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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| 1 | DAX Prognose / Germany 40 | -0,88 % | |
| 2 | VONOVIA Hauptdiskussion | -3,23 % | |
| 3 | DAX / Germany 40 Hauptdiskussion | -0,88 % | |
| 4 | Gamestop RC regelt ✌️ | +4,74 % | |
| 5 | BAYER Hauptdiskussion | -2,74 % | |
| 6 | Virgin Galactica | -3,35 % | |
| 7 | Palantir ohne Schnickschnack | +2,12 % | |
| 8 | DPCM Capital Hauptdiskussion | -4,91 % | |
| 9 | Gamestop, das Ende naht | +4,74 % | |
| 10 | EVOTEC Hauptdiskussion | -3,40 % | Alle Diskussionen |
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Thema | ||
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| 1 | VONOVIA Hauptdiskussion | -3,15 % | |
| 2 | BAYER Hauptdiskussion | -2,88 % | |
| 3 | Gamestop RC regelt ✌️ | +4,57 % | |
| 4 | Palantir ohne Schnickschnack | +2,17 % | |
| 5 | Virgin Galactica | -3,35 % | |
| 6 | DPCM Capital Hauptdiskussion | -4,91 % | |
| 7 | Gamestop, das Ende naht | +4,57 % | |
| 8 | EVOTEC Hauptdiskussion | -3,40 % | |
| 9 | DRONESHIELD LTD Hauptdiskussion | -2,13 % | |
| 10 | Strategy B | -2,49 % | Alle Diskussionen |