This document summarizes a presentation on using social media for investor relations. It finds that while 37% of companies used Twitter for IR in 2012, that number is rising along with use of other platforms like Facebook and YouTube. It provides examples of how companies can effectively use Twitter to engage investors by sharing various types of IR content. The document also reviews best practices for IR websites, emphasizing using video and social media integration to tell a company's story. It concludes by discussing the ROI of social media in increasing awareness, understanding, and liquidity while reducing low-value tasks, as well as the risks around regulatory compliance, employees, strategy misalignment, and reactive communications.
5. ‘Almost everyone at a buy-side
company or an independent of
some stripe is on Twitter…It
doesn’t mean they’re tweeting,
but they are listening.’
Joshua Brown
Financial Blogger
http://www.insideinvestorrelations.com/articles/social-
media/18812/investors-explore-social-media/
9. Q4 Social Media Research 2012
Social Media used for IR - June 2012
807 Companies Surveyed
100%
90%
80% 37%
70% 56% 60%
71%
60% 82%
50% Not
40% Used for IR
30% 63%
20% 44% 40%
29%
10% 18%
0%
Twitter SlideShare Facebook YouTube Blog
10. Twitter Use by Market Cap
Social Media Use by Market Cap
450
400
350
300
SlideShare
250
YouTube
200 Facebook
Blog
150
Twitter
100
50
0
Large Mid Small
Q4 Whitepaper Research 2012
11. Twitter Use by Sector
Use of Twitter for IR
Utilities
Telecommunications
Technology
Services
Real Estate
Pharma/Healthcare/Biotech
Natural Resources
Media Twitter for IR
Industrial goods/Basic materials Twitter
Financial Services
Exchanges
Consumer Goods
Automotive
Airline
0 50 100 150 200 250 300
Q4 Whitepaper Research 2012
25. Twitter Best Practices – Be Helpful!
Engagement
1. Listen & Monitor (Use free services to start)
2. Good IR Website (Tell your story & integrate SM)
3. Basic Content (PR, Events, Slides, Filings)
4. In the News & Other Updates (videos, blogs, media)
5. Live Earnings (prepare tweets with legal)
6. Other Events (Analyst day, non-deal roadshows, operations)
27. The Balance of a Best practice
IR Website
1. What
Investors want
to know.
2. What you
want them to
know.
28. Best Practice Examples
Your Story - Investment Thesis
Financials, Data, Stock Charting
Recorded Messages
Social Media Integration
Additional Considerations
36. CEO Q&A Videos
http://www.cameco.com/investors/ceo_corner/
37. IR Blog with integrated video
http://en.community.dell.com/dell-blogs/dell-shares/b/dell-shares/archive/
2011/08/16/cfo-brian-gladden-and-senior-vp-enterprise-solutions-group-brad-
anderson-discuss-dell-s-q2-fiscal-year-2012-performance.aspx
41. 2012 - Q4 Whitepaper Download
Includes over 800 companies and
their use of social media for IR
Updated findings on Twitter and
StockTwits usage
New examples of maturing,
integrated, and more sophisticated
approaches to social media use for
IR
Over 100 illustrative screenshots
web links
Download the whitepaper:
http://go.q4websystems.com/2012-06-19twitterstocktwitswhitepaper.html
42. About Q4 Web Systems
Q4 is the market leader in online investor
relations & social media solutions including:
Financial & Social Media Widgets
Corporate & IR Websites
Social Media Integration
NIKE
Web Analytics
Mobile Apps (iPad, iPhone, Android)
All customized to your unique requirements.
43. More on Q4:
www.q4websystems.com
Thought leadership:
www.q4blog.com
Contact:
Darrell Heaps
1-877-426-7829 ext. 222
darrellh@q4websystems.com
twitter.com/darrellheaps
45. What
is
ROI
of
social
media
&
web
for
IR?
1. Increase market 2. Improve strategic
awareness understanding
3. Eliminate low-
4. Increase liquidity
value tasks