The relationship between R&D intensity, conservatism, and management earnings forecast issuance

Document Type

Article

Source of Publication

Advances in Accounting

Publication Date

9-1-2023

Abstract

R&D-intensive firms suffer from high information asymmetry and high proprietary costs and are prone to exhibit bottom-line losses given the unconditional conservative accounting treatment of R&D expenses. We examine how R&D intensity influences the issuance of management earnings forecasts (MEFs) across levels of accounting conservatism, controlling for proprietary costs and other earnings guidance determinants. We provide insights into how managers view the tradeoffs of using MEF disclosures to lower information asymmetry versus the costs of releasing proprietary information to competitors and the loss of reputational capital that could arise from providing inaccurate forecasts. We find that although R&D intensity and conditional conservatism are negatively related to the issuance of MEFs, as shown in prior research, at high levels of research intensity and the accompanying uncertainty about future payoffs, the negative association between conditional conservatism and MEF issuance is mitigated. These findings point to a role for conditional conservatism as a credibility enhancer for managers of R&D intense firms.

ISSN

0882-6110

Publisher

Elsevier BV

Volume

62

Disciplines

Business

Keywords

Conservatism, Management earnings forecasts, R&D intensity

Scopus ID

85160776727

Indexed in Scopus

yes

Open Access

no

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