Q3'24 Inside The Buy-Side® Earnings Primer®

Commencing the Quarter – Q3’24

Investor sentiment captured in our Inside The Buy-Side® Earnings Primer® Q3’24 survey reveals heightened concerns around demand and growth with a focus on margins. Off-cycle earnings reports are corroborating what we’re hearing more broadly – continued retrenchment across many markets amid a subdued customer and strapped consumer, while AI / digital and infrastructure stimulus continue to serve as bright spots.

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Commencing the Quarter – Q1’24

We hope you find our primary research timely, insightful, and actionable, beginning with today’s “Commencing the Quarter” and throughout the Q1’24 earnings season as we report on trends and share our data-driven insights.

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Commencing the Quarter – Q4’23

We hope you find our primary research timely, insightful, and actionable, beginning with today’s “Commencing the Quarter” and throughout the Q4’23 earnings season as we report on updates and emerging trends.

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Commencing the Quarter – Q3’23

We hope you find our primary research timely, informative, and actionable, beginning with today’s “Commencing the Quarter” and throughout the Q3 2023 earnings season as we report on updates and emerging trends.

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Commencing the Quarter – Q2’23

Following last quarter’s survey that found a notable disconnect between investor sentiment and management tone, with investors more bearish and bracing for impact, this quarter’s survey reveals investor views are converging with those of management.

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Commencing the Quarter – Q1’23

Following last quarter’s survey which found continued broad-based expectations for decelerating performance and global economic weakness but less draconian views first identified in Q3’22, this quarter’s survey identifies a notable disconnect between investor sentiment and executive tone, with investors more bearish and bracing for impact.

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