Musings on Markets

SEPTEMBER 5, 2024

Over the last two decades, companies have supplemented the financial reports with guidance on key metrics , particularly revenues, margins and earnings, in future quarters. Earnings Reports: Reading the Tea Leaves So what do you learn from earnings reports that may cause you to reassess what a stock is worth?

Marketing 118

Marketing Valuation Profit and Loss Forecasting 118

Cube Software

MAY 10, 2023

It is important to accurately track and report unearned revenue, so you can properly manage profit margins. The balance sheet, also known as the “Statement of Financial Position,” presents a snapshot of a business's assets, liabilities, and equity. It’s essentially a summary of the business’s financial performance.

GAAP 52

GAAP Profit and Loss Accounting Principles Financial Data 52

Cube Software

MAY 11, 2023

The answers—based on different sources of data like market research or historical sales information—guide internal decision-making to promote regular, sustainable growth as well as create contingency plans for worst-case or best-case scenarios. Think of pro forma statements as a monetary crystal ball, a guiding financial forecast.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Adam Kae

SEPTEMBER 24, 2020

Here's a Brief List of (Some) CFO Tasks: Financial Reporting. You should be producing regular reports of your finances. These include Cash Flow Statements, Profit/Loss Statements, and Balance Sheets. It's one thing to have QuickBooks run a report. You went to school to be a doctor, not a sales negotiator!

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Musings on Markets

NOVEMBER 1, 2023

To deliver this growth, I did assume that Tesla would have to invest large amounts of capital in capacity, and that this would create a significant drag on value, resulting in a equity value of just under $10 billion. In subsequent valuations, I modified and adapted this story to reflect lessons that I learned about Tesla, along the way.

Valuation 116

Valuation Profit and Loss Numbers Sales 116

The Finance Weekly

OCTOBER 29, 2024

Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Future CFO

JULY 13, 2020

With the sales being affected with advertisers not placing the ads, we are mulling over scenarios where we adapt a revenue-share or profit-share basis to be able to fund new programmes. Because programming licenses are very high, and we may not meet some profitability scenarios that we have. Jarod Suwahjo. Iskandar Sham.

Planning 52

Planning Finance Manufacturing Advertising 52

The Charity CFO

JANUARY 17, 2022

And then, there are a series of reports and financial statements you’ll use to communicate the financial reality of your organization to potential donors, the IRS, watchdog agencies, and other stakeholders. The basic accounting principles for nonprofit organizations are the same as accounting for for-profit companies. .

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

The Charity CFO

FEBRUARY 25, 2022

Because even if you only have one bank account, bill, investment, or expense, you’ll need one. It’s a list of the accounts you use in your organization to track your financial transactions. Your financial reports will be organized according to the accounts in your Chart of Accounts. 3000: Equity / Net Assets.

Nonprofit 98

Nonprofit Accounting Accounts Payable GAAP 98

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 117

Investments Marketing Profit and Loss Banking 117

Barry Ritholtz

NOVEMBER 7, 2023

And that’s me being like the, the know-It-all, you know, financial reporter. The, it’s not even return on investment, here’s our $50 billion. And I would tell them, well listen, first of all, as a reporter, I’m not supposed to invest in anything. We’re all stuck at home.

Numbers 62

Numbers Profit and Loss Banking Finance 62