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Gleaning Truth From Earnings Reports

机译:从收益报告中收集真相

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摘要

Once every three months, the business press goes into a tunnel and can write about only one thing: quarterly earnings reports. This big company earned so much per share, that company lowered its guidance for next year, and so on. Should IT executives care about all this or just ignore it for the short-term racetrack chatter that it mostly is? On one hand, it pays to think long term, and most of these ups and downs are just a huge distraction. On the other, if you skim over the minutiae, you can get some good indications of broader trends that may affect how you think about your busi-ness's direction and your vendor relationships.
机译:每三个月一次,商业新闻进入隧道,只能写一件事:季度收益报告。这家大公司的每股收益如此之高,以至于该公司降低了对明年的指导,等等。 IT主管应该关心所有这一切,还是只是在短期竞争中忽略它(主要是因为它)?一方面,长期思考是值得的,而大多数的跌宕起伏只是巨大的干扰。另一方面,如果您浏览了细节,则可以很好地了解到更广泛的趋势,这些趋势可能会影响您对业务方向和供应商关系的看法。

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