
Safe Software Bolsters Leadership Team with CFO and CPO Appointments to Drive Next Phase of Growth
Safe Software, the creator of the FME data integration platform, announced the appointment of Judd Lee as Chief Financial Officer and Vanessa Ribreau as Chief People Officer. The hires come as the Seattle‑based firm recently crossed $100 million in revenue and aims to reach $250 million by 2028. Both executives bring decades of experience scaling finance and people functions in high‑growth SaaS companies. Their addition is intended to accelerate operational efficiency and sustain the company’s rapid expansion.
From Your CFO Upon Discovering ROAS
The CFO’s memo proposes a rapid, cash‑based funding loop for paid‑search advertising, citing the industry’s $2.48 revenue‑per‑dollar benchmark. The plan would withdraw physical currency from a bank branch, deploy it to Google Ads, and return the principal plus a 20%...
Blackstone Posts $1.3 B Q4 Net Income, Distributable Earnings Jump 56%
Blackstone announced GAAP net income of $1.3 billion for Q4 2024, with distributable earnings rising 56% YoY to $2.2 billion. The firm posted record fee‑related earnings of $1.8 billion and attracted $57 billion of capital inflows in the quarter, underscoring robust fundraising and deployment...
Esquire Financial Posts 7% Net Income Rise After Signature Bancorporation Integration
Esquire Financial Holdings, the NASDAQ‑listed holding company for Esquire Bank, posted a 7% rise in net income to $12.2 million for Q1 2026, driven by a 19.8% surge in revenue to $40.5 million. The results reflect the successful integration of its recent acquisition,...
Senstar Posts 2% Revenue Rise but Q4 Loss as LiDAR Acquisition Drives Costs
Senstar Technologies Corp. announced full‑year 2025 revenue of $36.4 million, up 2% year‑over‑year, while posting a $33,000 net loss in Q4. The CFO‑led efficiency push was offset by higher operating costs tied to the Blickfeld LiDAR acquisition and delayed U.S. government...
Commercial National Financial Corp (Michigan) (CEFC) Q1 2026 Earnings Call Transcript
First Commonwealth Financial Corp posted Q4 2025 core EPS of $0.43, surpassing consensus, supported by a 3.98% net interest margin that expanded 6 basis points sequentially. Deposit costs fell slightly, while loan and deposit balances grew 1.2% and 2.8% respectively,...
First Hawaiian Inc (FHB) Q1 2026 Earnings Call Transcript
First Hawaiian Inc reported a Q1 2026 net interest margin of 3.21%, up two basis points, driven by lower deposit costs and maturing borrowings. Net interest income rose to $170.3 million and total loans increased $183 million, reflecting 5.2% annualized...
RPT Realty (RPT) Q1 2026 Earnings Call Transcript
Rithm Property Trust (RPT) posted a quiet Q1 2026, reporting a GAAP loss of $3.2 million and negative earnings available for distribution, while maintaining a "extremely clean" balance sheet with just under $100 million in cash. The company continued its $0.36 dividend,...

CFOs’ Budgets Quickly Become Outdated Amid Macro Turmoil
CFOs are grappling with rapidly outdated budgets as geopolitical shocks—such as the US‑Israel conflict and blockades in the Strait of Hormuz—inject unprecedented volatility into cost structures. Rydoo’s CFO Aidana Zhakupbekova says traditional quarterly forecasts no longer suffice, prompting larger buffers...
Ladder Capital Posts $33.6M Distributable Earnings, Highlights CRE Loan Payoffs
Ladder Capital Corp. posted $33.6 million in distributable earnings for Q4 2024, delivering an 8.9% return on equity. The results were driven by $1.7 billion of loan payoffs, a modest leverage ratio of 1.4x, and an $850 million upsized revolving credit facility that expands...
Tesla’s $25 B AI and Robotics Bet Triggers Stock Volatility and Higher CapEx
Tesla disclosed a $25 billion capital‑expenditure plan for AI software, chips and robotics, sending its shares down nearly 3% after an initial rally. The spending surge, driven by the Terafab chip fab and Optimus robot production, raises questions about cash flow...

Marten Transport Announces First Quarter Results
Marten Transport reported first‑quarter 2026 net income of $1.4 million, or 2 cents per diluted share, down sharply from $4.3 million a year earlier. Operating revenue fell 8.8% to $203.5 million, while the consolidated operating ratio rose to 99.2%, reflecting tighter cost margins. Both...
WVU’s Incoming CFO Cited in Ohio State Probe
Ohio State University released a 47‑page report accusing former President Walter “Ted” Carter Jr. of misusing his position and finding senior advisor Chris Kabourek failed to stop or report the misconduct. Kabourek, who resigned from Ohio State on April 14,...

Tesla's Earnings Beat, yet Weakest Nasdaq Correlation
Tesla offered the first earnings update of the Mag 7 last night, and $TSLA gapped down today after the headline beat (slight revenue miss and capital expenditure plans were higher than expected). That said, of the Mag 7, Tesla has...
ServiceNow CFO Says Middle East Conflict Delayed Large Deals
ServiceNow disclosed that ongoing U.S.–Israel‑led conflict with Iran delayed several large on‑premise deals in the Middle East, creating a roughly 75‑basis‑point headwind to its subscription revenue in Q1 2026. Despite the delay, the company posted $3.8 billion in total revenue, up...
PCA Expects Strong Q1 Demand to Continue in 2026
Packaging Corporation of America (PCA) posted Q1 2026 net sales of $2.37 billion, a 10.6% year‑over‑year increase, while net income slipped 16.1% to $170.9 million. The company absorbed a $53.3 million charge from permanently shutting its No. 2 paper machine and kraft pulping line...
J Sainsbury Launches $380 M Share Buyback as Full‑year Profit Slips
J Sainsbury plc disclosed a £300 million ($380 million) share‑buyback programme despite a 1.7% decline in profit after tax for the year. Sales rose 2.7% to £33.65 billion, but underlying earnings showed only modest gains, prompting analysts to weigh the buyback against weaker profitability.
Helix Energy CFO Erik Staffeldt Details Q1 2025 Capital Allocation and Cash Flow Strategy
Helix Energy Solutions Group reported $12 million of free cash flow for Q1 2025 and a $370 million cash balance. CFO Erik Staffeldt used the earnings call to explain a reduced cap‑ex plan, a focus on high‑margin contracts, and a share‑repurchase target tied...
Pegasystems Posts Strong Q1 2026 Cloud Growth, Forecasts Renewals Amid Macro Headwinds
Pegasystems announced that its Pega Cloud annual contract value (ACV) topped $900 million in Q1 2026, accounting for 56% of total ACV. The software firm returned more than 80% of free cash flow to shareholders through buybacks and dividends, while flagging...
Annaly Posts 4.9% Q3 Return, Raises $1.2 B and Seals Rocket Mortgage Sub‑servicing Deal
Annaly Capital Management (NLY) reported a 4.9% economic return for Q3 2024, lifted book value per share to $19.54, and raised $1.2 billion of ATM equity. The REIT also announced a sub‑servicing partnership with Rocket Mortgage, underscoring its strategy to capture...
AT&T Posts Fastest‑Ever Q1 Organic Growth, Targets $45B Shareholder Returns
AT&T announced its strongest first‑quarter results ever, posting the fastest year‑over‑year organic growth in its advanced connectivity segment and showing that nearly 45% of its home‑internet customers also subscribe to its wireless service. The telecom giant reaffirmed a $45 billion shareholder‑return...

New Driscoll’s CFO Has the Pedigree to Drive International Expansion
After 26 years at Coca‑Cola, Wadih Khayat joins Driscoll’s as CFO to spearhead its international expansion. Khayat brings experience overseeing finance for Coca‑Cola’s Europe and Asia‑Pacific markets and leading global venture strategy. He will focus on agile capital allocation, digital...
I3 Verticals Announces Earnings Release and Conference Call Date for Second Quarter of Fiscal 2026
i3 Verticals announced that its second‑quarter fiscal 2026 results will be released after the market close on May 7, 2026, with a follow‑up conference call on May 8 at 8:30 a.m. ET. The company provides cloud‑native, mission‑critical software to state and local governments across...
Live Music Industry News Roundup
Live Nation Entertainment will release its first‑quarter 2026 earnings on May 5, the first set of results since a court found the company guilty of maintaining monopoly power in ticketing and promotion. To spur demand, the firm launched a limited‑time $30...
Banner Posts $53.5 M Net Profit as Real‑Estate Loan Delinquencies Slip to 0.39%
Banner (BANR) posted a $53.5 million net profit for Q3 2025, boosted by higher core operating revenue and a 4% dividend increase. The lender’s real‑estate loan portfolio saw delinquent loans fall to 0.39%, while deposits rose $489 million, underscoring robust funding and credit...
IBM Q1 2026 Earnings Show AI‑Fueled Revenue Surge and $2.2B Free Cash Flow
IBM reported first‑quarter 2026 results with revenue up 6% to $15.9 billion and free cash flow rising 13% to $2.2 billion. CFO James J. Kavanaugh emphasized that generative AI is driving double‑digit growth in software and data segments while the company ramps...
Colony Bankcorp Q3 2025 Earnings Show 10.5% Organic Loan Growth and Margin Expansion
Colony Bankcorp reported Q3 2025 earnings, posting 10.5% organic loan growth (excluding the TC Federal acquisition) and a net interest margin that rose 15 basis points to 3.32%. The board lifted the quarterly dividend to $0.12 per share and the...
Chiesi Reports Strong FY2025 Financial and Sustainability Results and Announces Leadership Transition Highlights
Chiesi Group posted €3.625 bn ($3.9 bn) in revenue for FY2025, an 8.2% increase at constant exchange rates, with EBITDA of €931 m ($1.0 bn). All three franchises—Air, Rare and Care—contributed to growth, led by a 22.3% surge in rare‑disease sales that accounted for...
KB Financial Group Inc. (KB) Q1 2026 Earnings Call Transcript
KB Financial Group (KB) highlighted its pioneering shareholder‑return framework during its Q1 2026 earnings call, featuring a quarterly even dividend, an active share‑buyback program, and a CET1‑ratio‑linked corporate‑value‑enhancement policy. The board subsequently voted to cancel all existing share‑buyback commitments, underscoring a...

Starling No Plans to Enter “Massively Overserved” US Retail Banking Market
Starling Bank’s CFO Declan Ferguson says the UK challenger will not launch its retail banking arm in the United States, calling the market "massively overserved." Instead, Starling will pursue a modest acquisition to secure a national banking licence and focus...
Manhattan Associates Shares Surge 6% on Record Q1 Earnings, Cloud Revenue Jumps 24%
Manhattan Associates (MANH) posted a record first‑quarter, with total revenue of $282 million and cloud subscription revenue up 24% to $117 million. The results sent the stock up almost 6% and underscored accelerating demand for its supply‑chain software and AI‑driven tools.

Lockheed Martin Reports First Quarter 2026 Financial Results
Lockheed Martin posted first‑quarter 2026 sales of $18.0 billion, essentially flat versus the prior year, while net earnings slipped to $1.5 billion ($6.44 per share), down 13% from Q1 2025. Cash from operations fell sharply to $220 million, turning free cash flow negative...
Netflix Launches $25 B Buyback to Lift Share Price
Netflix Authorizes $25 Billion Stock Buyback in Bid to Boost Share Price https://t.co/COT0WpNmfh via @variety

Tesla Q1 2026 Money Flow Visualized in Sankey Chart
Where did the money go? Here's the Q1 2026 Tesla income statement with the full flow explained in a Sankey chart: https://t.co/3pBpHEDf6z
OneSpan Adds Nok Nok Labs for $8 M, Boosting ARR to $178 M
OneSpan announced an $8 million acquisition of Nok Nok Labs, contributing $8 million to its annual recurring revenue, now $178 million. The deal expands its authentication suite as the firm pivots from hardware tokens to subscription‑based security, a trend CIOs must weigh.
Honeywell Names Mike Stepniak CFO and Unveils $1.5‑$2 B Split Into Three Public Companies
Honeywell announced that longtime finance executive Mike Stepniak will replace Greg Lewis as chief financial officer and outlined a plan to break the conglomerate into three stand‑alone public companies—Automation, Aerospace and Advanced Materials—by the second half of 2026. The split...
IBM Q1 2026 Earnings Surge, Unveils Roadmap for Fault‑Tolerant Quantum Processor by 2029
IBM reported a 9.5% jump in Q1 2026 revenue to $15.9 billion and free cash flow of $2.2 billion, while reaffirming its goal to deliver a large‑scale fault‑tolerant quantum computer by 2029. The earnings call highlighted AI‑driven growth and a quantum processor...
SoftBank Seeks $10 B Loan Backed by OpenAI Shares
SoftBank Group Corp. is seeking a $10 billion loan secured by its shares OpenAI https://t.co/38vMHTwsEM
Baidu to Report First Quarter 2026 Financial Results on May 18, 2026
Chinese AI leader Baidu announced it will disclose its first‑quarter 2026 financial results on May 18, 2026, ahead of the U.S. market open. The earnings release will be accompanied by a conference call at 8:00 AM Eastern Time (8:00 PM Beijing). Investors can...
TAL Education Group Announces Unaudited Financial Results for the Fourth Fiscal Quarter and the Fiscal Year 2026
China’s TAL Education Group reported a robust turnaround in FY2026, posting net revenues of $3.01 billion, a 33.7% increase year‑over‑year, and net income of $530.8 million, up from $84.6 million in FY2025. The fourth quarter alone saw revenue climb 31.5% to $802.4 million and...
Ledger Appoints New CFO and Opens New York Office Ahead of Potential Wall Street Listing
Ledger, the French crypto‑security unicorn, announced John Andrews as its new chief financial officer and the launch of a New York office. Andrews brings 25 years in finance, including a stint as head of capital markets at Circle, the firm behind USDC....

Strata 2026 Healthcare Financial Outlook Report: Medicaid Cuts and Labor Costs Top CFO Concerns
Strata Decision Technology’s 2026 Healthcare Financial Outlook finds Medicaid reimbursement cuts and rising labor expenses now dominate CFO agendas, with 66% naming Medicaid cuts as their top concern. While 43% anticipate modest margin growth, 25% expect declines, underscoring a focus...
Blue Shield of California Appoints CJ Bhalla as CFO to Drive Affordability Push
Blue Shield of California and its nonprofit parent Ascendiun announced CJ Bhalla as chief financial officer, effective May 18. The veteran finance leader brings two decades at Kaiser Permanente, overseeing $100 billion in revenue, to help the plan meet its affordability...
PassiveLogic Hires CFO Joel Harvill, Veteran of $15B Capital Markets Deals
PassiveLogic announced the appointment of Joel Harvill as chief financial officer. Harvill, who has closed more than $15 billion across private credit, corporate finance and capital markets, will steer the firm’s financing strategy as it scales its physical‑AI platform for autonomous...
ServiceNow Posts $3.67 B Q1 Subscription Revenue, 22% YoY Growth
ServiceNow announced first‑quarter 2026 subscription revenue of $3.671 billion, a 22% year‑over‑year increase that topped the high end of its guidance. The company also highlighted a surge in large contracts, a $12.64 billion cRPO balance and the early close of its Armis...
Cochlear Cuts FY26 Profit Outlook to A$290‑330M Amid Weaker Demand
Cochlear Limited trimmed its fiscal 2026 underlying net profit guidance to A$290‑330 million (≈ $191‑$218 million) after flagging lower demand and a one‑point hit to gross margin. The guidance cut follows a 40.44% plunge in the company’s share price, underscoring pressure on the...
Tele2 AB Q1 Profit Surges 6.3bn SEK, Reinforces FY26 B2B Outlook
Swedish telecom operator Tele2 AB reported a first‑quarter net profit of 6.39 billion Swedish kronor (≈$575 million), up from 875 million kronor a year earlier. Revenue grew 2.5% organically to 7.25 billion kronor, and the company reiterated its fiscal‑2026 outlook, citing stronger enterprise contracts...
VeriSign, Inc (VRSN) Q1 2026 Earnings Call Transcript
VeriSign reported a record 176.1 million .com and .net domain names, driven by 11.5 million new registrations and a 76.3% renewal rate for 2026. Revenue rose 6.6% year‑over‑year to $429 million, while diluted EPS climbed to $2.34. The company raised its 2026 revenue...
Helen of Troy Ltd (HELE) Q4 2026 Earnings Call Transcript
Helen of Troy reported a 3.3% decline in Q4 net sales, yet the results beat internal forecasts thanks to pricing actions and contributions from Olive & June. Gross profit margin compressed 400 basis points to 44.6% as tariffs, higher promotional...
Carter Bankshares Inc (CARE) Q1 2026 Earnings Call Transcript
Carter Bankshares reported Q4 net sales of $925 million, an 8% year‑over‑year increase, but gross margin slipped 460 basis points to 43.2% as tariffs added roughly $40 million in product costs. Adjusted earnings per share fell to $1.90 from $2.39, reflecting the...