Earnings Revenue Guidance

Earnings Revenue Guidance

Extract specific revenue guidance and growth projections from earnings call transcripts with detailed breakdowns by segment, currency impact, and M&A contributions.

Prerequisites

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

Workflow

Step 1: Extract Revenue Guidance

Use the Octagon MCP to extract revenue guidance:

Extract specific revenue guidance and growth projections from 's latest earnings call transcript.

Step 2: Targeted Revenue Analysis

Focus on specific aspects of revenue guidance:

# Total Revenue
Extract total revenue guidance from 's latest earnings call.

# Segment Revenue
Extract segment-level revenue guidance from 's earnings transcript.

# Organic vs. M&A
Separate organic revenue guidance from M&A contribution in 's earnings call.

# Currency Impact
What is the FX impact on 's revenue guidance?

# Subscription Revenue
Extract recurring revenue guidance from 's earnings call.

# Growth Rates
Extract revenue growth rate guidance from 's earnings transcript.

Expected Output

The skill returns structured revenue guidance including:

| Component | Description | |-----------|-------------| | Revenue Range | Dollar guidance (low-high) | | Growth Rate | Nominal YoY growth percentage | | Constant Currency | FX-adjusted growth rate | | Segment Breakdown | Revenue by business unit | | M&A Contribution | Acquisition impact on growth | | Source Citations | Transcript page references |

Example Query

Extract specific revenue guidance and growth projections from CRM's latest earnings call transcript.

Example Response

Salesforce (CRM) provided the following revenue guidance and growth projections in its Q3 2026 earnings call transcript:

Revenue Guidance

| Metric | Range | Growth Rate (Nominal) | Growth Rate (Constant Currency) | |--------|-------|----------------------|--------------------------------| | Total Revenue | $41.15B - $41.25B | 9.00% | 8.00% | | Total Revenue (with Informatica) | $41.545B - $41.55B | 9.00% - 10.00% | 9.00% |

Subscription & Support Revenue

• Anticipated growth: Slightly under 10.00% year-over-year in constant currency
• Informatica contribution: +0.80 percentage points to growth

Source: CRM_Q32026, Page: 6

Revenue Guidance Components

Total Revenue

| Component | Description | |-----------|-------------| | Range Low | Conservative estimate | | Range High | Optimistic estimate | | Midpoint | Implied expectation | | Growth Rate | YoY percentage change |

Segment Revenue

| Segment Type | Examples | |--------------|----------| | Product Lines | Cloud, Hardware, Services | | Business Units | Enterprise, SMB, Consumer | | Revenue Type | Subscription, Perpetual, Services | | Geography | Americas, EMEA, APAC |

Growth Rate Types

| Type | Description | |------|-------------| | Reported (Nominal) | As-reported in local currency | | Constant Currency | FX-adjusted growth | | Organic | Excluding M&A | | Pro Forma | As if M&A included in prior period |

Currency Impact Analysis

Understanding FX Effects

| FX Scenario | Revenue Impact | Growth Rate | |-------------|----------------|-------------| | USD Strong | Lower reported | Reported CC | | Neutral | No impact | Reported = CC |

Calculating Currency Impact

Example:
- Reported Growth: 9.00%
- Constant Currency Growth: 8.00%
- FX Tailwind: 9.00% - 8.00% = +1.00pp

Interpretation: Currency added 1 percentage point to reported growth

M&A Contribution Analysis

Separating Organic from Inorganic

| Component | Calculation | |-----------|-------------| | Total Growth | Reported YoY change | | M&A Contribution | Acquired revenue / prior base | | Organic Growth | Total Growth - M&A Contribution |

Example Breakdown

Total Growth: 10.00%
M&A Contribution: +0.80pp (Informatica)
Organic Growth: 10.00% - 0.80% = 9.20%

Key Insight: Underlying business growing at 9.2%

Segment Guidance Framework

Segment Revenue Table

| Segment | Guidance | Growth | Mix | |---------|----------|--------|-----| | Cloud | $25B | +15% | 60% | | Services | $10B | +5% | 25% | | Other | $6B | +2% | 15% | | Total | $41B | +10% | 100% |

Mix Shift Analysis

| Trend | Implication | |-------|-------------| | High-growth segment gaining share | Positive for overall growth | | High-margin segment gaining share | Positive for profitability | | Declining segment shrinking | Healthy portfolio management | | All segments growing | Broad-based strength |

Guidance Range Analysis

Range Width Interpretation

| Range Width | Confidence Level | |-------------|------------------| | 3% of midpoint | Low confidence, high variability |

Midpoint Calculation

Example:
Range: $41.15B - $41.25B
Midpoint: ($41.15B + $41.25B) / 2 = $41.20B
Range Width: $41.25B - $41.15B = $0.10B
% of Midpoint: $0.10B / $41.20B = 0.24%

Interpretation: Very tight range, high confidence

Tracking Revenue Guidance

Quarter-over-Quarter Changes

| Period | Guidance | Change | Signal | |--------|----------|--------|--------| | Q1 FY26 | $40.5B | Initial | Baseline | | Q2 FY26 | $40.8B | +$0.3B | Raised | | Q3 FY26 | $41.2B | +$0.4B | Raised | | Full Year | $165B | | Annual |

Guidance Revision Analysis

| Revision | Interpretation | |----------|----------------| | Raised | Positive momentum | | Maintained | On track | | Narrowed | Increased visibility | | Lowered | Challenges | | Widened | Decreased visibility |

Use Cases

1. Model Updates: Feed revenue guidance into financial models
2. Consensus Comparison: Compare to Street estimates
3. Organic Growth Tracking: Separate core growth from M&A
4. FX Impact Analysis: Understand currency effects
5. Segment Trends: Track business unit performance
6. Beat/Miss Prediction: Anticipate earnings outcomes

Combining with Other Skills

| Skill | Combined Analysis | |-------|-------------------| | analyst-estimates | Guidance vs. consensus | | income-statement | Historical revenue trends | | earnings-financial-guidance | Full guidance context | | revenue-product-segmentation | Segment validation | | stock-price-change | Guidance impact on price |

Analysis Tips

1. Track Organic Growth: Strip out M&A and FX for true trends

1. Compare to Consensus: Is guidance above or below Street?

1. Watch Range Width: Narrow = confident, wide = uncertain

1. Note Revisions: Raising or lowering tells you direction

1. Segment Focus: Which segments driving growth?

1. Historical Accuracy: Does management typically beat guidance?

Interpreting Results

See [references/interpreting-results.md](references/interpreting-results.md) for detailed guidance on analyzing revenue guidance.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: OctagonAI
• Source: OctagonAI/skills
• License: MIT
• Homepage: https://octagonai.co

Install and usage instructions live in the source repository linked above.