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Visa Beats Estimates With Fastest Revenue Growth Since 2022

Investors are parsing transaction-level metrics to gauge durability.

Overview

  • Visa reported fiscal second-quarter revenue of $11.23 billion, up 17% year over year, with adjusted earnings per share rising 20% to $3.31 and both topping forecasts.
  • Management said consumer spending stayed resilient as processed transactions rose 9% from a year ago and cross-border volume grew 12%, showing steady demand at home and abroad.
  • The company now counts 160 stablecoin-linked card programs worldwide, and Visa said related payment volume grew nearly 200% from a year earlier.
  • The stock sits more than 10% below its 52-week high after a deeper early-year slide, and Visa bought back 25 million shares during the downturn.
  • Because Visa earns small fees on each bank-issued card purchase, investors are focusing on payment volume and pricing power rather than only headline profit and revenue.