Product Overview

This case, a follow-up to "Quarterly Earnings Report at T-Rex (A)" (UVA-BC-0304), continues the story of fictional company T-Rex Inc., an engineering equipment manufacturer, and its CEO, Maya Hoffman, as the company prepares for the Q2 2024 earnings call. On July 18, 2024, prior to the market opening, T-Rex released its quarterly earnings. Thirty minutes later, at 8:00 a.m., T-Rex’s stock was down almost $2 in pre-market trading. Hoffman, the CFO, and the head of investor relations need to manage the earnings call.

Learning Objectives

- Develop awareness of how quarterly earnings work for an organization: the rhythm of materials preparation, who is involved, and what is reported. - Perform a basic analysis of profit-and-loss (P&L) statements and stock performance. - Understand the material changes that affect market perception of a company. - Explore communication strategies for quarterly earnings announcements, which can affect a public company’s share price.