With another strong quarter, Visa and Mastercard position themselves for the AI age
Update: 2025-10-30
Description
Visa and Mastercard reported robust quarterly results, showcasing strong travel and e-commerce activity, particularly from high-income travelers and online shoppers. Both companies saw revenue growth, with Mastercard's value-added services like cybersecurity and digital commerce tools surging by 25%. Despite legal battles, they expanded operating margins and increased dividends. As traditional card growth slows, Visa and Mastercard are repositioning themselves as digital backbones for global finance, emphasizing their tech focus and pivoting away from old business models.
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