The COVID-19 shockwaves emanating through the global supply chain continue to reverberate. The information that decision makers have traditionally relied have also been disrupted but is slowly showing signs of normalizing. S&P Global Market Intelligence processes 64,000 financial documents each day, placing it in a central position in the information supply chain with a unique view into the specific areas and magnitude of information disruption.

A significant source of information for both investors and decision-makers is found in company annual (10-K) filings. Many firms experienced delays in completing these filings in April, leading to earnings calls delays and reduced visibility. The number of filings fell by over 300 in April but has since rebounded in May (Figure 1) largely driven by companies with smaller market capitalizations. This report examines delayed earnings and events, analyst forecast revision, and corporate key developments. 

Figure 1: All US Public Companies 

^{Source: S&P Global Market Intelligence Quantamental Research. Data as of May 31, 2020.}

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