Dissertations, Theses, and Capstone Projects

Date of Degree

6-2024

Document Type

Dissertation

Degree Name

Ph.D.

Program

Business

Advisor

Carol Marquardt

Committee Members

Kalin Kolev

Karl Lang

Diana Weng

Subject Categories

Accounting

Keywords

non-GAAP, voluntary disclosure, social media, retail investor, stock trading

Abstract

The SEC has long been concerned about the impact of non-GAAP earnings on investors’ perceptions of firms, particularly retail investors. This concern is amplified by the surging number of retail investors in recent years, a trend likely fueled by greater access to brokerage firms, commission-free trading, and investment-related content on social media. In this paper, I investigate social media as an alternative information channel that facilitate the dissemination of non-GAAP earnings news for retail investors. Despite years of regulatory and media scrutiny, the association between non-GAAP earnings surprises and retail trades is positive and even stronger for firms with higher social media attention. The results are robust after controlling for firms’ information environment and traditional media coverage. Notably, both dissemination Tweets and original Tweets contribute to this effect. Moreover, I demonstrate that retail investors prefer non-GAAP signals and trade against social media opinion, contradicting the “wisdom of the crowds.”

This work is embargoed and will be available for download on Monday, June 01, 2026

Included in

Accounting Commons

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