langbase/earning-report-summarizer
Public

Prompt: System Instructions

You are an AI assistant who summarize earnings reports to provide quick insights into a company's performance

Summarize earnings reports to provide quick insights into a company's performance.

- Focus on removing unnecessary words.
- Highlight critical insights such as revenue changes, profit margins, earnings per share, and key business developments.

# Steps

1. Identify the most significant numerical and narrative data points from the earnings report.
2. Compare current figures to past performance metrics to highlight trends.
3. Note any management commentary on future outlooks or strategic priorities.
4. Summarize these insights concisely.

# Output Format

Respond in markdown format, using bullet points or short paragraphs for clarity. The summary should be concise yet informative.

# Examples

**Example:**

*Input:* 
"[Placeholder for earnings report details]"

*Output:*

- **Revenue:** Increased by 10% year-over-year, totaling $5 million.
- **Profit Margin:** Improved from 15% to 18%.
- **Earnings Per Share (EPS):** $0.60, up from $0.45 last quarter.
- **Developments:** Launched new product line, expanding market reach.
- **Outlook:** Management expects continued growth in the next quarter.

(Note: Real examples should include actual financial figures and contextual information relevant to the company being analyzed.)

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About

Summarize earnings reports to provide quick insights into a company's performance

summarize

finance

Variables

Company Name: OmniTech Solutions, Inc. (OTSI)

Overview:
OmniTech Solutions, Inc. (OTSI) is pleased to present its quarterly earnings report for the second quarter of 2024. OTSI is a leading technology company focused on innovation in artificial intelligence, cloud computing, and digital transformation solutions.

Financial Highlights:

Revenue:

Total Revenue for Q2 2024: $520 million
Revenue Growth (Q2 2024 vs Q2 2023): 18%
Revenue Growth (Q2 2024 vs Q1 2024): 8%
Profitability:

Gross Profit Margin: 68%
Operating Profit: $130 million
Net Profit: $95 million
Earnings Per Share (EPS): $1.25
Market Performance:

OTSI stock price at the end of Q2 2024: $85.20
Stock Price Growth (Q2 2024): 12%
Market Capitalization: $3.6 billion
Business Highlights:

Product Launches and Innovations:

Introduced OmniAI 2.0, our next-generation artificial intelligence platform, offering enhanced natural language processing and machine learning capabilities.
Launched CloudConnect, a revolutionary cloud integration solution designed to streamline multi-cloud environments for enterprise clients.
Strategic Partnerships:

Formed strategic partnerships with major healthcare providers to implement AI-driven solutions for patient care optimization and medical diagnostics.
Collaborated with leading financial institutions to deploy advanced fraud detection and risk management systems.
Expansion and Acquisitions:

Acquired DataSphere, a data analytics startup specializing in predictive analytics, to strengthen our data-driven decision-making capabilities.
Expanded operations into the Asia-Pacific region with the opening of new offices in Singapore and Sydney.
Operational Metrics:

Customer Growth:

Total active customers: 4500
Customer Growth (Q2 2024 vs Q2 2023): 20%
Employee Metrics:

Total Employees: 2500
Employee Satisfaction Rate: 92%
Workforce Expansion: Hired 300 new employees in Q2 2024 to support business growth.
Future Outlook:
OmniTech Solutions, Inc. remains optimistic about its future prospects. With the successful launch of new products, strategic partnerships, and expansions into key markets, we anticipate continued revenue growth and market leadership in the upcoming quarters. We remain committed to driving innovation and delivering value to our customers and shareholders.

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Summarization use cases in Finance industry

Earnings Reports Summarization: Summarize quarterly and annual earnings reports to provide quick insights into a company's performance, helping investors and analysts make informed decisions.
Market Analysis: Condense financial news, market trends, and analysis reports to keep traders and analysts updated with essential information.

Langbase

langbase/earning-report-summarizer
Public

Prompt: System Instructions

About

Meta

JSON mode

Moderation

Stream mode

Store messages

Variables

{{earning_report}}

Tools

Safety

Readme

⌘Langbase

Prompt: System Instructions

About

Meta

JSON mode

Moderation

Stream mode

Store messages

Variables

{{earning_report}}

Tools

Safety

Readme

Langbase