Skip to main content

Mike Thrift

Marketing Manager

3174 postsView all authors
Meta Q1 2026 Earnings: It Beat Every Number and the Stock Fell 7% Anyway
·mike

Meta Q1 2026 Earnings: It Beat Every Number and the Stock Fell 7% Anyway

Meta Platforms' Q1 2026 revenue grew 33% to $56.3 billion and net income rose 61% to $26.8 billion, yet the stock fell about 7% after Meta raised full-year 2026 capex guidance to $125-145 billion, a $10 billion increase from the prior quarter's range.

financial-reporting
financial-management
beancount
Micron FY2026 Q3 Earnings: Revenue Rose 346%. The Cost of Making the Chips Rose 10%.
·mike

Micron FY2026 Q3 Earnings: Revenue Rose 346%. The Cost of Making the Chips Rose 10%.

Micron's fiscal Q3 2026 revenue rose 345.7% to $41.46 billion while cost of goods sold rose only 10.5% to $6.40 billion, lifting GAAP gross margin from 37.7% to 84.6% and net income to $28.24 billion — a margin built on DRAM pricing, not cost structure, in a business that posted a negative 9.1% gross margin as recently as FY2023.

financial-reporting
financial-analysis
beancount
MiniMax FY2025 Earnings: $79M in Revenue, and a $1.9 Billion Loss That Isn't What It Looks Like
·mike

MiniMax FY2025 Earnings: $79M in Revenue, and a $1.9 Billion Loss That Isn't What It Looks Like

MiniMax's first annual report as a listed company shows FY2025 revenue of $79.0M (+158.9% YoY) and gross margin up to 25.4%, alongside an IFRS net loss of $1.87B — but $1.59B of that loss is a non-cash fair-value remeasurement of convertible redeemable preferred shares that converted to equity at the January 9, 2026 Hong Kong listing. Adjusted net loss grew only 2.7%, from $244.2M to $250.9M. A public Beancount ledger of FY2022–FY2025 shows exactly where the paper loss sits and why it disappears in FY2026.

financial-reporting
financial-analysis
beancount
New York's New Buy Now, Pay Later Rules: What Merchants Offering Installment Checkout Need to Know
·mike

New York's New Buy Now, Pay Later Rules: What Merchants Offering Installment Checkout Need to Know

New York's NYDFS has proposed the first state BNPL licensing framework, requiring lenders to obtain a license and merchants to transmit refund credit statements within seven business days of approving a return.

payments
compliance
small-business
No Tax on Overtime in 2026: What the New W-2 Box 12 Code TT Requirement Means for Employers
·mike

No Tax on Overtime in 2026: What the New W-2 Box 12 Code TT Requirement Means for Employers

Starting with tax year 2026, employers must separately report qualified overtime compensation on Form W-2 using Box 12, Code TT — but only the FLSA-required premium half of overtime pay qualifies, capped at $12,500 for single filers and $25,000 for joint filers.

payroll
tax
small-business
NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips
·mike

NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips

NVIDIA's Q1 FY2027 revenue hit $81.6B (+85% YoY) and net income $58.3B (+211%), but $15.9B of that profit came from marking up its equity portfolio, not selling chips — core net income is closer to $42.4B. The quarter also retired the five-segment breakout for two platforms, Data Center (92% of revenue) and Edge Computing. Full income statement and balance sheet, FY2024–Q1 FY2027, in a public Beancount ledger.

financial-reporting
financial-analysis
financial-statements
OSHA's Heat Illness NEP: What Small Employers Must Do in 2026
·mike

OSHA's Heat Illness NEP: What Small Employers Must Do in 2026

OSHA's April 2026 National Emphasis Program targets 55 high-risk industries for heat-illness inspections, with citations starting at $16,550 per violation — here's the written plan, acclimatization schedule, and state rules small employers need to stay compliant.

workplace-safety
osha
compliance
Palantir Q1 2026 Earnings: An 85% Growth Rate, a 53% Net Margin, and a Balance Sheet That Still Says It Has Never Made Money
·mike

Palantir Q1 2026 Earnings: An 85% Growth Rate, a 53% Net Margin, and a Balance Sheet That Still Says It Has Never Made Money

Palantir's Q1 2026 revenue grew 84.7% to $1.633 billion while total costs grew only 24%, lifting operating margin to 46.2% and net margin to 53.7% — a net margin that exceeds the operating margin because interest income adds $134.6 million and the effective tax rate is just 1.4%, against an accumulated deficit that still stands at $2.69 billion.

financial-reporting
financial-analysis
beancount
Parametric Insurance: The Faster Payout That's Changing How Small Businesses Survive a Disaster
·mike

Parametric Insurance: The Faster Payout That's Changing How Small Businesses Survive a Disaster

Parametric insurance pays out within days of a measurable trigger like wind speed or flood depth, instead of the 6-12 week claims process of traditional business interruption coverage — but its basis risk means it works best as a fast-cash layer alongside, not instead of, traditional coverage.

insurance
business-insurance
risk-management
Getting an AI Licensing Check as an Author: How to Handle the Split and the Taxes
·mike

Getting an AI Licensing Check as an Author: How to Handle the Split and the Taxes

Authors receiving publisher AI-licensing checks — including payouts from Anthropic's roughly $1.5 billion author settlement — should verify their contract grants those rights, confirm they're getting the Authors Guild-recommended 75-85% split, and report the income on Schedule C as self-employment income, not Schedule E.

ai
tax
self-employment-tax
QuickBooks' 2026 AI Impact Report: Why Small Businesses Trust AI Everywhere Except Bookkeeping
·mike

QuickBooks' 2026 AI Impact Report: Why Small Businesses Trust AI Everywhere Except Bookkeeping

Intuit's 2026 AI Impact Report finds 77% of small businesses now use AI regularly, but bookkeeping trails marketing and customer service in adoption because owners cite privacy, accuracy, and trust as the top barriers.

quickbooks
ai
small-business
Real Estate Commission Splits and Desk Fees: A Bookkeeping Guide for Agents
·mike

Real Estate Commission Splits and Desk Fees: A Bookkeeping Guide for Agents

Real estate agents should record gross commission and brokerage splits as separate line items, not just the net deposit, because the IRS matches Schedule C income against the gross figure brokerages report on Form 1099-NEC.

real-estate
self-employment-tax
tax-deductions
Showing 625–636 of 3174 posts
Prev53 / 265Next