Chairman & Chief Executive Officer, American Express
Search every verified Stephen Squeri interview, podcast appearance, and on-the-record quote — 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 performance and strategy during earnings calls in 2025 and early 2026. In the Q3 2025 call, he described the launch of refreshed U.S. consumer and business Platinum cards as “the big news in the quarter,” stating that initial customer demand and engagement exceeded expectations. He attributed overall billed business growth to macro trends in travel and entertainment rather than the refresh, though he noted specific partner impacts. Squeri also characterized the company’s card base as “much more premium” and not representative of the broader U.S. economy, describing a “bifurcated economy.” In Q1 2025, he stated he would not pass up investment opportunities to hit a short-term earnings number, saying, “It’s not how I’ve run the company over the last 7 years.” In the Q4 2025 call, Squeri said the competitive environment in consumer credit is “as tough as it’s ever been” but that American Express aims to stay ahead of rivals. He commented on a proposed 10% credit card interest rate cap, saying it “would reduce the number of cards ultimately in the marketplace, reduce line sizes, and impact small businesses, creating a downward spiral.” He also provided 2026 guidance for 9–10% revenue growth and EPS of $17.30–$17.90, alongside a planned 16% dividend increase to 95 cents per share.
“We had a very strong quarter with revenues up 11% year-over-year to a record $18.4 billion and earnings per share up 19% to $4.14. Card member spending in the quarter accelerated to 9% or 8% on an FX adjusted basis with particularly strong retail spending and a bounce back in travel and our credit performance continued...”
“The big news in the quarter was the launch of our refresh US consumer and business platinum cards, which reinforces our leadership in the premium space. I'm very pleased to say that the initial customer demand and engagement are exceeding our expectations. In fact, while it's still early, this is the strongest start we...”
“Our consumer and business platinum card franchise alone accounts for approximately $530 billion of annual spend globally. This scale gives us deep insights into customer spending patterns and emerging trends which informs our product enhancements and where we invest.”
“We acquired 3.2 million new cards in the quarter. And even more important than the overall number of cards, demand for our premium products remain very strong with over 70% of new accounts acquired on fee paying products.”
Access code 13759550 after 1 p.m eastern time on April 23rd through April 30th that will conclude our conference call for today ...
Stephen J. Squeri, chairman and CEO of American Express, joined the Georgia Tech Scheller College of Business in New York ...
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American Express CEO Stephen Squeri joins 'Squawk Box' to discuss the lessons learned from the pandemic, what he learned from Warren Buffett, and more.
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