Earnings news and trends

American Express Counts on Millennials to Power 2026 Spending
Earnings // January 30, 2026

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. Get the Full Story Complete the form to unlock...

SoFi Scales Cross-Selling as Loan Originations Hit Records
Earnings // January 30, 2026

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. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

Visa Credentials Soar as Payments Hyperscaler Eyes Agentic Commerce
Earnings // January 29, 2026

Visa entered fiscal 2026 with ample evidence that credentials, and not just cards, now anchor its global payments architecture. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe...

Apple Signals AI Will Power Payments Security and Growth
Earnings // January 29, 2026

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...

Interviews & Exclusives
Payment Networks Use Earnings Season to Press Their Case on Stablecoins

January 30, 2026
Even as policymakers continue to refine the rules of the road for stablecoins, earnings season offered a clearer view of how the payment networks are already moving from concept to execution. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins […]

Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI

January 28, 2026
Just hours before its after-the-bell Q4 earnings call Wednesday (Jan. 28), it was common to see a headline calling for Meta to defend and maybe even trim its artificial intelligence...

Retailers Lean on Digital as Cost Pressures Rewrite Q3

November 26, 2025
The latest earnings from Kohl’s, Burlington Stores and Dick’s Sporting Goods, all released Tuesday (Nov. 25), show a consumer who is still spending but doing so in tighter, more income-constrained...

FinTech IPO Index Loses 6.6% as Klarna Sinks After Earnings

November 21, 2025
The tech stock doldrums that marked broader markets this week also swayed the FinTech IPO Index, to the downside, as our names lost 6.6% collectively. Get the Full Story Complete...

Quick Reads
Caterpillar Reports Growth From Data Center Demand

January 29, 2026
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 assets. Get the Full Story Complete the form to unlock […]

Paytm Rebounds From Regulatory Ruckus With Sales Up 20%

January 29, 2026
India’s Paytm is reportedly seeing a string of profitable quarters following some high-profile regulatory issues. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

Starbucks Says Digital Platforms Are Key Piece of Turnaround Strategy

January 28, 2026
Digital platforms will play an important role in the next stage of Starbucks’ turnaround strategy, Chairman and CEO Brian Niccol said Wednesday (Jan. 28) during the company’s quarterly earnings call....

American Airlines Says Corporate and Premium Travelers Drove Record Revenue in 2025

January 27, 2026
Corporate travelers and premium leisure customers helped drive American Airlines’ revenue to record levels for both the fourth quarter and full year 2025. Get the Full Story Complete the form...