Last Monday, a Nasdaq-100 special rebalance took effect to remain properly diversified. Typically, the Nasdaq-100 rebalances once a year in December. Still, an early rebalance was warranted, given that the cumulative weight of constituents worth more than 4.5% of the index had risen to 50.9% as of July 3rd. The benchmark’s methodology states that this number should not exceed 48%.
Earnings are a critical period that requires a lot of work and preparation, and that doesn’t end when your earnings call does. The post earnings period is essential for communicating with the investment community, engaging investors, and furthering the success postof your IR strategies. To perfect your post earnings process, here are the key ways to set your investor relations team up for continued success.
New to Investor Relations? From constructing a story to drafting the press release, scripting the call, and preparing for Q&As, these are some of the best practices for earnings that can guarantee you have a successful earnings event.
When it comes to competing effectively in the increasingly digital world of the capital markets, “engagement analytics” is a current buzzword that holds enormous promise. Have you ever wondered what exactly the term means? Or, better yet, what do all the associated terms mean? Q4 understands, and we’ve got you covered. Jargon seems to come and go at warp speed these days, but engagement analytics is here to stay. In fact, it’s a practice that fundamentally elevates the next generation of capital markets connections for all participants. This engagement analytics glossary provides straightforward definitions for the most used – and least understood – terms associated with the digital transformation of the capital markets.
Engagement Analytics and Artificial Intelligence (AI) are revolutionizing investor relations. Because of these constantly changing advancements, investor relations (IR) professionals must stay up-to-date with the latest terminology and innovations. Learning the “whys” behind shareholder patterns and behavior with advanced automation and processing can be game-changing for those who successfully utilize its potential.
Zuora (NYSE: ZUO), a cloud-based provider of billing solutions for subscription-based businesses, found itself at a crossroads. Having grown significantly since its IPO, Zuora had expanded its services from its initial offering, Zuora Billing, to a whole host of products, including Zuora Revenue, Zuora Collect, and Zuora Central Platform. It developed an intelligent hub that handles the customer’s payment system from the initial quote through payment collection to recognize revenue. This growth increased the need for frequent and effective shareholder and analyst engagement.
Marked by an upsurge in awareness and demand for corporate responsibility and sustainability, the significance of shareholder engagement has never been more pronounced. Through active shareholder engagement, organizations can forge stronger bonds with their investors, align their strategies with evolving expectations, and navigate the complex realm of environmental, social, and governance (ESG) factors. To shed light on the importance of shareholder engagement, we recently hosted a webinar, The Next Level of Insights in Shareholder Engagement, moderated by Amit Sanghvi, Global VP of Capital Markets Platform at Q4 Inc., and featuring panelist Joshua Black, VP Editorial, Diligent.
Fostering strong relationships between management and investors is crucial for long-term success. With AI-based tools becoming more readily available, it is clear that investor relations professionals should focus on creating and nurturing relationships with investors. We also know senior management’s time is scarce, so we need to make meetings between senior leaders and investors as impactful as possible. We see a few fundamental principles and best practices which can help maximize the value of meetings between senior management and investors.
When Deb Wasser joined Etsy in 2018, her appointment as vice president of investor relations wasn’t the only change the company had seen since its IPO in 2015. In addition to a new management team that joined mid-2017, the company had grown from a small-cap to mid-cap company in that short time span. With this increased momentum, Deb saw that the investor relations (IR) website didn’t accurately reflect the momentum or unique brand story of Etsy. She shared, “The main dissatisfaction we had was that our IR site was very plain-vanilla – it was originally developed in 2015 in conjunction with the company’s IPO and hadn’t been touched very much since”.
Our recent breakfast event brought together professionals from Copenhagen’s investor relations (IR) industry to discuss the evolving landscape of investor relations events. The attendees from around Europe and the Nordics discussed seven main points throughout the event, exploring the need for adaptation, customisation, and strategic planning in investor relations events. From industry-specific approaches to engaging target audiences and utilising data-driven insights, these takeaways shed light on the path forward for successful IR events.