# earnings-preview

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

- skill · `type=skill` · Codex, ChatGPT · ★ 7604
- Author: OpenAI · official OpenAI repository
- License: LicenseRef-Unknown · policy=link-only · description only; the file stays with the author
- Source: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/earnings-preview/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/earnings-preview

## What it 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.

## Install

### Codex (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill earnings-preview -a codex
```

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

### Claude Code

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill earnings-preview -a claude-code
```

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

### Cursor

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

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins earnings-preview
```

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

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/earnings-preview
```

### Windsurf (Devin Desktop)

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

### 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/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/earnings-preview/SKILL.md

## When to use it
- 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
- 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.

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## Other versions with the same name
- [earnings-preview · anthropics](https://affpapa.org/en/nevibecode/skills/anthropics-earnings-preview.md) — 1100 installs
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From the same set: [openai/plugins](https://affpapa.org/en/nevibecode/by/openai/plugins.md) — 528 cards

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