Earnings/page/4 news and trends

Amazon Says Rufus Gives It an Edge in Agentic Commerce Race
Amazon // April 29, 2026

Amazon’s first-quarter earnings call sounded less like a retail update than a briefing on the next phase of cloud computing. The overwhelming majority of the discussion centered on AWS, artificial intelligence infrastructure and the chips Amazon says are now becoming a major business of their...

Alphabet Is Rebuilding Search as a Transaction Engine
Earnings // April 29, 2026

A search query that once returned links is now beginning to complete transactions, and Alphabet’s latest results show how quickly that shift is moving from experiment to operating model. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access...

SoFi Adds 1.1 Million Members as Cross-Sell Gains Speed
Earnings // April 29, 2026

SoFi’s first-quarter results point to a platform strategy that is no longer aspirational but measurable, as member growth, product adoption and cross-selling combine to deepen engagement across its ecosystem. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access...

Visa Earnings Spotlight Agentic Commerce as Next Growth Engine
VISA // April 28, 2026

Visa’s latest earnings Tuesday (April 28) showed a company still getting plenty of lift from card spending while pushing deeper into stablecoins, blockchain and artificial intelligence-driven commerce. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all...

Interviews & Exclusives
Synchrony CFO Flags Momentum in Spending and Credit

April 22, 2026
Consumers are continuing to rely on cards as both a spending tool and a way to manage liquidity, and Synchrony’s latest quarter, as announced on Tuesday (April 21), indicates that balance remains intact even as affordability pressures persist. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to […]

Walmart Highlights Higher-Income Growth as Lower-Income Shoppers Face Pressure

February 19, 2026
Talk about raining on the parade. New Walmart CEO John Furner’s first earnings call was dampened by the news Thursday morning (Feb. 19) that it had been surpassed by Amazon...

CPG CEOs Say Consumers Keep Buying Despite Affordability Pressures

February 13, 2026
If one theme connected fourth-quarter earnings calls across consumer packaged goods companies and discretionary brands, such as toymakers, it was the emergence of a consumer economy defined by prioritization rather...

Coinbase’s $667 Million Loss Snaps Eight-Quarter Profitability Streak

February 12, 2026
The digital asset economy’s early growth was driven primarily by speculative trading. It still is today. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Quick Reads
LendingClub Expands Into Home Improvement After Q1 Originations Jump 31%

April 27, 2026
LendingClub saw growth across its business in the first quarter as it prepares to rebrand to Happen Bank and continues to expand its offerings into areas such as home improvement. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. […]

Western Union Bets on Stablecoins and M&A for Growth

April 24, 2026
Western Union is looking to stablecoins and merger and acquisition (M&A) activity for growth after a quarter in which revenue was flat due to a decline in the Americas business....

American Airlines Finds Fuel Price Spikes Won’t Stop Premium Travelers

April 23, 2026
American Airlines found during the first quarter that fare hikes made in response to the spike in jet fuel prices didn’t stop premium travelers. There was no impact on demand....

United Airlines Hikes Fares as Fuel Costs Surge

April 22, 2026
United Airlines plans to continue raising prices and cutting capacity for the rest of the year in response to higher jet fuel prices. Get the Full Story Complete the form to...