Visa maintains revenue lead over Mastercard as both benefit from digital payment growth

Earnings
โดย The Motley Fool·Read original
Summary · why it matters

Visa reported quarterly revenue of $11.2 billion for the period ended March 31, 2026, maintaining its lead over Mastercard, which posted $8.4 billion in the same quarter. Over the past eight quarters, Visa's revenue grew steadily from $8.9 billion to $11.2 billion, while Mastercard's revenue expanded from $7.0 billion to $8.4 billion but showed uneven quarter-to-quarter growth. Visa's larger market share in payment processing volume and its reliance on transaction fees drive its higher sales, whereas Mastercard depends more on cross-border travel, which is less consistent. Both companies benefit from rising global consumer spending and inflation, as their fees are a percentage of each transaction. Mastercard also reported a 46% net income margin and plans to reduce its workforce by about 4%, while Visa recorded an approximately 64% EBIT margin and entered a strategic partnership with OpenAI.

Impact on stocks 2

Digital Finance & Tokenization▲ · 2 stocks
Mastercard Inc
MA
▲ PositiveDemandrelevance

Benefiting from rising global consumer spending and inflation-driven transaction fee growth.

Visa Inc. Class A
V
▲ PositiveDemandrelevance

Benefiting from rising global consumer spending and inflation-driven transaction fee growth.

Off-coverage companies 1

OpenAIPrivate▲ Positive
Technologyrelevance

Visa entered a strategic partnership with OpenAI, implying endorsement and potential business.

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