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Re-Setting Guidance

Positioning an Earnings Miss to Analysts and Investors

A high growth, high multiple, small-cap healthcare service company was struggling with quarterly results and the implications to the current financial outlook. This was the first quarter as a public company that would be below Wall Street’s expectations. The company wanted assistance in crafting the message for the quarter and a future growth strategy.

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Issuing Guidance to Reign in Expectations

A few quarters after a product launch, a public specialty pharmaceutical company was struggling to meet Wall Street expectations, as the covering sell-side analysts continued to be overly optimistic with sales estimates. To that date, the company had not provided any financial guidance.

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Have News to Release?

Find out whether you should file a Form 8-K, issue a press release, or do both by using our easy-to-reference chart, “Form 8K vs. Press Release: What’s the Difference?

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