ALC - Q4

Welcome to the latest edition of the Q2’22 Trending Earnings Topics Recap on trending topics, macro trends and key management commentary. With a busy week of earnings that saw Microsoft, Alphabet, Meta, Amazon, and Apple report, here are some key trending topics that emerged during earnings updates over this period:

As your organization seeks funding or prepares to uplist, the pressure is on. Among other things, you must ensure that key company information is made available digitally, remains up to date and reflective of your distinct reason to invest, and reflects the sophistication required to drive your organization’s transition to the next level. At this point in your transformation, you can’t afford to have ineffective investor relations websites … or, worse, no IR website at all. 

The first six months of 2022 marked one of the worst first halves for stocks we’ve seen. In a recent statement, Larry Fink, CEO of BlackRock, even noted that “The first half of 2022 brought an investment environment that we have not seen in decades”. As the globe grapples with managing the impacts of rapid inflation, tightening monetary policy, and rock-bottom sentiment, many IROs may feel like there isn’t much they can control right now. You might be surprised to hear that, at Q4, we’re confident that there are several things IROs can do now to begin retaking control of their investment narrative as they adapt to this new market landscape. 

Did you know that 59% of IROs agree that their IR and corporate websites have a major or large impact on their IR efforts? According to NIRI’s report, 2021 Connect.IQ Global 100, more than half of IROs believe their IR and corporate websites have a major or large impact on their investor relations efforts. Q4 believes it’s especially true for OTC securities when their aim is to transition from their current exchange toward accessing more capital with a larger one. If you’re an IRO in this camp, effectively communicating the sophistication and value of your business on a limited budget is essential to your strategy.

Welcome to the latest edition of the Q2’22 Trending Earnings season weekly update on trending topics, macro trends and key management commentary. Last week, the Banking sector led the way in reporting within the S&P 500, sharing their thoughts on the current economic backdrop and how they plan to address inflationary headwinds. With Fifth Third Bancorp, Publicis Groupe, KeyCorp, Triumph Bancorp, SVB Financial and Regions Financial among some of the top financial institutions that reported earnings last week, here are some key trending topics that emerged during earnings updates over this period:

Welcome to this edition of the Q2 2022 earnings topics recap season weekly update on trending topics, macro trends and key management commentary.  We’ll feature highlights from earnings call transcripts of S&P 500 companies throughout the Q2’22 earnings season. Leading off a busy earnings week for the Banking sector, JP Morgan, Bank of America, PNC, and US Bancorp were among some of the top financial institutions that reported earnings last week. Here are some key trending topics that emerged during earnings updates over this period:

At Q4, we believe the use of behavioral analytics has the profound potential to connect the markets in ways we haven’t yet seen. It enables an IRO to deliver personalized experiences at scale to its diverse group of stakeholders and potential stakeholders that stretch far beyond current investors.