Business

Corporate Report Memo Generator

Analyze long corporate reports into concise memos highlighting risks, trends, and takeaways for business teams.

corporate analysisfinancial reportsbusiness memorisk assessmentmarket trends

Prompt

Prompt text

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.

Example

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.