Visa Inc. ($V (+1,3%) ) beat analysts' estimates in the second quarter of 2025 with earnings per share (EPS) of USD 2.76 (forecast: USD 2.68) and revenue of USD 9.6 billion (forecast: USD 9.55 billion).
Strong payment volume:
Global payment volumes grew by 8% in constant currencies. In the USA, growth amounted to 6%, internationally 9%. The cross-border volume (excl. intra-Europe) rose by 13%.
Market reaction:
The stock rose 1.09% in regular trading after the results and another 0.84% after-hours to $344.40 - near its 52-week high of $366.54.
Technology Innovation:
Visa introduced stablecoin settlement capabilities and emphasized further development of its network to support future payment solutions.
Outlook:
For the third quarter of 2025, Visa expects revenue growth in the low double-digit percentage range and adjusted EPS growth in the high single-digit to low double-digit range.
Risks:
Macroeconomic uncertainties (e.g. tariffs), regulatory developments in the crypto/stablecoin space and potential fluctuations in cross-border travel remain key challenges.
