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As iPhones. iPads and Android mobile devices continue to proliferate, investors are becoming more dependent on them for the consumption of IR information. At investor conferences, analyst days, and other events, almost everyone in attendance possesses some sort of mobile device. It is for this reason alone that investor relations professionals must consider having a mobile communications strategy. This online event will explore the current landscape of the mobile industry, the paradigm shift currently taking place in IR communications, how investors are using mobile devices in their investment decision making process as well as provide practical tips and best practices on the development of a mobile strategy to engage investors. Access the replay at http://bit.ly/QWvA0a
Citation preview
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Mobile IR Communications:
Today and Tomorrow
“MAKE YOUR IR CONTENT MOBILE”
2 #mobileIR
Mobile IR Communications
Richard Karpinski
Senior Analyst
Neil Russell
Vice President, Investor
Relations
Richard Repetto, CFA
Principal, Equity Research
Today’s Presenters:
Today’s Sponsors:
3 #mobileIR
Moderator: Jeff Corbin
CEO, KCSA Strategic Communications
Founder, theIRapp
Most notably, Jeff has developed financial communications programs for the American
Stock Exchange and dozens of companies who have their primary listings on the
NYSE and NASDAQ.
Prior to joining KCSA, Jeff was a securities and corporate attorney in New York City,
specializing in corporate reorganizations, bankruptcy proceedings, transactional
matters and commercial litigation.
Jeff has a bachelor's degree in government from Cornell University and a law degree
from the Benjamin N. Cardozo School of Law. He is very involved in many
philanthropic and communal organizations and presently serves as Chairman of the
Board of the BJE of Greater New York as well as the Board of Directors of UJA-
Federation of New York
Jeff brings more than 15 years of integrated IR, PR and marketing
experience to help clients grow their businesses. He has lectured in the
U.S. and internationally on building relationships with Wall Street and is
the author of the book, Investor Relations: The Art of Communicating
Value (Aspatore Books; May 2004 and February 2011). He has just
released the second edition of this book (February 2012) and has
included a chapter dedicated to social media and investor relations.
Four Steps to Successful IR Programs
Determine the investment proposition
Target the appropriate investor audience
Develop the communications platform
Build relationships with investors
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A Walk Through Communications History
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A Walk Through Communications History
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A Walk Through Communications History
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A Walk Through Communications History
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A Walk Through Communications History
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A Walk Through Communications History
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A Walk Through Communications History
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A Walk Through Communications History
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A Walk Through Communications History
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Mobile IR Communications:
Today and Tomorrow
Rich Karpinski
Senior Analyst, Mobile
Yankee Group
“MAKE YOUR IR CONTENT MOBILE”
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Rich Karpinski
Senior Analyst, Yankee Group
Rich Karpinski is a Senior Analyst with Yankee Group's Network Research Group with expertise in mobile service
provider and mobile ecosystem issues. Karpinski focuses heavily on mobile operator business models, service
delivery strategies and the overall dynamics of the mobile ecosystem, including the interaction of carriers and
providers of over-the-top applications, services and capabilities. Before joining Yankee Group, Karpinski was Editor-
in-Chief of Connected Planet (formerly Telephony), where he led a staff in covering the service provider market. He
has spent a career covering high-tech markets both telecom and enterprise IT for publications including Interactive �
Age, Communications Week, Information Week and Network Computing, while also spending time on the other side
of the fence working in marketing for supply chain software provider E2open and as an analyst for Net Market
Makers.
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Why Mobile Matters
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Four key themes are driving the
‘New Mobile Economy’
Yankee Group connects the dots between these four crucial market sectors, providing a path to the new mobile economy.
#mobileIR
New Mobile Economy
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Welcome to the ‘New Mobile Economy’
The New Mobile Economy will nearly
TRIPLE in size by 2016
Fundamental Question: Is your company equipped to succeed? Or will you fall behind as competitors old and new lock in their
place in the new mobile ecosystem?#mobileIR
What’s Not To Like? A $3 Trillion Opportunity…
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A Virtuous Cycle is Driving the Mobile Economy
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The Mobile Revolution is Well Underway…
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At the Center of the Mobile Economy: Apps
• “Native” experience:
› Optimized for screen size and touch
› A distribution channel, via the app store
› A vehicle for upsell and e-commerce
• Driven by “ecosystem” owners:
› Apple-iTunes
› Google-Android
› Microsoft-Windows 8
› Mobile Operators-Device/Service
› Mobile Web-HTML5
#mobileIR
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Device Penetration is Driving the App Opportunity
Source: Yankee Group's Yankee Group US Consumer Survey April 2012
Smartphone penetration is inching over 50%... but here come the tablets…
#mobileIR
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Apps Come in All Shapes and Sizes
Customers use apps in all kinds of ways – news and information consumption is primary.
Source: Yankee Group's Yankee Group US Consumer Survey April 2012
#mobileIR
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Apps Successfully Capture User Attention
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2H 2011 1H 2012
Min
utes
per
day
Apps Web browsing
Users “live inside” their key apps – even more than they browse the mobile Web.
Source: Yankee Group's Yankee Group US Consumer Survey 2011 and 2012
#mobileIR
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• Opportunities:
› Provide a bounded, branded experience – optimized to the device
› Build a personal relationship with “subscribers” – not dissimilar to email marketing
› Provides a “lean into,” deep, habitual experience for users
• Challenges:
› Have to build for and distribute to multiple platforms
• Finding the best app-building tools or partners
• Getting noticed in the app store
• Understanding and analyzing performance
• Making the right platform bets/investments
• Figuring out what comes next
For Brand Builders and Information Distributors…
#mobileIR
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Read our insights and sign up for our newsletter at:
http://www.yankeegroup.com
Fan us at:
facebook.com/yankeegroup
Follow us on Twitter:
@YankeeGroup
Rich Karpinski
Twitter: @richkarpinski
#mobileIR
Why Mobile Matters
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Mobile IR Communications:
Today and Tomorrow
Neil Russell
Vice President, Investor Relations
SYSCO CORPORATION (NYSE: SYY)
“MAKE YOUR IR CONTENT MOBILE”
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Neil Russell
Vice President, Investor Relations Sysco
Neil Russell has more than 10 years of IR leadership experience at two different Fortune 500 firms. He joined Sysco
in 2007 where he is the vice president of investor relations. He is responsible for the company’s investor outreach
efforts and for its sustainability programs. He began his career in 1995 with America West Airlines, holding various
positions in strategic planning and revenue management. He has also led the investor relations team at Delta Air
Lines where he served nine years in various roles of increasing responsibility including director, financial analysis and
positions within strategic planning and market analysis prior to joining Sysco. Among other career highlights, Neil led
the financial communication efforts for Delta Air Line’s successful bankruptcy reorganization and directed their NYSE
IPO. He was named one of Treasury and Risk’s top 40 financial executives under 40 in 2009 and is a frequent
lecturer at industry conferences and author of numerous company publications. Neil earned a bachelor's degree from
Arizona State University, and holds an MBA from New York Institute of Technology. He serves on the advisory board
of the Sustainable Food Lab.
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Neil Russell
#mobileIR
• The importance of developing a mobile IR strategy
• Why Sysco chose to lead the way in demonstrating the importance of having a mobile IR strategy
• Why the time was right to launch a mobile strategy
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Neil Russell
#mobileIR
• Content that you include in your IR app and why
• How you are marketing your IR app to engage investors
• A look at how our app is being used, downloads today
• Feedback/reactions that you have received to date from investors and your analysts
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Neil Russell
#mobileIR
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Mobile IR Communications:
Today and Tomorrow
Richard H. Repetto
CFA - Principal
Sandler O’Neill + Partners, L. P.
“MAKE YOUR IR CONTENT MOBILE”
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Richard H. Repetto, CFA
Principal, Equity Research Sandler O’Neill + Partners, L.P.
Richard Repetto is a Principal of Sandler O’Neill + Partners, L.P. His research coverage includes the eBrokerage,
Execution Venues and eSpecialty Finance Sectors. Mr. Repetto has received numerous accolades for his equity
research. He has earned numerous industry awards, including Analyst of the Year in 2010 by Financial
Times/Starmine. Mr. Repetto was previously a Managing Director at Putnam Lovell NBF. This position followed his
work at Lehman Brothers, where he established the firm’s research coverage of the Internet Financial Services
Sector. Mr. Repetto holds a B.S. in General Engineering from the United States Military Academy, and an MBA in
Finance from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst
designation.
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Speed, Convenience & Information Key to ETRADING
• Stock trades were early on adapted to the web – the same early adoption is occurring with mobile applications today:
• TD Ameritrade reports 200,000 users log in via mobile applications each month( growing by 1,800 trades each day)
executing about 8% of all DARTs, they operate multiple mobile applications for each trading platform
• E*TRADE reports 6.7% of all traders were “mobile”, up from 4.8% a year ago, they operate 6 mobile applications as well as
video streaming, charts, check deposit functionality
• Exchanges (NYSE & NASDAQ) deliver some services via mobile app as they provide corporate goverance & IR services to
their listed companies
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Technology Drives Evolution in the Investment Process
• As a sellside analyst, technology has been key to becoming more effective & efficient and therefore more competitive
(voiceblast technology, publishing software, VPNs, etc)
• And with required business travel, more and more financial information is available via mobile applications (financial news,
charting, stock quotes, video streaming, etc)
• We expect IR departments to disseminate information via multiple channels, quickly, with functionality and optimal
formatting.
• IR information is still currently distributed mostly via smart websites. Many companies are still “considering” mobile
applications. As functionality improves and creativity increases, we suspect more may opt for IR mobile APPS.
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Q&A:
Mobile IR Communications:
Today and Tomorrow
“MAKE YOUR IR CONTENT MOBILE”
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Richard H. Repetto Neil RussellRich KarpinskiJeff Corbin
Mobile IR Communications:
Today and Tomorrow
Questions & Answers
#mobileIR
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Thank You
Mobile IR Communications:
Today and Tomorrow
www.theIRapp.com