Forward Look Newsletter Archive

 

Forward Look is our firm’s quarterly newsletter for IR professionals and C-suite execs. It explores a variety of ideas – some of them unconventional, many of them new and research-based – about communicating effectively with investors, analysts, investment bankers and business reporters. (To get on the mailing list for this free, quick-read resource, subscribe here.)


 

Caution: Analyst Interaction Slip-ups (Q1 2025)

For executives and IR professionals, interacting with analysts is a given. But every interaction – whether during earnings calls, presentations or in more informal situations (cocktail hours, lunches, dinners, tours) – involves a degree of risk. Here are the most common and damaging mistakes made, especially during those informal moments.


 

Those Pesky Safe Harbor Statements (Q4 2024)

Among the first words usually spoken by IR professionals during earnings calls and analyst presentations are that forward-looking statements will be made. And on screen is a text-heavy slide – usually unreadable – communicating that message. But there’s a better way to begin.


 

Surprising Research: When You Hold Your Earnings Call Matters (Q3 2024)

Research shows that the best days for earnings releases and conference calls are Tuesday through Thursday. But there’s evidence that suggests the time of day you hold your earnings call also matters.


 

Live Video: The Future of Earnings Calls (Q2 2024)

Quarterly earnings conference calls haven’t changed much. A typical call features executives sitting around a conference table with scripts, notes and a speaker phone. Today, many companies are transitioning away from outdated, audio-only calls to live, video earnings calls that can help them deliver more engaging content and improve audience attention and enjoyment.