Visa's Growth Unshaken By Regulatory Risks
- Visa achieved an 8% YoY increase in Q4 payments volume, driven by stable U.S. demand and strong international growth.
- Cross-border volume rose 13% YoY, with e-commerce fueling a 15% increase in card-not-present transactions, underscoring digital demand.
- Processed transactions grew 10% YoY, strengthening Visa’s market dominance and aligning with its FY 2025 growth guidance.
- Value-added services reached $2.4 billion, a 22% YoY increase, highlighting Visa's successful diversification beyond traditional payment processing.
- Regulatory scrutiny over Visa’s market dominance, particularly in U.S. debit transactions, poses ongoing legal and revenue risks.
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Investment Thesis
Since our last coverage, Visa (NYSE:V) has delivered a solid 24% return, demonstrating resilience and growth potential despite economic challenges. The company's recent results emphasize its expanding market presence and strategic focus on diversifying revenue streams. With robust
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