It’s an interesting subject, in particular with respect to what useage analysts are allowed to make of information disclosed in an NDA briefing, or to spell it out, a briefing during which the information exchanged is disclosed under a “Non Disclosure Agreement”.
Just to go back a little on the basics, and as Jonny (@jonnybentwood) points out, the ability to exchange non-public information (to a certain extent, because publicly traded companies are subject to some rules on equal access to information towards investors and shareholders, so it should not be material infomation to the sense the SEC understands it) is what differentiates a press interview from an analyst briefing. It’s also one of the things that make this relationship much more interesting and insightful if you ask me. Most firms, such as Gartner, have “blanket” NDA’s with large vendors.
The vendor Jeff mentions should not however say a whole briefing is under NDA, but AR people should take great care in flagging (before and after, as I train my spokespersons to do) what’s under NDA and what’s not. Clearly, what happenned there is not best practice.
Except that talking too soon about a new product can kill sales for today’s product. Some vendors are very good about talking about futures and not selling what they have, but clearly that’s a pre-do-crash business model, not one for today’s business environment.
Any thoughts on how to reconcile this with the need to brief analysts on what’s coming so that their research is accurate?
And question to Jeff and other analysts: can you elaborate on “what’s in it for a vendor to brief you on roadmap/futures?” I think I know some of it but I’m interested in the answers…