Artificial Intelligence and Quarterly Earnings Reports

The article argues that instead of ending quarterly earnings reports, the SEC should move toward more frequent monthly, weekly, or real-time reporting, leveraging AI to automate the process. The author shares personal experience showing that frequent reporting reduces short-term focus, and suggests that companies should stop providing guidance to end short-termism. The piece also discusses the UK's failed experiment with semi-annual reporting and draws parallels to recent blowups in private credit.