Marqeta(MQ)

Search documents
Marqeta(MQ) - 2025 FY - Earnings Call Transcript
2025-06-12 16:30
Financial Data and Key Metrics Changes - The meeting confirmed the ratification of KPMG as the independent registered public accounting firm for fiscal year 2025 [8][10] - A nonbinding advisory vote on the compensation of Marketa's named executive officers was approved, indicating stockholder support for executive compensation practices [9][11] Business Line Data and Key Metrics Changes - No specific data on business line performance or key metrics was provided during the meeting [12] Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting [12] Company Strategy and Development Direction and Industry Competition - The company expressed gratitude to retiring board members for their contributions, indicating a focus on maintaining strong governance as part of its long-term strategy [12] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [12] Other Important Information - The meeting was conducted virtually to enhance stockholder engagement [3] - The board of directors recommended the election of three nominees for director positions, which was successfully completed [8][10] Q&A Session All Questions and Answers Question: Were there any questions from stockholders? - No relevant questions were submitted by stockholders during the meeting [14]
Marqeta (MQ) Now Trades Above Golden Cross: Time to Buy?
ZACKS· 2025-05-30 14:55
After reaching an important support level, Marqeta, Inc. (MQ) could be a good stock pick from a technical perspective. MQ recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day and ...
Is Marqeta (MQ) Stock Outpacing Its Business Services Peers This Year?
ZACKS· 2025-05-29 14:46
The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Marqeta (MQ) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Marqeta is a member of the Business Services sector. This group includes 270 individual stocks and currently holds a Zacks Sector Rank of #3. The Zacks Sector Rank consi ...
Marqeta: Let GAAP Profitability Do Its Magic
Seeking Alpha· 2025-05-22 17:08
My goal is to help you find the companies of tomorrow.I am a long-term growth investor in search of innovative companies that make the world a better place. My investment strategy revolves around finding what I call "divergent stocks" — disruptive companies that have strong fundamentals and long growth runways, but depressing prices.You can find me on YouTube as well:https://www.youtube.com/@riyadosofianAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MQ either through stock owner ...
Marqeta (MQ) FY Conference Transcript
2025-05-20 13:37
Marqeta (MQ) FY Conference May 20, 2025 08:35 AM ET Speaker0 Alright. Fantastic. Welcome back, everyone. Very happy, very pleased to welcome Todd Pollock, Chief Revenue Officer of Marketa, back again to the conference. Todd, thank you so much for coming back. Speaker1 Thanks for having Speaker0 me. Why don't we jump in with a relatively high level question, which is just is embedded finance. You guys have used the term investors here at a lot. You know, define it for us. What does it what does it mean to yo ...
BILL, Remitly, Marqeta Win Analyst Support As Fintech Growth Picks Up
Benzinga· 2025-05-19 18:39
Last week, JP Morgan analyst Tien-tsin Huang hosted 17 payments and processing firms at its Global TMC Conference in Boston. Huang had an Overweight rating on BILL Holdings, Inc BILL with a price target of $55 on Monday.Huang noted BILL as a category killer in SMB AP Automation, displacing manual and legacy solutions (including paper check processing).Also Read: Fiserv Delivers Solid Q1, Strong Margins And Client Wins, But Stock SlidesBILL was once a top growth name in Huang's FinTech coverage, and he sees ...
Marqeta (MQ) FY Conference Transcript
2025-05-13 19:30
Summary of Marketa Fireside Chat Company Overview - **Company**: Marketa - **Industry**: Payments and IT services Key Points and Arguments 1. **Current State of the Company**: Marketa is transitioning from hyper growth to a more mature phase, now operating EBITDA positive with diversified business lines [4][5][6] 2. **Portfolio Migration**: The company is migrating portfolios from other platforms to its modern platform, which is expected to enhance future business opportunities [5][8] 3. **White Label App Development**: Marketa is building a white label app to assist customers in market entry, indicating a focus on user experience [5][6] 4. **Program Management in Europe**: The company has expanded its offerings in Europe, which are now more comprehensive than a year ago [6][9] 5. **Customer Base Expansion**: Existing customers are expanding their offerings and geographies, with eight out of the top ten customers having multiple programs with Marketa [12][13] 6. **Macro Environment**: The macroeconomic environment is stable, with healthy consumer spending, although Marketa acknowledges some exposure to economic cycles [17][20] 7. **Discretionary Spending**: Less than 25% of spending on Marketa's platform is in high discretionary categories, making it less exposed to economic downturns compared to peers [20][21] 8. **Non-Block Business Growth**: The non-Block business has been growing at twice the rate of the Block business, indicating strong performance outside of its largest customer [23][24] 9. **European Market Growth**: TPV in Europe has been growing over 100% for several quarters, with a focus on multinational customers [27][29] 10. **Regulatory Environment**: The onboarding process has improved, with no significant impacts from regulatory changes, allowing for faster execution [32][33] 11. **Competitive Landscape**: Marketa does not see a significant shift in competition, as it targets a wide range of use cases and primarily focuses on non-bank businesses [38][39] 12. **RFP Process**: The company continues to engage in both RFPs and referrals, with no significant changes in the sourcing process [41][42] 13. **Stablecoin and BNPL Demand**: Marketa sees opportunities in stablecoin and BNPL markets, with growing interest from customers [44][48] 14. **Tokenization and AI**: The company is well-positioned to support tokenization and AI-driven commerce, leveraging existing capabilities [51][52] 15. **Future Growth Trajectory**: Marketa aims for a sustainable growth trajectory of around 20%, driven by geographic diversification and additional service offerings [69][70] Other Important Insights - **CEO Search**: The search for a permanent CEO is ongoing, with no immediate updates, allowing the interim CEO to focus on business operations [73][75] - **Customer Relationships**: The company is enhancing its relationships with existing customers by offering additional services, which is expected to stabilize take rates [64][66]
Marqeta: A Risky Investment or a Future Leader in Payment Solutions?
The Motley Fool· 2025-05-09 23:00
Explore the exciting world of Marqeta (MQ 2.12%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of April 2, 2025. The video was published on May 9, 2025. ...
Marqeta (MQ) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-05-08 00:05
Marqeta (MQ) reported $139.07 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 17.9%. EPS of -$0.02 for the same period compares to -$0.07 a year ago.The reported revenue represents a surprise of +2.33% over the Zacks Consensus Estimate of $135.91 million. With the consensus EPS estimate being -$0.05, the EPS surprise was +60.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...
Marqeta (MQ) Reports Q1 Loss, Tops Revenue Estimates
ZACKS· 2025-05-07 23:20
Marqeta (MQ) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 60%. A quarter ago, it was expected that this transaction processing services provider would post a loss of $0.06 per share when it actually produced a loss of $0.05, delivering a surprise of 16.67%. Over the last four quarters, th ...