Earnings calls, loved by some CFOs and dreaded by others, provide an opportunity for finance leaders and their fellow executives to verbalize their organization’s progress. Each month, CFO.com compiles interesting insights shared by CFOs during these calls, including statements about their company, analysis of financial data and answers to analysts' questions.
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The CFO Earnings Dispatch
Monthly updates on interesting takes from CFOs on their company’s earnings calls.
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Earnings update: Zoom, Virgin Galactic, Nvidia, Warner Bros Discovery and more
By Adam Zaki • Dec. 11, 2025CFOs, including Gunnar Wiedenfels of Warner Bros. Discovery and Colette Kress of Nvidia, addressed disciplined spending, sharper personalization and AI strategy on last month's earnings calls. Read the full article ➔
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October earnings update: Amazon, Fiserv, Eli Lilly, Reddit, Tesla and more
By Adam Zaki • Nov. 5, 2025Heineken’s Harold van den Broek said beer demand remains soft, Tesla’s Vaibhav Taneja flagged tariff drag, Brian Dykes talked UPS’ liquidity and Lucas Montarce lifted Eli Lilly’s outlook. Read the full article ➔
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August earnings update: Affirm, Build-A-Bear, Intuit, MSG Entertainment, Rumble
By Adam Zaki • Sept. 4, 2025Affirm outlines interest-rate impacts, Build-A-Bear warns about tariffs, and J.M. Smucker details its coffee pricing strategy, while Intuit and Rumble lean on AI and new revenue streams. Read the full article ➔
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July earnings update: Boeing, UnitedHealth Group, Starbucks, Coca-Cola and BlackRock
By Adam Zaki • Aug. 6, 2025Cathy Smith of Starbucks talks long-term cost structure, John Murphy of Coca-Cola focuses on margin expansion and Kim Kuryea of General Dynamics highlights record backlog and cash flow. Read the full article ➔
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June earnings update: Paychex, FedEx, Carnival, Chewy, Petco and Lululemon
By Adam Zaki • July 11, 2025Paychex’s Bob Schrader on reinvesting post-acquisition, FedEx’s John Dietrich details cost discipline and Lululemon’s Meghan Frank addresses tariff pressure and managing expenses "prudently." Read the full article ➔
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May earnings update: Macy’s, BJ’s, Ralph Lauren, Dick’s Sporting Goods, Cava and LoanDepot
By Adam Zaki • June 3, 2025Ralph Lauren’s Justin Picicci on cautious guidance amid cost inflation, Dick’s Sporting Goods’ Navdeep Gupta highlights its Foot Locker acquisition and BJ’s Laura Felice talks consumer spending. Read the full article ➔
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April earnings update: Robinhood, Sleep Number, Starbucks, Ally Financial and State Street
By Adam Zaki • May 1, 2025Robinhood's Jason Warnick on investment strategy, Sleep Number's Francis Lee details a new cost-cutting strategy and State Street's Mark Keating shares the results of ongoing transformation efforts. Read the full article ➔
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March earnings update: How finance leaders are navigating tariffs
By Adam Zaki • April 1, 2025On their most recent earnings calls, CFOs from Lululemon, Nike, Five Below, Volkswagen, Traeger, Costco, Macy's and Target discussed tariff uncertainty. Read the full article ➔
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February earnings update: Palantir, Eli Lilly, Walmart, Lemonade and more
By Adam Zaki • March 5, 2025MicroStrategy’s Andrew Kang talks about bitcoin holdings, Krispy Kreme’s Jeremiah Ashukian discusses business model changes and Lemonade’s Tim Bixby shares growth stats. Read the full article ➔
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January earnings update: Netflix, Halliburton, American Express, Starbucks and Southwest
By Adam Zaki • Feb. 10, 2025Netflix’s Spencer Neumann talks about growth, Halliburton's Eric Carre on revenue QoQ, Starbucks’ Rachel Ruggeri on marketing spend and more. Read the full article ➔
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November earnings update: Workday, Intuit, Disney, Walmart, DraftKings, Honda and more
By Adam Zaki • Dec. 3, 2024Workday’s Zane Rowe discussed how his finance team has maintained growth, Kohl’s Jill Timm shared the retailer’s challenges as it heads into its busiest season and Sandeep Aujla feels bullish in Intuit’s money segments strategy. Read the full article ➔
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October earnings update: Apple, Uber, Starbucks, Meta, Lockheed Martin and more
By Adam Zaki • Nov. 5, 2024This month's update features takes from the CFOs of Apple, Uber, Starbucks, Meta, Alphabet, ServiceNow, Boeing, Coca-Cola, Lockheed Martin, Philip Morris and Nike. Read the full article ➔
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September earnings update: Costco, CarMax, FedEx, Kroger, General Mills and Lands’ End
By Adam Zaki • Sept. 30, 2024Costco’s Gary Millerchip discussed macroeconomics, Kroger’s Todd Foley talked shrink and John Dietrich discussed FedEx’s post-U.S. postal service contract loss plan. Read the full article ➔
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August earnings update: CFOs of Affirm, Nvidia, Intuit, Eli Lilly, Yeti and Bumble offer outlook
By Adam Zaki • Aug. 30, 2024Kelly Dilts discusses Dollar General’s customers’ purchasing behavior, Affirm has a “killer quarter” and Nvidia’s Colette Kress highlights new areas for growth. Read the full article ➔
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July earnings update: CFOs of Alphabet, Tesla, BlackRock and AT&T offer outlook
By Adam Zaki • July 30, 2024CFOs from publicly traded companies of all sizes verbalized various takes during their earnings calls this month. Read the full article ➔
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June earnings update: Kroger, Dollar Tree, Lululemon, Aurora Cannabis CFOs share insights
By Adam Zaki • June 25, 2024“We've seen a slower start to the year in line with our expectations,” said Lululemon CFO Meghan Frank. “In addition, we continue to plan for multiple scenarios and manage our business to protect against downside.” Read the full article ➔
