[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-openai-earnings-review":3,"mdc-278pns-key":33,"related-org-openai-earnings-review":1362,"related-repo-openai-earnings-review":1569},{"slug":4,"name":4,"fn":5,"description":6,"org":7,"tags":11,"stars":22,"repoUrl":23,"updatedAt":24,"license":25,"forks":26,"topics":27,"repo":28,"sourceUrl":31,"mdContent":32},"earnings-review","analyze company earnings and guidance","Full earnings analysis with guidance tracking for a given company",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},"openai","OpenAI","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fopenai.png",[12,16,19],{"name":13,"slug":14,"type":15},"Research","research","tag",{"name":17,"slug":18,"type":15},"Finance","finance",{"name":20,"slug":21,"type":15},"Accounting","accounting",3992,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fplugins","2026-06-30T19:00:57.102",null,465,[],{"repoUrl":23,"stars":22,"forks":26,"topics":29,"description":30},[],"OpenAI Plugins","https:\u002F\u002Fgithub.com\u002Fopenai\u002Fplugins\u002Ftree\u002FHEAD\u002Fplugins\u002Fdaloopa\u002Fskills\u002Fearnings-review","---\nname: earnings-review\ndescription: Full earnings analysis with guidance tracking for a given company\n---\n\nPerform a comprehensive earnings analysis for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.\n\n**Before starting, read `..\u002Fdata-access.md` for data access methods and `..\u002Fdesign-system.md` for formatting conventions.** Follow the data access detection logic and design system throughout this skill.\n\nFollow these steps:\n\n## 1. Company Lookup\nLook up the company by ticker using `discover_companies`. Capture:\n- `company_id`\n- `latest_calendar_quarter` — anchor for all period calculations below (see `..\u002Fdata-access.md` Section 1.5)\n- `latest_fiscal_quarter`\n- Firm name for report attribution (default: \"Daloopa\") — see `..\u002Fdata-access.md` Section 4.5\n\n## 2. Core Financial Metrics\nCalculate 8 quarters backward from `latest_calendar_quarter`. Search for these metrics, then pull:\n\n**Income Statement:**\n- Revenue \u002F Net Sales\n- Gross Profit\n- Operating Income \u002F EBIT\n- EBITDA (if not reported, compute as Operating Income + D&A — label it \"EBITDA (calc.)\")\n- Net Income\n- Diluted EPS\n- Operating Expenses (SG&A, R&D where available)\n\n**Cash Flow & Balance Sheet:**\n- Operating Cash Flow\n- CapEx (Purchases of property, plant and equipment)\n- Free Cash Flow (compute as Operating Cash Flow - CapEx — label it \"FCF (calc.)\")\n- D&A (needed for EBITDA calc if not directly reported)\n\nFor any derived\u002Fcomputed metric, mark it with \"(calc.)\" so the reader knows it's not directly sourced.\n\nFlag any one-time items that distort a quarter (e.g., tax charges, impairments, litigation settlements) with a footnote so YoY comparisons aren't misleading.\n\n## 3. Company-Specific KPIs\nFirst, think about what the most important KPIs are for THIS specific company based on its business model and what drives its valuation. For example:\n- **SaaS\u002Fcloud**: ARR, net revenue retention, RPO\u002FcRPO, customers >$100K\n- **Consumer tech**: DAU\u002FMAU, ARPU, engagement metrics, installed base, paid subscribers\n- **E-commerce\u002Fmarketplace**: GMV, take rate, active buyers\u002Fsellers, order frequency\n- **Retail**: same-store sales, store count, average ticket, transactions\n- **Telecom\u002Fmedia**: subscribers, churn, ARPU, content spend\n- **Hardware**: units shipped, ASP, attach rate\n- **Financial services**: AUM, NIM, loan growth, credit quality metrics\n- **Pharma\u002Fbiotech**: pipeline stage, patient starts, scripts, market share\n\nThen search for those specific KPIs by name, plus cast a wider net for anything else available. Also search for:\n- Segment\u002Fproduct revenue breakdown\n- Geographic revenue breakdown\n\nPull for the same 8-quarter period. If some KPIs only have data for recent quarters, include what's available and note the gap.\n\n## 4. Growth & Margins\nCalculate and present:\n- YoY revenue growth for each of the last 4 quarters (not just one)\n- Gross margin, operating margin, EBITDA margin, net margin trends over 8 quarters\n- EPS growth YoY for each of the last 4 quarters\n- Segment revenue YoY growth for the most recent quarter\n- Geographic revenue YoY growth for the most recent quarter\n- KPI growth rates where applicable\n\nIf the company has strong seasonality (e.g., retail Q4 holiday, back-to-school, cyclical patterns), add a note so the reader interprets QoQ swings correctly.\n\n## 4.5. Cost Structure & Margin Drivers\nDecompose what's driving margin trends. This turns the margin table from Section 4 into an analytical narrative.\n\n**COGS Analysis:**\n- Pull product COGS and services COGS (or equivalent cost breakdown) if available\n- Identify the 3-5 biggest cost line items and their YoY trends\n- Is COGS growing faster or slower than revenue? If slower, what's driving the efficiency — input costs, mix shift, pricing power, or scale leverage?\n\n**OpEx Breakdown:**\n- Pull R&D and SG&A separately for the last 8 quarters\n- Compute R&D % of revenue and SG&A % of revenue trends\n- Is the company investing more in R&D (growth mode) or cutting SG&A (efficiency mode)? Both? Neither?\n- Flag any quarter where OpEx growth materially exceeds revenue growth — that's operating deleverage\n\n**Margin Driver Synthesis:**\nFor each major margin (gross, operating, net), write 1-2 sentences identifying what's driving expansion or compression:\n- Pricing power vs cost inflation\n- Mix shift (higher-margin products\u002Fservices growing faster)\n- Scale leverage vs investment spending\n- One-time items distorting the trend\n- FX impact if material\n\nInclude this as a commentary block after the margins table in the report. Cite specific Daloopa figures.\n\n## 5. Guidance vs Actuals\nSearch for guidance series (revenue guidance, EPS guidance, margin guidance, OpEx guidance, any KPI guidance). If available:\n- Pull guidance and actual results\n- CRITICAL: Apply +1 quarter offset — guidance from Q(N) applies to Q(N+1) results\n- Calculate beat\u002Fmiss amounts and percentages\n- Note patterns (consistent beats, narrows, etc.)\n- If the company provides directional guidance (e.g., \"low-to-mid-teens growth\") rather than hard numbers, note this and compare against the actual growth rate\n\nIf no formal guidance series exist, note that the company does not provide quantitative guidance.\n\n## 6. Consensus Context (if available)\nIf consensus estimates are available (see `..\u002Fdata-access.md` Section 3), add:\n- Consensus revenue and EPS vs actual results — beat\u002Fmiss vs Street\n- Estimate revision trends (are estimates moving up or down?)\n- Note the source of consensus data used\n\nIf consensus data is not available, skip this section and note \"consensus data not available.\"\n\n## 7. Management Commentary\nSearch SEC filings\u002Fdocuments for management commentary. Try multiple searches to get broad coverage:\n- First search: \"results\" or \"record\" for earnings highlights\n- Second search: \"outlook\" or \"guidance\" for forward-looking commentary\n- Third search: strategy-specific terms relevant to the company (e.g., \"AI\", \"cloud\", \"subscribers\")\n- If a search returns empty, try broader single-keyword searches before giving up\n\nExtract:\n- Earnings results and key drivers\n- Forward outlook and guidance language\n- Segment performance highlights\n- Any notable call-outs (one-time items, macro commentary, strategic updates)\n- Direct management quotes where available (with document citations)\n\n## 7.5. News Context & Stock Reaction\n**Stock price reaction (from Daloopa):**\nUse `get_stock_prices` (see `..\u002Fdata-access.md` Section 1.7) to get the actual post-earnings price move. Pull prices for a window around the earnings date: `start_date` = 1 trading day before the likely earnings date (estimate from the `latest_calendar_quarter` end + ~30-45 days), `end_date` = 3 trading days after. Compute the next-day percentage change from the pre-earnings close to the post-earnings close. This gives you the hard number for \"how did the stock react.\"\n\nAlso pull the current stock price (3 most recent calendar days) so the report includes where the stock trades NOW relative to the post-earnings reaction.\n\n**Web search for context:**\nRun 2 WebSearch queries to add external context around the earnings:\n1. `\"{TICKER} {company_name} earnings {latest_quarter} {year}\"` — coverage and analyst reactions\n2. `\"{TICKER} analyst price target {year}\"` — sell-side sentiment\n\nDistill into a brief **Earnings Context** block (3-5 bullet points):\n- How did the stock react to earnings? (use the actual price data from `get_stock_prices`, not just search results)\n- What were the key analyst takeaways or debates?\n- Any price target changes or rating changes post-earnings?\n- Any macro\u002Findustry context that affected the quarter?\n\nKeep this concise — it supplements the Daloopa data with market reaction context. Include it as a short section in the report before the Forward Outlook.\n\n## 7.6. Forward Outlook & Revenue Drivers\n\nSynthesize the backward-looking data into a forward-looking view. This section turns the earnings analysis from \"what happened\" into \"what it means for the future.\"\n\n**Forward Guidance Analysis:**\n- What is management guiding for NEXT quarter and\u002For full year? Extract specific numbers (revenue range, EPS range, margin targets, CapEx plans).\n- Is the guide conservative or aggressive? Compare to: (a) the company's historical beat rate from Section 5, (b) the current run rate extrapolated forward, (c) consensus if available. A company that beats by 3% every quarter and guides flat is sandbagging; a company that guides for acceleration after 3 quarters of deceleration is aggressive.\n- How does forward guidance compare to trailing trends? If revenue grew +8% YoY last quarter and guidance implies +5%, is management signaling deceleration or being conservative?\n\n**Revenue Driver Decomposition:**\n- Break down what's driving growth: volume vs price vs mix. Which segments are contributing vs dragging?\n- For each major segment, identify the unit economics driver: units x ASP, subscribers x ARPU, GMV x take rate, etc.\n- What has to happen for current growth rates to sustain? If growth is coming from price increases, is there a ceiling? If from volume, is the TAM expanding or saturating?\n\n**KPI Trajectory Implications:**\n- Connect KPI trends to revenue outlook. If subscriber growth is decelerating, what does that imply for next quarter's revenue? If ASPs are rising but units are flat, is that sustainable?\n- If backlog\u002FRPO\u002Fdeferred revenue is building, when does it convert to recognized revenue? If it's declining, that's a leading indicator of future revenue pressure.\n- Flag any KPI-to-revenue divergences (e.g., user growth accelerating but ARPU declining — net effect on revenue?)\n\n**Trend Synthesis:**\n- Looking at the last 4-8 quarters holistically — is this company accelerating, decelerating, or at a plateau?\n- What's the single most important metric to watch next quarter? Why?\n- Are operating KPIs leading or lagging the financial results?\n\n**Risks to the Forward View:**\n- What could go wrong with the guidance? What assumptions are embedded that could break?\n- Identify the 2-3 biggest risks to the forward trajectory: competitive threats, macro sensitivity, product cycle dependency, regulatory risk, customer concentration.\n- If the bull case requires multiple things to go right simultaneously, flag that explicitly.\n\n## 7.7. Read-Throughs & Competitive Implications\n\nThis is one of the most valuable sections of the report. Every company's earnings contain signal about adjacent companies — suppliers, customers, competitors, and the broader industry. An analyst covering a sector doesn't just read one company's print; they read it for what it says about every other name in their portfolio.\n\n**Identify the Read-Through Universe:**\nThink about who is most affected by this company's results. Consider:\n- **Suppliers**: If this company's revenue\u002FCOGS\u002FCapEx changed materially, which suppliers feel it? (e.g., AAPL iPhone strength → TSMC, Broadcom, Corning benefit; AAPL CapEx guidance up → supplier order books filling)\n- **Customers**: If this company is a major input to others, what do its pricing\u002Fvolume trends imply? (e.g., TSMC price increases → margin pressure for AAPL, AMD, NVDA)\n- **Direct competitors**: How does this quarter compare to what peers have reported or guided? Is this company gaining or losing share? (e.g., MSFT cloud growth accelerating while AMZN AWS decelerates → share shift)\n- **Indirect competitors \u002F substitutes**: Any signals about demand shifting between categories? (e.g., strong enterprise software spend → weak services\u002Fconsulting spend)\n- **Industry bellwether signals**: If this is a large company, what do its results say about the macro\u002Fsector? (e.g., consumer discretionary weakness at WMT → read-through to all retail)\n\n**For each read-through (aim for 5-8), state:**\n1. **The affected company** (ticker + name)\n2. **The specific data point** from this earnings that creates the read-through — cite the Daloopa figure\n3. **The implication** — bullish or bearish for the adjacent company, and why\n4. **Confidence level** — is this a direct\u002Fdisclosed relationship (high confidence) or an inferred\u002Festimated one (moderate)?\n\n**Example read-throughs:**\n- \"AAPL Services revenue grew +14% YoY to $26.3B → **Positive for APP (AppLovin)**: Apple's App Store is a major distribution channel; growing Services revenue confirms healthy app ecosystem spending. **Negative for GOOG**: AAPL's growing services monetization strengthens their negotiating leverage on the Google TAC agreement.\"\n- \"TSMC guided CapEx up 25% YoY → **Positive for ASML, AMAT, LRCX, KLAC**: equipment spend is the most direct read-through to semicap names. ASML in particular given EUV concentration.\"\n- \"NFLX added 19M subscribers vs 13M expected → **Negative for DIS, WBD, PARA**: In a zero-sum attention economy, NFLX's accelerating sub growth likely came partly at the expense of other streamers.\"\n\n**Sequencing context:**\n- Note whether this company reported before or after its peers this earnings season. If it's early in the cycle, the read-throughs are forward-looking predictions. If it's late, compare against what peers already reported — confirm or contradict the emerging narrative.\n- If a peer has already reported, note any divergence: \"MSFT reported cloud growth of +29% last week; today's AMZN AWS at +19% confirms the share shift narrative.\"\n\n**Web research for validation:**\nRun 1-2 targeted searches to validate read-throughs:\n- `\"{TICKER} earnings read through implications {year}\"` — analyst commentary on cross-company signals\n- `\"{TICKER} {peer_ticker} competitive positioning {year}\"` — specific competitive dynamics\n\nPresent as a structured list in the report, grouped by relationship type (Suppliers \u002F Customers \u002F Competitors \u002F Industry). Each read-through should be a concise 2-3 sentence paragraph with the data citation, the affected name, and the implication.\n\n## 8. Save Report\nSave to `reports\u002F{TICKER}_earnings_{PERIOD}.html` (where PERIOD is the most recent quarter analyzed) using the HTML report template from `..\u002Fdesign-system.md`. Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.\n\nThe report should include:\n- Executive summary (2-3 sentence overview of the quarter + 2-3 most notable findings)\n- Core financial metrics table (8 quarters, periods as columns, metrics as rows, including FCF)\n- Segment and geographic revenue breakdown tables\n- KPI table (with notes on any data gaps)\n- Margin trends table (8 quarters)\n- Cost structure & margin driver commentary (after margins table)\n- YoY growth rates table (last 4 quarters, showing each quarter's YoY)\n- Guidance vs actuals table (if applicable) with pattern analysis\n- News context (analyst reactions, price target changes, market sentiment)\n- Forward outlook and revenue drivers analysis\n- Management commentary with direct quotes and document citations\n- Read-throughs & competitive implications (grouped by Suppliers \u002F Customers \u002F Competitors \u002F Industry)\n- Seasonality note if applicable\n\nAll financial figures must use Daloopa citation format: `\u003Ca href=\"https:\u002F\u002Fdaloopa.com\u002Fsrc\u002F{fundamental_id}\">$X.XX million\u003C\u002Fa>`\n\nTell the user where the HTML report was saved.\n\nHighlight the 2-3 most notable findings with a critical lens:\n- **Quality of earnings**: Are the beats sustainable or driven by one-time items, favorable timing, or accounting changes? Is revenue growth real or pulled forward?\n- **Red flags**: Any deterioration in cash conversion, growing GAAP vs non-GAAP gaps, rising SBC dilution, margin expansion from under-investment?\n- **What the market is missing**: What does the data say that consensus might not be pricing in — positive or negative?\n",{"data":34,"body":35},{"name":4,"description":6},{"type":36,"children":37},"root",[38,46,74,79,86,99,152,158,170,178,216,224,247,252,257,263,268,351,356,369,374,380,385,418,423,429,434,442,460,468,491,501,529,534,540,545,573,578,584,596,614,619,625,630,653,658,686,692,740,745,755,781,793,823,828,834,839,847,865,873,891,899,917,925,943,951,969,975,980,990,1043,1051,1094,1102,1148,1156,1169,1179,1204,1209,1215,1235,1240,1308,1319,1324,1329],{"type":39,"tag":40,"props":41,"children":42},"element","p",{},[43],{"type":44,"value":45},"text","Perform a comprehensive earnings analysis for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.",{"type":39,"tag":40,"props":47,"children":48},{},[49,72],{"type":39,"tag":50,"props":51,"children":52},"strong",{},[53,55,62,64,70],{"type":44,"value":54},"Before starting, read ",{"type":39,"tag":56,"props":57,"children":59},"code",{"className":58},[],[60],{"type":44,"value":61},"..\u002Fdata-access.md",{"type":44,"value":63}," for data access methods and ",{"type":39,"tag":56,"props":65,"children":67},{"className":66},[],[68],{"type":44,"value":69},"..\u002Fdesign-system.md",{"type":44,"value":71}," for formatting conventions.",{"type":44,"value":73}," Follow the data access detection logic and design system throughout this skill.",{"type":39,"tag":40,"props":75,"children":76},{},[77],{"type":44,"value":78},"Follow these steps:",{"type":39,"tag":80,"props":81,"children":83},"h2",{"id":82},"_1-company-lookup",[84],{"type":44,"value":85},"1. Company Lookup",{"type":39,"tag":40,"props":87,"children":88},{},[89,91,97],{"type":44,"value":90},"Look up the company by ticker using ",{"type":39,"tag":56,"props":92,"children":94},{"className":93},[],[95],{"type":44,"value":96},"discover_companies",{"type":44,"value":98},". Capture:",{"type":39,"tag":100,"props":101,"children":102},"ul",{},[103,113,131,140],{"type":39,"tag":104,"props":105,"children":106},"li",{},[107],{"type":39,"tag":56,"props":108,"children":110},{"className":109},[],[111],{"type":44,"value":112},"company_id",{"type":39,"tag":104,"props":114,"children":115},{},[116,122,124,129],{"type":39,"tag":56,"props":117,"children":119},{"className":118},[],[120],{"type":44,"value":121},"latest_calendar_quarter",{"type":44,"value":123}," — anchor for all period calculations below (see ",{"type":39,"tag":56,"props":125,"children":127},{"className":126},[],[128],{"type":44,"value":61},{"type":44,"value":130}," Section 1.5)",{"type":39,"tag":104,"props":132,"children":133},{},[134],{"type":39,"tag":56,"props":135,"children":137},{"className":136},[],[138],{"type":44,"value":139},"latest_fiscal_quarter",{"type":39,"tag":104,"props":141,"children":142},{},[143,145,150],{"type":44,"value":144},"Firm name for report attribution (default: \"Daloopa\") — see ",{"type":39,"tag":56,"props":146,"children":148},{"className":147},[],[149],{"type":44,"value":61},{"type":44,"value":151}," Section 4.5",{"type":39,"tag":80,"props":153,"children":155},{"id":154},"_2-core-financial-metrics",[156],{"type":44,"value":157},"2. Core Financial Metrics",{"type":39,"tag":40,"props":159,"children":160},{},[161,163,168],{"type":44,"value":162},"Calculate 8 quarters backward from ",{"type":39,"tag":56,"props":164,"children":166},{"className":165},[],[167],{"type":44,"value":121},{"type":44,"value":169},". Search for these metrics, then pull:",{"type":39,"tag":40,"props":171,"children":172},{},[173],{"type":39,"tag":50,"props":174,"children":175},{},[176],{"type":44,"value":177},"Income Statement:",{"type":39,"tag":100,"props":179,"children":180},{},[181,186,191,196,201,206,211],{"type":39,"tag":104,"props":182,"children":183},{},[184],{"type":44,"value":185},"Revenue \u002F Net Sales",{"type":39,"tag":104,"props":187,"children":188},{},[189],{"type":44,"value":190},"Gross Profit",{"type":39,"tag":104,"props":192,"children":193},{},[194],{"type":44,"value":195},"Operating Income \u002F EBIT",{"type":39,"tag":104,"props":197,"children":198},{},[199],{"type":44,"value":200},"EBITDA (if not reported, compute as Operating Income + D&A — label it \"EBITDA (calc.)\")",{"type":39,"tag":104,"props":202,"children":203},{},[204],{"type":44,"value":205},"Net Income",{"type":39,"tag":104,"props":207,"children":208},{},[209],{"type":44,"value":210},"Diluted EPS",{"type":39,"tag":104,"props":212,"children":213},{},[214],{"type":44,"value":215},"Operating Expenses (SG&A, R&D where available)",{"type":39,"tag":40,"props":217,"children":218},{},[219],{"type":39,"tag":50,"props":220,"children":221},{},[222],{"type":44,"value":223},"Cash Flow & Balance Sheet:",{"type":39,"tag":100,"props":225,"children":226},{},[227,232,237,242],{"type":39,"tag":104,"props":228,"children":229},{},[230],{"type":44,"value":231},"Operating Cash Flow",{"type":39,"tag":104,"props":233,"children":234},{},[235],{"type":44,"value":236},"CapEx (Purchases of property, plant and equipment)",{"type":39,"tag":104,"props":238,"children":239},{},[240],{"type":44,"value":241},"Free Cash Flow (compute as Operating Cash Flow - CapEx — label it \"FCF (calc.)\")",{"type":39,"tag":104,"props":243,"children":244},{},[245],{"type":44,"value":246},"D&A (needed for EBITDA calc if not directly reported)",{"type":39,"tag":40,"props":248,"children":249},{},[250],{"type":44,"value":251},"For any derived\u002Fcomputed metric, mark it with \"(calc.)\" so the reader knows it's not directly sourced.",{"type":39,"tag":40,"props":253,"children":254},{},[255],{"type":44,"value":256},"Flag any one-time items that distort a quarter (e.g., tax charges, impairments, litigation settlements) with a footnote so YoY comparisons aren't misleading.",{"type":39,"tag":80,"props":258,"children":260},{"id":259},"_3-company-specific-kpis",[261],{"type":44,"value":262},"3. Company-Specific KPIs",{"type":39,"tag":40,"props":264,"children":265},{},[266],{"type":44,"value":267},"First, think about what the most important KPIs are for THIS specific company based on its business model and what drives its valuation. For example:",{"type":39,"tag":100,"props":269,"children":270},{},[271,281,291,301,311,321,331,341],{"type":39,"tag":104,"props":272,"children":273},{},[274,279],{"type":39,"tag":50,"props":275,"children":276},{},[277],{"type":44,"value":278},"SaaS\u002Fcloud",{"type":44,"value":280},": ARR, net revenue retention, RPO\u002FcRPO, customers >$100K",{"type":39,"tag":104,"props":282,"children":283},{},[284,289],{"type":39,"tag":50,"props":285,"children":286},{},[287],{"type":44,"value":288},"Consumer tech",{"type":44,"value":290},": DAU\u002FMAU, ARPU, engagement metrics, installed base, paid subscribers",{"type":39,"tag":104,"props":292,"children":293},{},[294,299],{"type":39,"tag":50,"props":295,"children":296},{},[297],{"type":44,"value":298},"E-commerce\u002Fmarketplace",{"type":44,"value":300},": GMV, take rate, active buyers\u002Fsellers, order frequency",{"type":39,"tag":104,"props":302,"children":303},{},[304,309],{"type":39,"tag":50,"props":305,"children":306},{},[307],{"type":44,"value":308},"Retail",{"type":44,"value":310},": same-store sales, store count, average ticket, transactions",{"type":39,"tag":104,"props":312,"children":313},{},[314,319],{"type":39,"tag":50,"props":315,"children":316},{},[317],{"type":44,"value":318},"Telecom\u002Fmedia",{"type":44,"value":320},": subscribers, churn, ARPU, content spend",{"type":39,"tag":104,"props":322,"children":323},{},[324,329],{"type":39,"tag":50,"props":325,"children":326},{},[327],{"type":44,"value":328},"Hardware",{"type":44,"value":330},": units shipped, ASP, attach rate",{"type":39,"tag":104,"props":332,"children":333},{},[334,339],{"type":39,"tag":50,"props":335,"children":336},{},[337],{"type":44,"value":338},"Financial services",{"type":44,"value":340},": AUM, NIM, loan growth, credit quality metrics",{"type":39,"tag":104,"props":342,"children":343},{},[344,349],{"type":39,"tag":50,"props":345,"children":346},{},[347],{"type":44,"value":348},"Pharma\u002Fbiotech",{"type":44,"value":350},": pipeline stage, patient starts, scripts, market share",{"type":39,"tag":40,"props":352,"children":353},{},[354],{"type":44,"value":355},"Then search for those specific KPIs by name, plus cast a wider net for anything else available. Also search for:",{"type":39,"tag":100,"props":357,"children":358},{},[359,364],{"type":39,"tag":104,"props":360,"children":361},{},[362],{"type":44,"value":363},"Segment\u002Fproduct revenue breakdown",{"type":39,"tag":104,"props":365,"children":366},{},[367],{"type":44,"value":368},"Geographic revenue breakdown",{"type":39,"tag":40,"props":370,"children":371},{},[372],{"type":44,"value":373},"Pull for the same 8-quarter period. If some KPIs only have data for recent quarters, include what's available and note the gap.",{"type":39,"tag":80,"props":375,"children":377},{"id":376},"_4-growth-margins",[378],{"type":44,"value":379},"4. Growth & Margins",{"type":39,"tag":40,"props":381,"children":382},{},[383],{"type":44,"value":384},"Calculate and present:",{"type":39,"tag":100,"props":386,"children":387},{},[388,393,398,403,408,413],{"type":39,"tag":104,"props":389,"children":390},{},[391],{"type":44,"value":392},"YoY revenue growth for each of the last 4 quarters (not just one)",{"type":39,"tag":104,"props":394,"children":395},{},[396],{"type":44,"value":397},"Gross margin, operating margin, EBITDA margin, net margin trends over 8 quarters",{"type":39,"tag":104,"props":399,"children":400},{},[401],{"type":44,"value":402},"EPS growth YoY for each of the last 4 quarters",{"type":39,"tag":104,"props":404,"children":405},{},[406],{"type":44,"value":407},"Segment revenue YoY growth for the most recent quarter",{"type":39,"tag":104,"props":409,"children":410},{},[411],{"type":44,"value":412},"Geographic revenue YoY growth for the most recent quarter",{"type":39,"tag":104,"props":414,"children":415},{},[416],{"type":44,"value":417},"KPI growth rates where applicable",{"type":39,"tag":40,"props":419,"children":420},{},[421],{"type":44,"value":422},"If the company has strong seasonality (e.g., retail Q4 holiday, back-to-school, cyclical patterns), add a note so the reader interprets QoQ swings correctly.",{"type":39,"tag":80,"props":424,"children":426},{"id":425},"_45-cost-structure-margin-drivers",[427],{"type":44,"value":428},"4.5. Cost Structure & Margin Drivers",{"type":39,"tag":40,"props":430,"children":431},{},[432],{"type":44,"value":433},"Decompose what's driving margin trends. This turns the margin table from Section 4 into an analytical narrative.",{"type":39,"tag":40,"props":435,"children":436},{},[437],{"type":39,"tag":50,"props":438,"children":439},{},[440],{"type":44,"value":441},"COGS Analysis:",{"type":39,"tag":100,"props":443,"children":444},{},[445,450,455],{"type":39,"tag":104,"props":446,"children":447},{},[448],{"type":44,"value":449},"Pull product COGS and services COGS (or equivalent cost breakdown) if available",{"type":39,"tag":104,"props":451,"children":452},{},[453],{"type":44,"value":454},"Identify the 3-5 biggest cost line items and their YoY trends",{"type":39,"tag":104,"props":456,"children":457},{},[458],{"type":44,"value":459},"Is COGS growing faster or slower than revenue? If slower, what's driving the efficiency — input costs, mix shift, pricing power, or scale leverage?",{"type":39,"tag":40,"props":461,"children":462},{},[463],{"type":39,"tag":50,"props":464,"children":465},{},[466],{"type":44,"value":467},"OpEx Breakdown:",{"type":39,"tag":100,"props":469,"children":470},{},[471,476,481,486],{"type":39,"tag":104,"props":472,"children":473},{},[474],{"type":44,"value":475},"Pull R&D and SG&A separately for the last 8 quarters",{"type":39,"tag":104,"props":477,"children":478},{},[479],{"type":44,"value":480},"Compute R&D % of revenue and SG&A % of revenue trends",{"type":39,"tag":104,"props":482,"children":483},{},[484],{"type":44,"value":485},"Is the company investing more in R&D (growth mode) or cutting SG&A (efficiency mode)? Both? Neither?",{"type":39,"tag":104,"props":487,"children":488},{},[489],{"type":44,"value":490},"Flag any quarter where OpEx growth materially exceeds revenue growth — that's operating deleverage",{"type":39,"tag":40,"props":492,"children":493},{},[494,499],{"type":39,"tag":50,"props":495,"children":496},{},[497],{"type":44,"value":498},"Margin Driver Synthesis:",{"type":44,"value":500},"\nFor each major margin (gross, operating, net), write 1-2 sentences identifying what's driving expansion or compression:",{"type":39,"tag":100,"props":502,"children":503},{},[504,509,514,519,524],{"type":39,"tag":104,"props":505,"children":506},{},[507],{"type":44,"value":508},"Pricing power vs cost inflation",{"type":39,"tag":104,"props":510,"children":511},{},[512],{"type":44,"value":513},"Mix shift (higher-margin products\u002Fservices growing faster)",{"type":39,"tag":104,"props":515,"children":516},{},[517],{"type":44,"value":518},"Scale leverage vs investment spending",{"type":39,"tag":104,"props":520,"children":521},{},[522],{"type":44,"value":523},"One-time items distorting the trend",{"type":39,"tag":104,"props":525,"children":526},{},[527],{"type":44,"value":528},"FX impact if material",{"type":39,"tag":40,"props":530,"children":531},{},[532],{"type":44,"value":533},"Include this as a commentary block after the margins table in the report. Cite specific Daloopa figures.",{"type":39,"tag":80,"props":535,"children":537},{"id":536},"_5-guidance-vs-actuals",[538],{"type":44,"value":539},"5. Guidance vs Actuals",{"type":39,"tag":40,"props":541,"children":542},{},[543],{"type":44,"value":544},"Search for guidance series (revenue guidance, EPS guidance, margin guidance, OpEx guidance, any KPI guidance). If available:",{"type":39,"tag":100,"props":546,"children":547},{},[548,553,558,563,568],{"type":39,"tag":104,"props":549,"children":550},{},[551],{"type":44,"value":552},"Pull guidance and actual results",{"type":39,"tag":104,"props":554,"children":555},{},[556],{"type":44,"value":557},"CRITICAL: Apply +1 quarter offset — guidance from Q(N) applies to Q(N+1) results",{"type":39,"tag":104,"props":559,"children":560},{},[561],{"type":44,"value":562},"Calculate beat\u002Fmiss amounts and percentages",{"type":39,"tag":104,"props":564,"children":565},{},[566],{"type":44,"value":567},"Note patterns (consistent beats, narrows, etc.)",{"type":39,"tag":104,"props":569,"children":570},{},[571],{"type":44,"value":572},"If the company provides directional guidance (e.g., \"low-to-mid-teens growth\") rather than hard numbers, note this and compare against the actual growth rate",{"type":39,"tag":40,"props":574,"children":575},{},[576],{"type":44,"value":577},"If no formal guidance series exist, note that the company does not provide quantitative guidance.",{"type":39,"tag":80,"props":579,"children":581},{"id":580},"_6-consensus-context-if-available",[582],{"type":44,"value":583},"6. Consensus Context (if available)",{"type":39,"tag":40,"props":585,"children":586},{},[587,589,594],{"type":44,"value":588},"If consensus estimates are available (see ",{"type":39,"tag":56,"props":590,"children":592},{"className":591},[],[593],{"type":44,"value":61},{"type":44,"value":595}," Section 3), add:",{"type":39,"tag":100,"props":597,"children":598},{},[599,604,609],{"type":39,"tag":104,"props":600,"children":601},{},[602],{"type":44,"value":603},"Consensus revenue and EPS vs actual results — beat\u002Fmiss vs Street",{"type":39,"tag":104,"props":605,"children":606},{},[607],{"type":44,"value":608},"Estimate revision trends (are estimates moving up or down?)",{"type":39,"tag":104,"props":610,"children":611},{},[612],{"type":44,"value":613},"Note the source of consensus data used",{"type":39,"tag":40,"props":615,"children":616},{},[617],{"type":44,"value":618},"If consensus data is not available, skip this section and note \"consensus data not available.\"",{"type":39,"tag":80,"props":620,"children":622},{"id":621},"_7-management-commentary",[623],{"type":44,"value":624},"7. Management Commentary",{"type":39,"tag":40,"props":626,"children":627},{},[628],{"type":44,"value":629},"Search SEC filings\u002Fdocuments for management commentary. Try multiple searches to get broad coverage:",{"type":39,"tag":100,"props":631,"children":632},{},[633,638,643,648],{"type":39,"tag":104,"props":634,"children":635},{},[636],{"type":44,"value":637},"First search: \"results\" or \"record\" for earnings highlights",{"type":39,"tag":104,"props":639,"children":640},{},[641],{"type":44,"value":642},"Second search: \"outlook\" or \"guidance\" for forward-looking commentary",{"type":39,"tag":104,"props":644,"children":645},{},[646],{"type":44,"value":647},"Third search: strategy-specific terms relevant to the company (e.g., \"AI\", \"cloud\", \"subscribers\")",{"type":39,"tag":104,"props":649,"children":650},{},[651],{"type":44,"value":652},"If a search returns empty, try broader single-keyword searches before giving up",{"type":39,"tag":40,"props":654,"children":655},{},[656],{"type":44,"value":657},"Extract:",{"type":39,"tag":100,"props":659,"children":660},{},[661,666,671,676,681],{"type":39,"tag":104,"props":662,"children":663},{},[664],{"type":44,"value":665},"Earnings results and key drivers",{"type":39,"tag":104,"props":667,"children":668},{},[669],{"type":44,"value":670},"Forward outlook and guidance language",{"type":39,"tag":104,"props":672,"children":673},{},[674],{"type":44,"value":675},"Segment performance highlights",{"type":39,"tag":104,"props":677,"children":678},{},[679],{"type":44,"value":680},"Any notable call-outs (one-time items, macro commentary, strategic updates)",{"type":39,"tag":104,"props":682,"children":683},{},[684],{"type":44,"value":685},"Direct management quotes where available (with document citations)",{"type":39,"tag":80,"props":687,"children":689},{"id":688},"_75-news-context-stock-reaction",[690],{"type":44,"value":691},"7.5. News Context & Stock Reaction",{"type":39,"tag":40,"props":693,"children":694},{},[695,700,702,708,710,715,717,723,725,730,732,738],{"type":39,"tag":50,"props":696,"children":697},{},[698],{"type":44,"value":699},"Stock price reaction (from Daloopa):",{"type":44,"value":701},"\nUse ",{"type":39,"tag":56,"props":703,"children":705},{"className":704},[],[706],{"type":44,"value":707},"get_stock_prices",{"type":44,"value":709}," (see ",{"type":39,"tag":56,"props":711,"children":713},{"className":712},[],[714],{"type":44,"value":61},{"type":44,"value":716}," Section 1.7) to get the actual post-earnings price move. Pull prices for a window around the earnings date: ",{"type":39,"tag":56,"props":718,"children":720},{"className":719},[],[721],{"type":44,"value":722},"start_date",{"type":44,"value":724}," = 1 trading day before the likely earnings date (estimate from the ",{"type":39,"tag":56,"props":726,"children":728},{"className":727},[],[729],{"type":44,"value":121},{"type":44,"value":731}," end + ~30-45 days), ",{"type":39,"tag":56,"props":733,"children":735},{"className":734},[],[736],{"type":44,"value":737},"end_date",{"type":44,"value":739}," = 3 trading days after. Compute the next-day percentage change from the pre-earnings close to the post-earnings close. This gives you the hard number for \"how did the stock react.\"",{"type":39,"tag":40,"props":741,"children":742},{},[743],{"type":44,"value":744},"Also pull the current stock price (3 most recent calendar days) so the report includes where the stock trades NOW relative to the post-earnings reaction.",{"type":39,"tag":40,"props":746,"children":747},{},[748,753],{"type":39,"tag":50,"props":749,"children":750},{},[751],{"type":44,"value":752},"Web search for context:",{"type":44,"value":754},"\nRun 2 WebSearch queries to add external context around the earnings:",{"type":39,"tag":756,"props":757,"children":758},"ol",{},[759,770],{"type":39,"tag":104,"props":760,"children":761},{},[762,768],{"type":39,"tag":56,"props":763,"children":765},{"className":764},[],[766],{"type":44,"value":767},"\"{TICKER} {company_name} earnings {latest_quarter} {year}\"",{"type":44,"value":769}," — coverage and analyst reactions",{"type":39,"tag":104,"props":771,"children":772},{},[773,779],{"type":39,"tag":56,"props":774,"children":776},{"className":775},[],[777],{"type":44,"value":778},"\"{TICKER} analyst price target {year}\"",{"type":44,"value":780}," — sell-side sentiment",{"type":39,"tag":40,"props":782,"children":783},{},[784,786,791],{"type":44,"value":785},"Distill into a brief ",{"type":39,"tag":50,"props":787,"children":788},{},[789],{"type":44,"value":790},"Earnings Context",{"type":44,"value":792}," block (3-5 bullet points):",{"type":39,"tag":100,"props":794,"children":795},{},[796,808,813,818],{"type":39,"tag":104,"props":797,"children":798},{},[799,801,806],{"type":44,"value":800},"How did the stock react to earnings? (use the actual price data from ",{"type":39,"tag":56,"props":802,"children":804},{"className":803},[],[805],{"type":44,"value":707},{"type":44,"value":807},", not just search results)",{"type":39,"tag":104,"props":809,"children":810},{},[811],{"type":44,"value":812},"What were the key analyst takeaways or debates?",{"type":39,"tag":104,"props":814,"children":815},{},[816],{"type":44,"value":817},"Any price target changes or rating changes post-earnings?",{"type":39,"tag":104,"props":819,"children":820},{},[821],{"type":44,"value":822},"Any macro\u002Findustry context that affected the quarter?",{"type":39,"tag":40,"props":824,"children":825},{},[826],{"type":44,"value":827},"Keep this concise — it supplements the Daloopa data with market reaction context. Include it as a short section in the report before the Forward Outlook.",{"type":39,"tag":80,"props":829,"children":831},{"id":830},"_76-forward-outlook-revenue-drivers",[832],{"type":44,"value":833},"7.6. Forward Outlook & Revenue Drivers",{"type":39,"tag":40,"props":835,"children":836},{},[837],{"type":44,"value":838},"Synthesize the backward-looking data into a forward-looking view. This section turns the earnings analysis from \"what happened\" into \"what it means for the future.\"",{"type":39,"tag":40,"props":840,"children":841},{},[842],{"type":39,"tag":50,"props":843,"children":844},{},[845],{"type":44,"value":846},"Forward Guidance Analysis:",{"type":39,"tag":100,"props":848,"children":849},{},[850,855,860],{"type":39,"tag":104,"props":851,"children":852},{},[853],{"type":44,"value":854},"What is management guiding for NEXT quarter and\u002For full year? Extract specific numbers (revenue range, EPS range, margin targets, CapEx plans).",{"type":39,"tag":104,"props":856,"children":857},{},[858],{"type":44,"value":859},"Is the guide conservative or aggressive? Compare to: (a) the company's historical beat rate from Section 5, (b) the current run rate extrapolated forward, (c) consensus if available. A company that beats by 3% every quarter and guides flat is sandbagging; a company that guides for acceleration after 3 quarters of deceleration is aggressive.",{"type":39,"tag":104,"props":861,"children":862},{},[863],{"type":44,"value":864},"How does forward guidance compare to trailing trends? If revenue grew +8% YoY last quarter and guidance implies +5%, is management signaling deceleration or being conservative?",{"type":39,"tag":40,"props":866,"children":867},{},[868],{"type":39,"tag":50,"props":869,"children":870},{},[871],{"type":44,"value":872},"Revenue Driver Decomposition:",{"type":39,"tag":100,"props":874,"children":875},{},[876,881,886],{"type":39,"tag":104,"props":877,"children":878},{},[879],{"type":44,"value":880},"Break down what's driving growth: volume vs price vs mix. Which segments are contributing vs dragging?",{"type":39,"tag":104,"props":882,"children":883},{},[884],{"type":44,"value":885},"For each major segment, identify the unit economics driver: units x ASP, subscribers x ARPU, GMV x take rate, etc.",{"type":39,"tag":104,"props":887,"children":888},{},[889],{"type":44,"value":890},"What has to happen for current growth rates to sustain? If growth is coming from price increases, is there a ceiling? If from volume, is the TAM expanding or saturating?",{"type":39,"tag":40,"props":892,"children":893},{},[894],{"type":39,"tag":50,"props":895,"children":896},{},[897],{"type":44,"value":898},"KPI Trajectory Implications:",{"type":39,"tag":100,"props":900,"children":901},{},[902,907,912],{"type":39,"tag":104,"props":903,"children":904},{},[905],{"type":44,"value":906},"Connect KPI trends to revenue outlook. If subscriber growth is decelerating, what does that imply for next quarter's revenue? If ASPs are rising but units are flat, is that sustainable?",{"type":39,"tag":104,"props":908,"children":909},{},[910],{"type":44,"value":911},"If backlog\u002FRPO\u002Fdeferred revenue is building, when does it convert to recognized revenue? If it's declining, that's a leading indicator of future revenue pressure.",{"type":39,"tag":104,"props":913,"children":914},{},[915],{"type":44,"value":916},"Flag any KPI-to-revenue divergences (e.g., user growth accelerating but ARPU declining — net effect on revenue?)",{"type":39,"tag":40,"props":918,"children":919},{},[920],{"type":39,"tag":50,"props":921,"children":922},{},[923],{"type":44,"value":924},"Trend Synthesis:",{"type":39,"tag":100,"props":926,"children":927},{},[928,933,938],{"type":39,"tag":104,"props":929,"children":930},{},[931],{"type":44,"value":932},"Looking at the last 4-8 quarters holistically — is this company accelerating, decelerating, or at a plateau?",{"type":39,"tag":104,"props":934,"children":935},{},[936],{"type":44,"value":937},"What's the single most important metric to watch next quarter? Why?",{"type":39,"tag":104,"props":939,"children":940},{},[941],{"type":44,"value":942},"Are operating KPIs leading or lagging the financial results?",{"type":39,"tag":40,"props":944,"children":945},{},[946],{"type":39,"tag":50,"props":947,"children":948},{},[949],{"type":44,"value":950},"Risks to the Forward View:",{"type":39,"tag":100,"props":952,"children":953},{},[954,959,964],{"type":39,"tag":104,"props":955,"children":956},{},[957],{"type":44,"value":958},"What could go wrong with the guidance? What assumptions are embedded that could break?",{"type":39,"tag":104,"props":960,"children":961},{},[962],{"type":44,"value":963},"Identify the 2-3 biggest risks to the forward trajectory: competitive threats, macro sensitivity, product cycle dependency, regulatory risk, customer concentration.",{"type":39,"tag":104,"props":965,"children":966},{},[967],{"type":44,"value":968},"If the bull case requires multiple things to go right simultaneously, flag that explicitly.",{"type":39,"tag":80,"props":970,"children":972},{"id":971},"_77-read-throughs-competitive-implications",[973],{"type":44,"value":974},"7.7. Read-Throughs & Competitive Implications",{"type":39,"tag":40,"props":976,"children":977},{},[978],{"type":44,"value":979},"This is one of the most valuable sections of the report. Every company's earnings contain signal about adjacent companies — suppliers, customers, competitors, and the broader industry. An analyst covering a sector doesn't just read one company's print; they read it for what it says about every other name in their portfolio.",{"type":39,"tag":40,"props":981,"children":982},{},[983,988],{"type":39,"tag":50,"props":984,"children":985},{},[986],{"type":44,"value":987},"Identify the Read-Through Universe:",{"type":44,"value":989},"\nThink about who is most affected by this company's results. Consider:",{"type":39,"tag":100,"props":991,"children":992},{},[993,1003,1013,1023,1033],{"type":39,"tag":104,"props":994,"children":995},{},[996,1001],{"type":39,"tag":50,"props":997,"children":998},{},[999],{"type":44,"value":1000},"Suppliers",{"type":44,"value":1002},": If this company's revenue\u002FCOGS\u002FCapEx changed materially, which suppliers feel it? (e.g., AAPL iPhone strength → TSMC, Broadcom, Corning benefit; AAPL CapEx guidance up → supplier order books filling)",{"type":39,"tag":104,"props":1004,"children":1005},{},[1006,1011],{"type":39,"tag":50,"props":1007,"children":1008},{},[1009],{"type":44,"value":1010},"Customers",{"type":44,"value":1012},": If this company is a major input to others, what do its pricing\u002Fvolume trends imply? (e.g., TSMC price increases → margin pressure for AAPL, AMD, NVDA)",{"type":39,"tag":104,"props":1014,"children":1015},{},[1016,1021],{"type":39,"tag":50,"props":1017,"children":1018},{},[1019],{"type":44,"value":1020},"Direct competitors",{"type":44,"value":1022},": How does this quarter compare to what peers have reported or guided? Is this company gaining or losing share? (e.g., MSFT cloud growth accelerating while AMZN AWS decelerates → share shift)",{"type":39,"tag":104,"props":1024,"children":1025},{},[1026,1031],{"type":39,"tag":50,"props":1027,"children":1028},{},[1029],{"type":44,"value":1030},"Indirect competitors \u002F substitutes",{"type":44,"value":1032},": Any signals about demand shifting between categories? (e.g., strong enterprise software spend → weak services\u002Fconsulting spend)",{"type":39,"tag":104,"props":1034,"children":1035},{},[1036,1041],{"type":39,"tag":50,"props":1037,"children":1038},{},[1039],{"type":44,"value":1040},"Industry bellwether signals",{"type":44,"value":1042},": If this is a large company, what do its results say about the macro\u002Fsector? (e.g., consumer discretionary weakness at WMT → read-through to all retail)",{"type":39,"tag":40,"props":1044,"children":1045},{},[1046],{"type":39,"tag":50,"props":1047,"children":1048},{},[1049],{"type":44,"value":1050},"For each read-through (aim for 5-8), state:",{"type":39,"tag":756,"props":1052,"children":1053},{},[1054,1064,1074,1084],{"type":39,"tag":104,"props":1055,"children":1056},{},[1057,1062],{"type":39,"tag":50,"props":1058,"children":1059},{},[1060],{"type":44,"value":1061},"The affected company",{"type":44,"value":1063}," (ticker + name)",{"type":39,"tag":104,"props":1065,"children":1066},{},[1067,1072],{"type":39,"tag":50,"props":1068,"children":1069},{},[1070],{"type":44,"value":1071},"The specific data point",{"type":44,"value":1073}," from this earnings that creates the read-through — cite the Daloopa figure",{"type":39,"tag":104,"props":1075,"children":1076},{},[1077,1082],{"type":39,"tag":50,"props":1078,"children":1079},{},[1080],{"type":44,"value":1081},"The implication",{"type":44,"value":1083}," — bullish or bearish for the adjacent company, and why",{"type":39,"tag":104,"props":1085,"children":1086},{},[1087,1092],{"type":39,"tag":50,"props":1088,"children":1089},{},[1090],{"type":44,"value":1091},"Confidence level",{"type":44,"value":1093}," — is this a direct\u002Fdisclosed relationship (high confidence) or an inferred\u002Festimated one (moderate)?",{"type":39,"tag":40,"props":1095,"children":1096},{},[1097],{"type":39,"tag":50,"props":1098,"children":1099},{},[1100],{"type":44,"value":1101},"Example read-throughs:",{"type":39,"tag":100,"props":1103,"children":1104},{},[1105,1124,1136],{"type":39,"tag":104,"props":1106,"children":1107},{},[1108,1110,1115,1117,1122],{"type":44,"value":1109},"\"AAPL Services revenue grew +14% YoY to $26.3B → ",{"type":39,"tag":50,"props":1111,"children":1112},{},[1113],{"type":44,"value":1114},"Positive for APP (AppLovin)",{"type":44,"value":1116},": Apple's App Store is a major distribution channel; growing Services revenue confirms healthy app ecosystem spending. ",{"type":39,"tag":50,"props":1118,"children":1119},{},[1120],{"type":44,"value":1121},"Negative for GOOG",{"type":44,"value":1123},": AAPL's growing services monetization strengthens their negotiating leverage on the Google TAC agreement.\"",{"type":39,"tag":104,"props":1125,"children":1126},{},[1127,1129,1134],{"type":44,"value":1128},"\"TSMC guided CapEx up 25% YoY → ",{"type":39,"tag":50,"props":1130,"children":1131},{},[1132],{"type":44,"value":1133},"Positive for ASML, AMAT, LRCX, KLAC",{"type":44,"value":1135},": equipment spend is the most direct read-through to semicap names. ASML in particular given EUV concentration.\"",{"type":39,"tag":104,"props":1137,"children":1138},{},[1139,1141,1146],{"type":44,"value":1140},"\"NFLX added 19M subscribers vs 13M expected → ",{"type":39,"tag":50,"props":1142,"children":1143},{},[1144],{"type":44,"value":1145},"Negative for DIS, WBD, PARA",{"type":44,"value":1147},": In a zero-sum attention economy, NFLX's accelerating sub growth likely came partly at the expense of other streamers.\"",{"type":39,"tag":40,"props":1149,"children":1150},{},[1151],{"type":39,"tag":50,"props":1152,"children":1153},{},[1154],{"type":44,"value":1155},"Sequencing context:",{"type":39,"tag":100,"props":1157,"children":1158},{},[1159,1164],{"type":39,"tag":104,"props":1160,"children":1161},{},[1162],{"type":44,"value":1163},"Note whether this company reported before or after its peers this earnings season. If it's early in the cycle, the read-throughs are forward-looking predictions. If it's late, compare against what peers already reported — confirm or contradict the emerging narrative.",{"type":39,"tag":104,"props":1165,"children":1166},{},[1167],{"type":44,"value":1168},"If a peer has already reported, note any divergence: \"MSFT reported cloud growth of +29% last week; today's AMZN AWS at +19% confirms the share shift narrative.\"",{"type":39,"tag":40,"props":1170,"children":1171},{},[1172,1177],{"type":39,"tag":50,"props":1173,"children":1174},{},[1175],{"type":44,"value":1176},"Web research for validation:",{"type":44,"value":1178},"\nRun 1-2 targeted searches to validate read-throughs:",{"type":39,"tag":100,"props":1180,"children":1181},{},[1182,1193],{"type":39,"tag":104,"props":1183,"children":1184},{},[1185,1191],{"type":39,"tag":56,"props":1186,"children":1188},{"className":1187},[],[1189],{"type":44,"value":1190},"\"{TICKER} earnings read through implications {year}\"",{"type":44,"value":1192}," — analyst commentary on cross-company signals",{"type":39,"tag":104,"props":1194,"children":1195},{},[1196,1202],{"type":39,"tag":56,"props":1197,"children":1199},{"className":1198},[],[1200],{"type":44,"value":1201},"\"{TICKER} {peer_ticker} competitive positioning {year}\"",{"type":44,"value":1203}," — specific competitive dynamics",{"type":39,"tag":40,"props":1205,"children":1206},{},[1207],{"type":44,"value":1208},"Present as a structured list in the report, grouped by relationship type (Suppliers \u002F Customers \u002F Competitors \u002F Industry). Each read-through should be a concise 2-3 sentence paragraph with the data citation, the affected name, and the implication.",{"type":39,"tag":80,"props":1210,"children":1212},{"id":1211},"_8-save-report",[1213],{"type":44,"value":1214},"8. Save Report",{"type":39,"tag":40,"props":1216,"children":1217},{},[1218,1220,1226,1228,1233],{"type":44,"value":1219},"Save to ",{"type":39,"tag":56,"props":1221,"children":1223},{"className":1222},[],[1224],{"type":44,"value":1225},"reports\u002F{TICKER}_earnings_{PERIOD}.html",{"type":44,"value":1227}," (where PERIOD is the most recent quarter analyzed) using the HTML report template from ",{"type":39,"tag":56,"props":1229,"children":1231},{"className":1230},[],[1232],{"type":44,"value":69},{"type":44,"value":1234},". Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.",{"type":39,"tag":40,"props":1236,"children":1237},{},[1238],{"type":44,"value":1239},"The report should include:",{"type":39,"tag":100,"props":1241,"children":1242},{},[1243,1248,1253,1258,1263,1268,1273,1278,1283,1288,1293,1298,1303],{"type":39,"tag":104,"props":1244,"children":1245},{},[1246],{"type":44,"value":1247},"Executive summary (2-3 sentence overview of the quarter + 2-3 most notable findings)",{"type":39,"tag":104,"props":1249,"children":1250},{},[1251],{"type":44,"value":1252},"Core financial metrics table (8 quarters, periods as columns, metrics as rows, including FCF)",{"type":39,"tag":104,"props":1254,"children":1255},{},[1256],{"type":44,"value":1257},"Segment and geographic revenue breakdown tables",{"type":39,"tag":104,"props":1259,"children":1260},{},[1261],{"type":44,"value":1262},"KPI table (with notes on any data gaps)",{"type":39,"tag":104,"props":1264,"children":1265},{},[1266],{"type":44,"value":1267},"Margin trends table (8 quarters)",{"type":39,"tag":104,"props":1269,"children":1270},{},[1271],{"type":44,"value":1272},"Cost structure & margin driver commentary (after margins table)",{"type":39,"tag":104,"props":1274,"children":1275},{},[1276],{"type":44,"value":1277},"YoY growth rates table (last 4 quarters, showing each quarter's YoY)",{"type":39,"tag":104,"props":1279,"children":1280},{},[1281],{"type":44,"value":1282},"Guidance vs actuals table (if applicable) with pattern analysis",{"type":39,"tag":104,"props":1284,"children":1285},{},[1286],{"type":44,"value":1287},"News context (analyst reactions, price target changes, market sentiment)",{"type":39,"tag":104,"props":1289,"children":1290},{},[1291],{"type":44,"value":1292},"Forward outlook and revenue drivers analysis",{"type":39,"tag":104,"props":1294,"children":1295},{},[1296],{"type":44,"value":1297},"Management commentary with direct quotes and document citations",{"type":39,"tag":104,"props":1299,"children":1300},{},[1301],{"type":44,"value":1302},"Read-throughs & competitive implications (grouped by Suppliers \u002F Customers \u002F Competitors \u002F Industry)",{"type":39,"tag":104,"props":1304,"children":1305},{},[1306],{"type":44,"value":1307},"Seasonality note if applicable",{"type":39,"tag":40,"props":1309,"children":1310},{},[1311,1313],{"type":44,"value":1312},"All financial figures must use Daloopa citation format: ",{"type":39,"tag":56,"props":1314,"children":1316},{"className":1315},[],[1317],{"type":44,"value":1318},"\u003Ca href=\"https:\u002F\u002Fdaloopa.com\u002Fsrc\u002F{fundamental_id}\">$X.XX million\u003C\u002Fa>",{"type":39,"tag":40,"props":1320,"children":1321},{},[1322],{"type":44,"value":1323},"Tell the user where the HTML report was saved.",{"type":39,"tag":40,"props":1325,"children":1326},{},[1327],{"type":44,"value":1328},"Highlight the 2-3 most notable findings with a critical lens:",{"type":39,"tag":100,"props":1330,"children":1331},{},[1332,1342,1352],{"type":39,"tag":104,"props":1333,"children":1334},{},[1335,1340],{"type":39,"tag":50,"props":1336,"children":1337},{},[1338],{"type":44,"value":1339},"Quality of earnings",{"type":44,"value":1341},": Are the beats sustainable or driven by one-time items, favorable timing, or accounting changes? Is revenue growth real or pulled forward?",{"type":39,"tag":104,"props":1343,"children":1344},{},[1345,1350],{"type":39,"tag":50,"props":1346,"children":1347},{},[1348],{"type":44,"value":1349},"Red flags",{"type":44,"value":1351},": Any deterioration in cash conversion, growing GAAP vs non-GAAP gaps, rising SBC dilution, margin expansion from under-investment?",{"type":39,"tag":104,"props":1353,"children":1354},{},[1355,1360],{"type":39,"tag":50,"props":1356,"children":1357},{},[1358],{"type":44,"value":1359},"What the market is missing",{"type":44,"value":1361},": What does the data say that consensus might not be pricing in — positive or negative?",{"items":1363,"total":1568},[1364,1385,1408,1425,1441,1460,1479,1495,1511,1525,1537,1552],{"slug":1365,"name":1365,"fn":1366,"description":1367,"org":1368,"tags":1369,"stars":1382,"repoUrl":1383,"updatedAt":1384},"prior-auth-packet-builder","build healthcare prior authorization packets","Build a concise prior authorization packet from local case files and payer policy docs.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1370,1373,1376,1379],{"name":1371,"slug":1372,"type":15},"Documents","documents",{"name":1374,"slug":1375,"type":15},"Healthcare","healthcare",{"name":1377,"slug":1378,"type":15},"Insurance","insurance",{"name":1380,"slug":1381,"type":15},"Regulatory Compliance","regulatory-compliance",28169,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fopenai-agents-python","2026-04-16T05:11:39.180399",{"slug":1386,"name":1386,"fn":1387,"description":1388,"org":1389,"tags":1390,"stars":1405,"repoUrl":1406,"updatedAt":1407},"aspnet-core","build ASP.NET Core web applications","Build, review, refactor, or architect ASP.NET Core web applications using current official guidance for .NET web development. Use when working on Blazor Web Apps, Razor Pages, MVC, Minimal APIs, controller-based Web APIs, SignalR, gRPC, middleware, dependency injection, configuration, authentication, authorization, testing, performance, deployment, or ASP.NET Core upgrades.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1391,1394,1396,1399,1402],{"name":1392,"slug":1393,"type":15},".NET","dotnet",{"name":1395,"slug":1386,"type":15},"ASP.NET Core",{"name":1397,"slug":1398,"type":15},"Blazor","blazor",{"name":1400,"slug":1401,"type":15},"C#","csharp",{"name":1403,"slug":1404,"type":15},"Web Development","web-development",23787,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fskills","2026-04-12T05:07:02.819491",{"slug":1409,"name":1409,"fn":1410,"description":1411,"org":1412,"tags":1413,"stars":1405,"repoUrl":1406,"updatedAt":1424},"chatgpt-apps","build ChatGPT Apps SDK applications","Build, scaffold, refactor, and troubleshoot ChatGPT Apps SDK applications that combine an MCP server and widget UI. Use when Codex needs to design tools, register UI resources, wire the MCP Apps bridge or ChatGPT compatibility APIs, apply Apps SDK metadata or CSP or domain settings, or produce a docs-aligned project scaffold. Prefer a docs-first workflow by invoking the openai-docs skill or OpenAI developer docs MCP tools before generating code.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1414,1417,1420,1423],{"name":1415,"slug":1416,"type":15},"Apps SDK","apps-sdk",{"name":1418,"slug":1419,"type":15},"ChatGPT","chatgpt",{"name":1421,"slug":1422,"type":15},"MCP","mcp",{"name":9,"slug":8,"type":15},"2026-04-12T05:07:05.468097",{"slug":1426,"name":1426,"fn":1427,"description":1428,"org":1429,"tags":1430,"stars":1405,"repoUrl":1406,"updatedAt":1440},"cli-creator","build CLIs from API docs","Build a composable CLI for Codex from API docs, an OpenAPI spec, existing curl examples, an SDK, a web app, an admin tool, or a local script. Use when the user wants Codex to create a command-line tool that can run from any repo, expose composable read\u002Fwrite commands, return stable JSON, manage auth, and pair with a companion skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1431,1434,1437],{"name":1432,"slug":1433,"type":15},"API Development","api-development",{"name":1435,"slug":1436,"type":15},"CLI","cli",{"name":1438,"slug":1439,"type":15},"Codex","codex","2026-04-12T05:07:04.132762",{"slug":1442,"name":1442,"fn":1443,"description":1444,"org":1445,"tags":1446,"stars":1405,"repoUrl":1406,"updatedAt":1459},"cloudflare-deploy","deploy projects to Cloudflare","Deploy applications and infrastructure to Cloudflare using Workers, Pages, and related platform services. Use when the user asks to deploy, host, publish, or set up a project on Cloudflare.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1447,1450,1453,1456],{"name":1448,"slug":1449,"type":15},"Cloudflare","cloudflare",{"name":1451,"slug":1452,"type":15},"Cloudflare Pages","cloudflare-pages",{"name":1454,"slug":1455,"type":15},"Cloudflare Workers","cloudflare-workers",{"name":1457,"slug":1458,"type":15},"Deployment","deployment","2026-04-12T05:07:14.275118",{"slug":1461,"name":1461,"fn":1462,"description":1463,"org":1464,"tags":1465,"stars":1405,"repoUrl":1406,"updatedAt":1478},"define-goal","define and set measurable project goals","Help the user define a concrete, measurable goal before starting work, especially when they ask to use the goal tool, create a goal, set an objective, clarify success criteria, or turn a fuzzy intention into a quantitative outcome. Use this skill for goal creation and goal refinement only; it does not manage durable snapshots, decision logs, or long-running execution artifacts.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1466,1469,1472,1475],{"name":1467,"slug":1468,"type":15},"Productivity","productivity",{"name":1470,"slug":1471,"type":15},"Project Management","project-management",{"name":1473,"slug":1474,"type":15},"Strategy","strategy",{"name":1476,"slug":1477,"type":15},"Task Management","task-management","2026-05-23T06:17:16.870838",{"slug":1480,"name":1480,"fn":1481,"description":1482,"org":1483,"tags":1484,"stars":1405,"repoUrl":1406,"updatedAt":1494},"figma","translate Figma designs into code","Use the Figma MCP server to fetch design context, screenshots, variables, and assets from Figma, and to translate Figma nodes into production code. Trigger when a task involves Figma URLs, node IDs, design-to-code implementation, or Figma MCP setup and troubleshooting.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1485,1488,1490,1493],{"name":1486,"slug":1487,"type":15},"Design","design",{"name":1489,"slug":1480,"type":15},"Figma",{"name":1491,"slug":1492,"type":15},"Frontend","frontend",{"name":1421,"slug":1422,"type":15},"2026-04-12T05:06:47.939943",{"slug":1496,"name":1496,"fn":1497,"description":1498,"org":1499,"tags":1500,"stars":1405,"repoUrl":1406,"updatedAt":1510},"figma-code-connect-components","connect Figma designs to code components","Connects Figma design components to code components using Code Connect mapping tools. Use when user says \"code connect\", \"connect this component to code\", \"map this component\", \"link component to code\", \"create code connect mapping\", or wants to establish mappings between Figma designs and code implementations. For canvas writes via `use_figma`, use `figma-use`.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1501,1502,1505,1506,1507],{"name":1486,"slug":1487,"type":15},{"name":1503,"slug":1504,"type":15},"Design System","design-system",{"name":1489,"slug":1480,"type":15},{"name":1491,"slug":1492,"type":15},{"name":1508,"slug":1509,"type":15},"UI Components","ui-components","2026-05-10T05:59:52.971881",{"slug":1512,"name":1512,"fn":1513,"description":1514,"org":1515,"tags":1516,"stars":1405,"repoUrl":1406,"updatedAt":1524},"figma-create-design-system-rules","generate design system rules from Figma","Generates custom design system rules for the user's codebase. Use when user says \"create design system rules\", \"generate rules for my project\", \"set up design rules\", \"customize design system guidelines\", or wants to establish project-specific conventions for Figma-to-code workflows. Requires Figma MCP server connection.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1517,1518,1519,1522,1523],{"name":1486,"slug":1487,"type":15},{"name":1503,"slug":1504,"type":15},{"name":1520,"slug":1521,"type":15},"Documentation","documentation",{"name":1489,"slug":1480,"type":15},{"name":1491,"slug":1492,"type":15},"2026-05-16T06:07:47.821474",{"slug":1526,"name":1526,"fn":1527,"description":1528,"org":1529,"tags":1530,"stars":1405,"repoUrl":1406,"updatedAt":1536},"figma-implement-design","translate Figma designs into application code","Translates Figma designs into production-ready application code with 1:1 visual fidelity. Use when implementing UI code from Figma files, when user mentions \"implement design\", \"generate code\", \"implement component\", provides Figma URLs, or asks to build components matching Figma specs. For Figma canvas writes via `use_figma`, use `figma-use`.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1531,1532,1533,1534,1535],{"name":1486,"slug":1487,"type":15},{"name":1489,"slug":1480,"type":15},{"name":1491,"slug":1492,"type":15},{"name":1508,"slug":1509,"type":15},{"name":1403,"slug":1404,"type":15},"2026-05-16T06:07:40.583615",{"slug":1538,"name":1538,"fn":1539,"description":1540,"org":1541,"tags":1542,"stars":1405,"repoUrl":1406,"updatedAt":1551},"hatch-pet","create animated pets for Codex","Create, repair, validate, visually QA, and package Codex-compatible animated pets and pet spritesheets from character art, generated images, company or prospect brand cues, or visual references. Use when a user wants a lightweight-worker Codex pet workflow, a non-pixel custom pet style, a prospect or company mascot pet, or a full 8x9 animated pet atlas with transparent unused cells, QA contact sheets, and pet.json packaging. This skill composes the installed $imagegen system skill for visual generation and uses bundled scripts for deterministic spritesheet assembly.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1543,1546,1547,1550],{"name":1544,"slug":1545,"type":15},"Animation","animation",{"name":1438,"slug":1439,"type":15},{"name":1548,"slug":1549,"type":15},"Creative","creative",{"name":1486,"slug":1487,"type":15},"2026-05-02T05:31:48.48485",{"slug":1553,"name":1553,"fn":1554,"description":1555,"org":1556,"tags":1557,"stars":1405,"repoUrl":1406,"updatedAt":1567},"imagegen","generate and edit raster images","Generate or edit raster images when the task benefits from AI-created bitmap visuals such as photos, illustrations, textures, sprites, mockups, or transparent-background cutouts. Use when Codex should create a brand-new image, transform an existing image, or derive visual variants from references, and the output should be a bitmap asset rather than repo-native code or vector. Do not use when the task is better handled by editing existing SVG\u002Fvector\u002Fcode-native assets, extending an established icon or logo system, or building the visual directly in HTML\u002FCSS\u002Fcanvas.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1558,1559,1560,1563,1566],{"name":1548,"slug":1549,"type":15},{"name":1486,"slug":1487,"type":15},{"name":1561,"slug":1562,"type":15},"Image Generation","image-generation",{"name":1564,"slug":1565,"type":15},"Images","images",{"name":9,"slug":8,"type":15},"2026-05-15T06:23:24.312127",675,{"items":1570,"total":1683},[1571,1587,1603,1615,1633,1651,1671],{"slug":1572,"name":1572,"fn":1573,"description":1574,"org":1575,"tags":1576,"stars":22,"repoUrl":23,"updatedAt":24},"accessibility-and-inclusive-visualization","make data visualizations accessible","Make data visualizations accessible and inclusive. Use when the user needs chart or diagram accessibility guidance, text alternatives for complex visuals, color and contrast review, keyboard support, reduced-motion behavior for animation or parallax, or an accessibility QA workflow for exported figures, UML-like diagrams, and dashboards.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1577,1580,1583,1586],{"name":1578,"slug":1579,"type":15},"Accessibility","accessibility",{"name":1581,"slug":1582,"type":15},"Charts","charts",{"name":1584,"slug":1585,"type":15},"Data Visualization","data-visualization",{"name":1486,"slug":1487,"type":15},{"slug":1588,"name":1588,"fn":1589,"description":1590,"org":1591,"tags":1592,"stars":22,"repoUrl":23,"updatedAt":1602},"agent-browser","automate browser interactions for agents","Browser automation CLI for AI agents. Use when the user needs to interact with websites, verify dev server output, test web apps, navigate pages, fill forms, click buttons, take screenshots, extract data, or automate any browser task. Also triggers when a dev server starts so you can verify it visually.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1593,1596,1599],{"name":1594,"slug":1595,"type":15},"Agents","agents",{"name":1597,"slug":1598,"type":15},"Browser Automation","browser-automation",{"name":1600,"slug":1601,"type":15},"Testing","testing","2026-04-06T18:41:03.44016",{"slug":1604,"name":1604,"fn":1605,"description":1606,"org":1607,"tags":1608,"stars":22,"repoUrl":23,"updatedAt":1614},"agent-browser-verify","verify dev server output with automated browser","Automated browser verification for dev servers. Triggers when a dev server starts to run a visual gut-check with agent-browser — verifies the page loads, checks for console errors, validates key UI elements, and reports pass\u002Ffail before continuing.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1609,1610,1613],{"name":1597,"slug":1598,"type":15},{"name":1611,"slug":1612,"type":15},"Local Development","local-development",{"name":1600,"slug":1601,"type":15},"2026-04-06T18:41:17.526867",{"slug":1616,"name":1616,"fn":1617,"description":1618,"org":1619,"tags":1620,"stars":22,"repoUrl":23,"updatedAt":1632},"agents-sdk","build AI agents on Cloudflare Workers","Build AI agents on Cloudflare Workers using the Agents SDK. Load when creating stateful agents, durable workflows, real-time WebSocket apps, scheduled tasks, MCP servers, or chat applications. Covers Agent class, state management, callable RPC, Workflows integration, and React hooks. Biases towards retrieval from Cloudflare docs over pre-trained knowledge.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1621,1622,1623,1626,1629],{"name":1594,"slug":1595,"type":15},{"name":1454,"slug":1455,"type":15},{"name":1624,"slug":1625,"type":15},"SDK","sdk",{"name":1627,"slug":1628,"type":15},"Serverless","serverless",{"name":1630,"slug":1631,"type":15},"WebSockets","websockets","2026-04-06T18:39:51.717063",{"slug":1634,"name":1634,"fn":1635,"description":1636,"org":1637,"tags":1638,"stars":22,"repoUrl":23,"updatedAt":1650},"ai-elements","build chat UIs with AI Elements","AI Elements component library guidance — pre-built React components for AI interfaces built on shadcn\u002Fui. Use when building chat UIs, message displays, tool call rendering, streaming responses, reasoning panels, or any AI-native interface with the AI SDK.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1639,1640,1643,1646,1647],{"name":1491,"slug":1492,"type":15},{"name":1641,"slug":1642,"type":15},"React","react",{"name":1644,"slug":1645,"type":15},"shadcn\u002Fui","shadcn-ui",{"name":1508,"slug":1509,"type":15},{"name":1648,"slug":1649,"type":15},"Vercel","vercel","2026-04-06T18:40:59.619419",{"slug":1652,"name":1652,"fn":1653,"description":1654,"org":1655,"tags":1656,"stars":22,"repoUrl":23,"updatedAt":1670},"ai-gateway","configure Vercel AI Gateway","Vercel AI Gateway expert guidance. Use when configuring model routing, provider failover, cost tracking, or managing multiple AI providers through a unified API.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1657,1660,1663,1666,1669],{"name":1658,"slug":1659,"type":15},"AI Infrastructure","ai-infrastructure",{"name":1661,"slug":1662,"type":15},"Cost Optimization","cost-optimization",{"name":1664,"slug":1665,"type":15},"LLM","llm",{"name":1667,"slug":1668,"type":15},"Performance","performance",{"name":1648,"slug":1649,"type":15},"2026-04-06T18:40:44.377464",{"slug":1672,"name":1672,"fn":1673,"description":1674,"org":1675,"tags":1676,"stars":22,"repoUrl":23,"updatedAt":1682},"ai-generation-persistence","implement persistence patterns for AI generations","AI generation persistence patterns — unique IDs, addressable URLs, database storage, and cost tracking for every LLM generation",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1677,1678,1681],{"name":1661,"slug":1662,"type":15},{"name":1679,"slug":1680,"type":15},"Database","database",{"name":1664,"slug":1665,"type":15},"2026-04-06T18:41:08.513425",600]