About Adair
Closing the gap between business performance and investor understanding.
Adair helps public company leadership teams measure, pressure-test and strengthen what they say to the market, before the market reacts.
About Adair
Closing the gap between business performance and investor understanding.
Adair helps public company leadership teams measure, pressure-test and strengthen what they say to the market, before the market reacts.
About Adair
Closing the gap between business performance and investor understanding.
Adair helps public company leadership teams measure, pressure-test and strengthen what they say to the market, before the market reacts.
Closing the gap between business performance and investor understanding.
Adair helps public company leadership teams measure, pressure-test and strengthen what they say to the market, before the market reacts.
Why we exist
Why we exist
Finance has modern tools to measure performance. It’s time for equally powerful tools to understand how investors interpret it.
Finance has modern tools to measure performance. It’s time for equally powerful tools to understand how investors interpret it.
A meaningful share of any stock's movement has nothing to do with fundamentals. It comes from how an executive sounded, how the guidance was framed, and what analysts inferred between the lines. That part of the price can take years to correct, so a company can spend a dozen quarters living with a valuation that was never about its performance.
The market reads earnings with algorithms and AI. Most companies still prepare for it with documents, email threads and instinct. We built Adair to close that gap.
A meaningful share of any stock's movement has nothing to do with fundamentals. It comes from how an executive sounded, how the guidance was framed, and what analysts inferred between the lines. That part of the price can take years to correct, so a company can spend a dozen quarters living with a valuation that was never about its performance.
The market reads earnings with algorithms and AI. Most companies still prepare for it with documents, email threads and instinct. We built Adair to close that gap.
What we believe
Four principles behind every recommendation.
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Fundamentals set the trajectory. Communication earns the premium.
Strong performance does not automatically earn full value. The companies that close the gap make their story easy to model, easy to trust and consistent quarter to quarter.
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Balance beats persuasion.
We never trade next quarter's credibility for this quarter's reaction. If language overstates conviction, it is not a win.
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Edge is won in the margins.
Elite teams rarely lose on talent. They lose on unforced errors: a buried disclosure, a guidance bridge that doesn't add up in the room, a CEO and CFO who frame the same number two ways.
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Independence matters.
We are invested in the work, not the outcome: an outside-in read on how your communication lands, free of the incentives of a sell-side relationship.
What we believe
Four principles behind every recommendation.
________________________________________________________________
Fundamentals set the trajectory. Communication earns the premium.
Strong performance does not automatically earn full value. The companies that close the gap make their story easy to model, easy to trust and consistent quarter to quarter.
________________________________________________________________
Balance beats persuasion.
We never trade next quarter's credibility for this quarter's reaction. If language overstates conviction, it is not a win.
________________________________________________________________
Edge is won in the margins.
Elite teams rarely lose on talent. They lose on unforced errors: a buried disclosure, a guidance bridge that doesn't add up in the room, a CEO and CFO who frame the same number two ways.
________________________________________________________________
Independence matters.
We are invested in the work, not the outcome: an outside-in read on how your communication lands, free of the incentives of a sell-side relationship.
Who we are
AI engineers, computational linguists and people who have sat on the buy side.
AI engineers, computational linguists and people who have sat on the buy side.
Our platform reads every filing, transcript and market reaction. Our strategists have lived through hundreds of earnings cycles and know how a portfolio manager hears a guidance change.
Our platform reads every filing, transcript and market reaction. Our strategists have lived through hundreds of earnings cycles and know how a portfolio manager hears a guidance change.
Kathleen Perley
Kathleen Perley
Founder and CEO
Founder and CEO
[Two to three sentences: background and why she founded Adair.]
[Two to three sentences: background and why she founded Adair.]
Kathleen Perley
Founder and CEO
[Two to three sentences: background and why she founded Adair.]
Kathleen Perley
Founder and CEO
[Two to three sentences: background and why she founded Adair.]
Kathleen Perley
Founder and CEO
[Two to three sentences: background and why she founded Adair.]
Kathleen Perley
Founder and CEO
[Two to three sentences: background and why she founded Adair.]
Kathleen Perley
Founder and CEO
[Two to three sentences: background and why she founded Adair.]
Kathleen Perley
Founder and CEO
[Two to three sentences: background and why she founded Adair.]
The podcast
Not Artificial, Just Intelligence
How finance leaders are putting AI to work, co-hosted by Adair founder Kathleen Perley and Marie Myers, CFO of HP Inc.
No confidential materials needed to start.
Test Adair in your next earnings cycle.
Test Adair in your next earnings cycle.
No confidential materials needed to start.