guidance
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…
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 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…
Developing an Investor Relations Program for an IPO Company [Video]
By Maureen Wolff, President and Partner Companies planning to go public need to be able to hit the ground running on the day of the IPO pricing with an investor relations program. In order to prepare, Sharon Merrill President and Partner Maureen Wolff provides tips on what to do before and after the S-1 filing…
Getting Ready for the IPO: 10 Investor Relations “To Do” Items Before the Pricing
For months leading up to your S-1 filing, you probably have been singularly focused on creating that massive tome. You have spent significantly more time with your lawyers and auditors than with your own family — and you cannot even begin to imagine a time when you won’t be spending every waking moment with your…
Perfect 10 or Face Plant? IPO Success Hinges on IR Planning
On January 4th, the first business day of the new decade, Dow Jones VentureSource released figures suggesting that 2010 will be a stronger year for IPOs. They reported that eight companies completed public offerings in 2009, raising $904 million. This was a 64% increase from the $551 million generated through seven IPOs in 2008. Looking…
Grab the Tiger by the Tail in 2010
Earlier this week I moderated a NIRI webinar with three senior-level investor relations officers representing the finance, real estate and retail industries. The panelists highlighted some new initiatives that IROs should consider in 2010 which, according to the Chinese calendar, is The Year of the Tiger. This just might have been the world’s only “Tiger”-related…