octagonai/earnings-analyst-questions

Earnings Analyst Questions

Identify and analyze the key themes, concerns, and questions raised by analysts during earnings calls, with specific analyst attribution and topic categorization.

Prerequisites

Ensure Octagon MCP is configured. See references/mcp-setup.md for installation instructions.

Workflow

Step 1: Extract Analyst Questions

Use the Octagon MCP to identify analyst questions and concerns:

Identify key themes and concerns raised by analysts during <TICKER>'s latest earnings call.

Step 2: Targeted Question Analysis

Focus on specific aspects of analyst questions:

# All Analyst Concerns
What concerns did analysts raise in <TICKER>'s latest earnings call?

# Specific Topic
What questions did analysts ask about AI in <TICKER>'s earnings call?

# Analyst Coverage
Which analysts participated in <TICKER>'s earnings call Q&A?

# Most Frequent Topics
What were the most frequently asked topics in <TICKER>'s earnings call?

# Unanswered Questions
Were there questions that management avoided or didn't fully answer in <TICKER>'s call?

Expected Output

The skill returns structured analyst question analysis including:

| Component | Description | |-----------|-------------| | Key Themes | Major topics raised by analysts | | Analyst Attribution | Which analyst asked which question | | Concern Categories | Grouped by topic area | | Management Response | How questions were addressed | | Follow-up Questions | AI-generated questions for deeper research | | Source Citations | Transcript page references |

Example Query

Identify key themes and concerns raised by analysts during TSLA's latest earnings call.

Example Response

Analysts highlighted several critical topics during Tesla's latest earnings call, as documented in the TSLA_Q22025 transcript:

Key Analyst Questions

• Robotaxi Business Funding – Analysts questioned how Tesla plans to finance the costs of scaling its robotaxi initiative, specifically whether it will rely on auto business cash flows or alternative funding sources [Dan Meir Levy]

• Full Self-Driving (FSD) Revenue Potential – Interest focused on trends and monetization strategies for FSD subscriptions [Mark Trevor Delaney]

• Megapack Sales Impact – The elimination of tax credits for solar projects raised concerns about its effect on Tesla's Megapack sales pipeline

• Incentive Loss and Autonomy Challenges – Analysts warned of potential rough quarters due to the loss of U.S. incentives and the early-stage risks of autonomy development [Elon Musk]

• Lower-Cost Model Details – Requests for more information on production timelines and cost-saving strategies for Tesla's upcoming lower-cost vehicle [Lars Moravy]

Follow-up Questions

• What specific funding mechanisms has Tesla outlined for the robotaxi business?
• How does Tesla plan to mitigate risks from the loss of U.S. tax incentives?
• What are the projected timelines for the lower-cost model's production launch?

Source: TSLA_Q22025, Page: 5

Analyst Question Categories

Financial Topics

| Category | Example Questions | |----------|-------------------| | Revenue | Segment growth, pricing, demand | | Margins | Cost structure, pricing power | | Guidance | Outlook clarification, assumptions | | Capital | Allocation, returns, leverage |

Strategic Topics

| Category | Example Questions | |----------|-------------------| | Growth Initiatives | New products, markets, investments | | Competitive | Market share, differentiation | | M&A | Deal pipeline, integration | | Technology | R&D, innovation, roadmap |

Operational Topics

| Category | Example Questions | |----------|-------------------| | Execution | Production, capacity, efficiency | | Supply Chain | Sourcing, costs, risks | | Workforce | Hiring, retention, costs | | Geographic | Regional performance, expansion |

Risk Topics

| Category | Example Questions | |----------|-------------------| | Regulatory | Policy changes, compliance | | Macro | Economic sensitivity, cycles | | Competitive | Market threats, disruption | | Execution | Delivery, timeline risks |

Analyst Attribution

Understanding Analyst Context

| Analyst Type | Typical Focus | |--------------|---------------| | Sell-side (Bulge Bracket) | Broad coverage, key themes | | Sell-side (Boutique) | Sector expertise, detailed | | Buy-side | Specific thesis questions | | Independent | Alternative perspectives |

Notable Analyst Patterns

| Pattern | Interpretation | |---------|----------------| | Same analyst, same topic | Persistent concern | | Multiple analysts, same topic | Widespread concern | | New topic raised | Emerging issue | | Detailed follow-up | Dissatisfied with response |

Question Intensity Analysis

Measuring Topic Importance

| Metric | Interpretation | |--------|----------------| | Number of questions | Topic priority | | Number of follow-ups | Incomplete answers | | Analyst seniority | Credibility weight | | Time spent | Management engagement |

Heat Map Framework

| Topic | Questions | Follow-ups | Intensity | |-------|-----------|------------|-----------| | FSD Revenue | 3 | 2 | High | | Margins | 2 | 1 | Medium | | CapEx | 1 | 0 | Low |

Concern Classification

Severity Assessment

| Severity | Indicators | |----------|------------| | Critical | Multiple analysts, pushback, unresolved | | High | Several questions, detailed probing | | Medium | Standard questions, adequate response | | Low | Single mention, brief discussion |

Resolution Status

| Status | Description | |--------|-------------| | Resolved | Clear, specific answer provided | | Partially Resolved | Some detail, gaps remain | | Deflected | Redirected, not directly answered | | Unresolved | Avoided, promised future update |

Tracking Questions Over Time

Quarter-over-Quarter Analysis

| Topic | Q1 | Q2 | Q3 | Q4 | Trend | |-------|----|----|----|----|-------| | FSD | 1 | 2 | 3 | 4 | Rising | | Margins | 3 | 2 | 2 | 1 | Declining | | China | 2 | 3 | 2 | 2 | Stable |

New vs. Recurring Topics

| Type | What It Means | |------|---------------| | New topic | Emerging concern or opportunity | | Recurring topic | Persistent issue | | Dropped topic | Resolved or no longer relevant | | Intensifying | Growing importance |

Use Cases

1. Sentiment Analysis: Gauge Street concerns and focus areas
2. Risk Discovery: Identify issues analysts are probing
3. Thesis Validation: Check if your concerns are shared
4. Peer Comparison: Compare question themes across competitors
5. Management Assessment: Evaluate response quality
6. Pre-Earnings Prep: Anticipate likely questions

Combining with Other Skills

| Skill | Combined Analysis | |-------|-------------------| | earnings-qa-analysis | Questions + management responses | | earnings-call-analysis | Full context + analyst focus | | price-target-consensus | Analyst concerns vs. targets | | stock-grades | Questions aligned with ratings | | stock-price-change | Question impact on price |

Analysis Tips

1. Track Analyst Names: Note who asks what repeatedly

2. Count Question Frequency: More questions = higher priority

3. Watch for Pushback: Analysts pressing = important issue

4. Note Unanswered Questions: What's management avoiding?

5. Compare to Peers: Are same questions asked of competitors?

6. Pre-Earnings Prediction: Anticipate topics based on history

Interpreting Results

See references/interpreting-results.md for detailed guidance on analyzing analyst questions.