Archived Posts

SAP Dropped 23% on Q3 Results. What Can We Learn?


A joint post by Cheryl and Karen.If you’re about to trim back your 2020 or 2021 guidance, you would be right to be a bit nervous about how the market is going to take it. But until you actually hit go on the press release, you have time to make subtle adjustments and learn from […]

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10 Questions to Nail This Quarter


A joint post from Cheryl and Karen. While there have been winners and losers among publicly traded companies, few, if any, have been unaffected by the Covid-19 pandemic. The divide is stark between companies who have thrived (Shopify up 161% in the year to date, Lululemon up 41% and Agnico up 30%) and those who […]

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Hitting Reset on the Quarterly Earnings Call Amid COVID-19


CEOs should now have seen a clear picture of their first quarter results. Sudden shut downs, pivots and strategic pirouettes mean that year-over-year comparisons are mostly meaningless. Predicting future quarters may require a magic eight ball. The next quarterly call is likely going to require a sharp departure from past approaches, and presents an opportunity […]

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