Earnings Preview — ibizai Claude for Financial Services

What the Agent Produces

Nine sections grounded in the data you provide. No market data is fetched, and no consensus, whisper number or options-implied move is invented.

Setup Overview Quarter, date, last print, guidance and the narrative going in.

Consensus vs. Your Expectations A table of prior, consensus and your estimate, with the gap, from the numbers you supply.

Key Metrics to Watch Ranked, with sector-specific operating metrics and what good or bad looks like.

Beat or Miss: What Counts Thresholds anchored on consensus and your model, and why the market cares.

Questions for the Call Sharp questions grouped by guidance, margins, demand, capital allocation and risk.

Scenario Analysis Bull, base and bear: drivers, the commentary that would signal each, qualitative reactions.

Catalyst Checklist The three to five items that will decide the reaction.

Positioning View How risk and reward look given your view and the setup you supplied.

Assumptions to Confirm Every missing figure and assumption, listed so none passes as fact.

Prepare Your Earnings Preview

Paste the prior results, company guidance, the consensus figures you are using, your own model numbers and recent news. The agent builds a pre-earnings note: your expectation versus consensus, what counts as a beat or a miss, questions for the call, scenario reactions and the positioning view.

Draft for analyst review only. No market data is fetched: consensus comes only from what you paste, with its source and date. Not investment advice.

Company and Event

Company Name *

Ticker / Exchange

Sector *

Quarter to Preview

Earnings Date and Timing

Reporting Currency / Market

Numbers

Prior Results

Company Guidance

Consensus Figures (with source and date)

Your Own Model Numbers

Context

How It Works

The Earnings Preview is ibizai's implementation of the Anthropic Claude for Financial Services earnings-preview reference agent, adapted for regional issuers across Latin America, the Caribbean and Iberia, including semi-annual reporting cycles and output in EN, ES and FR.

The reference agent searches the web for consensus. This version does not: you bring the consensus, the model and the news, so every figure in the note traces back to you, and anything missing is listed under Assumptions to Confirm. Pick the AI model you prefer; the default is set by ibizai.

After the results. Once the company has reported, continue with the Earnings Reviewer: it compares actuals with consensus and checks your thesis.

Important: Output is a draft for qualified research analyst review. Verify consensus, dates and guidance before any use. Nothing produced here constitutes investment advice, a securities recommendation or a research opinion.

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