earnings-calendar

---
name: earnings-calendar
description: Use when the user wants a weekly earnings calendar, asks which companies report earnings next week, or requests a review of upcoming market-moving earnings announcements.
category: Market & Macro
version: 1.0.0
tools: []
---

# Earnings Calendar

Retrieve upcoming earnings announcements for US stocks with significant market impact, and present them as an organized report grouped by date and announcement timing.

## When to Use
Use when the user wants a weekly earnings review, wants to know which companies report earnings in the coming week, or requests earnings-calendar data generally.

## Methodology

### Step 1: Determine the Target Week
Always calculate "next week" from the actual current date (provided in the environment), not from memory — earnings calendars are time-sensitive, and an incorrect anchor date silently produces a report for the wrong week. Target range: current date +1 day through +7 days, formatted YYYY-MM-DD. If the user names an explicit range instead ("earnings this month," "Q1 next year"), use that instead of the default 7-day window, but still anchor it off the real current date.

### Step 2: Retrieve and Filter Earnings Data
Use web_search / knowledge_base_search to gather scheduled earnings announcements for the target date range, including company name, date, timing, market capitalization, sector, industry, and EPS/revenue estimates where available.

Filter to companies with market cap above $2B (mid-cap and above) — this focuses the report on names likely to move markets and keeps it from being overwhelmed by the long tail of micro-caps that report every week but rarely move anything beyond their own share price. If the user explicitly asks for smaller names too, relax the filter and say so in the report so the change in scope is visible.

Normalize each event's timing into one of three buckets:
- BMO (Before Market Open) — typically 6:00-8:00 AM ET, before the 9:30 AM ET open
- AMC (After Market Close) — typically 4:00-5:00 PM ET, after the 4:00 PM ET close
- TAS (Time Not Announced) — specific time not yet disclosed; tell the user to check the company's investor-relations page closer to the date

### Step 3: Organize the Report
Group all events by date (Sunday through Saturday), then within each date sub-group by timing (BMO / AMC / TAS). Within each timing group, sort companies by market cap descending — Mega (>$200B), Large ($10B-$200B), Mid ($2B-$10B) — so the most market-moving names appear first within each sub-section.

Compute summary statistics: total companies reporting, count with market cap ≥$10B, count in the $2B-$10B band, the day of the week with the most announcements ("peak day"), and a sector breakdown (Technology, Healthcare, Financial, Consumer, Other, etc.) so the user can see at a glance which parts of the market are in focus that week.

### Step 4: Generate the Report
Produce a markdown report in chat with:
- An executive summary (total companies, large/mid-cap counts, peak day)
- Per-day sections, each with BMO / AMC / TAS sub-tables (ticker, company, market cap, sector, EPS estimate, revenue estimate)
- Key observations: the 3-5 highest-market-cap companies reporting that week with their date/timing, the sector distribution, and which days or sessions carry the heaviest concentration of large-cap reports (useful for anticipating volatility clusters)
- A timing-reference note (BMO/AMC/TAS definitions above, including the standard ET windows)
- A data-freshness caveat: earnings dates and times can change close to the release — encourage verifying critical dates through company investor-relations pages before trading around them

### Quality Checks Before Delivering
- All dates fall within the target week
- Every company has a market cap and a timing bucket
- Companies are sorted by market cap within each section
- Summary statistics match the underlying data
- Every day of the target week is represented, even if a given day has no earnings scheduled
- Sector information is included wherever it was available
- No placeholder text remains

## Formatting Notes
Prefer markdown tables for the per-day, per-timing sections — they're far easier to scan than prose lists. Present market cap in human-readable units ($3.0T, $150B, $5.2B) rather than raw numbers. Bold or otherwise flag mega-cap names if the user is skimming for the highest-impact reports. Lead with the summary section so a time-pressed reader gets the essential picture in the first few lines before drilling into the day-by-day detail.

## Trading Considerations Worth Calling Out
Beyond the raw listing, flag the practical implications a trader would want: which days concentrate the most large-cap volume (multiple mega-caps reporting the same session tends to raise realized volatility across the broader market that day, not just in the names themselves); which BMO names are worth watching for pre-market gaps; and which AMC names are worth watching for after-hours moves that carry into the next session's open. If the week is unusually front- or back-loaded with large-cap reports, say so explicitly rather than leaving the reader to infer it from the table.

## Data Notes to Include
State the market-cap tier definitions used (Mega >$200B, Large $10B-$200B, Mid $2B-$10B) and the filter criterion ($2B minimum) directly in the report so the scope is unambiguous, note that EPS and revenue figures are consensus analyst estimates rather than confirmed results, and remind the reader that dates and times are subject to change and should be reconfirmed close to the release for anything they're trading around.

If the retrieved data looks sparse relative to what the user would expect for a normal week (very few companies, or an unusually quiet day sitting in the middle of an otherwise busy week), say so rather than presenting it as complete — a thin result is more often a signal to widen the search or double-check the date range than genuine market inactivity.