{"schema_version":"secwatch.filing_event.v1","accession":"0001795586-26-000035","form_type":"8-K","ticker":"CHYM","cik":"0001795586","company_name":"Chime Financial, Inc.","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.922548+00:00","generated_at":"2026-05-14T22:51:30.453860+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Chime Q1 revenue $647M (+25% YoY), first GAAP profit; raises FY guidance, adds $200M buyback","bullets":["Revenue $647M (+25% YoY), net income $53M (8% margin), first GAAP profitable quarter as public company.","Adjusted EBITDA $119M, 18% margin (+13pp YoY), 73% incremental margin.","Active Members 10.2M (+19% YoY); MyPay annualized revenue >$400M; Chime Card credit share ~25%.","Board approved additional $200M share repurchase authorization; completed prior buyback.","Raises FY2026 revenue guidance to $2.66-2.69B, adjusted EBITDA $416-431M, ~60% incremental margin."],"urls":{"canonical":"https://secwatch.observer/filing/0001795586-26-000035","json":"https://secwatch.observer/filing/0001795586-26-000035.json","markdown":"https://secwatch.observer/filing/0001795586-26-000035.md","text":"https://secwatch.observer/filing/0001795586-26-000035.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/chym-20260506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T22:51:30.453860+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"ee3a62a4d795f4a873d683e29fc70a2402835301","claim":"Chime Financial, Inc. reported the quarter ended March 31, 2026 results: revenue $647 million, net income $53 million. Guidance raised.","evidence_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","confidence":0.95}],"comparable_filings":[{"accession":"0001104659-26-058234","ticker":"LQDA","company_name":"Liquidia Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"Liquidia Q1 2026 net income $53M vs $38M loss YoY; YUTREPIA sales $130M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058234","json":"https://secwatch.observer/filing/0001104659-26-058234.json","markdown":"https://secwatch.observer/filing/0001104659-26-058234.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/tm2614109d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"First Quarter 2026 Financial Results YUTREPIA sales led to the company’s third consecutive quarter of profitability with net income of $52.9 million and positive non-GAAP adjusted EBITDA of $71.2 million in the first quarter of 2026. Cash and cash equivalents totaled $222.8 million as of March 31, 2026, compared to $190.7 million as of December 31, 2025. Product sales, net, were $129.9 million for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm"}},{"accession":"0001193125-26-215674","ticker":"LXEO","company_name":"Lexeo Therapeutics, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Lexeo Therapeutics Q1 net loss $20.2M; cash $227.6M; LX2006 pivotal trial protocol submitted to FDA","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215674","json":"https://secwatch.observer/filing/0001193125-26-215674.json","markdown":"https://secwatch.observer/filing/0001193125-26-215674.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/0001193125-26-215674-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/lxeo-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"Lexeo Therapeutics Reports First Quarter 2026 Financial Results and Operational Highlights","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/0001193125-26-215674-index.htm"}},{"accession":"0001656472-26-000032","ticker":"CRON","company_name":"Cronos Group Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Cronos Q1 net revenue up 40% to $45.2M; authorizes $50M share buyback; CanAdelaar close extended to Sep 9","event_type":"earnings","sec_items":["1.01","2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001656472-26-000032","json":"https://secwatch.observer/filing/0001656472-26-000032.json","markdown":"https://secwatch.observer/filing/0001656472-26-000032.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/cron-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"reference in such a filing or document. \n\n--- EX-99.1 (EX-99.1) ---\n\nCronos Group Reports 2026 First Quarter Results Net revenue in Q1 2026 increased by 40% year-over-year to $45.2 million Achieved record net revenue and gross profit in Q1 2026 Reached #1 market share in vapes in Canada 1 Ninth consecutive quarter of record net revenue in Israel, where PEACE","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm"}},{"accession":"0001827090-26-000017","ticker":"CERT","company_name":"Certara, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Certara Q1 revenue $106.9M (+1%), net loss $8.8M; divests Regulatory Writing for $85M cash","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001827090-26-000017","json":"https://secwatch.observer/filing/0001827090-26-000017.json","markdown":"https://secwatch.observer/filing/0001827090-26-000017.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/0001827090-26-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/certara-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"First Quarter 2026 Results Total revenue for the first quarter of 2026 was $106.9 million, representing year-over-year growth of 1% on a reported basis. Software revenue for the first quarter of 2026 was $49.7 million, representing year-over-year growth of 7% on a reported basis. Services revenue for the first quarter of 2026 was $57.2 million, representing a year-over-year decrease of 4% on a reported basis . Total Bookings for the first quarter of 2026 were $115.3 million, representing a year-over-year decrease of 2%. Software Bookings for the first quarter of 2026 were $48.7 million, representing a year-over-year increase of 20%. The increase in software bookings was attributable to strong customer demand across our platform. Services Bookings for the first quarter of 2026 were $66.6 million, representing a year-over-year decrease of 14%. The decrease in services bookings was primarily driven by the timing of contract recognition and execution. Total cost of revenues for the first q","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/0001827090-26-000017-index.htm"}},{"accession":"0001876042-26-000148","ticker":"CRCL","company_name":"Circle Internet Group, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Circle Q1 revenue +20% to $694M; announces $222M ARC token presale","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001876042-26-000148","json":"https://secwatch.observer/filing/0001876042-26-000148.json","markdown":"https://secwatch.observer/filing/0001876042-26-000148.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1876042/000187604226000148/0001876042-26-000148-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1876042/000187604226000148/crcl-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"USDC in circulation of $77.0 billion at quarter end grew 28%; USDC onchain transaction volume in Q1’26 of $21.5 trillion grew 263% ● Total revenue and reserve income in Q1’26 of $694 million grew 20% ● Net income from continuing operations in Q1’26 of $55 million decreased 15% ● Adjusted EBITDA in Q1’26 of $151 million grew 24% Business Highlights ● ARC Token: $222M","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1876042/000187604226000148/0001876042-26-000148-index.htm"}},{"accession":"0001673985-26-000033","ticker":"ASIX","company_name":"AdvanSix Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"AdvanSix Q1 net loss $15.5M; sales up 7% to $404M; declares $0.16 dividend; appoints new CFO","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001673985-26-000033","json":"https://secwatch.observer/filing/0001673985-26-000033.json","markdown":"https://secwatch.observer/filing/0001673985-26-000033.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/0001673985-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/asix-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"the second quarter.\" Summary first quarter 2026 financial results for the Company are included below: 1 ( $ in Thousands, Except Earnings Per Share) 1Q 2026 1Q 2025 (1) Sales $404,183 $377,791 Net Income (loss) (15,546) 23,344 Diluted Earnings Per Share (0.58) 0.86 Adjusted Diluted Earnings Per Share (2) (0.50) 0.93 Adjusted EBITDA (2) 4,756 51,626 Adjusted","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/0001673985-26-000033-index.htm"}},{"accession":"0001104659-26-069227","ticker":"YSWY","company_name":"Yesway, Inc.","filed_at":"2026-06-02T11:35:47+00:00","headline":"Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069227","json":"https://secwatch.observer/filing/0001104659-26-069227.json","markdown":"https://secwatch.observer/filing/0001104659-26-069227.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/tm2616553d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm"}},{"accession":"0001856437-26-000011","ticker":"VSCO","company_name":"Victoria's Secret & Co.","filed_at":"2026-06-02T11:01:54+00:00","headline":"Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001856437-26-000011","json":"https://secwatch.observer/filing/0001856437-26-000011.json","markdown":"https://secwatch.observer/filing/0001856437-26-000011.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/vsco-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"first quarter, exceeding our guidance and reflecting disciplined execution. In addition, Q1 benefits from the seasonal tailwind from tax refund-related activity. • Revenue was $647 million, up 25% year-over-year. ◦ Payments revenue grew 15% year-over-year to $433 million, and 19% year-over-year when combined with Outbound Instant Transfer (OIT) revenue. ◦","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795586/000179558626000035/0001795586-26-000035-index.htm","comparable_excerpt":"The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}