Trump’s desire to end quarterly earnings should include these 3 things too

Trump’s desire to end quarterly earnings should include these 3 things too

Trump’s desire to end quarterly earnings should include these 3 things too

This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with:

Oh, the love-hate relationship with quarterly earnings.

On the one hand, business media loves us some quarterly earnings!

Each quarter, a company releases its financial numbers, providing transparency to its investors. We listen to high-profile executives hop on a webcast and talk about every single positive known to man, from revolutionary new products to how one-time expenses mean nothing. (All of this is said tongue in cheek.)

If you are a CEO of a company kicking butt, how can you not love earnings season? You come out, beat big on earnings estimates, the stock explodes, your wealth increases, year-end bonus prospects go up, you plan out your next 10 hard asset purchases (homes, watches, cars, etc.). It’s as intoxicating as sucking down a fifth Aperol spritz on a Bahamian beach.

As for those companies sucking wind, well, earnings season isn’t your friend. I have nothing to say to you right now except try harder for your investors.

I bring this up because President Trump has stirred up a debate around doing away with quarterly earnings in favor of semiannual reporting.

If we are inclined to build wealth steadily over time, doesn’t that better align with hearing from companies twice a year with a more detailed snapshot of the business? Execs will still update investors on the business at investor conferences and on networks like Yahoo Finance.

So, why not let them drive the business with the long term in mind instead of trying to make a quarterly number through various tactics?

“I think I’d be OK either way,” Okta (OKTA) CEO Todd McKinnon told me on Opening Bid (video above). “I do like the opportunity to talk to investors every quarter about the business and the future and the vision of what we’re trying to do.”

Still, he added, “I do think sometimes the industry gets too obsessed with the quarterly numbers … from a single quarter.”

There are detractors to Trump’s idea, naturally.

“It undermines transparency,” Sen. Elizabeth Warren told Yahoo Finance this week.

Here are three other changes to quarterly earnings — and corporate governance broadly — President Trump should consider. Do you have ideas? Send them to me on X @BrianSozzi or @BrianSozzi on LinkedIn.

As a former analyst, I appreciated it when companies released adjusted earnings numbers. They made my life much easier from a financial modeling perspective. Now that my analyst days are long over, I’ve come to detest non-GAAP-adjusted earnings numbers.

It used to be that these numbers were provided when a company had a nonrecurring expense in a particular period. Today, many companies are pitching adjusted numbers to investors to detract from expenses that look darn recurring and stock options-related expenses.

A company should be judged by its bottom-line number. You incurred a loss because you gave away stock options? That’s your problem. Want to provide adjusted numbers? Make them a footnote under the financial statements, not the basis for analysts to build estimates and investors to digest.

For my longtime followers, you know earnings calls aggravate the hell out of me. Don’t get me wrong, I love, love, love listening to earnings calls — they’re super useful. But the time has long come for retail investors to have an active role in these calls. Hat tip to Elon Musk at Tesla (TSLA) for taking retail investor questions — basically the only company doing it.

With the rise of retail investors in recent years, execs have to realize they have a lot of influence in markets — sometimes more so than institutions. So, give them a space on the call. The questions from the analyst community are so inside baseball that it’s laughable. Most of the time, they’re asking nuanced questions to help fill out their financial model.

This is outside the scope of quarterly earnings, but it warrants attention. I assess a lot of boards in my work, and I always come upon companies with board members who have been there for 10 years or longer.

This is absurd given how fast industries change, how executive ranks change, and how the world at large changes. Skills that were useful a decade ago may no longer apply today. These long-tenured board members are often check collectors. Don’t kill the messenger — I’ve witnessed firsthand how detached board members become after a while. So, rotate board members out every five or seven years. Keep the new ideas flowing — and potentially the activist investor out of the board room. (Activists love to attack entrenched/long-tenured boards.)

Brian Sozzi is Yahoo Finance’s Executive Editor and a member of Yahoo Finance’s editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com.

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