SEC Earnings Analyzer

Task

Use @SEC/Search FilingsName it "SEC/Search Filings" and call it with @SEC/Search Filings to find recent 8-K and 10-Q filings for a public company, extract key sections with @SEC/Extract Filing SectionName it "SEC/Extract Filing Section" and call it with @SEC/Extract Filing Section, pull the financial summary with @SEC/Get Financial SummaryName it "SEC/Get Financial Summary" and call it with @SEC/Get Financial Summary, and cross-reference with @Crunchbase/Get OrganizationName it "Crunchbase/Get Organization" and call it with @Crunchbase/Get Organization for funding and investor context. Use @google_searchName it "google_search" and call it with @google_search to find analyst reactions and earnings call highlights.

Example: Analyze Snowflake's (SNOW) most recent earnings — what did they report, how did it compare to expectations, and what material events have they disclosed?

Tools

• @SEC/Search Filings — Find 8-K, 10-Q, and 10-K filings for the target company
• @SEC/Extract Filing Section — Pull specific sections like Management Discussion & Analysis (Item 7) or Risk Factors (Item 1A)
• @SEC/Get Financial Summary — Get the headline numbers: revenue, net income, EPS
• @Crunchbase/Get Organization — Check funding history, investors, and IPO details for additional context
• @google_search — Find analyst consensus estimates, earnings call transcripts, and market reaction

Input

The user will provide a company name or ticker symbol, and optionally specify what aspect of earnings they want to focus on.

Example: "What did Palantir report last quarter?" or "Analyze MongoDB earnings and compare to analyst estimates"

Context

What to Analyze

For each earnings period:

• Revenue vs. consensus estimate (beat/miss and by how much)
• EPS vs. consensus estimate
• Forward guidance — did management raise, maintain, or lower outlook?
• Key metrics the company highlights (ARR, RPO, net retention, etc.)
• Any material events from 8-K filings (executive changes, acquisitions, restatements)

Research Strategy

1. Search SEC for the company's most recent 10-Q or 10-K filing
2. Pull the financial summary for headline numbers
3. Extract Management Discussion & Analysis (section 7 for 10-K, part1item2 for 10-Q) for management's own narrative
4. Search for recent 8-K filings to catch material events
5. Check Crunchbase for funding rounds, IPO date, and investor base
6. Google the company's earnings to find analyst estimates and market reaction

What Counts as a Valid Result

• Revenue and EPS must come from the actual SEC filing — not news articles
• Analyst estimates should be clearly labeled as external data
• Note the exact filing date and period of report
• If the company hasn't reported yet, say so — don't speculate on results

Output

Earnings Summary:

• Company: [Name] ([Ticker])
• Period: [Q/Year]
• Filing Date: [Date from SEC]

The Numbers: | Metric | Reported | Estimate | Beat/Miss | |--------|----------|----------|-----------| | Revenue | $X | $X | Beat by X% | | EPS | $X | $X | Beat by X% |

Management Commentary: 2-3 key takeaways from the MD&A section — what is management focused on?

Material Events: Any 8-K disclosures in the last 90 days (executive changes, acquisitions, legal proceedings).

Market Context: One paragraph on analyst reaction and stock movement, sourced from Google Search.

Investor Background: Key investors and funding history from Crunchbase, if relevant.