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Guiding Clients Through Financial Results: Our Approach

As we approach the end of the earnings season, ICR Healthcare provides a short guide to how we help public companies navigate these important milestones on the road to success.

In the wake of the pandemic, the landscape of financial results presentations has undergone a significant transformation. At ICR Healthcare (ICRH), we’ve not just adapted to this new reality – we’ve embraced it, evolving our approach to guide our clients through the complexities of hybrid financial communications.

Gone are the days when results presentations were exclusively in-person affairs. Today’s hybrid environment demands a nuanced blend of physical and virtual elements, presenting both challenges and opportunities. ICRH has risen to meet this new paradigm, leveraging our expertise to ensure our clients can effectively communicate their financial stories across multiple channels simultaneously.

Our team has developed a comprehensive suite of strategies and tools designed specifically for this hybrid era. From managing the technical intricacies of seamless virtual presentations to orchestrating engaging in-person events, we provide our clients with the flexibility and support needed to reach their diverse stakeholder base effectively. Whether it’s a fully virtual earnings call, an in-person analyst day, or a hybrid investor presentation, ICRH ensures that our clients’ messages resonate clearly and impactfully across all platforms.

At ICR Healthcare, we’ve refined our process to help clients navigate financial results announcements effectively in this new hybrid landscape. Here’s how we guide them:

  1. Timing is everything: There’s no point having a beautifully executed announcement if you’re overshadowed by results from a competitor. We schedule the announcement to avoid clashes with companies in similar industry subsectors and of similar sizes, maximising attention from covering analysts, investors, and media.
  2. Analyst and investor briefings: In a hybrid world, sometimes offering your financial stakeholders the opportunity to see the whites of your eyes is important. But it’s a balance between all-important facetime and accessibility. There’s no one-size fits all solution but we can provide you with the best solution for your size and sector and take the stress out of the on-the-day activities by hand-holding you through the event and making sure the technology and logistics run seamlessly.
  3. Analysts: Sector analysts telegraph your story to the investment community. Getting them around the table and presenting a well-articulated summary of your progress and outlook is essential. We know the key analysts and can liaise to get them into your briefing.
  4. Your earning statement: We work closely with management to craft a statement which hits the buttons investor audiences care about. Often a successful results presentation is more about setting the tone for future expectations than current numbers. Helping companies communicate their clear, achievable goals to the investment community in a digestible way is paramount. Ensuring consistency with previous financial guidance is essential.
  5. Q&A: Answering the difficult questions is about preparation and confidence. We anticipate the sticking points and the areas where sceptics may find holes in your story and will prepare you to tackle anything you could be asked.
  6. Corporate materials: Your results statement and corporate presentation are your shop window. You know better than us how your company is doing. We understand how to use this to tell your story with clarity and differentiation, and to use words and graphics to maximum effect.
  7. Provide post-announcement support: Following a virtual or hybrid briefing call, we collate and help to answer analyst and investor questions as well as monitoring media and social media coverage, collect analyst feedback, and advising on follow-up communications. We also ensure the IR website is compliant and up to date with correct materials, providing easy access to the latest financial information for stakeholders.

By following this streamlined approach, we help our clients confidently conduct their financial results announcements, ensuring their story resonates in a competitive marketplace.