Anthony NotoCEO, SoFi Technologies, Inc. (SOFI)
8 recorded appearances
Long-form post-earnings sit-down in which Noto works through why the stock fell on a triple beat and defends the financial-services 'flywheel' as the durable driver of member and product growth.
On Q2 results, Noto walks through the drivers of the business and says SoFi's planning now assumes two Fed rate hikes rather than cuts — a reversal of the assumption behind its original full-year guide.
Noto pairs record $1.2bn quarterly revenue and a raised revenue guide with a deliberately unchanged earnings guide, explaining why he is holding profit expectations flat while reinvesting.
Sun Valley conference interview covering SoFi's growth strategy and the macro backdrop.
Hour-long investor-podcast conversation with Steven Fiorillo and Amit Kukreja covering SoFi's strategy, product roadmap and how Noto thinks about the company's long-term model.
Noto explains why SoFi did not raise full-year guidance despite a strong quarter: the original guide assumed at least two Fed rate cuts, and the company now assumes none.
Noto lays out SoFi's 2026 product and growth roadmap in detail, including where he expects member growth and cross-buy to come from.
Noto discloses SoFi's plan to launch a native stablecoin and discusses becoming the first nationally chartered bank to offer crypto trading, arguing the stablecoin is a route to lowering its cost of borrowing.