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Stephen Squeri

Chairman & Chief Executive Officer, American Express

Search every verified Stephen Squeri interview, podcast appearance, and on-the-record quote β€” each transcript cross-checked by AI and human review to confirm speaker identity. Stephen Squeri, Chairman and CEO of American Express, discussed the company's second-quarter fiscal 2026 results on July 24, 2026, reporting earnings per share of $4.53 on revenue of $19.64 billion. He described the quarter as "another excellent quarter" with 10% revenue growth. Squeri also addressed the company's approach to artificial intelligence, stating that American Express's data on both card member intent and merchant delivery gives it an advantage in trust, service, and security over competitors. He characterized the industry's current stage of AI adoption as "the preseason" and expressed hope that customers will choose American Express due to its track record of backing customers. Squeri noted that the company has "a lot more momentum now than say 10, 15 years ago," citing faster product refreshes, revenue momentum, and billing growth. He pointed to the resilience of the company's balance sheet, highlighting that the credit reserve rate decreased from 2.9% at the end of 2019 to 2.7%, which he attributed to a focus on premium card members. He also observed that card fee revenue has grown at 17% over the last seven years, indicating a more premium card member base.

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