Global Finance

OCTOBER 11, 2024

The banks “failed as a result of a combination of unrealized interest rate losses from their long-term, fixed-rate assets and the loss of the low-rate deposits that had funded these assets,” Larry Wall, research center executive director of the Atlanta Fed’s Center for Financial Innovation and Stability, explained in a blog post.

Banking 107

Banking Foreign Exchange Profit and Loss Finance 107

CFO Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. MADE POSSIBLE BY PLANFUL | Planful is the pioneer of financial performance management cloud software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Profit and Loss Leadership 52

PYMNTS

MAY 22, 2020

Studies have shown that more than half of all banks recover less than 25 percent of related losses, and FIs have reported a 59 percent growth in fraud value and a 61 percent increase in fraud volume since 2015. million in losses. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

The Finance Weekly

OCTOBER 29, 2024

If the income statement shows a profit, it boosts the equity on the balance sheet. A loss decreases equity. This involves dividing future cash flows by (1 + discount rate) raised to the number of years in the future. This data might include: Financial Information - Past revenue, expenses, profits, and cash flow.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Centage

SEPTEMBER 13, 2022

Profit and loss statement: Also known as an income statement, a profit and loss statement summarizes your company’s costs, expenses, and revenues incurred in a certain period, such as throughout the fiscal year or during a specific quarter. If you want to apply for capital like a bank loan, you will need forecasts.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

PYMNTS

NOVEMBER 17, 2020

This overwhelming reliance on smartphones has generated record profits for major telecommunications companies, including AT&T , Sprint and Verizon , with the industry generating $610 billion in revenue in 2019. Telecommunications companies face a number of challenges in their day-to-day operations, however.

Profit and Loss 107

Profit and Loss Numbers Securities Accounting 107

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

Global Finance

JULY 29, 2024

On paper, this is the most profitable business in the world,” he says. At the corporate level, a private credit or leveraged-loan syndicate will likely secure bank credit lines as an anchor. The equivalent numbers for JPMorgan Chase, the world’s most profitable bank, are 12 and 2.3. Another hurdle is technological.

Banking 59

Banking Profit and Loss Financial Systems Technology 59

Musings on Markets

AUGUST 19, 2024

Not surprisingly, the operating metrics change as companies age, with high revenue growth accompanied by big losses (from work-in-progress business models) and large reinvestment needs (to delivery future growth) in early-stage companies to large profits and free cash flows in the mature phase to stresses on growth and margins in decline.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

PYMNTS

MARCH 28, 2019

According to the report, Line Pay , the company’s mobile payment service, is being leveraged to expand its FinTech services in accordance with Japan’s plan to double cashless payment rates. Line is vowing to make the FinTech business profitable in three years. It had a net loss of $33.5 million for last year.

Profit and Loss 69

Profit and Loss Communication Leverage Investments 69

PYMNTS

NOVEMBER 5, 2019

Also, Uber ’s Q3 results beat analyst estimates in terms of headline numbers. Uber Eyes 2021 Profits, Uber Eats Notches 64 Pct Growth. Uber ’s Q3 results beat analyst estimates when it comes to headline numbers. And the net loss of $1.1 Nium, Formerly InstaRem, Drops Bank License Pursuit. Revenues of $3.8

Profit and Loss 40

Profit and Loss Leverage Startups Compliance 40

PYMNTS

NOVEMBER 6, 2018

In terms of headline numbers, the company said that it logged adjusted earnings of 17 cents a share, which topped estimates by 6 cents. Funding costs — where lower numbers aid profitability — were up slightly, by 3 percent year on year but down 4 percent quarter on quarter. Portfolio quality is better than in the U.S.

Profit and Loss 61

Profit and Loss Leverage Numbers Investments 61

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

PYMNTS

MAY 8, 2019

But Lyft’s numbers also showed that revenue and growth have been borne atop a sea of red ink. million in the first quarter or year ago, and losses were $1.1 Adjusted results (backing out stock compensation, for example) still showed losses to the tune of $211 million, which translated to a bit more than $9 a share.

Profit and Loss 43

Profit and Loss Transportation Forecasting CFO 43

PYMNTS

AUGUST 16, 2018

The planet’s largest retailer by sales crushed their way through Q2, with bigger than expected gains in revenue, earnings, same-store sales and eCommerce sales than analysts were predicting before the numbers hit the wires. The headline number was the highly watched same-store sales figure. All-in revenue jumped up 3.8

Profit and Loss 40

Profit and Loss Restructuring eCommerce Forecasting 40

PYMNTS

FEBRUARY 28, 2020

Credit unions possess vast troves of personal information such as credit card data and Social Security numbers that could devastate members if leaked. The leaked data did not include passwords, codes or identification questions, but did expose names, addresses, birthdates, social insurance numbers and information about transaction habits.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

Jedox Finance

APRIL 4, 2023

Long before the final inflation number is available, teams can establish plans and determine how they will respond. Jedox simplifies the process by automatically calculating values from profit and loss statements and balance sheets. This process will deliver early warnings that inflation will breach their confidence interval.

Forecasting 52

Forecasting Cash Flow Forecasting Cash Management Profit and Loss 52

PYMNTS

JUNE 26, 2020

The headlines about Nike’s Q4 earnings announcement focused on what would be a staggering loss at any other time. Nike reported a loss of $790 million during the period ended May 31, compared with net income of $989 million for the same quarter in 2019. Across all 12 of our key cities, Nike remains consumer’s number one favorite brand.

Profit and Loss 52

Profit and Loss Construction Investments Sales 52

Michigan CFO

SEPTEMBER 12, 2022

Most are looking primarily at jobs numbers, heartened by steady low unemployment and modest job growth. Effectively, investors expect consistent or rising profit growth from businesses. As businesses grow together, they collectively produce more goods and services than consumers can purchase, leading to a slowdown in profit growth.

Profit and Loss 40

Profit and Loss CFO Economics Budgeting 40

The Finance Weekly

MAY 29, 2024

A study revealed that inefficiencies in the traditional FP&A role, like manual preparation of P&Ls, balance sheets, and cash flows, lead to an annual economic loss of $6.1 Vena's unique advantage lies in its deep integration with Microsoft technology, leveraging a native Excel interface as its core.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

PYMNTS

JUNE 13, 2019

The company has also been leveraging local market power into ancillary services such as food delivery (a la Uber Eats). The latest quarter showed a net loss of $8.3 million loss that had been seen a year ago. Lyft , of course, has set its sights on transportation. The company also has a negative showing on its operating line.

Profit and Loss 49

Profit and Loss Transportation Advertising Leverage 49

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Read more of Adam’s articles here.

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

MAY 11, 2020

Given how much consumers literally hunger for a non-home-cooked meal, it is not surprising how much the share of consumers leveraging digital platforms to remotely order from restaurants has grown. Grubhub is using nearly all of our profits in the second quarter to generate as many additional orders for our restaurant partners as possible.

Profit and Loss 64

Profit and Loss Leverage Economics Sales 64

Finvisage

FEBRUARY 7, 2021

Derivative contracts make it possible to multiply the impact of the short making it possible to profit from a short position larger than the actual shares borrowed. During the pandemic and lockdowns, with people stuck at home and schools closed, wasn’t a gaming company due to make profit? There are also costs related to shorting.

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

PYMNTS

MAY 4, 2017

Brands (YUM) beat out earnings and revenue estimates for Q1, though numbers were still down year-on-year. The company reported that the loss was largely due to lower company sales, down 5 percent YoY. This strategy is similar to the one KFC leveraged to pull KFC out of a similar slump in 2015. “We percent to $67.78

Profit and Loss 40

Profit and Loss Advertising Sales Leverage 40

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read more of Adam’s articles here.

Communication 130

Communication Investments Planning Marketing 130

PYMNTS

JUNE 21, 2017

It was a plan, Ready noted, that marked the beginning of PayPal’s big shift from being perceived as a payments ecosystem adversary to an ecosystem enabler in digital banking and money transfers, leveraging the reach of PayPal online and via mobile pay for the benefit of card issuers and the consumers they serve.

Banking 53

Banking Profit and Loss Leverage Accounting 53

CFO News Room

DECEMBER 23, 2022

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

PYMNTS

APRIL 22, 2016

The core Google business is strong, particularly on mobile, and revenue and profits are both heading in the right direction. Google didn’t live up to expectations after taking larger-than-expected losses on some of its “moonshots,” like driverless cars and home automation. Apple) also grab a piece of those profits.

Profit and Loss 40

Profit and Loss Advertising Leverage Numbers 40

PYMNTS

APRIL 28, 2017

Eight straight quarters of profits seem to have finally shaken off its reputation for being the world’s most successful company that failed to post a profit after 18 years in business. By The Numbers. ” Amazon did have some losses to report — specifically, an operating loss of $481 million in its international segment.

Profit and Loss 43

Profit and Loss Advertising eCommerce Investments 43

PYMNTS

AUGUST 17, 2018

“We’re pleased with how customers are responding to the way we’re leveraging stores and eCommerce to make shopping faster and more convenient. By The Numbers. Walmart reported a net loss of $861 million (29 cents a share) for the quarter end on July 31, compared with a net income of $2.9 Beyond The Numbers.

Profit and Loss 40

Profit and Loss eCommerce Sales Forecasting 40

PYMNTS

JUNE 8, 2018

Businesses have long played war games (certain veterans might take issue with the use of “war” to describe issues related to profit and loss, but capitalist society long ago embraced the idea that “business is war”). How much value is destroyed by the loss of sensitive business plans depends on the ability to adjust tactics quickly.”.

Profit and Loss 60

Profit and Loss Communication Transportation Leverage 60

Barry Ritholtz

OCTOBER 21, 2024

And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things. And you know, I think ultimately there was a number of opportunities that came out. And so we have a number of business lines.

Investments 59

Investments Numbers Marketing Leverage 59

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

NOVEMBER 5, 2018

In late October, The Wall Street Journal reported that the Walmart and Synchrony negotiations broke down on two points: Walmart’s desire to see more share of the care revenue and its desire to see a larger number of applicants approved. Synchrony, through a spokesperson, noted that the suit was a negotiating tactic that they intend to fight.

Profit and Loss 46

Profit and Loss Manufacturing Retail Economics 46

PYMNTS

NOVEMBER 6, 2019

Affirm is no stranger to digital identity methods that prevent this and employs a range of techniques to verify its users and protect its merchant partners from sacrificing profits to theft. We want to minimize … the number of good users we’re putting through a high-friction [process],” Kumar said. Fraud Faces the Machine.

Profit and Loss 40

Profit and Loss Numbers Leverage Sales 40