E78 Partners

NOVEMBER 18, 2024

Budget Mismanagement: With a clear financial plan, interim leaders may be able to manage budgets effectively, resulting in overspending or resource misallocation. Loss of Stakeholder Confidence: Investors and clients may become wary during leadership changes, which can cause fluctuations in stock prices or contract renewals.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

CFO Talks

MAY 8, 2025

A sudden change in regulations can transform a profitable investment into a costly liability. Build Contingency Plans Even the best investments can go wrong. Thats why you need a Plan B (and maybe even a Plan C). Set loss limits and exit triggers for your investments. Legal and Regulatory Risk: Are you compliant?

Investments 52

Investments Profit and Loss CFO Credit Risk 52

Global Finance

JUNE 9, 2025

Utilizing AI, the app provides leads and insights in a range of areas including travel planning and household budgeting. Akbank reports that its gross profits have ballooned since the launch. Retail bank customers can now purchase credit protection insurance to cover loan installment payments in case of illness or job loss.

Profit and Loss 52

Profit and Loss Cash Management SAP Reconciliations 52

CFO Plans

MARCH 17, 2025

Flipping real estate properties is an enticing venture, promising substantial profits for those who master its intricacies. Unlock Expert Financial Support with CFO Plans to ensure your real estate flipping ventures are backed by a solid financial strategy from the start. This is where CFO Plans comes into play.

Profit and Loss 52

Profit and Loss Budgeting CFO Prioritization 52

Global Finance

OCTOBER 29, 2024

Abu Dhabi Development Holding Company (ADQ) has agreed to acquire a 96% stake in Bank Audi’s loss-making Turkish subsidiary, Odeabank, as the United Arab Emirates deepens economic relations with Turkey. In May, Fitch Ratings cautioned banks in the six-member Gulf Cooperation Council (GCC) about unchecked growth plans.

Profit and Loss 64

Profit and Loss Foreign Exchange Banking Forecasting 64

CFO Talks

JUNE 11, 2025

Leadership teams could not reliably distinguish between profitable and loss-making divisions. In more than one organisation, it took an outsider to unpack flawed cost allocations, identify duplication, and remove legacy assumptions about profitability. When job losses are unavoidable, it is better to be transparent.

Leadership 52

Leadership Profit and Loss Communication Restructuring 52

Global Finance

DECEMBER 9, 2024

But because the market was not active, even though the company was profitable and the valuation was going up, the stock price was not moving on the exchange. But for you to exit two years after you invest, you want to see the profits that have been retained, reflected in the price. GF : Otherwise, its a loss. GF : Less than 12%.

Marketing 98

Marketing Banking Finance Profit and Loss 98

CFO Talks

FEBRUARY 26, 2025

However, a poorly executed deal can cause financial losses, employee dissatisfaction, and even the downfall of a company. Discounted Cash Flow (DCF) Analysis DCF estimates the future profits of a business and calculates their present value. Poor integration can lead to employee turnover, customer loss, and operational disruptions.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

Barry Ritholtz

APRIL 15, 2025

Think of this as the discounting function of the markets, assessing a range of corporate revenues and profits over the next four quarters. equities implies a significantly lowered set of revenues and profits the following year. We’ve already seen consumers begin to freeze travel and spending plans in place.

Profit and Loss 127

Profit and Loss Economics Treasury Leadership 127

Barry Ritholtz

APRIL 17, 2025

Fees of 2% plus 20% of the profits are a huge drag on performance. The SVB loss served me right; it was a reminder of how quickly I get cocky and arrogant after a score. It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing.

Investments 107

Investments Profit and Loss Math Accounting 107

CFO Talks

FEBRUARY 18, 2025

Without proper planning, companies may struggle to pay bills, manage debts, or take advantage of new opportunities. Invest money wisely to earn profits without taking unnecessary risks. These changes can make it difficult for businesses to plan, which is why companies must be prepared to handle financial ups and downs.

Treasury 52

Treasury Profit and Loss Currencies Risk Management 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. Many stakeholders view cybersecurity as an operational expense rather than a strategic investment, impacting the company's short-term profitability.

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Thought Leader

OCTOBER 29, 2024

The company operated two businesses: one generating about $30 million in EBITDA, while the other incurred annual losses of roughly $10 million. Gronen proposed a strategy to merge the two operations, consolidating efforts to increase profitability. Our AI tools help identify suspicious activities, reducing the risk of financial loss.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Finance Profit and Loss 52

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Profit and Loss 98

Profit and Loss Practice Management Leadership Retail 98

CFO Plans

FEBRUARY 17, 2025

It’s imperative to track financial health indicators, such as cash flow statements, balance sheets, and profit and loss accounts. Learn how CFO Plans can help you monitor these vital signs. Sustainable growth strategies ensure that every step forward is backed by careful planning and financial stability.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

Nerd's Eye View

NOVEMBER 12, 2024

What's unique about Larry, though, is how he is able to get clients comfortable with taking equity market risk using an approach that actually puts 85% or more of client funds in Treasuries (effectively creating a floor on potential losses) while investing the rest into options on equity indexes to offer potential upside that still can approximate (..)

Profit and Loss 52

Profit and Loss Treasury Marketing Investments 52

Global Finance

APRIL 5, 2025

Anthony Noto Global Winners By Sector Financial Institutions: UBS In 2024, UBS showed strong net profit and high client activities. The bank plans to repurchase $1 billion in shares in the first half of 2025 and an additional $2 billion in the second half. Lyndsey Zhang Healthcare: J.P. Morgan J.P. billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

CFO Talks

FEBRUARY 6, 2025

Without good financial planning, even a profitable company can run into trouble. Getting insurance to cover unexpected losses. By planning, companies can avoid big financial problems and stay strong even when unexpected challenges arise. Paying dividends Giving part of the profits to shareholders.

Corporate Finance 52

Corporate Finance Finance Profit and Loss Investments 52

Musings on Markets

FEBRUARY 18, 2025

The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CSC Advisors

MAY 22, 2025

Whether you’re an investor eyeing a profitable property or a business owner seeking to expand your operations, getting the right financing is essential. Business Financials: Analysts scrutinize your companys financial health by reviewing profit-and-loss statements, balance sheets, tax returns, and cash flow projections.

Profit and Loss 52

Profit and Loss Finance Securities Construction 52

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. What can a business do to plan for continually shifting tax rules?

Tax Planning 256

Tax Planning Planning CFO SAP 256

Global Finance

OCTOBER 31, 2024

During this time, much of the sector enjoyed healthy profitability bolstered by expanding net interest margins. To maintain growth and profitability, these institutions must continue to embrace innovation to boost revenue and increase the efficiency of bank operations. 21 as a result of a Moody’s upgrade to Aa2 in May 2024.

Banking 59

Banking Profit and Loss Risk Management Leadership 59

Global Finance

JULY 8, 2025

But most described a landscape where contingency planning, hedging, and “wait-and-see” strategies have become the norm. Nguyen Dung Yoong, founder and CEO Ideainvest or — SME Consulting Nguyen Dung Yoong, founder and CEO Ideainvest Global Finance: How is your company reacting to Trump’s tariff plans?

Manufacturing 126

Manufacturing Profit and Loss Planning Marketing 126

CFO News Room

FEBRUARY 2, 2022

startled investors with a sharper-than-expected decline in profits and a gloomy outlook in its first earnings report since Chief Executive. and Canada, two of the company’s most profitable markets, the results show. billion profit for the fourth quarter, below analyst expectations of $10.9 Facebook parent. Meta Platforms Inc.

Profit and Loss 130

Profit and Loss Advertising Valuation Investments 130

CFO Simplified

APRIL 17, 2022

As Iowa State University reminds us, “profitability is the primary goal of all business ventures.”. Business leadership is often responsible for measuring current, past, and future profitability. But what is profitability? This CFO Simplified client watched profitability slowly disappear—until they incurred a $125,000 loss.

General Ledger (GL) 92

General Ledger (GL) Profit and Loss General Ledger CFO 92

Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Steps in the financial planning process.

Planning 138

Planning Profit and Loss Sales Investments 138

PYMNTS

AUGUST 11, 2020

With its losses mounting, the London-based digital bank may need to tap into its corporate reserves to keep up with its expansion plans. The company posted a total loss of $139.6 Revolut attributed the losses to its expansion into new markets and the introduction of new products. million (£106.5

Profit and Loss 95

Profit and Loss Foreign Exchange Startups Banking 95

PYMNTS

DECEMBER 18, 2020

Secondhand eCommerce platform Poshmark filed for an initial public offering (IPO) after posting more than $30 million in profit across two consecutive quarters. “We We only recently became profitable and have experienced net losses. The Silicon Valley startup posted a net loss of $14.5 million last year.

Profit and Loss 82

Profit and Loss Startups eCommerce Economics 82

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. This statement provides information about whether your business can generate a profit by reducing costs or increasing revenue.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

NOVEMBER 12, 2018

Online lender Social Finance (SoFi) continues to struggle, recording an adjusted loss of around $12 million during the third quarter before interest, taxes, depreciation and amortization. The FinTech company has now recorded losses for the second consecutive quarter. In August, it posted a second quarter loss of about $200 million.

Profit and Loss 73

Profit and Loss Leadership Investments Finance 73

CFO News Room

NOVEMBER 5, 2022

in premarket trading despite reporting a smaller-than-expected quarterly loss and revenue that topped Wall Street forecasts. after reporting better-than-expected quarterly revenue, even though its loss was larger than analysts had anticipated. Cinemark (CNK) – The movie theater operator’s stock rallied 6.5% Warner Bros.

Profit and Loss 130

Profit and Loss Forecasting Economics Sales 130

CFO News Room

NOVEMBER 4, 2022

Check out the companies making the biggest moves midday: Starbucks — The Seattle-based coffee company jumped nearly 9% after reporting quarterly profit and revenue that topped expectations. Block — Shares jumped 10% after the mobile payments company surpassed profit and sales expectations in its third-quarter results.

Profit and Loss 130

Profit and Loss Forecasting Sales Economics 130

CFO News Room

NOVEMBER 10, 2022

Nio (NIO) – The China-based electric car maker posted a wider-than-expected quarterly loss, but said it expected deliveries to nearly double in the current quarter from a year ago. in the premarket after it reported a wider-than-expected quarterly loss. WeWork also plans to exit about 40 underperforming locations this month.

Profit and Loss 130

Profit and Loss Forecasting Sales Investments 130

CFO News Room

NOVEMBER 3, 2022

after the company reported a smaller-than-expected quarterly loss as well as revenue that topped analyst forecasts. UBS highlighted Tal’s strong topline beat and improved profitability outlook. after Royal Caribbean reported third-quarter earnings that beat profit and sales forecasts. per share loss.

Profit and Loss 130

Profit and Loss Forecasting Education Sales 130

Centage

AUGUST 29, 2022

Along with being agile and able to pivot on a dime, these businesses have the ability to make decisions and act on them with confidence, and that means mastering the art of scenario planning. The end result is improved forecasting when it comes to revenue, profitability, and cash flow.

Planning 98

Planning Forecasting Profit and Loss Budgeting 98

CFO News Room

DECEMBER 26, 2022

in the premarket after its quarterly profit and revenue fell well short of estimates. in premarket trading after the chip maker reported a wider-than-expected quarterly loss and revenue that fell short of Wall Street forecasts. in premarket trading after reporting better-than-expected profit and revenue for its latest quarter.

Profit and Loss 130

Profit and Loss Forecasting Startups Technology 130