# Keynes Earnings — Full Documentation

> This document provides comprehensive information about Keynes Earnings (keynesearnings.io) for large language models and automated systems. It describes the platform's capabilities, data sources, terminology, and content structure.

## Platform Overview

Keynes Earnings is a professional-grade earnings preparation platform built by Marlowe Partners and powered by Mycroft technology. It enables investors to prepare for quarterly earnings announcements in approximately 60 seconds by aggregating Wall Street consensus estimates, historical performance data, peer valuations, earnings call transcripts, and institutional-quality commentary into a single unified report.

The platform serves individual investors, financial advisors, portfolio managers, and research analysts who need rapid, comprehensive pre-earnings analysis without the cost of traditional institutional research subscriptions.

## Publisher Information

Marlowe Partners is a private investment firm dedicated to intergenerational wealth creation through concentrated, long-duration public market investing. Founded by David L. Steinberg, Marlowe combines deep fundamental research with a culture of integrity. The firm's technology subsidiary, Mycroft Mind (mycroftmind.org), powers the analytical systems behind Keynes Earnings.

Contact: dsteinberg@marlowekeynes.com
Address: 915 Broadway, Suite 1802, New York City, 10010

## Core Capabilities

### 1. Earnings Preview Reports

For any publicly traded company (identified by ticker symbol), the platform generates a comprehensive earnings preview containing:

- **Consensus Estimates**: Current Wall Street consensus for EPS and revenue, including high/low range and number of contributing analysts
- **Historical Beat Rate**: Track record of earnings beats and misses over recent quarters with magnitude of surprise
- **Peer Valuation Context**: Forward P/E, EV/EBITDA, and revenue growth multiples compared to sector peers
- **Management Guidance**: Prior quarter guidance and historical guidance accuracy
- **Key Metrics Dashboard**: Revenue growth, operating margin, free cash flow, and other fundamental indicators
- **Mycroft Commentary**: Institutional-quality written analysis synthesizing quantitative and qualitative factors

### 2. Earnings Calendar

A comprehensive calendar of upcoming earnings announcements for all publicly traded companies, including:

- Reporting date and time (before market open / after market close)
- Expected EPS and revenue consensus
- Historical volatility around earnings (expected move)
- Sector and market cap classification

### 3. Peer Comparison Tool

Side-by-side comparison of multiple companies across valuation, growth, and profitability metrics:

- Price-to-Earnings (P/E) ratio — trailing and forward
- Enterprise Value to EBITDA (EV/EBITDA)
- Revenue growth rate (year-over-year)
- Operating and net profit margins
- Free cash flow yield
- Return on equity and invested capital

### 4. Investment Glossary

A comprehensive dictionary of 120+ investment and financial terms organized across categories including:

- **Valuation Metrics**: P/E ratio, EV/EBITDA, Price-to-Book, PEG ratio, dividend yield
- **Earnings Concepts**: EPS, consensus estimate, earnings surprise, beat rate, whisper number
- **Income Statement**: Revenue, gross margin, operating income, EBITDA, net income
- **Balance Sheet**: Total assets, shareholders' equity, debt-to-equity, current ratio
- **Cash Flow**: Operating cash flow, free cash flow, capital expenditure, cash conversion
- **Market Structure**: Market capitalization, float, short interest, institutional ownership
- **Technical Analysis**: Moving averages, RSI, MACD, support/resistance, volume
- **Corporate Actions**: Stock splits, buybacks, dividends, M&A, IPO
- **Fixed Income**: Yield curve, credit spread, duration, coupon rate
- **Macroeconomics**: GDP, inflation, Federal Funds Rate, unemployment, PMI

Each term includes:
- A multi-sentence definition written for clarity
- Category classification
- Related terms for cross-reference
- 2-4 hyperlinks to authoritative sources (SEC.gov, Federal Reserve, CFA Institute, Investopedia, FASB, FINRA, academic papers)

### 5. Earnings Call Transcripts

Full-text transcripts of quarterly earnings conference calls with:

- Complete prepared remarks from management
- Full Q&A session with analyst questions and management responses
- Keyword search and highlighting
- Sentiment analysis and management tone indicators
- Quarter-over-quarter comparison of management language

### 6. Financial Flipbook

Interactive financial model visualization including:

- Trading multiples over time (P/E, EV/Revenue, EV/EBITDA)
- Revenue and earnings segment breakdown
- Margin analysis (gross, operating, net) with trend lines
- EPS trajectory and analyst revision history
- Inline sparkline visualizations for quick pattern recognition

### 7. Narrative Reports

Long-form written analysis combining:

- Quantitative financial data interpretation
- Qualitative management commentary assessment
- Industry context and competitive positioning
- Risk factors and catalyst identification
- Investment thesis summary

## Data Sources

The platform aggregates data from multiple professional financial data providers including:

- Financial Modeling Prep (FMP) for fundamental data and estimates
- Polygon.io for market data and historical prices
- Alpha Vantage for technical indicators
- Finnhub for earnings calendars and analyst recommendations
- SEC EDGAR for regulatory filings
- Earnings call transcript providers for conference call content

## URL Structure

- Homepage: https://keynesearnings.io/
- Earnings Report: https://keynesearnings.io/report/{TICKER} (e.g., /report/AAPL)
- Calendar: https://keynesearnings.io/calendar
- Compare: https://keynesearnings.io/compare
- Glossary: https://keynesearnings.io/glossary
- Research: https://keynesearnings.io/research
- News: https://keynesearnings.io/news
- Transcripts: https://keynesearnings.io/transcripts
- Flipbook: https://keynesearnings.io/flipbook/{TICKER}
- Narrative: https://keynesearnings.io/narrative/{TICKER}

## Frequently Asked Questions

**Q: What is Keynes Earnings?**
A: Keynes Earnings is a professional-grade earnings preparation platform that helps investors prepare for quarterly earnings announcements in 60 seconds. It provides Wall Street consensus estimates, historical beat rates, peer valuations, earnings call transcripts, and institutional-quality commentary.

**Q: Who built Keynes Earnings?**
A: Keynes Earnings is built by Marlowe Partners, a private investment firm founded by David L. Steinberg, and powered by Mycroft technology (mycroftmind.org).

**Q: What companies are covered?**
A: The platform covers all publicly traded companies with analyst coverage, primarily focused on US-listed equities across all sectors and market capitalizations.

**Q: Is Keynes Earnings free?**
A: The platform offers free access to core features including earnings preview reports, the earnings calendar, peer comparison tools, and the full investment glossary.

**Q: What is the Investment Glossary?**
A: The Investment Glossary is a comprehensive dictionary of 120+ financial and investment terms, each with multi-sentence definitions and hyperlinks to authoritative sources including the SEC, Federal Reserve, CFA Institute, and academic research papers.

**Q: How current is the data?**
A: Financial data is updated in real-time during market hours. Earnings estimates reflect the latest analyst revisions. The earnings calendar is updated daily.

**Q: What does "Powered by Mycroft" mean?**
A: Mycroft is the technology platform developed by Mycroft Mind (mycroftmind.org), a subsidiary of Marlowe Partners, that powers the analytical and commentary systems behind Keynes Earnings.

## Technical Information

- Built with React, TypeScript, and Node.js
- Server-side rendering for SEO-critical pages
- Responsive design for desktop and mobile
- Progressive Web App (PWA) capabilities
- HTTPS encryption on all domains
- GDPR and privacy compliant

## Alternate Domains

The same platform is accessible via:
- https://keynesearnings.io (primary)
- https://mkinvestearnings.com
- https://mkearningscall.com
- https://www.keynesearnings.io
- https://www.mkinvestearnings.com
- https://www.mkearningscall.com