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08:30
Jul 24 ◎
Jul 24 ◎
AXP
AC
OPENAI
AAPL
LOW
▾
HIGH
Management is confident in momentum, raising revenue guidance and reinvesting in growth, signaling durable mid-teens EPS compounding despite not raising EPS guide.
"Based on our better than expected performance year to date, we are raising our full year revenue growth guidance to 10% and we plan to reinvest this outperformance in growth initiatives"
AXP WATCH
The partnership enriches Amex's premium travel value proposition, likely driving engagement for Accor's hotel brands.
"we announced a new global partnership with All Accor, the booking and loyalty platform for Accor's portfolio of 45 worldwide hotel brands"
AC WATCH
Co-branded AI credit signals deepening partnership with OpenAI and a push to attract business customers.
"introduced the $300 CHAT GPT Business Annual Statement Credit for our U.S. Business Platinum and Gold Card members"
OPENAI WATCH
Integration with Apple Pay enhances Amex's digital payment utility and engagement with Apple's ecosystem.
"card members can redeem membership reward points directly within Apple Pay"
AAPL WATCH
Transfer of the Lowe's co-brand portfolio to a new issuer removes a revenue stream but has negligible net income impact.
"we transferred one of these portfolios, the Lowe's portfolio to be specific"
LOW WATCH
Upcoming transfer of the Amazon co-brand portfolio will similarly affect NII but not earnings.
"the Amazon portfolio in Q3"
AMZN WATCH
Refresh of Delta co-brand card contributed to earlier card fee growth cycles, indicating ongoing partnership.
"the refresh of the Delta card and the Gold card"
DAL WATCH
HIGH
08:30
Apr 23 ◎
Apr 23 ◎
AMZN
LOW
OPENAI
AXP
▾
HIGH
American Express is exiting its co-brand portfolios with Amazon and Lowe's, which will cause a low single-digit drag on spend growth in SME from Q2 onward but negligible impact on pre-tax income.
"the Amazon and the Lowe's book will roll off"
AMZN WATCH
Same as Amazon - the co-brand portfolio exit will have minor revenue headwinds but no PTI impact.
"the Amazon and the Lowe's book will roll off"
LOW WATCH
American Express includes a ChatGPT benefit in its commercial card offerings, indicating ongoing partnership with OpenAI to enhance product value propositions.
"we have the OpenAI chat GPT benefit"
OPENAI WATCH
Despite macro uncertainty, management expressed strong confidence, delivered Q1 above expectations, and is reinvesting the overperformance into marketing and technology to sustain momentum, signaling a bullish outlook for the remainder of the year.
"We are reaffirming our full year 2026 guidance of 9% to 10% annual revenue growth and EPS of $17.30 to $17.90."
AXP WATCH
HIGH
08:30
Jan 30 ◎
Jan 30 ◎
AXP
IAG
ALNPY
AFRAF
TOST
▾
HIGH
Management reaffirms mid-teens EPS growth aspiration and 9-10% revenue growth, driven by premium card momentum, investment discipline, and credit stability.
"we expect 2026 revenue growth of 9% to 10% and EPS of $17.30 to $17.90."
AXP WATCH
Renewal of co-brand partnership signals continued collaboration; positive for British Airways' loyalty program revenue.
"renewed and expanded our relationships with key international co-brand partners, including British Airways, ANA, and Air France KLM."
IAG WATCH
Renewal of co-brand partnership supports ANA's loyalty program and card issuance.
"renewed and expanded our relationships with key international co-brand partners, including British Airways, ANA, and Air France KLM."
ALNPY WATCH
Renewal of co-brand partnership expands Air France-KLM's reach to Amex premium cardholders.
"renewed and expanded our relationships with key international co-brand partners, including British Airways, ANA, and Air France KLM."
AFRAF WATCH
Toast partnership integrates restaurant POS data, likely driving incremental transaction volume for Toast.
"We continued to build our membership assets with new lounges, the expansion of our hotel network, the Toast partnership, and a series of new card member experiences."
TOST WATCH
Amex Platinum benefit driving higher spend at Lululemon, which may boost LULU's sales from premium cardholders.
"The engagement with Lululemon, the engagement with Resi, the engagement with the hotel credit was pretty quick with our existing customers."
LULU WATCH
Platinum card refresh drove lowest acquisition costs in two years while shifting mix to fee-paying cardholders, suggesting Amex is gaining marketing efficiency versus peers. — If Amex can acquire premium cardholders more cheaply, it puts pressure on competitors to either match value props or accept higher churn.
"you just saw Capital One just acquired Brex. You've got Ramp out there. We acquired Center last year, which we'll be launching probably by mid-year."
COF WATCH
JPM WATCH
C WATCH
Amex's shift to in-house expense management (Center) from Concur/SAP could reduce SAP's revenue from Concur partnership and signals a broader trend of vertical integration in corporate card software. — If other large issuers follow Amex's lead, Concur (SAP) may lose a key distribution channel for corporate T&E solutions.
"rather than partnering with expense management providers as we've done with whether it was Concur or IBM before that, we'll now have our own expense management offering."
SAP WATCH
Amex previously used IBM expense management; new in-house solution ends that relationship, though IBM likely already de-emphasized this line.
"rather than partnering with expense management providers as we've done with whether it was Concur or IBM before that, we'll now have our own expense management offering."
IBM WATCH
HIGH
08:30
Oct 17 ◎
Oct 17 ◎
AXP
LULU
▾
HIGH
Management raised full-year guidance citing robust Q3 results and very strong early uptake of the Platinum refresh, indicating confidence in sustained growth.
"We now expect full-year revenue growth of 9 to 10 percent and EPS between $15.20 and $15.50."
AXP WATCH
Lululemon is one of the partners in the Platinum refresh; early demand for the benefit suggests strong consumer interest.
"we saw very strong engagement in the new benefits and over 500,000 requests for the new MiraCard"
LULU WATCH
HIGH
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