PayPal finds itself in a transition year, as 2026 signals a reworking of strategy while growth cools, with deceleration in its online branded checkout franchise. The company reported its fourth-quarter and full-year 2025 earnings results Tuesday (Feb. 3) alongside a shakeup at the top. The...
American Express released its latest earnings results on Friday (Jan. 30), closing 2025 with a familiar refrain and as it claimed a demographic edge in card spending: younger card members are carrying more of the load. Executives said millennials and Generation Z now represent the...
SoFi’s platform strategy was a centerpiece of fourth-quarter earnings on Friday (Jan. 30): Bring in members, persuade them to adopt multiple products, and let lending, payments and technology revenue compound. The fourth quarter delivered SoFi’s first billion-dollar revenue period, alongside record loan originations and widening...
Visa entered fiscal 2026 with ample evidence that credentials, and not just cards, now anchor its global payments architecture. Management commentary spanned agentic commerce, stablecoins, as well as in B2B and P2P money movement, and CEO Ryan McInerney said during the Thursday (Jan. 29) conference...
Apple just turned in what CEO Tim Cook called “a quarter for the record books” Thursday (Jan. 29) and the headline numbers back him up. But for the banking, payments and digital commerce crowd, the more interesting thread running through Apple’s fiscal 2026 first-quarter earnings...
Caterpillar is reshaping how customers use its equipment as demand shifts toward data centers, autonomous operations and energy reliability. On its latest earnings call, held on Thursday (Jan. 29) the company described customers deploying machines, engines and services as long-lived infrastructure rather than short-cycle construction...
India’s Paytm is reportedly seeing a string of profitable quarters following some high-profile regulatory issues. Increasing sales and reduced costs have helped the FinTech rebound from those troubles, Bloomberg News reported Thursday (Jan. 29), citing a regulatory filing. The company reported consolidated net income of...
Samsung reported on Thursday (Jan. 29) its strongest quarter ever in the fourth quarter of 2025, as demand for artificial intelligence (AI) related semiconductors and memory products lifted its bottom line. Company officials on its earnings call said the results were driven almost entirely by a...
Card spending continued to climb in Mastercard’s fourth quarter, as the payments giant laid out a roadmap that reaches beyond plastic and taps agentic commerce and stablecoins as emerging rails for how people pay and get paid. Mastercard CEO Michael Miebach said during an earnings...