CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

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CFO News Room

NOVEMBER 5, 2022

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

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Marketing Advertising Profit and Loss Investments 130

CFO News Room

NOVEMBER 10, 2022

Nio (NIO) – The China-based electric car maker posted a wider-than-expected quarterly loss, but said it expected deliveries to nearly double in the current quarter from a year ago. in the premarket after it reported a wider-than-expected quarterly loss. WeWork also plans to exit about 40 underperforming locations this month.

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CFO News Room

NOVEMBER 3, 2022

after the company reported a smaller-than-expected quarterly loss as well as revenue that topped analyst forecasts. UBS highlighted Tal’s strong topline beat and improved profitability outlook. after Royal Caribbean reported third-quarter earnings that beat profit and sales forecasts. per share loss.

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Profit and Loss Forecasting Education Sales 130

CFO News Room

JANUARY 28, 2023

Paco Freire/Sopa Images | Lightrocket | Getty Images Check out the companies making headlines before the bell: Intel — The chipmaker suffered a 9% loss in its shares in early morning trading after its latest financial results missed analysts’ estimates and showed significant declines in the company’s sales, profit and gross margin.

Profit and Loss 130

Profit and Loss Forecasting Marketing Sales 130

Centage

AUGUST 29, 2022

Along with being agile and able to pivot on a dime, these businesses have the ability to make decisions and act on them with confidence, and that means mastering the art of scenario planning. The end result is improved forecasting when it comes to revenue, profitability, and cash flow.

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Planning Forecasting Profit and Loss Budgeting 98

CFO News Room

FEBRUARY 1, 2023

The retailer could see upside to expected profit in 2024 and 2025 as its strategic plan takes shape, according to the firm. Peloton’s net loss was also the narrowest since the fiscal fourth quarter of 2021. Brinker International — Shares of the restaurant stock recouped its earlier losses and slid 0.5%

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Profit and Loss Strategic Planning Budgeting Manufacturing 130

PYMNTS

MARCH 25, 2019

Lyft , the ride-hailing startup that’s going public via an initial public offering later this week, is shaping up to have lodged the most losses in the run-up to an IPO. In the 1990s, startups with steep losses were going public left and right, raising billions of dollars. that went public. Many of them went on to implode.

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Startups Marketing Planning 49

CFO News Room

NOVEMBER 11, 2022

Walgreens – Shares rose 6% after an upgrade to buy from hold Deutsche Bank, which said it liked Walgreens’ merger and acquisition plans. Duolingo – Shares of the foreign language learning platform lost 10% after the company reported revenue below expectations while also posting a smaller-than-expected quarterly loss.

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Profit and Loss Pharmaceutical Entertainment Construction 130

PYMNTS

JANUARY 5, 2021

4) alongside volatility in highly leveraged futures markets before recovering losses. The institutional parties are usually in the possession of ample funding, sometimes billions of dollars, with which to chase profits they want to acquire. 16 and other high points for consecutive days after. The value fell on Monday (Jan.

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Profit and Loss Currencies Leverage Economics 131

CFO News Room

DECEMBER 26, 2022

in the premarket after its quarterly profit and revenue fell well short of estimates. in premarket trading after the chip maker reported a wider-than-expected quarterly loss and revenue that fell short of Wall Street forecasts. in premarket trading after reporting better-than-expected profit and revenue for its latest quarter.

Profit and Loss 130

Profit and Loss Forecasting Startups Technology 130

Fpanda Club

JULY 24, 2022

This concept is built on the assumption that the market is not static: existing competitors and new entrants are continuously building capabilities to gain their positions on the market. As for established market players, they demonstrate much higher threshold of proof.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

PYMNTS

JANUARY 3, 2021

According to the news site, American Airlines' market capitalization fell 45 percent, Delta's fell 31 percent and United Airlines' fell 51 percent. Additionally, according to CNBC, Southwest lost 14 percent of its market capitalization — all while the S&P 500 increased by 16 percent over the course of the calendar year.

Forecasting 72

Forecasting Planning Marketing Transportation 72

PYMNTS

FEBRUARY 18, 2019

However, Uber’s revenue increased only 2 percent between Q3 and Q4, reaching $3 billion, a 24 percent increase over the previous year — leading some investors to question the ridesharing firm’s future prospects for profitability. Losses came in at $1.8 billion in losses reported at the same time in 2017. Scooter Battles.

Profit and Loss 73

Profit and Loss Transportation Advertising Accounting 73

Musings on Markets

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 91

Marketing Valuation Profit and Loss Advertising 91

CFO News Room

NOVEMBER 9, 2022

Disney — Shares of the media giant slid more than 11% after the company’s quarterly results missed Wall Street expectations on revenue and profit, as both its parks and media divisions underperformed estimates. after the company reported another quarterly loss as operational costs increased. AMC Entertainment — Shares dropped 9.8%

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Profit and Loss Entertainment Forecasting Technology 130

CFO News Room

DECEMBER 24, 2022

A new merchandising leader undertook a review of brand profitability and saw that the company was actually losing money on its La Perla sales. The company debated whether it was worth carrying a brand that consistently created losses. We are not talking about “knowing the customer” through the lens of traditional market research.

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Profit and Loss Auditing Planning Sales 130

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Planning 93

Planning Problem Solving Profit and Loss Prioritization 93

CFO Share

FEBRUARY 22, 2024

Regularly review and adjust go-to-market strategies to reflect real-time feedback and market conditions. Plan and execute staffing reductions during off-peak or slow seasons. In reality, they are digging their way deeper into a hole by incurring losses on each additional unit sold.

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Profit and Loss Forecasting CFO Sales 20

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 97

Marketing Treasury Currencies Valuation 97

PYMNTS

AUGUST 3, 2020

HSBC, Europe’s biggest bank, has seen its profits plunge in the first six months of 2020, squeezed by low interest rates and the COVD-19 pandemic, The Telegraph reported. Pre-tax profits fell to $4.3 billion loss, the newspaper reported. Pre-tax profits fell to $4.3 billion loss, the newspaper reported.

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Profit and Loss Banking Securities Numbers 56

Nerd's Eye View

FEBRUARY 27, 2024

Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households.

Profit and Loss 52

Profit and Loss Marketing Communication Planning 52

Jedox Finance

OCTOBER 29, 2021

Sales targets should always be planned bottom-up and top-down. Target market? What are the closing, profit and loss ratios? What is the market potential? In this way, an ideal customer profile (ICP) or another go-to-market matrix can be developed. What percentage comes from reducing the loss ratio?

Sales 116

Sales Profit and Loss Reconciliations Planning 116

PYMNTS

OCTOBER 21, 2020

Lendify said the latest funding round will help the company advance its European expansion plans. Co-Founder and Chief Executive Officer Nicholas Sunden-Cullberg said the funding will also help the 2014 startup take control of the consumer loan market. . Lendify Co-Founder John-Christian de Champs also assisted with funding.

Startups 103

Startups Profit and Loss Investments Banking 103

CFO Share

JUNE 6, 2024

This involves monitoring market risks, managing credit exposures, maintaining adequate liquidity, and implementing robust internal controls to prevent financial losses and ensure financial stability. Identifying Key Business Risks You may have learned in business school how to build a risk matrix and lengthy continuity plans.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

PYMNTS

OCTOBER 28, 2019

Losses at some HSBC businesses are causing the bank — Europe’s largest — to restructure, CNBC reported Monday (Oct. HSBC posted an 18 percent loss in pre-tax profits for the third quarter of 2019, compared to the same period last year, reports said. billion in pre-tax profits, below analyst expectations, with revenue at $13.36

Restructuring 40

Restructuring Profit and Loss CFO Banking 40

PYMNTS

OCTOBER 22, 2019

Uber said it will focus on emerging markets in the next 10 years, although it is unsure when it will be profitable as a company. Uber CEO Dara Khosrowshahi said he realizes India is a tough market with a lot of competition, but that its “profitability characteristics” are getting better. and Europe,” Khosrowshahi said.

Marketing 40

Marketing Profit and Loss Sales Investments 40

PYMNTS

OCTOBER 30, 2019

Germany’s Deutsche Bank reported a net loss below market expectations amid a restructuring plan that includes about 18,000 layoffs, The Wall Street Journal (WSJ) reported Wednesday (Oct. The lender reported a net loss of $924 million (832 million euros) for the third quarter of 2019. in the coming months.

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Restructuring Profit and Loss Banking Concentration 41

CFO News Room

FEBRUARY 3, 2023

Businesses often treat layoffs as one of several tools they can deploy to increase profitability. In my research, these jobs included marketing, project management, finance, and more. What I found was that the struggle to maintain self-respect in the face of job loss was palpable, particularly for men.

Profit and Loss 130

Profit and Loss Planning Economics Finance 130

Jedox Finance

JANUARY 19, 2023

Find out how to tap into the power of a great plan in an interview with Kevin Alansky, Jedox Chief Marketing Officer. Read the conversation below to learn what leaders and teams in every organization should know about optimizing their planning and performance management processes to reach Superplännen – an elevated state of planning.

Profit and Loss 98

Profit and Loss SAP Planning Forecasting 98

PYMNTS

MARCH 27, 2019

On-demand workspace startup WeWork has secured significant funding from investors and has aggressive plans for global expansion, but the company’s losses are ballooning, according to reports in The New York Times this week. According to the company’s latest financial disclosure, the firm’s losses have hit $1.9

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Profit and Loss Startups Valuation Securities 43

PYMNTS

AUGUST 7, 2020

Uber reported a net loss of a whopping $1.78 billion during Q2 2020, a decline from Q2 2019’s net loss of $5.24 Uber’s show loss of $1.02 When it came to pulling in profit, however, only Uber’s core business generated results in the black, while delivery services lost money. per-share deficit.

Profit and Loss 101

Profit and Loss Forecasting Numbers Marketing 101

CFO News Room

JANUARY 19, 2023

Robinhood has become popular among young investors looking to get into the stock market without spending a lot of money on fees. These protections help safeguard investors’ funds and securities in the event of a brokerage firm’s failure or other financial losses. Is Robinhood regulated? Is Robinhood Safe to Use?

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Profit and Loss Securities Nonprofit Investments 130

PYMNTS

JANUARY 23, 2020

The real estate company has also been gradually selling off shares in its side ventures as it tries to maximize its profits. 22) that the company was honing in on its 90-day game plan to divest all of the businesses not directly central to the company’s core, which would hopefully turn WeWork’s troubles around.

Profit and Loss 52

Profit and Loss Startups Education Sales 52

PYMNTS

FEBRUARY 6, 2020

Shortly after the new year began, rumors started circulating that Grubhub — facing increasingly stiff competition in a crowded food delivery service market — was actively seeking a buyer , as it had seen falling market share and rising costs. The firm reported an adjusted earnings loss of $4.2 during 2019. million, or $.05

Profit and Loss 84

Profit and Loss Forecasting Sales Marketing 84

Centage

SEPTEMBER 13, 2022

With this information, you can make critical strategic decisions, such as how much to spend on a major marketing campaign or whether to expand into a new market. There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 1, 2022

Uber plans to cut spending and hiring in an attempt slow the company’s plummeting stock price, which is down nearly 50 percent for the year. . Johnson & Johnson is looking to boost growth at its medical devices unit after it completes plans for a spinoff of its consumer health business next year. Scott Olson | Getty Images.

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Foreign Exchange Profit and Loss Budgeting Pharmaceutical 130