CFO

Apple
2026-07-30 21:30:41

Apple CFO expects roughly 15% year-over-year growth in fourth-quarter iPhone revenue

ChainCatcher, citing Jin10, reported that Apple Chief Financial Officer expects iPhone revenue in the fourth quarter to rise by about 15% from a year earlier. The brief item centers on management’s stated expectation for iPhone revenue growth. No additional financial details, product breakdown, or timing beyond the fourth quarter were provided in the source text. The report attributes the information to Jin10 and does not include a direct quote from the executive.

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Apple CFO expects roughly 15% year-over-year growth in fourth-quarter iPhone revenue
Unitree
2026-07-30 14:56:00

Unitree employee asset management plans eye IPO strategic placement, Wang Xingxing to subscribe RMB 15 million

Chinese robotics company Unitree disclosed in its prospectus for an initial public offering on Shanghai’s STAR Market that senior managers and core employees plan to join the IPO’s strategic placement through two employee asset management plans. The two plans, named Unitree Employee Asset Management Plan No. 1 and No. 2, may take up no more than 10% of the offering, or 4.044643 million shares. Their combined subscription amount is capped at RMB 271.5 million, with the final allocation to be determined after the issue price is set. Unitree said all funds raised by Plan No. 1 and Plan No. 2 will be used for the strategic placement, with payment amounts of RMB 218.5 million and RMB 53 million, respectively. The participant list shows that Plan No. 1 includes 161 people, including CFO Wang Feng, while Plan No. 2 includes 10 people, including chairman Wang Xingxing. Wang is set to subscribe RMB 15 million. Earlier disclosures showed Aug. 5 as the preliminary inquiry date for Unitree’s A-share STAR Market IPO and Aug. 10 as the offline subscription date.

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Unitree employee asset management plans eye IPO strategic placement, Wang Xingxing to subscribe RMB 15 million
Robinhood
2026-07-30 07:03:32

Robinhood posts record Q2 revenue, profit and funded-account growth as prediction markets surge and crypto softens

Robinhood used its Q2 2026 earnings call to deliver two messages at once: the company put up record financial results, and it wants investors to see it as much more than a retail brokerage. Speaking from Nasdaq five years after the company’s IPO bell-ringing, Chairman and CEO Vlad Tenev said Robinhood exists to broaden ownership and argued that a society without widely distributed ownership is fragile. CFO Shiv Verma then laid out a quarter that beat across headline metrics, with net revenue reaching $1.31 billion, up 32% year over year, diluted EPS climbing 48% to $0.62, and adjusted EBITDA rising 35% to $741 million with a 57% margin. Net deposits hit a record $22 billion, while nearly 1 million funded customers were added in the quarter, the highest level since the IPO period nearly five years ago. Prediction markets stood out, generating $156 million in revenue, up more than 10x from a year earlier. At the same time, crypto revenue weakened and in-app crypto trading volume fell 35% year over year. Tenev also spent nearly 20 minutes demoing products including Trump accounts for children, Robinhood Banking, Robinhood Wallet, stock tokens, Robinhood Earn and Robinhood Chain, underscoring the company’s push into a broader financial ecosystem spanning trading, banking, cards, tokenized assets and on-chain finance.

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Robinhood posts record Q2 revenue, profit and funded-account growth as prediction markets surge and crypto softens
Meta Platform
2026-07-29 21:09:42

Meta CFO says industry-wide compute capacity will remain tight for the foreseeable future

Meta Platforms’ chief financial officer said industry-wide compute capacity is expected to stay constrained for the foreseeable future, according to a report cited by ChainCatcher and attributed to Jinshi. The brief item did not provide additional details on which segments of the industry were affected, what time horizon was being referenced beyond the stated outlook, or whether the comment referred to AI infrastructure, cloud resources, chips, or broader computing supply. ChainCatcher published the update under its technology category. No further figures, company guidance, or supporting context were included in the source material provided.

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Meta CFO says industry-wide compute capacity will remain tight for the foreseeable future
Lemonade
2026-07-29 14:07:47

Lemonade shares fall more than 20% after Q2 revenue tops estimates

Lemonade, the U.S.-listed AI insurance company, reported its second-quarter results after the market close, posting revenue of about $294.4 million, up roughly 79% from a year earlier. The figure came in slightly above analysts’ expectation of $291 million. Even so, the market reaction turned negative after the release. According to the source, the company also reaffirmed its path to profitability, but that was not enough to support the stock. Analysts cited a mix of elevated expectations going into the print, a rich valuation, and a CFO transition plan announced during the same period as factors behind the sell-off. BIT (bit.com) market data showed Lemonade shares had dropped more than 20% after the opening bell on July 29. The move came despite revenue growth that beat consensus by a small margin, highlighting how investor positioning and valuation can shape the response to earnings even when headline numbers meet or slightly exceed forecasts.

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Lemonade shares fall more than 20% after Q2 revenue tops estimates
PayPal
2026-07-29 02:03:13

After Rejecting a $53 Billion Buyout, PayPal Faces a Quarterly Test of Its Standalone Case

PayPal’s decision to reject a $53 billion privatization offer from Stripe and Advent International has turned its upcoming earnings release into an immediate referendum on management’s standalone strategy. The offer, disclosed by Reuters on July 15, valued the company at $60.50 a share, a 28% premium to the prior close, and was formally rejected on July 20. By saying no, PayPal’s board effectively argued that the company can generate more long-term value on its own than the cash now on the table. That claim lands at a difficult moment. PayPal’s market value has fallen from nearly $360 billion at its 2021 peak to about $44 billion when the offer emerged, even as payment volumes across the industry have kept growing. The company still controls assets that buyers clearly want, including PYUSD, Venmo, its branded checkout network and data tied to agentic commerce. But investors have also seen years of shifting strategy, CEO turnover, uneven execution and slowing growth in core branded checkout. With second-quarter results due on July 28, investors are looking for more than a headline beat. They want evidence that branded checkout can reaccelerate, Venmo can keep expanding and newer bets such as PYUSD and ChatGPT-linked payments can turn into revenue. If those signals do not appear consistently, the rejected offer may continue to frame how shareholders judge PayPal’s future.

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After Rejecting a $53 Billion Buyout, PayPal Faces a Quarterly Test of Its Standalone Case
Bitcoin Asia
2026-07-29 01:48:20

Bitcoin Asia 2026 adds Deal Day and corporate track in Hong Kong

Bitcoin Asia 2026 will run Aug. 27-28 at the Hong Kong Convention and Exhibition Centre, pairing its broader two-day event with a dedicated business and institutional program built around Deal Day and the Bitcoin for Corporations Symposium. Organizers said the conference is expected to draw more than 10,000 attendees from over 125 countries, with the event hosted by Metaplanet and produced by BTC Inc., a subsidiary of Nasdaq-listed Nakamoto Inc. (NAKA). Deal Day is structured as an invitation-only format focused on scheduled 30-minute one-on-one meetings between Bitcoin companies and banks, funds, and research analysts. BTC Inc. said it will tailor meeting calendars in advance, with the program also including a hosted lunch, panel sessions, and a closing Deal Summit reception. The company cited data from Bitcoin 2026 in Las Vegas, where Deal Day brought together 23 exhibiting companies and 23 investment partners for more than 200 meetings. On the same venue floor, the Bitcoin for Corporations Symposium will return to Hong Kong on Aug. 27 from 10 a.m. to 3 p.m., focusing on how companies are putting Bitcoin on the balance sheet and building supporting financial and operating infrastructure. BTC Inc. also included a forward-looking statements section outlining risks tied to Bitcoin price volatility, distribution channels, regulation, competition, integration with Nakamoto Inc., and macroeconomic conditions.

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Bitcoin Asia 2026 adds Deal Day and corporate track in Hong Kong
Seagate
2026-07-29 01:01:05

Seagate pushes back on bearish views, says FY2027 will bring higher revenue and margins

Seagate Technology used its latest earnings call to argue that demand for high-capacity storage remains stronger than skeptics expect. CEO Dave Mosley said revenue growth in fiscal 2027 will outpace fiscal 2026 and projected full-year growth of 34%. CFO Gianluca Romano added that the company expects both quarterly revenue and gross margin to rise throughout fiscal 2027. Management also said nearline hard drive capacity has already been locked up through long-term supply agreements into 2028, while customers are showing growing interest in planning into 2029. On pricing, Mosley said contracts are typically set for one year, but customers often pay above contracted levels for extra capacity released through yield improvements, supporting a step-by-step rise in pricing. Seagate guided for roughly 57% gross margin and about 50% operating margin in the September quarter, said incremental gross margin is well above 60%, and noted that discounted pricing for early HAMR customers will be gone in that quarter. The company also said its HAMR roadmap remains on schedule, with Mosaic 3 in mass production, Mosaic 4 contributing meaningfully, and Mosaic 5 expected to begin qualification shipments by the end of 2027.

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Seagate pushes back on bearish views, says FY2027 will bring higher revenue and margins