Agent examplesEquity research
Earnings first take
Beat or miss against consensus, what changed from a year ago and how the guide moved, out before the open. Every reported number traced to its source
The problem
The release lands after the close. The desk wants the read before the open
A first take has to separate reported from currency neutral growth, keep one time items in either period out of the comparison, and quote the new guide against the last one and the right consensus. One wrong comparison in a morning note travels fast
The request
Nike reported Q1 FY27 after the close yesterday. Give me a first take before the open: headline, beat or miss against consensus on revenue, gross margin and EPS on the basis consensus uses, what changed from a year ago, and the new guide against the last one and the Street. Use the call as well as the release. Call out anything one time. Consensus and our model are attached.
How Axe works
ApprovedChanges asked
Your reviewApprove, or say what to change
Approved or changes
First take and variance tableNote, table and tie out report
Final reviewApprove the revised files
Revised first take and variance tableRevised files and tie out
What you get back
Make it yours
Point it at your coverage list, use your own consensus source, or change the order of the note. Every step and every prompt can be edited
Customize this Agent
Opens a private copy of this Agent in your workspace, ready to adapt to your own sources