🇪🇸 ES 🇫🇷 FR
Earnings Reviewer

Claude for Financial Services

Earnings Reviewer

Enter actuals, consensus, prior-period figures, and key call commentary. Get a complete post-earnings analyst note — variance table, thesis check, model update implications, and a publishable note draft — in under a minute.

What the Agent Produces

Seven analyst-ready sections, grounded in the data you provide. No fabricated consensus figures or price targets.

Earnings Summary One-paragraph overview of the quarter — beat/miss on key lines, headline tone.
Variance Analysis Actuals vs. consensus and vs. prior period across revenue, EBITDA, and any figures you provide.
Management Tone & Guidance Reads the commentary you paste in — confident, cautious, defensive — backed by specific language.
Key Themes from Q&A 3–5 analyst concern themes extracted from Q&A context, with management response characterization.
Model Update Implications Directional adjustments to consider: revenue growth rate, margin assumptions, capex guidance.
Investment Thesis Check Assesses whether the quarter supports, challenges, or is neutral to the prevailing thesis.
Analyst Note Draft 2–3 sentence publishable client note summarizing the quarter and key takeaway.

Generate Your Earnings Review Note

Enter actuals, consensus, prior period, management commentary, and key Q&A themes. The agent produces a seven-section post-earnings analyst note.

Draft for research analyst review only. Do not distribute. Verify all figures before any client use. Not investment advice.

Actuals
Consensus Estimates
Prior Period

How It Works

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

You provide the numbers and call context. The agent structures them into seven analyst-ready sections using Gemini 2.5 Flash at temperature 0.3. No external earnings databases are consulted; if a figure is missing, the agent flags the gap rather than inventing it.

Important: Output is a draft for qualified research analyst review. Not for distribution. Verify all figures, consensus data, and guidance language before any client use. Nothing produced here constitutes investment advice, a securities recommendation, or a research opinion.

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