• Tagged in Investor Relations, Shareholder Communications
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After the organized chaos of 2017’s first “Earnings Season,” we are all immediately thrust into what was once called “Annual Report” season.  However, with the ever-emerging importance of the proxy document and the demise of the “marketing-based” printed annual report, we should rebrand the next few months as “10-K Season.” All public companies other than foreign private […]

  • Posted in Agency, Press Release Quick Tips
  • Tagged in Investor Relations, press release, earnings, Press Release Tips
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Corporate communications professionals can learn from past earnings release pitfalls we’ve seen companies fall into, and help ensure a smooth earnings day next quarter.

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Academic whitepapers regarding investor relations tend to disappoint me. The lionshare I have read (or snoozed through) are invariably based on share price and volume juxtaposed against some activity calculated with a painful equation built on old data i.e. “earning share price from 2002 to 2008 and the impact of XYZ.” More frustrating to me […]

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The discussion of company guidance vs. meeting consensus estimates is hardly new. Certainly, in the mid-2000’s (thanks, Enron!) the practice or management publishing forward guidance took a evident shift from quarterly to annual, with updates as materially needed. The benefits to issuing formal financial guidance is that it can be an effective tool for helping […]

  • Tagged in Investor Relations, SEC compliance, Sedar, Shareholder Communications
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Earlier this month, the Canadian Securities Administrators (comprised of Alberta, Ontario and Québec securities commissions) released Staff Notice 51-348 Staff’s Review of Social Media Used by Reporting Issuers. This notice publishes the results of the CSA’s analysis of “social media disclosure” by 111 reporting issuers on websites such as Facebook, Twitter, YouTube, LinkedIn and Instagram, as well as […]

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One of the most obvious differentiators between Investor Relations and its CorpComm brethren is that IR has highly defined “seasons” and annual occasions. By no means am I implying that PR and marketing don’t have annual events that drive their calendar – i.e. the medical imaging sector revolves around the RSNA Conference and Exhibit – […]

  • Posted in Public Relations
  • Tagged in Investor Relations, IR, competitive intelligence
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Investor relations departments, positioned among the most strategically important flows of information, have a unique opportunity to execute this imperative role by focusing competitive intelligence gathering with an eye to its effectiveness, efficiency and strategic impact.

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With 25% of Wall Street investors and 19% of Main Street investors reporting they use StockTwits and Twitter for investment news, IR needs to have a strategy in place to assure their voice is in the social stream.

  • Posted in Public Relations
  • Tagged in Investor Relations, IR & Compliance
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Hopefully, institutional investors are not texting-trading while driving, but the results from the 2016 Shareholder Confidence 365 Study indicate they look up from their Bloomberg Portal once in a while.

  • Posted in Public Relations
  • Tagged in Investor Relations, Content Marketing, IR & Compliance
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While investor relations websites may be essential for an investor’s “buyer’s journey,” the question remains: what type of content are investors looking for on a company’s IR room? The answer is in our Shareholder Confidence 365 Study.

  • Posted in Press Release Quick Tips, Public Relations
  • Tagged in Investor Relations, earnings, IR & Compliance
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During a financial earnings period, the Bloomberg newsroom can receive as many as 2,000 press releases a day. Because every second counts, consider these tips to get your public company news into the hands of Bloomberg editors faster.

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  • Tagged in Investor Relations, IR & Compliance, IR room
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How important is an investor relations website when institutional and individual investors are researching a new investment opportunity? Find out the results in our latest Shareholder Confidence 365 Study.

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  • Tagged in Investor Relations
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Once investors take a position in a publicly traded company’s stock, how often do they check in on the IR website to get investment narrative updates? Find out the results from our latest Shareholder Confidence 365 Study.

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  • Tagged in Investor Relations
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How effective are investor relations websites in strengthening shareholder relationships? Our Shareholder Confidence 365 Study explores these destinations’ role as an essential demonstration of corporate transparency.

  • Posted in Agency, Public Relations
  • Tagged in Investor Relations, IR & Compliance, press release tactics, pr tactics
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Collaboration between PR and IR is critical to presenting a cohesive brand message and demonstrating corporate value to investors, customers and other audiences. These 3 investor relations and public relations tactics will help.

  • Posted in Agency, Press Release Quick Tips, Public Relations
  • Tagged in Investor Relations, IR & Compliance
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Effective September 26, 2015, the New York Stock Exchange will enact modified regulations on the release of material news. Here’s what you need to know about the amendments to Section 202.06 of the NYSE Listed Company Manual.