Corporate Report Memo Generator

Your task is to analyze the following corporate report:

<report>
{{Insert full report text here}}
</report>

### Instructions:
- Summarize the annual report in a concise, professional manner.
- Identify key financial performance indicators (revenue, margins, operating expenses, liquidity).
- Highlight major business developments (partnerships, product launches, acquisitions, subscriber/customer growth).
- Analyze market trends and competitive positioning.
- Identify risks (operational, financial, or market-driven) that could impact the next quarter.
- Forecast potential revenue or performance headwinds and opportunities.
- Present findings in the form of a memo addressed to an internal investment or strategy team.

### Output Format:
- **To:** Investment Team
- **From:** {{Your Name}}
- **Date:** {{Current Date}}
- **Subject:** {{Company Name}} Annual Report Highlights and Outlook

Body:
1. **Financial Performance** – clear bullet points on revenue, margins, costs, liquidity.
2. **Business Highlights** – new products, acquisitions, partnerships, customer growth.
3. **Outlook & Market Trends** – opportunities, challenges, macroeconomic headwinds.
4. **Risks** – short-term and long-term risks with qualitative impact.

### Success Criteria:
- Memo must be clear, concise, and actionable.
- Use professional tone suitable for executives.
- Avoid jargon-heavy analysis; prioritize clarity.
- Include both positive and negative insights.

How to use this prompt

Examples

• Input: Matterport SEC filing 10-K 2023 Output: To: Investment Team From: Analyst Date: March 4, 2024 Subject: Matterport 2023 10-K Highlights and Financial Outlook Hi team, Key takeaways from Matterport’s 2023 annual report: **Financial Performance:** - Revenue increased 16% to $158.2M, driven by subscription growth. - Gross margin improved slightly to 40% due to better product mix. - Operating losses narrowed to $220M, reflecting improved cost discipline. - Cash reserves remain strong at $420M, providing liquidity. **Business Highlights:** - Subscriber base grew 28% to 900,000; spaces under management reached 12M. - Expanded platform with Pro3 camera updates and new enterprise integrations. - Partnerships with major real estate and construction firms strengthened positioning. **Outlook & Market Trends:** - Large untapped opportunity in global building digitization (~$240B TAM). - Enterprise adoption is accelerating, though consumer growth has slowed. - Macroeconomic uncertainty and real estate slowdown may pressure near-term growth. **Risks:** - Supply chain and hardware costs remain volatile. - Heavy reliance on R&D and marketing spend prolongs profitability challenges. - International expansion exposes the company to currency and regulatory risks. Overall, Matterport remains well-positioned in a growing market but faces near-term margin and adoption risks. Strong liquidity provides resilience while scaling enterprise adoption.