Latest Articles
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The EU’s New Regulations Could Affect MasterCard The Most
The European Commission, the European Union’s antitrust regulator, is planning to limit interchange fees charged from merchants by banks on the use of credit and debit cards. The fees are generally set by card companies like Visa (NYSE:V) and Mas...
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The Potential For Credit Card Growth Outside The U.S. – Part 2
Payment solutions providers, Visa (NYSE:V) and MasterCard (NYSE:MA), have benefited greatly from global expansion into emerging markets, particularly in Asia and Latin America. MasterCard’s revenues have grown at a compound annual growth rate (CA...
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The Potential For Credit Card Growth Outside The U.S. – Part 1
Visa (NYSE:V) is a global payment processing company operating in over 200 countries across the globe. Improving economic conditions and a general shift from cash and paper based transactions to electronic forms has helped the company’s performan...
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Visa’s U.S. Business Is Booming On These Trends
The recovering global economy and the worldwide shift to cashless transactions has benefited payment solutions providers Visa (NYSE:V). The company has maintained a compound annual net revenue growth rate of 15% for the last five years with 2.1 b...
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Visa and MasterCard: Don’t Chase Them Higher
Submitted by Sizemore Investment Letter as part of our contributors program Credit card giants MasterCard (NYSE: $ MA ) and Visa (NYSE: $ V ) both crushed earnings estimates this past week, and both are sitting near new all-time highs. Not bad,...
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Visa And MasterCard’s Growth Marches On As The World Shifts To Plastic
The payment solution industry continued to grow through the first three months of 2013. Card giants Visa (NYSE:V) and MasterCard (NYSE:MA) reported 15% and 9% gross revenue growth for the first quarter of the calendar year respectively. Both comp...
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MasterCard Overview And Key Trends To Watch (Part 2)
Executive Summary MasterCard is looking to capitalize on developments and growth in mobile phone payment technology. Developing nations in Asia, the Middle East and Africa hold the key for MasterCard. These regions account for close to 30%...
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MasterCard Earnings Preview: Global Shift To Plastic Supports Growth
MasterCard (NYSE:MA) is scheduled to report earnings for the first quarter on Wednesday, May 1. The card processing giant has maintained double digit revenue growth the last few years and posted 13% growth in 2012. We expect the company to contin...
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Visa Earnings Preview: Card Growth And Mobile Services Key Drivers To Watch
Card processing giant Visa (NYSE:V) is expected to report earnings for the second fiscal quarter of 2013 on Wednesday, May 1. The company has done well in navigating the tough global economic environment in the U.S. and Europe, achieving double d...
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How Will Visa Benefit From The Mobile Phone Revolution?
Mobile phones have revolutionized our everyday lives. The evolution of mobile payment technology is the next big step highlighted by the recent Mobile World Congress which took place in Barcelona, Spain. Both major payment network providers, Visa...
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Mobile Phone Evolution Will Help Visa And MasterCard Enter Developing Economies
The Mobile World Congress which took place in Barcelona, Spain, this week highlighted the growing influence that mobile phone technology will have on cashless transactions in the coming years. While Visa (NYSE:V) announced a collaboration with Sa...
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Visa’s Double-Digit Growth Contines With Global Shift To Cashless Payments
Visa (NYSE:V) continued to show impressive growth helped by global adoption of credit and debit cards that raised net revenues for the first fiscal quarter of 2013 by 12% year-on-year, taking the calendar year growth to 13%. The company maintaine...
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Visa’s Charged Up For Growth Ahead Of Earnings Despite Economic Headwinds
Visa (NYSE:V) is expected to announce earnings for the December quarter Wednesday, February 6. The card processing company delivered strong growth through 2012, with revenues in the September quarter up 15% from the prior year, and we expect simi...
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Will Visa And MasterCard Be Able To Capitalize On Mobile Wallet Technology?
Mobile phones have come a long way from the (9 inches long, 5 inches deep and 1.75 inches wide) initial prototype first developed by Motorola. The modern day smartphone has had a big impact on most of our lives, with applications developed for ne...
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Visa Looks Fairly Valued At $150
Card processing giant Visa (NYSE:V) has seen its stock climb nearly 50% over the course of 2012. The company has done well to navigate through the tough global economic environment in the U.S. and Europe, achieving double digit revenue growth eve...
