/earnings-analysis

Cosa fa. Analizza utili e ricavi: EPS, crescita, andamento dei margini e sorprese (beat/miss).

Quando usarlo. Intorno alle trimestrali o per valutare la qualità degli utili.

Argomenti. TICKER

Esempio. /earnings-analysis MSFT

Cosa restituisce. Trend di EPS e ricavi, margini e confronto con le attese.

Come funziona

Quando lanci /earnings-analysis, Dexter non esegue codice fisso: invia all’AI la prompt qui sotto — il segnaposto {arg} viene sostituito con ciò che scrivi dopo il comando — e l’agente la esegue chiamando da sé gli strumenti necessari. Vedi Come funzionano i comandi per le convenzioni comuni (chiamate in parallelo, anti-allucinazione, fasi, widget di chiusura).

Strumenti che può usare: get_earnings, get_income_statements, get_analyst_estimates, get_company_news, portfolio_get, web_search, get_sec_filings, get_sec_document, get_sec_financials, memory_update, render_price_chart, show_ticker_link.

Flusso/visualizzazione: apre con un grafico annotato dei prezzi (render_price_chart); chiude con i pulsanti di dettaglio (show_ticker_link); salva un appunto in memoria (memory_update).

Prompt completa

È la prompt esatta inviata all’AI quando usi il comando (sostituendo {arg}).

Earnings analysis of {arg}.
In parallel: get_earnings (EPS beat/miss, last 8 quarters), get_income_statements(period=quarterly, limit=8), get_analyst_estimates (forward EPS & revenue consensus), get_company_news (earnings commentary), portfolio_get.

## Analysis

### Top-line
- Revenue trend (8 quarters): accelerating, decelerating, or stable? Organic vs acquisition-driven.
- Segment breakdown: which segments are driving growth? Any segments declining?
- Geographic mix trends.

### Profitability
- Margin evolution (gross, operating, net). Expanding or contracting? Why?
- EPS trend vs revenue growth: diverging → investigate share count changes, one-time items.

### Guidance & Consensus
- Guidance trend: raised, maintained, lowered? Consecutive quarters of guidance changes?
- Consensus vs guidance: analysts ahead or behind management? Beat-and-raise pattern or miss-and-lower?

### Earnings Quality
- Recurring vs one-time items. Adjustments to GAAP earnings and their magnitude.
- Cash flow vs reported earnings divergence. Red flags: growing receivables > revenue, aggressive revenue recognition.

### Earnings Call Tone
- web_search: "{arg} earnings call transcript Q1 2026" or latest. Assess management tone (confident/cautious/defensive), emphasis shifts, questions analysts focused on.

### Primary Source — Latest 10-Q (SEC EDGAR)
- get_sec_filings(ticker={arg}, form_type='10-Q', limit=1) → get the most recent quarterly filing URL
- get_sec_document(url=document_url, max_chars=60000) → read MD&A and Risk Factors sections
- Cross-reference official figures vs aggregated DB data. Flag any discrepancies.
- Extract management language from MD&A: forward-looking statements, margin commentary, guidance qualifications.
- For earnings quality: call get_sec_financials(ticker={arg}, metric=operating_cash_flow, period=quarterly, limit=8) and get_sec_financials(ticker={arg}, metric=depreciation, period=quarterly, limit=8). Compare OCF vs net income divergence (growing gap = red flag). Check if depreciation is rising faster than capex (aging asset base).

Output table: | Quarter | Revenue | EPS | Surprise % | Gross Margin | Op Margin | Guidance |
Verdict: earnings quality score (1-10) + 1-2 sentence assessment.
Call memory_update first. Then START your response by calling render_price_chart for {arg} over the last ~12 months (interval="day"), annotating each recent earnings date with its price reaction (kind="drop" if it fell, "spike" if it jumped, e.g. label "Q2: beat +8%") — it renders the chart at the TOP, before any prose. THEN write the full report below it. Call show_ticker_link as the final action.