# Earnings call brief

Turn earnings releases, transcripts, guidance, analyst questions, news, and market reaction into an analyst-ready brief with QVeris evidence.

## Agent Install Policy

Agents must get explicit user confirmation before installing a skill, writing configuration, or changing the local environment.

1. Read this guide and the manifest: https://qveris.ai/skills/qveris-earnings-call-brief/manifest.json
2. Explain to the user what will be installed and which QVeris API actions may be used.
3. Ask for explicit approval before running an install command or changing local configuration.
4. After approval, install the skill and run one starter prompt.

## Official GitHub Source

- Repository: https://github.com/QVerisAI/open-qveris-skills
- Skill path: qveris-earnings-call-brief
- Skill source: https://github.com/QVerisAI/open-qveris-skills/tree/main/qveris-earnings-call-brief
- Clone and inspect: `git clone https://github.com/QVerisAI/open-qveris-skills.git && cd open-qveris-skills/qveris-earnings-call-brief`

## Install Commands

- OpenClaw: `openclaw skills install qveris-earnings-call-brief`

## Starter Prompts

### Earnings brief
Summarize one earnings event.

```text
Use QVeris to create an earnings call brief for MSFT. Include reported numbers, guidance, transcript themes, analyst Q&A, market reaction, risks, QVeris capabilities used, paid Call count, and missing evidence.
```

### Guidance change
Find what changed versus prior expectations.

```text
Use QVeris to compare this quarter earnings guidance with prior quarter commentary and recent analyst expectations. Highlight changed assumptions and market reaction.
```

### Q&A risk scan
Extract risks from analyst questions and management answers.

```text
Use QVeris to scan the earnings transcript Q&A for demand, margin, competition, regulation, and capital allocation risks. Cite exact source types and separate management claims from evidence.
```

## QVeris API Actions

- Discover `POST /search`: Find transcripts, earnings releases, financial statements, filings, quote reaction, calendar, and news capabilities.
- Inspect `POST /tools/by-ids`: Verify transcript availability, event date, fields, pagination, and billing before execution.
- Call `POST /tools/execute`: Call selected earnings sources and turn them into a concise analyst brief with source trace.

## Estimated QVeris Usage

This workflow usually needs 5-15 paid Calls after free Discover and Inspect preflight. Cost depends on providers, ticker count, and time window.

- Typical paid Call executions: 5-15
- Planning estimate: 5-160 credits
- Free actions: Discover, Inspect
- Paid actions: Call
- Note: Ask for explicit approval before paid Calls. Inspect billing_rule for every selected capability and reduce scope if the estimate is too high.

## Related Cases

- [Use FMP with QVeris](https://qveris.ai/blog/qveris-fmp-finance) - Turn structured financial data into callable agent capabilities.
- [Twelve Data market capabilities](https://qveris.ai/blog/qveris-twelve-data) - Add market data coverage for global research and screening workflows.
- [OpenClaw A-share finance assistant](https://qveris.ai/blog/openclaw-a-shares-finance-assistant) - A practical workflow for source-backed A-share monitoring.

## Human Page

https://qveris.ai/skills/qveris-earnings-call-brief
