Playbook: The future of earnings calls

The earnings call is a high-pressure, essential marker in the IR calendar. It is also an area where companies are increasingly going their own way. This might be behind the scenes in their prep and post-earnings KPIs or it might be front-and-centre with an AI avatar of management. The common denominator in the future of earnings calls is the individualism that is emerging – from regional trends down to single companies at the forefront of change. Today’s earnings calls are all about modular elements that you can pick and choose from in order to deliver an earnings call that works for management, for your sell-side coverage and the buy side, for your IR team and your other stakeholders.


Download this playbook to: 

  • Use data to build your understanding how earnings calls are changing, including the regional trends emerging
  • Hear from top IROs on how – and why – they are incorporating tech, including AI, into their processes
  • Get top tips on management buy-in and how to talk about the changes you want to make to the earnings call
  • Get insights into the evolution of earnings calls KPIs
  • Learn how best to decide which earnings call options are going to work for your company and your IR approach.

It contains:

  • Real-world case studies showing you how top IR teams are putting a modern spin on the earnings call
  • Data highlighting some of the regional preferences that have emerged around earnings calls as these events become more flexible
  • Insights into how senior management views the earnings call process and how heads of IR are getting buy-in to make changes
  • A view into the factors that other companies use as measurement tools of earnings call success.

Includes thoughts from:

  • Gregg Lampf, vice president of investor relations, Ciena
  • Martijn Massen, head of IR and treasury, NSI
  • Dr Sven Schneider, CFO at Infineon
  • Brad Smith, CFO at Central Garden & Pet
  • James Moylan, CFO (retired) at Ciena
  • Marlize Keyter, Keyter Rech Investor Solutions
  • Karmen Vladar, head of marketing communications, Lumi Global

Upcoming events

  • Briefing – Winning investor confidence: how IR teams can anticipate sentiment and drive support
    Wednesday, July 15, 2026

    Briefing – Winning investor confidence: how IR teams can anticipate sentiment and drive support

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes Winning investor confidence: how IR teams can anticipate sentiment and drive support The capital markets are becoming increasingly fragmented. Passive strategies, pass-through voting and evolving stewardship priorities mean…

    Online
  • Corporate Governance Forum
    Thursday, November 5, 2026

    Corporate Governance Forum

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US
  • Corporate Governance Awards
    Thursday, November 5, 2026

    Corporate Governance Awards

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US

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