
The world is in a Geo War. India is not a bystander. Energy costs are surging. The rupee is under pressure. Foreign capital is moving out. Budgets built three months ago are already wrong. In this environment, the CFO cannot stay in the back office. The CFO must become the Bridge Officer. Owning the war room, rationing cash, challenging capital projects, and making decisions in hours not weeks. @hvgoenka and I wrote this piece for @EconomicTimes because the urgency is real and the actions are specific. Read it. Share it with your CFO, CEO, and your board. [https://t.co/NvOMVGXL3P]
NEWS: Oracle has named Hilary Maxson as CFO, effective April 6. Maxson previously served as Group CFO at Schneider Electric and spent 12 years at AES Corporation
Here I am concerned about a 1.5% miss in expenses while the OpenAI CFO is thinking $600B spend over a few years is a tad too much…
when OpenAI’s CFO starts whispering that she doesn’t buy the CEO’s plan, the shit may be about to hit the fan.

I have been thinking about the news that Sam Altman wants to take OpenAI public by the end of 2026, while the company is still projected to lose more than $200 billion before it turns a profit. A lot of people...
CoreWeave just borrowed $8.5B using AI chips as collateral. Larger than the GDP of 40 countries. AI compute is no longer an expense. It's a financial asset. Every AI infrastructure decision you make now has balance sheet implications.
Congrats, a sale is imminent. While it ain't real until the check clears, as Mozart used to say, let's talk about what happens to you personally when the deal goes through. In 8 out of 10 acquisitions, the CFO gets...
I get why companies do it, but ... me no like incenting executives on stock price / market cap as opposed to operating metrics like revenue and profit. They can miss their target and multiples expand enough the bonus stil pays....

One budget. Three jobs: set targets, reflect reality, and allocate resources. Pieter van Loosbroek asks: Is the issue really discipline—or budget design? 🔗 Read here: https://t.co/t2jvTdo9Fq #fpatrends #planning #budgeting https://t.co/NqZNGPdDAK
#IGG results taken well by the market and increased volatility from Iran crisis adding to activity. Interesting comments about product range, cost reduction, customer acquisition etc. New share Buyback programme of £125m. Strategy Review to report in the Autumn.
For every dollar hyperscalers earn from AI today, they’re spending twelve dollars to build more capacity. That’s the bet embedded in $575 billion of capital expenditure this year. How fast does AI revenue need to grow to pay back this...
"Don't bet against Marc Lore" is an obvious take for good reason. Welcome Gabrielle to @wonder, bringing years of CFO experience from Worldpay, PayPal, and Williams Sonoma. 🍽️🍽️🍽️ https://t.co/mOFAMDKnBY
The surprisingly true story of launching Disney+ (as told by their finance team) 👇 Here are 5 lessons that stuck with me. 1. Even a beloved brand doesn't make the forecast easier 2. A good launch number can hide a...
The holding company that almost no one talks about, yet it might be one of the most efficient compounding engines. RÖKO owns 29 niche, traditional businesses, runs at 21% margins, generates 14.5% returns on capital, and keeps acquiring new companies every...
Most SaaS founders know their ARR. Very few can explain where it came from. I've sat in dozens of board meetings where someone says "ARR is up 20%" and the room nods. Then a board member asks "how much of that...