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Entrepreneurship: Company Strategy

This guide supports UCI’s innovation and entrepreneurship community by connecting users to relevant resources used to conduct research throughout the entrepreneurial process.
URL: https://guides.lib.uci.edu/entrepreneurship

Company Strategy

  • Search for a company  >  [left menu] News, Events, & Filings (scroll down)  >  SEC Filings
  • Company profiles can provide useful information about funding activity, growth rates, investors, etc.
  • Search first only by company name, and add more search terms as needed. 
  • For ambiguous names (e.g., Apple) use: Select a Field (dropdown)  >  CO Company Entity.
  • Media: Network TV, Cable TV, Syndication, Spot TV, Magazines, Sunday Magazines, Nat'l Newspapers, Newspapers, Network Radio, Nat'l Spot Radio, Outdoor, and Internet Display (note that Internet Display does not offer data on a company's advertising through social media platforms).
  • View a PDF user manual here
  • Learn this Search: Company Advertising Spend

Because of Regulation Fair Disclosureduring quarterly conference calls, public companies often disclose their past quarter's performance, and they usually discuss their future outlook/initiatives. These calls are transcribed, and are known as Earnings Conference Calls or Analyst Calls.

In addition to the databases below, transcripts or recordings are often made available on the Investor Relations page of the company's website.


  • Search for a company  >  [left menu] News, Events, & Filings (scroll down)  >  Transcripts
  • Use the Search Within This Publication link on the upper-left side of the screen.
  • Learn this Search: Analyst Reports
  • Content Restrictions: 
    • Reports are embargoed for 14 days prior to being made available in this database.
    • Select firms do not permit their reports to be distributed in this database, particularly: Goldman Sachs, Barclays, Jefferies, Moody′s Analytics, Moody′s Investors Services, Morgan Stanley, Morningstar, and UBS. 
  • Search for a company  >  [left menu] Estimates  >  CIQ Estimates

More Company Strategy Sources

You can also make educated guesses about a company's strategy by analyzing:

  • the type(s) & location(s) of its job postings
  • its press releases
  • patents it filed
  • companies it merges or partners with

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