Vicor Posts $113 Million Q1 Revenue, CFO Schmidt Flags Strong Growth and Capacity Plans
Vicor Corporation announced first‑quarter 2026 revenue of $113 million, a 20.2% year‑over‑year increase. CFO James F. Schmidt emphasized expanding gross margins, a robust backlog and a strategic push to boost manufacturing capacity. The results signal continued momentum for the power‑electronics specialist as it navigates a capacity‑constrained market.
AI IPOs Demand Operational Discipline Over Innovation
Going public is the easy headline. Becoming IPO-ready is the real test. Sarah Friar is tasked with turning rapid growth into a disciplined, scalable business while managing expectations around one of the biggest potential listings. The shift is clear. AI leaders now...
ECH Appoints Jonathon Grant as CFO to Steer Growth Amid Aged‑care Reforms
ECH, South Australia's biggest not‑for‑profit retirement living and home‑care provider, has hired Jonathon Grant as chief financial officer. Grant’s two‑decade track record in finance, governance and digital transformation is expected to help ECH manage rising regulatory complexity and expanding demand...
Colgate-Palmolive Q1 2026 Earnings Show 1%-4% Organic Growth, $300M Margin Hit
Colgate-Palmolive reported Q1 2026 earnings, with organic sales accelerating to the 1%-4% guidance range and a $300 million downward revision to gross‑margin outlook due to raw‑material and logistics inflation. CFO Stanley J. Sutula III emphasized pricing discipline, emerging‑market momentum, and the...
Twilio's Best Quarter in Three Years Validates Kho Effect
Twilio Just Posted Its Best Quarter in Three Years. The Kho Effect Is Real https://t.co/w4pM4GDmco
Landmark Bancorp Posts Record Q1 Revenue as Real‑Estate Loans Drive Growth
Landmark Bancorp announced a quarterly revenue record of $18.8 million for Q1 2026, helped by a surge in commercial real‑estate lending. The bank’s earnings per share rose 6.7% sequentially, while loan delinquency and non‑performing loan ratios edged higher.
Microsoft CFO Signals Ongoing Workforce Cuts as AI Spending Soars
Microsoft CFO Amy Hood announced that the company expects headcount to fall year‑over‑year even as its AI business reaches a $37 billion annual revenue run rate. The move, paired with a voluntary retirement program covering roughly 8,700 U.S. employees, underscores a...
FinWise Q1 Earnings Show 38% Loan Origination Surge but Rising Credit Losses
FinWise reported $2.7 million net income for Q1 2026 and $1.7 billion in loan originations, a 38% year‑over‑year increase. The earnings release also flagged higher charge‑offs in its SBA portfolio and a widening efficiency ratio, underscoring both momentum and mounting credit risk...
Navigating Change with Confidence
On 18 May 2026, senior women in finance will gather at Oracle’s Helicon headquarters in London for “Navigating Change with Confidence.” The free, half‑day session targets CFOs, finance directors and senior finance leaders confronting funding pressure, fragmented data systems, and...
Owens Corning Appoints Todd Fister as Chief Financial and Operating Officer to Drive Organic Growth
Owens Corning promoted Executive Vice President Todd Fister to serve as Chief Financial and Operating Officer, merging finance and operations to accelerate organic growth, improve margins and strengthen its market‑leading positions. The move follows the company’s recent divestiture of its...
Chevron Posts $2.8 B Adjusted Q1 Profit, CFO Bonner Outlines $4 B Capex Plan
Chevron delivered $2.8 billion in adjusted earnings for Q1 2026, driven by higher oil prices and Hess asset integration. CFO Eimear P. Bonner confirmed $3.9 billion of organic capital spending and a $4.1 billion adjusted free‑cash‑flow figure, while reiterating 2026 production and cost‑reduction targets.
Spotify Shares Tumble 44% as Earnings Miss Fuels Valuation Debate
Spotify's shares dropped 44% after the music streaming giant posted modest revenue growth and a sharp profit surge, prompting analysts to question the sustainability of its user growth and whether the current valuation is justified.
NVent Electric Plc (NYSE:NVT) Q1 2026 Earnings Call Transcript
nVent Electric plc reported a blockbuster first quarter, posting $1.242 billion in sales—up 53% year‑over‑year—and adjusted EPS of $1.09, well above the $0.94 consensus. Growth was powered by a surge in data‑center demand, with organic sales in the infrastructure vertical climbing...
Aon Posts $5.0 Billion Q1 Revenue, 6% YoY Rise, Boosts Dividend
Aon announced first‑quarter 2026 revenue of $5.0 billion, a 6% year‑over‑year increase, while adjusted operating margin rose to 39.1%. The insurer‑consultant also lifted its quarterly dividend 10% to $0.82 and reaffirmed full‑year guidance.
Equifax CFO John Gamble to Lead Fireside Chats at Investor Conferences in May-June
Equifax announced that CFO John Gamble will appear at four investor conferences between May 27 and June 3, 2026, including live‑streamed fireside chats. The roadshow, which also features CEO Mark Begor, is intended to communicate the firm’s financial strategy to...
Linde Posts 10% EPS Jump, Raises Dividend as Europe Sales Slump
Linde plc announced first‑quarter earnings per share of $4.33, a 10% increase year‑over‑year, and raised its annual dividend by 7% to $2.20 per share. The German industrial gas leader cited strong pricing, a growing backlog and disciplined capital allocation, while...
Nissan Scraps $500 Million Mississippi EV Plant, Turns to Gasoline and Hybrid Production
Nissan Motor Co. has cancelled a $500 million plan to build an all‑electric vehicle assembly line at its Canton, Mississippi plant, opting instead to produce gasoline‑powered and hybrid models. The move reflects weak U.S. EV demand and a broader strategic realignment,...
GameStop Mulls $45 B Offer for eBay, a Deal Worth Triple Its Market Cap
GameStop is reportedly lining up a bid to acquire eBay at a valuation exceeding $45 billion, more than three times GameStop’s own market cap. The proposal would require heavy leverage, as GameStop holds about $9 billion in cash and marketable securities.
Grand Canyon University Posts 8.8% Online Enrollment Rise and 18.3% Hybrid Growth in Q1 2026
Grand Canyon University (GCU) announced an 8.8% increase in online enrollment and an 18.3% rise in off‑campus hybrid sites for the first quarter of 2026. The growth helped lift service revenue 6.7% to $308.8 million and operating income to $95.5 million, underscoring...
Whitbread to Cut up to 3,800 Jobs and Sell £1.5bn of Assets in New Five‑year Plan
Whitbread announced a sweeping restructuring that includes up to 3,800 job cuts, the closure of its remaining 197 branded restaurants, and a £1.5 billion (£2 billion) property sale. The changes are part of a five‑year plan to boost free‑cash flow, pause share...
LyondellBasell Posts $615M EBITDA in Q1 2026, Cuts Dividend by 50% to Boost Flexibility
LyondellBasell Industries posted a $615 million EBITDA for Q1 2026, nearly 50% higher than a year ago, and announced a 50% reduction in its quarterly dividend. The earnings beat was driven by stronger olefins margins, cost cuts and a focused portfolio, while...
Bloomberg Talks: Chevron CFO Eimear Bonner (Podcast)
Chevron’s first‑quarter earnings fell short of expectations, sending the stock lower. In a Bloomberg Talks podcast, CFO Eimear Bonner explained the “messy” results and outlined a plan to boost shareholder returns through a larger buyback program. She also highlighted initiatives...
Meta Q1 FY26 Ad Revenue Jumps 33% as AI Drives 12% Rise in Average Ad Price
Meta announced first‑quarter FY26 advertising revenue of $55 billion, up 33% year‑over‑year, while the average price per ad rose 12%. The surge stems from AI‑powered ranking upgrades, new generative‑ad tools and a rapid expansion of business‑AI usage.
OpenAI CFO Says Company Hits Core Targets Despite Stretch Goals
OpenAI’s CFO Sarah Friar told Bloomberg the company is hitting its core financial targets despite pursuing more aggressive internal stretch goals. The firm projects revenue exceeding $30 billion this year and $284 billion by 2030, driven by a new ad‑supported ChatGPT tier....
Myomo to Report First Quarter 2026 Financial Results on May 7
Myomo Inc., a wearable medical‑robotics firm, announced it will release its first‑quarter 2026 earnings on May 7, 2026, with a conference call at 4:30 p.m. Eastern Time. The call will provide a business update on MyoPro, the only U.S. device that uses...
Exponent Posts 14% Revenue Rise, Announces New President Amid Strong Consulting Demand
Exponent (EXPO) posted a 14% jump in first‑quarter revenue to $166.3 million and a 15% increase in EBITDA to $43.1 million. The firm also announced that John Pye will assume the presidency on May 1, while expanding its share‑repurchase program, underscoring a bullish...
SPS Commerce Q1 Revenue Rises 6% as Amazon Recovery Boosts B2B Platform
SPS Commerce reported Q1 2026 revenue of $192.1 million, up 6% year‑over‑year, as Amazon‑related sales rebounded. The B2B SaaS firm highlighted 7% recurring‑revenue growth, a new $19.99 monthly fee for low‑revenue 3P sellers, and a $47.1 million share‑repurchase program, underscoring its scalable...
Park Hotels & Resorts Posts $11 M Q1 Profit, Core RevPAR Up 5% YoY
Park Hotels & Resorts announced a $11 million net income for Q1 2026, driven by more than 5% year‑over‑year growth in core RevPAR. The REIT also sold two non‑core hotels for $31 million and invested $83 million in capital improvements, underscoring its focus...
Mastercard CFO Mehra Highlights 12% Revenue Rise and $5.7B Share Buybacks in Q1 2026
Mastercard’s chief financial officer, Sachin Mehra, said the payments giant posted a 12% year‑over‑year rise in net revenue to $8.39 billion in Q1 2026, with net income climbing 15% to $3.88 billion. The company accelerated share repurchases, buying back $5.7 billion of stock,...
Shell's 2025 Profit Drops 22% as Oil Price Rout Slashes Earnings
Shell said underlying earnings fell 22% to $18.53 billion for 2025 as Brent crude slid below $60 a barrel. The oil major announced a $3.5 billion share‑buyback and a 4% dividend increase, but its shares slipped more than 2% on the news.
Anthropic Eyes $50 B Raise that Could Push Valuation to $900 B
Anthropic is in talks for a $40‑$50 B capital raise that could lift its post‑money valuation to $850‑$900 B, more than double its February figure. The move comes as the company’s annual revenue run rate climbs past $30 B and investors scramble for...
Qualcomm Q2 FY26 Earnings Analyzed with Industry Experts
I unpacked @Qualcomm’s Q2 FY26 earnings with @EdLudlow and @CarolineHydeTV on @technology. Check out our conversation. https://t.co/qHtAJfYbMV
Warner Bros CFO Awarded Salary Hike Amid Paramount Deal Pushback
Warner Bros. Discovery CFO Gunnar Wiedenfels will see his base salary increase to $2.5 million and receive a one‑time $2 million RSU award under a new contract extending to April 2028. His total 2025 compensation was $17.7 million, with a 175% bonus opportunity and...
Banks 'Fairly, but Not Totally' Satisfied with Basel Rule
Federal regulators have finalized a revised Basel III endgame capital proposal that banks view as a workable, more durable framework. Industry leaders say they are "fairly, but not totally" satisfied and are pushing for targeted tweaks, especially around double‑counting and G‑SIB...
Starbird Names Stefanie Lee CFO
Starbird, the San Francisco‑based chicken chain, appointed Stefanie Lee as chief financial officer, bringing over 18 years of franchise finance experience. Lee previously served as CFO of TITLE Boxing Club and held senior finance roles at Dine Brands Global, Krispy Kreme, and...
Names to Note: April 2026
The REIT sector saw a wave of senior appointments and a notable loss in April 2026. MERLIN Properties announced the death of its CFO/COO Miguel Ollero. Dynex Capital added three executives covering capital markets operations, investor relations, and technology. The...
Alerus Q1 2026 Earnings Highlight Retirement Services Growth Amid Deposit Outflow Pressure
Alerus Financial reported $23 million net income for Q1 2026, with retirement and benefit services revenue climbing to $17.4 million despite a 5.9% dip in assets under administration. CFO Alan Villalon cautioned that seasonal deposit outflows could strain the bank’s low‑cost funding...
Shield Therapeutics Posts $2.5M EBIT in Q1, CFO Resigns Amid 11% Share Drop
Shield Therapeutics plc posted a $2.5 million EBIT for the first quarter, a swing from a $4.4 million loss a year earlier, thanks to a $7.9 million development milestone from ASK in China and a 54% jump in ACCRUFeR sales. At the same...
Rivian Cuts DOE Loan to $4.5 B, Boosts Georgia Plant Capacity to 300,000 Vehicles
Rivian announced on Thursday that its Department of Energy loan will be reduced to $4.5 billion and the Georgia factory will be built as a single‑phase plant capable of 300,000 vehicles per year. The loan draw is slated for early 2027,...
TSMC to Invest $56B in Fabs This Year, and It’s Still Not Enough
Taiwan Semiconductor Manufacturing Company (TSMC) announced a 2024 capital‑expenditure plan of $52‑$56 billion, underscoring a record‑breaking first‑quarter profit surge of 58% and 41% revenue growth. The company’s revenue mix has flipped, with high‑performance computing now contributing 61% versus 26% from smartphones....
Cost Management, Outpatient Unit Helped Tenet Weather Volume Headwinds in Q1
Tenet Healthcare posted $702 million profit on $5.4 billion revenue in Q1, beating Wall Street forecasts despite a 90‑basis‑point drop in acute‑care volumes and a 0.3% dip in outpatient admissions. The operator’s cost‑management program and a strong performance from its ambulatory surgical...
2025 Funding Demands 30% MoM & 1500% Revenue Growth
Raising capital in 2025? The bar is WAY higher. Even a past exit isn’t enough anymore — investors want serious traction: 👉 ~30% MoM growth 👉 1500% revenue growth Episode 248 of The SaaS CFO Podcast is live 👇 https://t.co/NXvJ9ucWeW #SaaS #Startups #VC https://t.co/VKzYnURKpY
Debt Load Triples, Threatening Medallia’s AI Rebuild
Rising rates and PIK nearly doubled Medallia’s interest payments (see table below) Then taking on even more debt for acquisitions made it nearly 3x. Hard to rebuild for AI with that debt requirements… https://t.co/86MT1yj7Yo
April Earnings Update: Apple, Meta, Alphabet, Microsoft, Tesla, Netflix
April’s earnings season saw most of the world’s largest tech and consumer firms exceed Wall Street forecasts, underscoring the accelerating impact of artificial‑intelligence services on top‑line growth. Apple posted a 22% YoY jump in iPhone revenue, while Alphabet’s Google Cloud...
Why Liquidity Is Becoming a Strategic Priority for Finance Leaders
Finance leaders are shifting liquidity from a passive metric to a strategic weapon as interest‑rate volatility, tighter credit and economic uncertainty tighten cash forecasts. CFOs now prioritize internal working‑capital levers—payment‑term adjustments, receivables acceleration, and inventory optimization—before tapping external credit lines....
Regency Centers Beats Q1 2026 Earnings, Raises Net Income Forecast
Regency Centers reported a 4.4% rise in same‑property NOI for Q1 2026 and lifted its net‑income forecast to $2.45‑$2.49 per share. The REIT kept full‑year guidance for Nareit FFO and core operating earnings while highlighting robust leasing, a $450 million debt...
Labcorp CFO Julia Wang Highlights $71M Free Cash Flow and $202M Capital Deployment in Q1
Labcorp's chief financial officer Julia Wang detailed a $71 million free‑cash‑flow swing and $202 million of capital deployment in the first quarter, underscoring tighter expense management and a focus on high‑margin growth. The guidance for 2026 projects 5%‑6.1% enterprise‑revenue growth and adjusted...
Axos Bank Posts 18.5% Net Income Rise, Highlights $2.3B Deposit Acquisition
Axos Bank posted a $127 million net income for Q3 2026, up 18.5% year‑over‑year, driven by strong loan growth and a surge in deposits. The online‑only lender also secured a $2.3 billion Genius Bank deposit acquisition and is pursuing a $3.2 billion IRA/CD...
CFOs On the Move: Week Ending May 1
A wave of CFO appointments reshaped leadership across multiple sectors this week. Puma named former Douglas finance chief Mark Langer as its new CFO, while Booz Allen Hamilton hired ex‑Sierra Space CFO Troy Lahr. Mid‑market firms also made moves: PPG...
Exodus Reports Preliminary First Quarter 2026 Results
Exodus Movement reported preliminary Q1 2026 revenue of $22.7 million, a 37% decline from $36.0 million a year earlier. The company launched Exodus Pay nationwide in April, extending its self‑custody platform beyond the core exchange. Processed trading volume fell 22% to $1.18 billion and funded...