4.0 Company Profiles

4.1Company Overview Page

4.12 Left-Hand Column

4.12.1 Company Name - Make sure the way the name is listed is the same as it appears on the Company's website. Is it all caps, is the first letter capitalized or lowercase? This should be consistent throughout the profile. The Company name can be edited under the information tab at the top.
 
4.12.2 Headquarters - This location should match the location listed on the company's website. To add an additional location, click the Locations link at the top of the profile.  Click the button Add Location. Add in the new information and click the Save Company button. To exit out and not save your changes, click the Cancel/Return button.
 
The "Location Name" field should be the Company Name (if there is only one major headquarters/location for the Company) or a description of the location if there are more than one major locations/divisions for the Company.
 
Aesculap - One major location

DePuy Synthes - Several major locations/divisions

 
I.T.S. GmbH - Example of a foreign company w/a US Headquarters in addition to the headquarters in its country.
 
4.12.3 Stats (required section) - To add or change this data, click Edit, fill in new or change data. Click Save Company button. To exit out and not save your changes, click the Cancel/Return button.
 
Note:
    • If you are adding "Number of Employees", this can most often be found in the Company's "About Us" page or on their LinkedIn profile.
 
Public Example:
Parent Company: Integra LifeSciences 
$56.6 Million Revenue (Year)
Founded: (Year)
Ownership: Public
 
Private Example:
Founded: (Year)
Ownership: Private
 
      4.12.4 Links (required section) - To add a link, click the Add Link button, or the Links link at the top of the profile. Click the Save Link button to save. To exit out and not save your changes, click the Cancel/Return button. Typically the Homepage link should be listed. Public companies will have more than private companies.
Links 
 Homepage  - (Edit)
 Press Releases  - (Edit)
 Google Finance  - (Edit)
 LinkedIn®  - (Edit)
 Investor Page  - (Edit)
 Q220 Earnings Presentation  - (Edit)
 Q220 Earnings Transcript  - (Edit)
 Q220 8-K  - (Edit)  (add most recent transcripts, presentations etc.)
 Q120 Earnings Call Transcript (add most recent transcripts, presentations etc.)
 Archived Links (this is for previous links that are not as recent but are still referenced)
 
      4.13 Company Overview

4.13.1 Reference to the summary (required section)

Company Overviews include general information on the Company, location, mission and key areas of expertise. If the Company has undergone a significant change, an overview sentence can be used. Please hold sales or deals made for the Strategic Alliance section.
 
Any dates used should be listed in order of most recent to oldest within the article.
 
When sourcing information, link to the verb. When referencing the Company as a proper noun, the "C" should be capitalized. This Company name should be consistent throughout the profile. Look at how the company is referenced on it's website.
 
The Company name in the overview should be the exact same as the the Company refers to itself on its webpage the first time the name is used in the overview. Subsequent uses in the same article may use a shortened version.
 
Public Example:


Private Example: 
Tyber Medical

 
4.13.2 Adding Company Overview
To add a Company Overview section, click the Content link at the top of the edit window. Click on the Add Custom Content button. In the Content Selection box, select Company Profile, then in the Content Title box, type Company Overview. Next add the Company Overview content to the Text Body section. Click the Save Content button when you are done. To exit out and not save your changes, click the Cancel/Return button.
 
4.13.3 Editing Company Overview
To edit a Company Overview section, click the Edit link next to the article title. This will bring up the content that can be edited. Click the Save Content button when you are done. To exit out and not save your changes, click the Cancel/Return button.
 
Previous versions have been saved. If there is an error in saving, you can revert back to the previous version by clicking a prior date in the Revision History drop down. 
 

4.13.4 Adding audit signature
Click the Content link at the top of the window in the navigation ribbon and click the Add Custom Content link on the page that appears. Choose Company Information from the drop down menu in the Content Section field.  (When you place your signature in the Company Information section vs. Company Profile, this ensures the signature will appear in the proper place within the profile. Type Auditing Notes in the Content Title field, leave Status in Edit mode and place your signature in the Text Body. Click the Save Content button When a company and product profile has been audited, add this text with your custom data: "This profile was audited on mm/dd/yyyy - First Name Last Name"

 
     4.14 Funding

(This section is typically for public companies only. Private companies may have this section if they were public at one point.) This section summarizes the funding highlights of the Company.

4.14.1 Adding Funding section
To create this section, click Content at the top of the profile screen. Then click the Add Custom Content button. Choose Company Profile in the Content Section drop down and type Funding in the Content Title section. The status should be changed to Published in the drop down.

  • When linking an article in this section, the article should be linked to a verb. ie. announced. Use the general decimal conventions when referring to thousands, millions and billions.
  • Use Month Abbreviations when referring to months. 
  • The most recent years should be summarized at the top with past years incased in a                  collapsed snippet.
     4.15 Revenue & Financial Outlook

This section is required for public companies.

Private companies can have the text "Revenue undisclosed owing to private ownership"

This section should summarize the company's quarterly revenues, earnings and % increase and/or decrease quarter over quarter.

      Example: For Q419 Orthopedics franchise generated $600.0MM in revenue; 5.1%                 (+5.1% underlying growth) vs Q418.

4.15.1 Adding Revenue & Financial Outlook section
This article only contains the current year plus the past two years. The most recent year's revenues should be listed at the top. The next year's data should be contained in a collapsible snippet. To create this section, click Content at the top of the profile screen. Then click the Add Custom Content button. Choose Company Profile in the Content Section drop down and type Revenues and Financial Outlook in the Content Title section. The status should be changed to Published in the drop down.

4.15.2 Inserting a Table
Insert a table into the profile. Tables are useful when looking at a larger financial landscape of a company.

Company: Integra is a good example of how this should be presented.

4.16 Recent Commentary
This section should summarize the Company's management, acquisitions and headline worth news at a high level. This section typically lives under the GPS section under Business Overview.

4.16.1 Adding Recent Commentary section
To create this section, click Content at the top of the profile screen. Then click the Add Custom Content button. Choose the proper GPS module you are working with in the Content Section drop down and type Recent Commentary in the Content Title section. The status should be changed to Published in the drop down.

  • The most recent items should be listed at the top of the section. The next year's data should be contained in a collapsible snippet. Type the year and Commentary (YYYY Commentary). A year in bold should separate the snippets.
  • When linking an article in this section, the article should be linked to the topic of the article. i.e..  SNN Q220 Earnings Transcript. Use the general decimal conventions when referring to thousands, millions and billions.
  • Use Month Abbreviations when referring to months. 

  • When listing out summaries in the snippets, separate them using bullet points. When separating out summaries you can categorize them by quarters and or module categories i.e. Total Joints, Trauma & Extremities etc. Smith & Nephew has a good example of this. 

     

 

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