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earnings-preview · openai — Codex skill: what it does, how to install

Builds a full pre-earnings report with market expectations, KPI tracking, scenarios, and call questions. Use it before results are released.

Install into Codex · Skills CLI (Vercel) All methods and platforms ↓
npx skills add openai/plugins --skill earnings-preview -a codex
Open on GitHub

What earnings-preview does

This skill builds a complete pre-earnings report. It starts with an executive view, then lays out the market’s expectation bar, possible stock-reaction drivers, supporting evidence, and questions for the earnings call. It can add guidance-credibility work, KPI views, bull/base/bear cases, and gaps in the evidence when the sources support them.

The workflow draws on company filings and IR material, earnings transcripts and events, market estimates, and internal research. A standalone HTML report is the default surface for a full preview, while an interactive run can resolve remaining choices about depth, audience, or focus. Connected workflows handle source resolution and related analysis.

This is a pre-print workflow, not a post-results review tool. The report should keep company facts, consensus, whisper data, analyst inference, and user assumptions separate, while recording the freeze time and timestamps for time-sensitive inputs.

What it helps with

  • assemble a full pre-earnings report
  • compare market expectations with company guidance
  • map possible stock reactions to bull, base, and bear cases
  • prepare KPI views and earnings-call questions
  • flag evidence gaps before the results release

Example prompts for the agent

  • Prepare a full pre-earnings report with an executive summary, expectation bar, and scenarios.
  • Compare company guidance with consensus and identify what could move the stock after the results.
  • Build a KPI dashboard and call-question list, separating missing evidence from sourced findings.

How to install earnings-preview

1Skills CLI (Vercel)

npx skills add openai/plugins --skill earnings-preview -a codex

2Manually: put the files in place

.agents/skills/earnings-preview/SKILL.md

For all projects use ~/.agents/skills/

Step by step, with commands for each platform: Codex skills: how to install, where they live, how to call them

Questions about earnings-preview

How do I install earnings-preview in Codex?

Run npx skills add openai/plugins --skill earnings-preview -a codex, then check .agents/skills/earnings-preview/SKILL.md.

What does earnings-preview do?

It produces a full pre-earnings report covering the expectation bar, guidance credibility, KPI signals, scenarios, stock-reaction drivers, and call questions.

Can I use earnings-preview after results are released?

No. The workflow is for preparation before the print; it handles a short summary only when the user explicitly requests that format.

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