Mind the Gap. Why Q3 Earnings Calls Demand a Different Spokesperson Mindset. Earnings season is often treated as a routine reporting exercise. Numbers are consolidated, presentations are finalised, and leadership teams prepare to explain quarter-on-quarter performance. Yet not all reporting periods are processed equally by the market. The third-quarter ...
IR & AR WEEKLY ALERTS — ISSUE 115 Coverage window (IST): 12 January 2026 (post 18:00 IST) to 19 January 2026 (18:00 IST) Jurisdictions: United Kingdom; India; UAE (DIFC); Saudi Arabia (plus a short Qatar watchpoint) Why this matters This week’s developments concentrate around three disclosure pressures ...
IR & AR WEEKLY ALERTS — ISSUE 114 Coverage window (IST): 04 January 2026 to 12 January 2026 (cut-off 18:00 IST) Jurisdictions: United Kingdom, India, UAE (DIFC), Qatar, Saudi Arabia Why this matters This week’s developments cluster around three disclosure pressures that will surface directly in FY2025–26 ...
IR & AR WEEKLY ALERTS — ISSUE 113 Coverage window: 28 December 2025 – 03 January 2026 Jurisdictions: United Kingdom, India, UAE (DIFC), Qatar, Saudi Arabia Why this matters Year-end calendar effects usually compress formal regulatory publishing schedules, but the drafting burden does not pause. This week, ...
Markets Have Memory. Management Often Underestimates It. The Persistence of Market Memory Markets rarely forget what management has said. Companies often assume they do. In capital markets, information does not reset with each reporting cycle. Disclosures accumulate over time. Earnings calls, annual reports, investor presentations, ...
IR & AR WEEKLY ALERTS — ISSUE 112 Date: 28 December 2025 Coverage window: 21 December 2025 to 28 December 2025 Jurisdictions: United Kingdom, India, United Arab Emirates (Dubai and Federal), Qatar, Saudi Arabia Why this matters This week’s items cluster around one operational reality and two ...
IR & AR WEEKLY ALERTS — ISSUE 111 Coverage window: 14 December 2025 to 21 December 2025 (run-time cut-off: 18:00 IST), India Standard Time. Jurisdictions: United Kingdom, India, United Arab Emirates (Dubai and DIFC), Qatar, Saudi Arabia. Why this matters 1) Cutover risk in UK primary market ...
Why MD&A Matters More to Valuation Than We Admit The quiet influence of MD&A Within most listed companies, Management Discussion and Analysis is approached primarily as a regulatory obligation. It is prepared once the financial statements are finalised, reviewed for compliance, and aligned carefully with statutory language. Beyond ...
From Earnings Call to Deal Pipeline: How CMOs Can Turn Capital-Markets Moments into Campaigns 1. Why the earnings cycle is a missed commercial opportunity For most issuers, the earnings cycle is one of the most intensive communication efforts of the year. Finance, Investor Relations and ...
IR & AR WEEKLY ALERTS — ISSUE 110 Coverage window (IST): 07 December 2025 to 14 December 2025 (IST) Jurisdictions: United Kingdom, India, UAE (DIFC), Saudi Arabia Why this matters Across jurisdictions, the common thread this week is a tightening expectation that markets are not only transparent ...
