SOFI - Social Finance WKN: A2QPMG ISIN: US83406F1021 Kürzel: 6B0 Forum: Aktien User: aktientagebuch
Unaided brand awareness now at 10%, up over 300bps YoY -TGL and NBA keep setting new records in terms of engagement -Crypto supercycle is going to benefit SoFi as a tech company with the strength of being a national bank >Blockchain benefits will be visible across the whole SoFi ecosystem -SoFi USD is at the heart of this strategy -SoFi Plus after relaunch well over $1000 in annual savings for members per year >Initial results are incredibly positive, strong growth in subscribtions -Tech platform: >New unified brand launch rollout in coming months >13 new clients generating revenue this quarter already >2026 expanded relationships with one of the top 3 telecommunication companies in the US >Major step forward in new core platform for SoFi bank, will bring new banking stack to other institutions, seamless integration -Lending segment: >Personal loans continue taking share from competition >New product features coming (like rolling out personal loan stock coach, streamlining application experience) >Expand credit to more members in the future potentially (THIS IS REALLY BIG) -Student loans: best quarter ever, 2.2X growth just YoY -Home lending: momentum building, up nearly 2.4X YoY Healthy growth in TBV, discussion on capital raises: these were opportunistic, NOT DILUTIVE ON PER SHARE BASIS, TBV per share increased drastically, up 3% QoQ
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Thema | ||
|---|---|---|---|
| 1 | RHEINMETALL Hauptdiskussion | -5,54 % | |
| 2 | INTEL Hauptdiskussion | +5,82 % | |
| 3 | ITM POWER Hauptdiskussion | -6,65 % | |
| 4 | Diginex | -2,31 % | |
| 5 | PLUG POWER Hauptdiskussion | -0,88 % | |
| 6 | DEUTSCHE TELEKOM Hauptdiskussion | +0,11 % | |
| 7 | BAYER Hauptdiskussion | +0,27 % | |
| 8 | S + T Hauptdiskussion | +1,85 % | |
| 9 | Mercedes-Benz Group Hauptdiskussion | +0,80 % | |
| 10 | BioNTech Hauptdiskussion | +2,07 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | RHEINMETALL Hauptdiskussion | -5,54 % | |
| 2 | INTEL Hauptdiskussion | +5,82 % | |
| 3 | ITM POWER Hauptdiskussion | -6,65 % | |
| 4 | Diginex | -2,31 % | |
| 5 | PLUG POWER Hauptdiskussion | -0,88 % | |
| 6 | DEUTSCHE TELEKOM Hauptdiskussion | +0,11 % | |
| 7 | BAYER Hauptdiskussion | +0,27 % | |
| 8 | S + T Hauptdiskussion | +1,85 % | |
| 9 | Mercedes-Benz Group Hauptdiskussion | +0,80 % | |
| 10 | BioNTech Hauptdiskussion | +2,07 % | Alle Diskussionen |