Avoiding Accidental IR: What Not To Tweet - November 18, 2011

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Avoiding Accidental IR or, What Not to Tweet Presented on Nov 18, 2011 Darrell Heaps Co-founder and CEO Q4 Web Systems

description

Slides from NIRI Richmond session on Nov 18, 2011. My portion of the presentation focused on the "why" of social media and best practices. My co-panelist, Chris Gatewood focused on the legal aspects, risks and social media policies.

Transcript of Avoiding Accidental IR: What Not To Tweet - November 18, 2011

Page 1: Avoiding Accidental IR: What Not To Tweet - November 18, 2011

Avoiding Accidental IR or, What Not to Tweet Presented on Nov 18, 2011 Darrell Heaps Co-founder and CEO Q4 Web Systems

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The  World  Today  

“If you look at what’s happening today with communications and disclosure, we’re moving from a world where it was very paper based into a world where it’s very much based in the Internet and on social media.

We have to recognize that those changes are happening and we need to embrace that change and drive it forward and do it in a way that’s efficient.”

Rob Williams, VP IR at Dell March 23, 2011

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ARE INVESTORS USING SOCIAL MEDIA?

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Financial Blogging is Mainstream

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Twitter has replaced the trading floor

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StockTwits has over 10k pro-investors

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1.6M Retail Investors on Facebook

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Institutional Investors Read Blogs

49% of institutional investors read financial blogs. 33% at least weekly*

*Rivel Research – 257 Institutional Investors in the US

3 out of 5 financial bloggers use Twitter as a primary news source***

***Financial Media Conference, NYC, Feb 2011

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New  Social  Data  Providers  &  Finance  Apps  

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The  New  Informa>on  Food  Chain  

Institutional Investors

National Media

Major Online News Hubs

Financial Bloggers

Individual Social Media Posts

Financial Times

Forbes, WSJ

Seeking Alpha & StockTwits Network

Twitter

Investors

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ARE IR DEPARTMENTS USING SOCIAL MEDIA?

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Website

Social Media for IR

Corporate IR Website

Social Networks Publish and monitor

Social Media Publish and Integrate

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Twitter Facebook SlideShare YouTube Blogs 2010 65.00% 37.00% 11.00% 29.00% 10.00% 2011 68.00% 46.00% 45.00% 35.00% 19.00%

0.00%

10.00%

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30.00%

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80.00% U

sing

Soc

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edia

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362 companies in 2010, expanded to 629 in 2011 Q4 Whitepaper Research

Social Media IR Adoption 2010 - 2011

2010

2011

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0

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Large Mid Small

Social Media Use by Market Cap

SlideShare

YouTube

Facebook

Blog

Twitter

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Airline Automotive

Consumer Goods Exchanges

Financial Services Industrial goods/Basic materials

Media Natural Resources

Pharma/Healthcare/Biotech Real Estate

Services Technology

Telecommunications Utilities

0 20 40 60 80 100 120 140

Companies Included in Study by Sector

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BEST PRACTICES SHARING AND RETWEETING ON TWITTER

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Industry-related News from Financial Blogs

Q4 Whitepaper Research 2011

http://twitter.com/#!/AXI_IronOre/status/58189594910408704

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Analyst Reports: The Good & The Bad

Q4 Whitepaper Research 2011

http://twitter.com/#!/rdsa/status/54885200928309248

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Analyst Reports: The Good & The Bad

Q4 Whitepaper Research 2011

http://twitter.com/#!/rdsa/status/55338202017447937

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Partnerships/Acquisitions

Q4 Whitepaper Research 2011

http://twitter.com/#!/TXInstruments/status/55260974634115072

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Partnerships/Acquisitions

Q4 Whitepaper Research 2011

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Engagement: Investors

Q4 Whitepaper Research 2011

http://twitter.com/#!/NovaGold/status/65802175070220288

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Best Practices LIVE TWEETING EARNINGS

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Linking to disclaimer

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Linking to materials

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Soliciting questions in advance

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Consistent use of #hashtags

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Appending tweets with $ticker

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Discussion Point RegFD and Twitter

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Web Brands CEO pushing RegFD on Twitter

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BEST PRACTICES SOCIAL MEDIA WEBSITE INTEGRATION

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Typical corporate website links out to social

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Best practice is to integrate social into your website

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Next generation of social integration

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RETURN ON INVESTMENT

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What  is  the  ROI  of  using  social  media?  

1. Increased awareness 2. Improved strategic understanding 3. Elimination of low-value tasks 4. Improved liquidity

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More on Q4: www.q4websystems.com

Thought leadership: www.q4blog.com

Contact: Darrell Heaps 1-877-426-7829 ext. 222 [email protected] twitter.com/darrellheaps