Update to Daloopa

{
  "name": "earnings-flash",
  "description": "Rapid first-read earnings flash for a given company",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 214
    }
  ],
  "skill_md_contents": "---\nname: earnings-flash\ndescription: Rapid first-read earnings flash for a given company\n---\n\nGenerate a rapid earnings flash for the company specified by the user named in the user's request. If no ticker or company is provided, ask for one before proceeding.\n\nThis is a lightweight, speed-focused version of the earnings-review skill — designed for a quick first read within minutes of a filing. It pulls just enough context from Daloopa to frame BEAT/MISS verdicts, then focuses on what's new and surprising.\n\n**Before starting, read `../data-access.md` for data access methods and `../design-system.md` for formatting conventions.** Follow the data access detection logic and design system throughout this skill.\n\n## 1. Company Lookup\n\nLook up the company by ticker using `discover_companies`. Capture:\n- `company_id`\n- `latest_calendar_quarter` — anchor for all period calculations (see `../data-access.md` Section 1.5)\n- `latest_fiscal_quarter`\n- Firm name for report attribution (default: \"Daloopa\") — see `../data-access.md` Section 4.5\n\n## 2. Prior Quarter Context (4 Quarters)\n\nCalculate 4 quarters backward from `latest_calendar_quarter`. Search for and pull these core metrics:\n\n**Income Statement:**\n- Revenue / Net Sales\n- Gross Profit\n- Operating Income / EBIT\n- Net Income\n- Diluted EPS\n\n**Cash Flow:**\n- Operating Cash Flow\n- Free Cash Flow (or CapEx to compute it)\n\nThis is lighter than the earnings-review skill (4Q vs 8Q, no cost structure breakdown). The goal is just enough history to frame the latest quarter's results — not a full trend analysis.\n\n## 3. Company-Specific KPIs\n\nThink about the 3-5 most important KPIs for THIS company based on its business model. Search for those specific KPIs and pull for the same 4-quarter period. Also search for:\n- Segment/product revenue breakdown\n- Geographic revenue breakdown (if material)\n\nKeep this targeted — discover the critical operating metrics, not everything available.\n\n## 4. Guidance Series\n\nSearch for guidance series (revenue guidance, EPS guidance, margin guidance, any KPI guidance). If available, pull guidance data for the latest 2 quarters so you can compare the most recent actual results against what management guided.\n\nCRITICAL: Apply +1 quarter offset — guidance from Q(N) applies to Q(N+1) results.\n\n## 5. Get the Earnings Document\n\nUse `search_documents` to find the most recent earnings-related filing. Search strategy:\n1. Search for keywords `[\"results\", \"earnings\"]` in the latest 1-2 calendar quarters\n2. If that returns nothing, try `[\"revenue\"]` or `[\"financial\"]` as broader terms\n\nRead the document content from the search results. Focus on:\n- **Earnings transcripts**: Full document (management commentary, prepared remarks, Q&A)\n- **10-Q / 10-K**: Financial statements and MD&A sections\n- **8-K**: Full document (short event-driven filings)\n\nIf no document is found, proceed with the MCP fundamentals data only and note \"No earnings document found — analysis based on financial data only.\"\n\n## 5b. Stock Price Context\nGet the current stock price using `get_stock_prices` (see `../data-access.md` Section 1.7) — pass `company_id` and `dates` for the 3 most recent calendar days. Also pull prices around the earnings date (1 day before to 3 days after the `latest_calendar_quarter` end + ~30-45 days) to compute the post-earnings reaction. Include the next-day move percentage in the Executive Flash section.\n\n## 6. Executive Flash\n\nWrite 3-5 bullet-point verdicts. Each bullet MUST compare the latest quarter's results against prior periods from Step 2 and/or guidance from Step 4. Format:\n\n**[BEAT/MISS/INLINE/MIXED] | Key number (YoY change) | One-sentence context**\n\nExamples:\n- **BEAT | Revenue $95.4bn (+6.1% YoY) | Acceleration from +4.8% last quarter driven by iPhone 16 cycle**\n- **MISS | EPS $1.46 vs $1.52 prior year | Higher opex from AI investments weighed on margins**\n- **GUIDANCE UP | FY2026 revenue guided $400-405bn | Management raised full-year outlook on cloud strength**\n\nUse Daloopa citation links for all figures sourced from MCP. Use \"(per filing)\" for figures only found in the document.\n\nAlso include a one-line **Management Tone** assessment (confident/cautious/defensive/evasive/optimistic) if an earnings document was available. Support with specific language from the document.\n\n## 7. Key Numbers Table\n\nPresent the latest quarter's results with comparison context:\n\n| Metric | Latest Quarter | Prior Quarter | YoY Change | vs Guidance |\n|--------|---------------|---------------|------------|-------------|\n\nInclude: revenue, EPS, margins, segment breakdowns, KPIs — all sourced from MCP with Daloopa citation links. Add a \"vs Guidance\" column if guidance data was available from Step 4 (show beat/miss amount).\n\nGroup by category: P&L, Segments, KPIs, Cash Flow.\n\nFor figures only available from the document (not in MCP), include them in a separate \"Per Filing\" sub-section below the table and note they are not cross-referenced.\n\n## 8. Guidance & Outlook\n\nExtract forward-looking statements from the earnings document (if available):\n- Explicit numerical guidance (revenue, EPS, margin ranges)\n- Changes from prior guidance (raised, lowered, narrowed, withdrawn)\n- Qualitative outlook language\n- Capex/investment plans\n\nIf guidance data was pulled from Daloopa in Step 4, compare new guidance against prior guidance with a table:\n\n| Metric | New Guidance | Prior Guidance | Change |\n|--------|-------------|---------------|--------|\n\nIf no document was found, summarize any guidance series data from Step 4 and note that no new guidance language is available.\n\n## 9. Risk Flags\n\nCall out concerning signals — this section should be sharp and skeptical:\n- Guidance cuts or narrowing\n- Missing disclosures or metrics that were previously reported\n- Growing gap between GAAP and non-GAAP\n- Cash flow divergence from earnings\n- One-time items that flatter the headline numbers\n- Management hedging or qualifying language (from document)\n\nIf no material risk flags, say so clearly: \"No material risk flags identified.\"\n\n## 10. Quick Read-Throughs\n\nWrite 2-3 bullets on what this filing implies for adjacent companies:\n- **Suppliers**: Positive or negative signal for key input providers\n- **Customers**: Demand signal for downstream buyers\n- **Competitors**: Share shift, pricing, or market growth implications\n\nFormat: `**[COMPANY/SECTOR]**: [implication] (based on [specific data point])`\n\n## 11. Save Report\n\nSave the HTML report to: `reports/{TICKER}_earnings_flash_{PERIOD}.html` (where PERIOD is the latest calendar quarter analyzed).\n\nUse the design-system HTML template from `../design-system.md`. Include all CSS inlined.\n\nAdd a **FLASH** banner at the top of the report. Insert this right after the opening `<body>` tag, before the `<h1>`:\n\n```html\n<div style=\"background: #C0392B; color: white; text-align: center; padding: 8px 16px; font-size: 14px; font-weight: bold; letter-spacing: 2px; margin-bottom: 16px;\">\n    EARNINGS FLASH — FIRST READ\n</div>\n```\n\nThe `<h1>` should be: `{TICKER} Earnings Flash — {PERIOD}`\n\nAdd a disclaimer after the flash banner:\n```html\n<p style=\"font-size: 10px; color: #6C757D; font-style: italic; margin-bottom: 16px;\">\n    This is a rapid first-read summary. For full analysis with 8-quarter trends, cost structure,\n    and competitive read-throughs, run the earnings-review skill for {TICKER}.\n</p>\n```\n\nReplace `{FIRM_NAME}` in the footer — see `../data-access.md` Section 4.5.\n\nAll financial figures from Daloopa must use citation format: `<a href=\"https://daloopa.com/src/{fundamental_id}\">$X.XX million</a>`\n\nTell the user where the HTML report was saved and highlight the 2-3 most notable findings.\n\n"
}