Step 1 · Automatic earnings watch

Start when the company reports.

A watched SEC 8-K Item 2.02 earnings event can trigger the analyst workflow. The team can also run an accession manually.

WATCHER ACTIVE

COSTPrepared workflow and baseline state retained.

NVDANew earnings filing detected.

MSFTConfirmed reusable schema available.

SourcesPrimary documents preserved and hashed.

ProcessingValidation happens before model writeback.

Presenter: “The workflow starts before earnings day. We save the analyst's expectations and thesis rules, then watch the companies they cover. When a new earnings filing arrives, Albatross preserves the primary SEC sources and runs the same deterministic pipeline used in manual analysis.”

Step 2 · Source-linked extraction

Actuals, with evidence attached.

COST Q3 FY2026 acceptance data. Every surfaced fact keeps the source document, source URL, locator and evidence snippet.

9/9 CHECKS PASSED

Net sales

$69,154M

Membership fees

$1,373M

Operating income

$2,815M

Diluted EPS

$4.93

Metric	Actual	Basis	Evidence
Net sales	$69,154M	reported	EX-99.1 · statement row
Gross margin	11.04%	derived from reported	reported financial data
Paid members	82.9M	reported	EX-99.2 · supplemental

Evidence shape: document + source URL + locator + exact source row/sentence. Financial statement metrics do not fall back to unscoped first-label narrative matching.

Presenter: “The differentiator is not a prettier summary. Every number is source-linked. If the analyst wants to challenge a figure, the evidence is right there. Financial-statement metrics cannot fall back to loose narrative matching.”

Step 3 · Analyst-specific comparison

What changed versus your expectations?

The comparison uses the team's own pre-earnings estimates and thesis rules. The sample estimates below are illustrative analyst inputs, not market consensus.

ANALYST INPUTS

Net sales vs estimate

+1.8%

Illustrative estimate

EPS vs estimate

+3.4%

Illustrative estimate

Thesis rule

PASS

Illustrative renewal threshold

Review state

READY

Implemented financial checks passed

Presenter: “Most tools tell everyone the same thing. Albatross compares the quarter against the analyst's own expectations and research framework. That turns earnings into a diff of the analyst's worldview: where were we wrong, and did the thesis actually change?”

Step 4 · Safe Excel writeback

Update the model without touching the original.

After financial validation succeeds, mapped actuals can be written into a new workbook copy with an Albatross Evidence sheet.

COPY ONLY

Metric

Illustrative estimate

Actual

Net sales

67,930

69,154

Membership fees

1,350

1,373

Operating income

2,760

2,815

Diluted EPS

4.77

4.93

Writeback controls

Original workbook unchanged
New filing-specific copy
Formula targets protected by default
Failed financial validation blocks writeback
Evidence row for every written value

Presenter: “For teams that want model automation, validated numbers can be written into a copy of the workbook. The source workbook is never modified, formula cells are protected unless explicitly allowed, and every write is documented.”

Step 5 · Reusable company schemas

Teach the workflow once, reuse it next quarter.

Microsoft Q4 FY2026 was the generic-onboarding acceptance case. It uses a human-reviewed issuer schema rather than Microsoft-specific extraction code.

4/4 CHECKS PASSED

Revenue

$90,007M

Operating income

$40,603M

Diluted EPS

$4.81

Microsoft Cloud revenue

$59,300M

Commercial RPO

$678,000M

Azure/services growth

43%

Human-reviewed schema · issuer CIK 0000789019 · persisted by issuer and reused on a subsequent run without a schema override.

Presenter: “Company coverage scales through reusable research schemas. Microsoft was the acceptance case: the system resolved the true issuer, kept growth rates separate from absolute revenues, retained source evidence for Cloud revenue and RPO, and reused the approved schema without custom Microsoft code.”