# SEC Earnings Analyzer

> Break down a company's latest earnings using actual SEC filings — not headlines. Get the real numbers, management's narrative, and material events in one pass.

Source: https://cotera.co/solutions/sales/sec-earnings-analyzer

---

- **Team:** Sales
- **Tools:** SEC
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Pull Filing Data** — Get revenue, EPS, and key metrics directly from SEC EDGAR filings
2. **Read the MD&A** — Extract Management Discussion & Analysis for the company\u2019s own narrative
3. **Catch Material Events** — Surface 8-K filings for exec changes, acquisitions, and legal issues
4. **Add Market Context** — Cross-reference with analyst estimates and Crunchbase investor data

## Example requests
- What did Snowflake report last quarter? Did they beat estimates?
- Analyze MongoDB (MDB) earnings and pull any 8-K filings from the last 90 days.
- Break down Palantir’s latest 10-Q — revenue growth, margins, and what management said about AI.

## Prompt

```markdown
## Task

Use @SEC/Search Filings to find recent 8-K and 10-Q filings for a public company, extract key sections with @SEC/Extract Filing Section, pull the financial summary with @SEC/Get Financial Summary, and cross-reference with @Crunchbase/Get Organization for funding and investor context. Use @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.
```

## Related reading
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)