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SoFi Technologies Inc.
SOFIUnited States
47 filed reports · 687 financial concepts · 2 earnings calls · 42 media appearances
Filed reports
47 reports · Sep 2020 to Jun 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 67 operating metrics, 144 guidance figures.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Current · 8-KSEC EDGAR | 21 | 184 | Jun 2021 to Jun 2026 |
| Quarterly · 10-QSEC EDGAR | 18 | 5,243 | Sep 2020 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 6 | 4,686 | Dec 2020 to Dec 2025 |
| Annual · 10-K/ASEC EDGAR | 2 | 49 | Dec 2020 to Dec 2021 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Aug 6, 2026 | 608 | Open |
| FY2026 Q2 | 8-K | Jun 30, 2026 | Jul 29, 2026 | 7 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | May 7, 2026 | 421 | Open |
| FY2026 Q1 | 8-K | Mar 31, 2026 | Apr 29, 2026 | 13 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 17, 2026 | 1,610 | Open |
| FY2025 Q4 | 8-K | Dec 31, 2025 | Jan 30, 2026 | 12 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Nov 6, 2025 | 440 | Open |
| FY2025 Q3 | 8-K | Sep 30, 2025 | Oct 28, 2025 | 10 | Open |
| FY2025 Q2 | 10-Q | Jun 30, 2025 | Aug 7, 2025 | 286 | Open |
| FY2025 Q2 | 8-K | Jun 30, 2025 | Jul 29, 2025 | 11 | Open |
| FY2025 Q1 | 10-Q | Mar 31, 2025 | May 6, 2025 | 284 | Open |
| FY2025 Q1 | 8-K | Mar 31, 2025 | Apr 29, 2025 | 17 | Open |
Financial data
687 concepts · 10,162 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial662 concepts · 8,692 facts · Dec 2019 to Jul 2026
- Allowance for doubtful accounts receivable33 · Dec 2019 to Jun 2026
- Cash and cash equivalents at carrying value33 · Dec 2019 to Jun 2026
- Cash cash equivalents restricted cash and restricted cash equivalents33 · Dec 2019 to Jun 2026
- Income tax expense benefit33 · Dec 2019 to Jun 2026
- Net income loss33 · Dec 2019 to Jun 2026
- Restricted cash and cash equivalents33 · Dec 2019 to Jun 2026
- Servicing asset at fair value amount33 · Dec 2019 to Jun 2026
- Stockholders equity (US GAAP)33 · Dec 2019 to Jun 2026
- Adjustments to additional paid in capital sharebased compensation requisite service period recognition value32 · Dec 2019 to Jun 2026
- Allocated share based compensation expense32 · Dec 2019 to Jun 2026
- Comprehensive income net of tax32 · Dec 2019 to Jun 2026
- General and administrative expense (US GAAP)32 · Dec 2019 to Jun 2026
- Interest and fee income loans and leases32 · Dec 2019 to Jun 2026
- Interest expense other32 · Dec 2019 to Jun 2026
- Interest income expense net32 · Dec 2019 to Jun 2026
- Interest income operating32 · Dec 2019 to Jun 2026
- Interest income other32 · Dec 2019 to Jun 2026
- Net income loss available to common stockholders basic32 · Dec 2019 to Jun 2026
- Noninterest expense32 · Dec 2019 to Jun 2026
- Noninterest income32 · Dec 2019 to Jun 2026
- Noninterest income other32 · Dec 2019 to Jun 2026
- Other comprehensive income foreign currency transaction and translation adjustment net of tax portion attributable to parent32 · Dec 2019 to Jun 2026
- Other comprehensive income loss net of tax portion attributable to parent32 · Dec 2019 to Jun 2026
- Research and development expense32 · Dec 2019 to Jun 2026
Segment11 concepts · 1,082 facts · Dec 2019 to Jun 2026
- Revenue430 · Dec 2019 to Jun 2026
- Interest income expense net96 · Dec 2019 to Jun 2026
- Noninterest income96 · Dec 2019 to Jun 2026
- Operating Segments96 · Dec 2019 to Jun 2026
- Servicing asset at fair value changes in fair value resulting from changes in valuation inputs or changes in assumptions96 · Dec 2019 to Jun 2026
- Goodwill58 · Dec 2020 to Jun 2026
- Advertising expense42 · Dec 2022 to Jun 2026
- Financing receivable excluding accrued interest credit loss expense reversal42 · Dec 2022 to Jun 2026
- Labor and related expense42 · Dec 2022 to Jun 2026
- Other expenses42 · Dec 2022 to Jun 2026
- Professional fees42 · Dec 2022 to Jun 2026
Product3 concepts · 150 facts · Dec 2019 to Mar 2026
- Revenue96 · Dec 2019 to Dec 2022
- Revenue (excluding assessed tax)50 · Mar 2022 to Mar 2026
- Payment network4 · Dec 2021
Guidance5 concepts · 144 facts · Aug 2021 to Jul 2026
- Revenue Guidance66 · Aug 2021 to Jul 2026
- Net Income Guidance32 · Jan 2024 to Apr 2026
- EPS (Diluted) Guidance30 · Jan 2024 to Apr 2026
- Effective Tax Rate Guidance8 · Jan 2025 to Jul 2026
- Revenue Growth Guidance8 · Mar 2022 to Apr 2026
KPI4 concepts · 72 facts · Jun 2021 to Jun 2026
- Subscribers25 · Jun 2021 to Jun 2026
- Subscribers YoY Change23 · Jun 2021 to Jun 2026
- Net Subscriber Additions20 · Sep 2021 to Jun 2026
- Loan Origination Volume YoY Change4 · Dec 2022 to Dec 2025
Geography2 concepts · 22 facts · Dec 2020 to Dec 2025
- Revenue12 · Dec 2020 to Dec 2025
- Total Assets10 · Dec 2021 to Dec 2025
Segments
1,254 factsFigures broken down by business line, region, product or another axis the company reports on.
Statement business segments6 members · 1,082 facts
- Financial Services435 · Dec 2019 to Jun 2026
- Technology Platform345 · Dec 2019 to Jun 2026
- Lending244 · Dec 2019 to Jun 2026
- Financial services segment22 · Dec 2020 to Jun 2026
- Technology platform segment22 · Dec 2020 to Jun 2026
- Lending segment14 · Jun 2023 to Jun 2026
Product or service15 members · 150 facts
- Brokerage17 · Mar 2022 to Mar 2026
- Technology services17 · Mar 2022 to Mar 2026
- Brokerage16 · Dec 2019 to Dec 2022
- Referrals16 · Dec 2019 to Dec 2022
- Payment Network15 · Dec 2019 to Sep 2022
- Technology Services14 · Dec 2019 to Dec 2022
- Enterprise Services13 · Dec 2019 to Sep 2022
- License11 · Dec 2020 to Dec 2022
- Referrals10 · Mar 2022 to Jun 2024
- Equity Capital Markets Services6 · Jun 2020 to Sep 2022
- Interchange4 · Dec 2022 to Dec 2025
- Equity Capital Market Services3 · Dec 2019 to Dec 2021
- Financial Services And Technology Platform Other3 · Dec 2020 to Dec 2022
- Interchange3 · Dec 2020 to Dec 2022
- License2 · Mar 2022 to Mar 2023
Statement geographical4 members · 22 facts
- Non Us6 · Dec 2020 to Dec 2025
- US6 · Dec 2020 to Dec 2025
- Us5 · Dec 2021 to Dec 2025
- Non us5 · Dec 2021 to Dec 2025
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary200 claims from 8 reports · Sep 2024 to Jun 2026
- Management discussion (MD&A) commentary206 claims from 8 reports · Sep 2024 to Jun 2026
- Risk-factor changes27 claims from 1 reports · Dec 2025
- Risk factors194 risks from 2 annual reports · 2024 to 2025
Earnings calls
2 calls · Apr 2026 to Jul 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q2Jul 29, 2026
- FY2026 Q1Apr 29, 2026
Executive media
42 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- TV interviews25 · Apr 2020 to Jul 2026
- Conference talks10 · Mar 2022 to Nov 2025
- Other appearances7 · Dec 2021 to Apr 2026
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.