earnings
Preannouncing Results, Part II: Determining the Message
This is Part II of our preannouncement series based on AlphaSense research. Today we focus on the qualitative discussion of the results in earnings preannouncements and the financial metrics used. In my previous post, we focused on the factors that contribute to a company’s decision to preannounce its financial results – that is, provide the…
Preannouncing Results: Analyzing Corporate Profit Warnings
To preannounce or not to preannounce: Surely that is the question that stumps many management teams during the quarterly earnings cycle. There are several reasons for a company to preannounce its financial results – that is, provide the Street with a preliminary, high-level understanding of what the company’s quarterly performance will be. Typically, a preannouncement…
Shareholder on a Shelf: An Earnings Tradition
By Dennis Walsh, Vice President The Shareholder on a Shelf is a new tradition that has become the holiday gift of choice for IROs to their executive management teams. The story of the Shareholder on a Shelf is as follows: “Have you ever wondered how the SEC could know; If you’re naughty or nice in…
Time to Revamp the Quarterly Earnings Call?
By Dennis Walsh, Vice President & Director of Social Media And the Award for Best Quarterly Earnings Results Conference Call goes to…. Giving awards to recognize production of an earnings call may be a little premature, but several companies are spicing up what is generally considered an uneventful quarterly ritual by the investment community. It…
SEC Gives Social Media for IR Its Blessing
By Dennis Walsh, Vice President & Director of Social Media The SEC finally has provided guidance on the use of social media for investor relations. The guidance came in a report on its investigation to determine whether Netflix CEO Reed Hasting had violated Reg FD. In a Facebook status update on his personal account, Hastings…
Social Media for Investor Relations for the Marketing/PR Professional
By Dennis Walsh, Senior Consultant & Director of Social Media It’s that time of year again: Back to School! For my first job out of college I worked as an educator. This year, for “Back to School” season, I thought I’d step back into my teaching shoes. The following is a quick lesson on social…
The Guidance Effect, Re-visited
By Maureen Wolff, President and Partner Three years ago, on the heels of the greatest collapse U.S. financial markets have experienced in decades, in conjunction with IntelliBusiness/eventVestor, we published a study, “The Guidance Effect: Improving Valuation” (PDF 570 KB), that evaluated the impact of increased transparency on equity valuation during the turbulent first quarter of…
Confronting the Quarterly Quiet Period Dilemma
By Jim Buckley One of the investor relations issues that companies often struggle with is the “quiet period.” Here I’m not talking about the SEC mandated quiet period related to IPOs, other public offerings or around the release of lock-up agreements. Those all have defined legal parameters and lines drawn around what companies can and…
Investor Relations for Industrials
Communicating That 1+1 = 3 By David Calusdian, Executive Vice President & Partner A well-known portfolio manager once said to me that he loved diversified industrial companies “for their break-up value.” If you’re in the industrial space, this is the polar opposite of how you want investors to think about your company. For an industrial,…
Investor Relations for the New CFO – Six Steps for IR Success
By David Calusdian, Executive Vice President & Partner *Originally appeared on Samuel’s CFO Blog. Samuel Dergel is Director and Search Consultant at Stanton Chase International. Mr. Dergel specializes in Executive Search for Chief Financial Officers. As the new CFO of a publicly held company, somewhere on your extensive “to do” list is implementing an effective…