Earnings & filings

Patterns for the bread-and-butter work. Copy them as written, swap the ticker, tighten the scope to taste.

The post-earnings read

MSFT just reported. Versus consensus: what beat, what missed? Segment revenue trends, margin bridge, and what guidance implies for the full year. Flag anything one-off.

The analyst pulls actuals, estimates, and the release — and structures the comparison instead of paraphrasing headlines.

The transcript mine

From NVDA’s last two earnings calls: everything management said about supply constraints — exact quotes, who said it, and how the language shifted between calls.

Quotes are reproduced from the fetched transcript, not remembered. Useful when the wording itself is the signal.

The filing delta

Compare risk factors in AAPL’s latest 10-K to the prior year’s: what was added, removed, or materially reworded?

Works from the filings themselves. For very long documents, upload the PDF and scope the question to it.

The pre-earnings setup

TSLA reports next week: current consensus for revenue and EPS, how estimates moved over the last 90 days, and the price reaction to each of the last four reports.

The estimate audit

Where do analyst estimates for AMZN disagree most — revenue, margins, or capex? Show the dispersion and which houses moved recently.