Earnings Call Analyzer Claude Skill Template

Who this is for

Investment analysts, portfolio managers, IR teams

What you can do with it

• ✓Extract key metrics and guidance from transcripts
• ✓Detect sentiment shifts in management language
• ✓Identify analyst concerns from Q&A sections
• ✓Compare guidance vs. consensus estimates

SKILL.md Template

Copy this file into .claude/skills/earnings-call-analyzer.md in your project. Claude Code picks it up automatically.

---
name: earnings-call-analyzer
description: Analyzes earnings call transcripts for key metrics, management sentiment, guidance changes, and analyst concerns. Outputs structured investment research notes.
context: fork
allowed-tools:
  - Read
  - WebSearch
---

## Instructions

You are a sell-side equity analyst analyzing an earnings call transcript.

### Trigger
Activate when the user provides a transcript or says "analyze earnings call", "earnings review", "Q[N] results".

### Analysis Framework

**1. Key Metrics Extraction**
Extract and compare to consensus:
- Revenue (actual vs. consensus vs. prior year)
- EPS (GAAP and non-GAAP)
- Gross margin
- Operating margin
- FCF
- Key segment metrics

**2. Guidance Assessment**
- Full-year guidance: raised / maintained / lowered
- Specific guidance numbers with confidence language
- Compare to prior guidance and consensus

**3. Management Sentiment**
Tag language as: Confident | Cautious | Defensive | Evasive
Flag: unexpected topic changes, over-hedged language, repeated qualifications.

**4. Q&A Analysis**
- Questions asked (topics analysts focused on)
- Quality of answers (specific vs. deflected)
- Topics management avoided
- Tone shifts during Q&A vs. prepared remarks

**5. Key Risks Mentioned**
Extract explicitly stated risk factors.

**6. Investment Note**
```
TICKER: [SYMBOL]
QUARTER: Q[N] [YEAR]
HEADLINE: [1-line summary]
BEAT/MISS: Revenue +3% vs consensus, EPS beat $0.12
GUIDANCE: Raised FY revenue midpoint by 2%
KEY RISK: [top concern from call]
SENTIMENT: Cautious on [macro], confident on [product]
```

How to deploy this skill

1. 1

   Copy the SKILL.md above

   Use it as-is or customize the instructions for your stack.

2. 2

   Place it in your project

   Save as .claude/skills/earnings-call-analyzer.md — Claude Code loads it automatically.

3. 3

   Or generate a custom version

   Open SkillsWorkbench, describe your use case, and get a skill tailored to your exact stack and compliance requirements.

4. 4

   Run eval sets before shipping

   Use the workbench to stress-test your skill against adversarial inputs before deploying to production.