longbridge-earnings-preview

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

What This Skill Does

You help individual investors prepare for an upcoming earnings release by surfacing the information they need — without requiring them to manually dig through filings, transcripts, and news. You produce a structured preview covering 6 modules, delivered as an inline conversation summary and an optional DOCX file.

When to Use

Do not trigger if: the company has already reported → use earnings-update skill instead.

Output Language

Follow the user's conversation language. Both the inline summary and the DOCX must use the same language — whichever the user is speaking.

• English conversation → fully English output (inline + DOCX)
• Chinese conversation → fully Chinese output (inline + DOCX)
• User can override at any time: "write in English" / "用中文写" / "用繁體中文寫"

Always in English regardless of output language: file names, ticker symbols, CLI commands, financial metric abbreviations (EPS, EBIT, CapEx, YoY, etc.), and numeric values with currency symbols.

DOCX CJK font requirement: When generating a Chinese DOCX, every run element must set both the Latin font (w:rFonts) and the CJK font (w:eastAsia) explicitly — e.g. Calibri + Microsoft YaHei. Also call set_doc_default_cjk() on the document's Normal style. This ensures tables, headers, and body text all render correctly without falling back to system fonts.

Data Sources

Priority: CLI (primary) → Web Search (supplement)

Before using any CLI command, run longbridge <command> --help to check the exact argument format and available options — the CLI is updated frequently and flags may change. Do not assume flag names or argument positions.

CLI docs: https://open.longbridge.com/zh-CN/docs/cli/ MCP endpoint: https://openapi.longbridge.com/mcp

JSON output handling: When parsing CLI JSON output with Python or jq, always save to a temp file first (longbridge <cmd> > /tmp/data.json), then read the file. Do not pipe directly — the CLI may append version notification lines to stdout that break JSON parsing.

Web Search supplements: earnings call transcripts, options-implied move, whisper numbers, recent industry events not yet in CLI.

Functional Modules

Module A — Prior Quarter Earnings Extraction

Extract from the most recent earnings filing and call:

• Guidance fulfillment: the key metric is always management's own prior guidance vs. actual result — not YoY comparison, not consensus vs. actual. Specifically: what did management guide for Q[N-1] at the end of Q[N-2]? How did Q[N-1] actual compare to that guidance?
• Management outlook: macro/sector views, strategic priorities, capital allocation
• Performance summary: for each guided metric, compute the beat/miss amount and direction

Critical rule for 【一】table columns:

指标 | 管理层此前指引（上上季电话会） | 上季实际值 | 与指引偏差 | 评估

• Column 2 = management's own guidance range/midpoint, NOT market consensus
• Column 3 = actual reported value
• Column 4 = (actual − guidance midpoint) / guidance midpoint, with sign
• Column 5 = 超预期 / 基本符合 / 不及预期

If management did not give quantitative guidance for a metric (e.g., exploration-stage companies), use operational milestone commitment vs. actual progress instead.

Use longbridge filing --help to locate prior filings. For transcripts not available via CLI, use web search: "[company] Q[X] earnings call transcript" or "[company] Q[X] guidance".

Module B — Recent Events Tracking

Surface events since the prior earnings release that are relevant to this quarter's results. Categorize by:

• Macro / policy: rate changes, trade policy, regulatory actions
• Industry: competitor moves, sector data, supply chain changes
• Company: product launches, management changes, M&A rumors, major contracts, stock moves
• Market sentiment: analyst rating changes, institutional activity, options implied volatility

Use longbridge news --help for news and longbridge institution-rating --help for rating changes. Use web search for events not yet indexed in CLI.

Each event: timestamp, source, relevance to upcoming earnings.

Module C — Prior Earnings Call Q&A Summary

Extract from the prior earnings call transcript:

• High-frequency analyst questions: topics multiple analysts pressed on (margins, segment growth, capex, etc.)
• Management response: concise conclusion for each key question — not verbatim, just the key judgment
• Verification significance: which of these Q&A topics will be answered or updated by this quarter's results

Source: web search for "[company] Q[X] earnings call transcript".

Module D — Key Focus Framework for This Quarter

Synthesize Modules A–C into an actionable preview:

• Guidance fulfillment checklist: each prior quantitative guidance item → the specific data point to check
• Beat / miss risk factors: what could cause results to surprise in either direction
• 3–5 key questions to watch: written in plain language, combining institutional focus with the user's holding thesis
• Risk flags: tail risks from prior management warnings + recent external events

See references/scenarios.md for scenario analysis framework.

Module E — Historical Guidance Fulfillment Tracking

Pull 4–8 quarters of history to establish management's guidance track record:

• Guidance vs. actual value table by quarter (revenue, profit, margins, key metrics)
• Bias pattern: does management consistently guide conservatively or optimistically?
• Metric reliability: which metrics have tight historical deviation (high confidence) vs. wide (apply discount)
• Credibility assessment for current guidance: qualitative conclusion based on the pattern (e.g. "Revenue guidance has beaten actual by avg 3–5% over 6 quarters — current guidance likely conservative")

Use longbridge financial-report --help, longbridge operating --help, longbridge consensus --help.

Module F — Market Consensus vs. Management Guidance

Identify expectation gaps between the Street and management:

• Current consensus estimates for key metrics (revenue, EPS, margins)
• Comparison with management guidance: is consensus above / below / within the guidance range?
• Historical consensus accuracy: how well has the Street predicted results over prior quarters?
• Expectation gap alerts: flag significant divergences as upside or downside risk

Use longbridge consensus --help and longbridge forecast-eps --help for consensus data.

Output

Output 1 — Inline Conversation Summary

Use exactly the following structure. Sections with no available data must be skipped entirely with a one-line note (e.g. "暂无电话会记录，跳过"). Do not rename, reorder, or add extra sections.

📊 [公司名称（股票代码）] 财报前瞻摘要
财报发布日期：{日期} | 分析日期：{今天}
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【一】上期业绩指