PYMNTS

SEPTEMBER 20, 2020

banks aren’t fooling themselves — they’re likely in for a long stretch of low interest rates putting a burden on their profits, the Financial Times (FT) reports. JPMorgan Chase cut its forecast by $1 billion, now expecting $55 billion as compared to $57 billion last year, FT wrote. According to recent projections by the U.S.

Profit and Loss 67

Profit and Loss Banking Valuation Forecasting 67

Musings on Markets

NOVEMBER 1, 2023

First, when you see significant disagreements about what Tesla is worth, those differences come from divergent stories, not disagreements about numbers. I profited mightily on that investment, but I sold too soon , when Tesla's market capitalization hit $150 billion, and just before COVID put the company on a new price orbit.

Valuation 114

Valuation Profit and Loss Numbers Sales 114

Centage

DECEMBER 15, 2022

Business moves at a fast clip, whether during times of economic expansion or times of uncertainty like we are experiencing today. Every company wants to know about variances as soon as they occur so they can either exploit unexpected opportunities or take steps to mitigate losses. For instance, there are many ways to forecast.

Financial Reporting 98

Financial Reporting Financial Planning and Analysis (FP&A) Forecasting Profit and Loss 98

The Finance Weekly

MARCH 25, 2024

She led Oracle's transition to cloud computing which skyrocketed the company's industry status and has successfully guided Oracle through challenging economic periods. He held the position of Chief Financial Officer (CFO) at CBS Corporation, a major media player, for a good number of years. Ianniello Joseph R.

CFO 97

CFO Finance Forecasting GAAP 97

Jedox Finance

APRIL 4, 2023

Working capital indicates how readily organizations can withstand disruptions and uncertainty, such as economic downturns, inflation, and recession. Working capital forecasting Working capital forecasting involves making assumptions about the future, which becomes nearly impossible in times of uncertainty.

Forecasting 52

Forecasting Cash Flow Forecasting Cash Management Profit and Loss 52

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

The Finance Weekly

MARCH 4, 2024

,, Cash flow numbers are really important in finance. Cash Flow Management Tips to Apply to Your Business Problem 1: Misreading Cash Flow and Profit Cash flow is about tracking how money moves in and out of a business. Profit, however, is what's left over after you take away all the costs from what you earn.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting Sales Finance 52

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 130

Economics Valuation Treasury Forecasting 130

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

Barry Ritholtz

DECEMBER 21, 2023

It’s rooted in the idea that investors and businesses and economic cycles have regular patterns. And then I used to do those numbers by hand using the Barron’s MarketLab pages and, you know, underlining stuff and using an anti machine and all that by hand work, which was Educational. They don’t always work.

Profit and Loss 126

Profit and Loss Investments Marketing Forecasting 126

PYMNTS

AUGUST 12, 2020

“We continued to take aggressive actions to reduce costs and increase our underlying unit economics in the quarter, which has put Lyft on track to achieve $300 million of annualized fixed cost savings by the end of the year,” Chief Financial Officer Brian Roberts said in the company’s earnings release.

Profit and Loss 56

Profit and Loss Forecasting Economics Numbers 56

PYMNTS

SEPTEMBER 6, 2016

Bitcoin’s Fall Forecast. Currently, blocks of transactions on the bitcoin blockchain have a storage size of just 1MB, which limits the number of transactions the network can process, and there is no immediate resolution. Federal Reserve, the Bank of Japan and the European Central Bank discussed ways to meet current economic challenges.

Forecasting 43

Forecasting Currencies Economics Profit and Loss 43

Musings on Markets

JULY 17, 2023

That has not happened either, as employment numbers have stayed strong, housing prices have (at least up till now) absorbed the blows from higher mortgage rates and the economy has continued to grow. In the process, the implied equity risk premium, which peaked at 5.94% on January 1, 2023, is back down to 5% at the start of July 2023.

Marketing 95

Marketing Treasury Currencies Valuation 95

PYMNTS

NOVEMBER 4, 2020

Are media buyers burning through budgets at the last minute just to preserve them for a better shot next year, or will the ad rebound collectively help recoup 2020 losses with holiday sales? did strong Q3 numbers, with PYMNTS reporting that “Alphabet said search and other advertising revenues rose 6 percent year over year to $26.3

Sales 70

Sales Advertising Profit and Loss Budgeting 70

Musings on Markets

SEPTEMBER 19, 2023

Customers get the time-savings and convenience from having grocery shopping (and delivery, if chosen) done for them, but they pay in the form on both delivery fees and a service charge of 5-10% of the bill, depending on the store picked and the number of items in the basket.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

Musings on Markets

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Musings on Markets

MARCH 19, 2022

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 100

Economics Valuation Treasury Forecasting 100

Musings on Markets

NOVEMBER 9, 2021

The automobile business has been in trouble for quite a while, struggling with anemic revenue growth in the aggregate, and abysmal profit margins, with even the very best in the group struggling to earn returns that match, let alone beat, their costs of capital.

Valuation 99

Valuation Profit and Loss Manufacturing Investments 99

Musings on Markets

SEPTEMBER 11, 2023

In the 1970s, Hollywood discovered the payoff from blockbuster movies, and the movie business became increasingly dependent on the biggest blockbusters delivering enough revenues and profits to cover a whole host of movies that either lost money or broke even. Embedded in these numbers are two other trends worth noting.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

PYMNTS

MAY 8, 2017

Over 30,000 Berkshire Hathaway shareholders met in Omaha, Nebraska, this past weekend to gain insight on a number of topics from chairman and CEO Warren Buffett. Profits fell 27 percent to $4.06 billion, or $2,469 per share, down from Reuters’ forecast of $4.37 Autonomous vehicles widespread would hurt us.”.

Profit and Loss 40

Profit and Loss Healthcare Forecasting Economics 40

Musings on Markets

OCTOBER 19, 2021

It extends into materiality, by reframing that concept in terms of value, rather than profits, and connecting it to disclosure, with disclosure requirements increasing proportionately with the value effect. I don’t think so, but you can see why the company was tempted to go with that inflated number to push a “big market” narrative.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Planful

JANUARY 11, 2022

And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Finvisage

JANUARY 2, 2020

The report further proceeds with Results and Findings column, confronting data on several key economic factors affecting TCI on a macro scale. Subsequently, the report touches upon the UK’s current economic environment and TCI’s recent market status. It does not aim to replace profits lost on the transaction.

Construction 52

Construction Manufacturing Economics Profit and Loss 52

PYMNTS

AUGUST 22, 2019

billion) for an effort that has seen the number of lenders in the nation reduced by a third to 23, savings and loans companies reduced to 25 from 40, finance houses trimmed to 11 from 19, and micro-finance and micro-credit lenders reduced by roughly 70 percent to 168, from 554. So far the government has paid at least 12 billion cedis ($2.2

Banking 46

Banking Profit and Loss Restructuring Finance 46

PYMNTS

SEPTEMBER 20, 2019

The boon of not coming public is that firms do not have to report numbers every quarter, or get caught up in the mindset of managing expectations while keeping an eye on the stock price. The shelving shows that investors are increasingly worried about how at least some “new economy” firms can weather economic cycles.

Valuation 49

Valuation Profit and Loss Compliance Forecasting 49

CFO Share

SEPTEMBER 29, 2021

Don’t get me wrong – employee satisfaction definitely affects profits. Productivity is the net of all efficiency gains and losses. The Finance Team works on highly collaborative projects like strategic business forecasting , pro forma services , and due diligence services. Slower delivery due to difficulty collaborating.

Profit and Loss 59

Profit and Loss Financial Analysis CFO Finance 59

Musings on Markets

AUGUST 15, 2023

If you do assume that markets will price away this excess profit, you then have the basis for the models that are used to value options and other derivative assets. The most obvious reason is economic, where a crisis and collapse in government revenues, from taxes and other sources, causes a government to be unable meet its obligations.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Planful

OCTOBER 5, 2021

Who could argue with fewer days spent in consolidation, forecasting, and reporting? This way, the FP&A system functions as a single source of truth housing all of the most up-to-date data, and the finance team doesn’t have to lose time at the end of each month culling and consolidating numbers from across the business.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Benchmarking 40

Barry Ritholtz

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. ’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. But those forecasts are, you know, not particularly reliable.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. And it’s always going to expect to lose some of those profits when the trend reverses, but still end up capturing the meat of the trend.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. Meaning, low beta stocks have kept up with high beta stocks, which in the simplest theory, they’re not supposed to.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

CFO News Room

FEBRUARY 2, 2023

On Monday, the White House announced that it will let the Covid-related public health emergency declarations expire on May 11, 2023… [T]he numbers don’t lie. Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. But the Democrats weren’t finished. It’s easy to imagine a future without corrupt a s.

Advertising 130

Advertising Healthcare Profit and Loss Education 130

Musings on Markets

JANUARY 9, 2021

In closing, I also want to dispense with the notion that data is objective and that numbers-focused people have no bias. Finally, it is worth noting that, notwithstanding the travails of last year, the number of firms in the data universe increased from 44,394 firms at the start of 2020 to 46,579 firms, a 4.9%

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

PYMNTS

APRIL 17, 2017

In a conversation with economist and author of “Matchmakers: The Economics of Multi-Sided Platforms,” David Evans, in 2009, Co-Founder and CEO Jack Dorsey initially hinted at ambitions of controlling both ends of the payments ecosystem with what he called a “more elegant” payments experience. But profitability has remained elusive.

Profit and Loss 44

Profit and Loss Accounting Marketing Sales 44

Barry Ritholtz

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 57

Economics Marketing Manufacturing Profit and Loss 57

Barry Ritholtz

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. They had the access to loss and excel really.

Valuation 115

Valuation Education Finance Numbers 115