Author Type

Graduate Student

Date of Award

Summer 6-17-2026

Document Type

Dissertation

Publication Status

Version of Record

Submission Date

July 2026

Department

Accounting

College Granting Degree

College of Business

Department Granting Degree

School of Accounting

Degree Name

Doctor of Philosophy (PhD)

Thesis/Dissertation Advisor [Chair]

Xiaohua Fang

Abstract

Motivated by the U.S. Security and Exchange Commission’s growing concern about cybersecurity in our digital economy, I examine the spillover effects of data security breaches on the information dissemination policies of industry peers. By focusing on the issuance policies of management sales forecast, I employ a stacked cohort difference-indifferences design and find that peer firms increase their voluntary sales forecast disclosures following a focal firm’s breach. This effect persists for three years after the breach event. The results are concentrated on the sales forecasts conveying both good and bad news, consistent with peer firms responding to heightened stakeholder demand for information and are robust to alternative specifications, sample constructions, and management forecast types. The effect is more pronounced following hacking-related breaches and for firms with greater disclosure incentives and organizational capability, while it is attenuated when breach exposure is widespread or when internal control weaknesses constrain firms' ability to provide reliable guidance. Collectively, this study provides evidence that the data breaches generate economically significant spillover effects that extend beyond directly affected firms.

Available for download on Saturday, June 17, 2028

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