Jun 13, 2019 by Matthew CochraneThe History of the War on CashFrom cash and personal checks to credit cards and cryptocurrencies, the spending habits of global consumers are changing quickly. Here's how this shift occurred...and why it's a good thing.
Jun 12, 2019 by Matthew CochraneLowe's Is Still a Fixer-UpperLowe's latest quarter illustrates how far it still has to go before catching Home Depot in key areas.
Jun 12, 2019 by Matthew CochraneThe Biggest Question Facing Box Inc.Box's most recent earnings beat expectations, but management slashed its long-term guidance. What's going on?
Jun 11, 2019 by Matthew Cochrane3 Big Takeaways From Home Depot's First QuarterThe home-improvement retailer's quarter was far from perfect, but there is still reason for investors to consider it for their portfolios.
Jun 8, 2019 by Matthew CochraneGlobal Payments Acquires Total System Services: Everything Investors Need to KnowThe $21.5 billion blockbuster deal makes it the third-largest in fintech history. Three of the four largest such deals have taken place this year. What's going on?
Jun 7, 2019 by Matthew CochraneOllie's Bargain Outlet Delivers More Double-Digit GrowthIn the first quarter, the discount retail chain opened several new stores, but same-store sales growth slowed.
Jun 1, 2019 by Matthew CochraneIs Verizon Still a Buy?The largest U.S. wireless network carries serious debt and may never again see double-digit growth. Yet it stands to benefit from its 5G efforts and possible industry consolidation.
May 25, 2019 by Matthew CochraneGlobal Payments Is Hungry for GrowthThis payment processing provider has been smartly gobbling up niche enterprise software verticals, giving its entire business model a software makeover.
May 24, 2019 by Matthew CochraneIs Skyworks Solutions a Buy?The trade war clouds Skyworks Solutions' near-term outlook, but its 5G-driven future should still be bright.
May 12, 2019 by Matthew CochraneShopify's Quarter Is a Real PlusShopify's revenue growth continues to wow Wall Street, but not all of its subscription plans are created equal.
May 11, 2019 by Matthew CochraneSquare Finds "Sweet Spot" With Omnichannel CommerceSquare's new online store looks to compete with other e-commerce platforms.
May 10, 2019 by Matthew Cochrane3 Big Takeaways From BlackLine's First QuarterThe company is carving out a profitable niche by disrupting legacy accounting services with a cloud-based, software-as-a-service platform.
May 8, 2019 by Matthew CochraneDiscover a Compelling ValueDiscover Financial Services turned a neat trick in its first quarter, one that it has had trouble performing in the recent past: Growing its loan portfolio while keeping loan losses to a minimum.
May 7, 2019 by Matthew CochraneMastercard Rises on International SuccessHere's how the global payment network is securing a number of new deals overseas.
May 1, 2019 by Matthew CochraneFair Isaac Grows Revenue, Raises GuidanceThe predictive analytics company took advantage of international opportunities in its second quarter.
Apr 30, 2019 by Matthew CochraneDespite Slowing Growth, Moody's Is Still a BuyGrowth is slowing and margins are compressing, so why does this credit ratings agency still make for a good investment?
Apr 30, 2019 by Matthew CochranePayPal's Hidden Growth Potential Makes It a BuyThree reasons why PayPal's "true" revenue growth might be higher than it appears.
Apr 29, 2019 by Matthew CochraneThe Biggest Takeaway From Visa's Second QuarterVisa is working overtime to lift its dragging cross-border volume growth.
Apr 29, 2019 by Matthew Cochrane3 Reasons American Express Is a BuyWhat do all three have in common? They all show that management is working diligently to ensure that its account holders can engage with their cards and rewards in more ways than ever before.
Apr 14, 2019 by Matthew CochraneThe Biggest Deals in Fintech History Are Happening Right NowThe financial services industry is experiencing merger and acquisition activity at unprecedented rates, as new fintech companies disrupt from below and legacy players react to stay relevant.
