Blueprint for a Successful Earnings Call

The quarterly earnings call is one of the most powerful means a public company has within its control to broadly and clearly disseminate essential information to the financial community. Four times a year, management has the ability to demonstrate execution against its communicated plan, reinforce strategy and set expectations. And in the event operating performance falls short of expectations, the call, when executed well, serves as an ideal platform to address key issues and begin to rebuild credibility.

In this report, we cover all aspects of the earnings process – from preparation to execution and followthrough, and include both best and worst practices based on investor and IRO experiential perspectives. Our research identifies several opportunities for companies to refine and improve the way they conduct their earnings calls, serving to differentiate the IR program and further capture investor and analyst mindshare.