Visa

stories mentioning Visa

Visa

Mar 9, 2025

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26 min read

Visa's infinite runway

Notes from Visa Investor Day 2025

Jevgenijs Kazanins

Mastercard

Visa wants a bigger slice of commercial payments

Feb 2, 2025

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16 min read

Visa wants a bigger slice of commercial payments

..and so does Mastercard. Can they get it?

Jevgenijs Kazanins

Visa

Jul 28, 2024

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18 min read

What Visa earnings really tell us

Can we draw any conclusions about the payments industry from Visa's financial results?

Jevgenijs Kazanins

Square

JPMorgan's leadership is not concerned with rising charge-off rates

Apr 14, 2024

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6 min read

JPMorgan's leadership is not concerned with rising charge-off rates

JPMorgan’s credit card loan charge-offs surge to pre-pandemic highs, Visa finds growth in Europe, and Square lags competition

Jevgenijs Kazanins

Visa

Feb 2, 2024

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7 min read

This is not the U.S. consumer who is helping Visa grow

Visa and Mastercard might be seeing the end of the secular growth trend in the U.S. But it is not the end of the world.

Jevgenijs Kazanins

Mastercard

On costly, but mostly hypothetical, settlement risk

Jan 21, 2024

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10 min read

On costly, but mostly hypothetical, settlement risk

Visa and Mastercard require card issuers to post billions in collateral to protect themselves from settlement risk. However, that settlement risk rarely materializes into losses for the schemes

Jevgenijs Kazanins

Visa

Visa's infinite runway

Visa wants a bigger slice of commercial payments

What Visa earnings really tell us

JPMorgan's leadership is not concerned with rising charge-off rates

This is not the U.S. consumer who is helping Visa grow

On costly, but mostly hypothetical, settlement risk

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