Forbes August 6, 2024
Wall Street’s evaluation of a company’s long-term strategy is often overshadowed by its focus on its performance in the most recent quarter.
Over the years, I have fielded calls from dozens of financial analysts who view me as a tech researcher who examines various tech companies’ long-term potential. However, even though these calls want data and commentary on future growth, the conversation always moves to my thoughts about a current quarter’s performance.
This type of quarterly pressure keeps public tech companies’ CEOs and CFOs up at night and drives many of the short-term investment and performance strategies. Yet, all tech leaders must have a longer-range vision for the company and bet on investing in its future, not just the next...