Earnings model update
Models refreshed the morning after results
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the release, the filing and the call transcript
Updates the earnings model with reported results and the guidance from the call, line by line
Updates the model and reconciles it to the reported figures
Shows every estimate that moved, why it moved and how the new numbers compare with consensus
Drafts the note with the changed estimates listed
Drafts the first-take note for the analyst to edit before the market opens
Works in
Snowflake, Box, MS Teams
Snowflake, Box, MS TeamsWhat it does
- Updates the earnings model with reported results and the guidance from the call, line by line
- Shows every estimate that moved, why it moved and how the new numbers compare with consensus
- Drafts the first-take note for the analyst to edit before the market opens
Connects to
Snowflake
Query and materialize warehouse data with your existing roles.
Box
Read, classify, and file documents with retention rules.
MS Teams
Deliver updates and approvals into Teams channels.
Skills included
- Estimate reconciliation
- First-take note
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.