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Complete

Description

Digital risk—or the likelihood of losses from organizational context, digital infrastructure, IS sourcing, data management and IS applications, is a key consideration in the valuation of firms. We apply a neural network approach to construct and measure digital risks by extracting linguistic relations from the 10-K disclosure (Section “Item 1A”). We develop novel firm-level digital risk measures based on these linguistic relations from three perspectives: (i) presence (whether the digital risk is mentioned or not), (ii) intensity (text coverage of digital risk relative to other issues), and (iii) diversity (the different types of digital risk that are mentioned). We validate our measures for digital risk by demonstrating that they correlate significantly with firm risk, as proxied by the volatility of the stock market. Overall, our findings suggest that the utility of leveraging this type of text-based measure for digital risk is practically feasible, scalable, and economically meaningful.

Paper Number

1440

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Aug 10th, 12:00 AM

Decoding Digital Risk from Corporate Disclosure: A Neural Network Approach

Digital risk—or the likelihood of losses from organizational context, digital infrastructure, IS sourcing, data management and IS applications, is a key consideration in the valuation of firms. We apply a neural network approach to construct and measure digital risks by extracting linguistic relations from the 10-K disclosure (Section “Item 1A”). We develop novel firm-level digital risk measures based on these linguistic relations from three perspectives: (i) presence (whether the digital risk is mentioned or not), (ii) intensity (text coverage of digital risk relative to other issues), and (iii) diversity (the different types of digital risk that are mentioned). We validate our measures for digital risk by demonstrating that they correlate significantly with firm risk, as proxied by the volatility of the stock market. Overall, our findings suggest that the utility of leveraging this type of text-based measure for digital risk is practically feasible, scalable, and economically meaningful.

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