Where do buy-side analysts most want to hear management speak? Earnings Calls.  And in particular, the Q&A section of your company's quarterly earnings call. That means you only have four opportunities every year to reach buy-side analysts when they're listening most actively. Below, you'll find the top 6 ways analysts listen to earnings calls. We're yet to see anyone listening by a conference room door, but I suppose its possible.Step inside
There's no easier way to attract criticism than with a bad earnings call. Let's face it, you don't have a lot of control over the facts and figures being discussed, but that doesn't mean the earnings call isn't your responsibility. Remember, this is one of four serious opportunities for senior management to talk directly to buy-side analysts each year and it needs to go smoothly. This of course means keeping your management team on-message. But that message needs to be heard. Here are our tips for achieving the best earnings call sound quality possible.Step inside
Earnings calls are the showpiece of a company’s IR program. Investors use them as an opportunity to review the previous quarter’s activities, management’s strategy, and its implementation. Almost as importantly, these same investors are assessing the people tasked with its implementation.
The difference between a clean, sharp presentation that leaves the management looking capable and under control and one that feels like watching a bad movie is almost always preparation. As an IRO, this is one area where you can have a big impact.Step inside
Perhaps 'CRM' is actually the wrong word here. But whether you call it a CRM, Investor CRM, or even an excel spreadsheet, the point is, you need to track investors and your progress with them as part of a concerted effort to improve relationships and gain trust.
So what CRM tools are most useful to you in this endeavour? We'll explain and provide some examples below.Step inside
Forbes Magazine is about as old-guard-financial-press as you get this side of The Wall Street Journal. They recently syndicated a post from the SalesForce blog explaining that what a public company says in Social Media can have a clear impact on the habits and practices of investors. As usual, Forbes has chosen well in terms of an expert to lean on. SalesForce continues to be an industry leader in business communications and client management. But the shift in thinking at Forbes online serves to illustrate the reality that Social Media for investor relations is here to stay.Step inside
Television has made a cottage industry of shows that take a rather plain and drab looking room, house, car, or person, (I believe there’s even a dog makeover show) apply some simple and inexpensive changes, and transform it into a sharp-looking, enviable specimen of its former self. The high point is always the reveal. When makeover jobs are done correctly, the contrast between the 'before' and 'after' is stark, despite very little material or work having been expended. Impression is about presentation.Step inside
It's not the norm yet, but we believe that pre-recording earnings call introductions is absolutely the best practice for all public companies. Read on to see our top five reasons why we believe pre-recording can benefit your company. If you're ready to get started, check out our podcast recording tools page for setup and recording tips.Step inside
While most of today’s equity trading is done on institutional desks, the retail shareholder is not worth ignoring. Cable financial news programs that serve up “hot takes,” relevant or otherwise, are capable of filling entire television schedules because they’re popular. Discount brokerages do a brisk business in self-directed retail accounts because there are self-directed investors all over the world who make it their business to participate in equity markets. These investors are essential to the market process and condition. They add liquidity to markets and sometimes earn their experience through hard lessons along the way – other times, they fail to learn those lessons.Step inside
For the purposes of this outline, we are not going limit our discussion on challenges with the National Labor Relations Board (NLRB) or the flawed NLRB social media policy guidelines. Please note, this is not an exact science as the recent three NLRB Reports, and their Board decisions, conflict. Also recall the recent Supreme Court challenges to the NLRB appointment procedures. What we will discuss is our suggestions for social media policies - for union or non-union companies - that will conform, at least the best we can, to NLRB policy language.Step inside
Creating investor leads isn't going to be a priority for all public companies. In fact, many are actively trying to decrease the number of shareholders they need to keep communicating with. For those IROs seeking new shareholders however, these simple tips can be a great way to collect the odd investor lead without having to lift a finger (or a toe).Step inside