT's latest earnings call.

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 94c2c9f6a3ff69aa.

BEGIN THIRD-PARTY FILE 94c2c9f6a3ff69aa
````text
---
name: earnings-call-insights
description: Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
---

# Earnings Call Insights

Analyze earnings call transcripts to extract forward-looking guidance, strategic highlights, management sentiment, and actionable investment insights.

## Prerequisites

Ensure Octagon MCP is configured. See [references/mcp-setup.md](references/mcp-setup.md) for installation instructions.

## Workflow

### Step 1: Retrieve Earnings Call Insights

Use the Octagon MCP to analyze earnings call transcripts:

```
Analyze <TICKER>'s latest earnings call transcript and extract key insights about future guidance.
```

### Step 2: Focus Areas

You can target specific aspects of earnings calls:

```
# Financial Guidance
Analyze <TICKER>'s latest earnings call and extract revenue and margin guidance.

# Strategic Priorities
Analyze <TICKER>'s earnings call and summarize management's strategic priorities.

# Competitive Commentary
Analyze <TICKER>'s earnings call for commentary on competitive positioning.

# Risk Factors
Extract risk factors and challenges mentioned in <TICKER>'s latest earnings call.

# Capital Allocation
Summarize <TICKER>'s capital allocation plans from the latest earnings call.
```

## Expected Output

The skill returns structured insights including:

| Category | Information |
|----------|-------------|
| Financial Outlook | Revenue growth, margin guidance, EPS expectations |
| Strategic Highlights | Key initiatives, product launches, market expansion |
| Segment Performance | Business unit commentary, growth drivers |
| Risk Factors | Challenges, headwinds, uncertainties |
| Capital Allocation | Buybacks, dividends, M&A plans, CapEx |
| Management Sentiment | Tone, confidence level, outlook |

## Example Query

```
Analyze AAPL's latest earnings call transcript and extract key insights about future guidance.
```

## Example Response

Apple Inc. (AAPL) outlined the following key future guidance during its Q1 2026 earnings call:

**Financial Outlook**
- **Revenue Growth**: 13.00% to 16.00% year-over-year growth in March quarter revenue, despite iPhone supply constraints
- **Services Revenue**: Expected to grow at a similar rate to the previous quarter
- **Gross Margin**: Projected to range between 48.00% and 49.00%
- **Operating Expenses**: Estimated between $18.40 billion and $18.70 billion
- **Tax Rate**: Anticipated at ~17.50%

**Strategic Highlights**
- **Services Business**: Double-digit growth in services revenue, driven by strong performance
````
END THIRD-PARTY FILE 94c2c9f6a3ff69aa

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First 2622 of 6167 bytes. © OctagonAI · MIT · https://github.com/OctagonAI/skills/tree/HEAD/skills/earnings-call-insights/SKILL.md

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