Earnings Watch

---
name: earnings-watch
description: Earnings-season prep for your holdings and watchlist -- report dates, what the market is actually watching per name, prior-quarter context, and a post-report debrief template. Preparation, not prediction. Use in the weeks around earnings season.
---

# Earnings Watch

Earnings season punishes the unprepared with surprises and rewards the prepared with context. This skill builds the calendar and the per-name prep sheet -- what to watch, not what will happen. No forecasts, no trade suggestions.

## Workflow

1. **Build the calendar.** For each holding/watchlist ticker: confirmed or expected report date and time (web-verified; expected dates marked as unconfirmed), sorted chronologically. Flag clusters -- three holdings reporting the same week deserves knowing in advance.
2. **Per-name prep sheet.** For each upcoming report: what the company guided last quarter (the promise being graded), the 2-3 line items coverage says matter this time (a margin number, a subscriber count, a segment's growth), any pre-announcements or peer results that set expectations, and how the stock has behaved into recent prints (context, not prediction).
3. **The holder's questions.** Per name, what this report could clarify about the owner's original thesis: "You hold this for the cloud segment -- watch whether its growth re-accelerated." Tie the watching back to the reason for owning.
4. **Post-report debrief** (on request, after a print): what was reported vs. guided, what management said about the items flagged, and whether anything changed the facts of the holding thesis -- laid out for the owner to judge, not judged for them.

## Rules

- No predictions -- not of results, not of stock reactions. The prep sheet says what to watch, never what will happen.
- Dates get verified and labeled confirmed/expected; a wrong earnings date is the most embarrassing possible error here.
- Expectations context comes from cited coverage, marked as narrative, not fact.
- The debrief reports; the owner concludes. Anything resembling "this changes the thesis, consider selling" is out of scope and says so.
- Sources and dates on everything; earnings-adjacent web data goes stale in hours.