Find Polygon on the EF's new site.We're proud to scale institutional adoption for the Ethereum ecosystem.Ethereum Foundation (@ethereumfndn):@BlackRock @Visa @eToro @coinbase @chainlink @RAILGUN_Project @aztecnetwork @zama_fhe @LineaBuild @Starknet @base @inkonchain @unichain @Scroll_ZKP 8/ Development frameworks are accelerating custom L2 deploymentTeams like @arbitrum @Optimism @0xPolygon and @zksync are pushing the frontiers of scaling Ethereum securely, allowing businesses to launch specialized chains i ...

Core Insights - Mastercard's Q3 earnings exceeded analyst expectations due to strong consumer and business spending [1] - Adjusted net profit for Q3 was $4 billion, or $4.38 per share, surpassing the expected $3.91 billion, or $4.31 per share [1] - Q3 revenue reached $8.6 billion, a 16.7% year-over-year increase, also exceeding analyst forecasts [1] Financial Performance - Total transaction volume for Q3 was $2.75 trillion, meeting market expectations and up from $2.63 trillion in Q2 [1] - The number of cards issued increased by 6%, rising from 3.42 billion in Q3 2024 to 3.64 billion [1] - The company maintains its forecast for a "mid-high teens" percentage growth in net revenue for 2025, consistent with previous predictions made in July [1] Market Context - Mastercard's performance aligns with that of its competitor Visa, which also reported strong quarterly results, highlighting resilient spending [1]

Crypto Payment Adoption - Stablecoin cards在Polygon上的 Mastercard 和 Visa 总交易额达到 3.81 亿美元 [1] - 使用加密货币支付像刷信用卡一样简单 [1]

Core Insights - Visa reported a 12% increase in net revenue for fiscal Q4 2025, reaching $10.7 billion, driven by healthy consumer spending [3][6] - The company experienced a 9% year-over-year increase in payments volume and a 12% growth in cross-border volume, indicating strong consumer engagement [4][6] - Visa's service revenue grew by 10%, while data processing revenue rose by 17%, showcasing the breadth of its business [5] Revenue and Growth Metrics - Payments volume increased by 9% year-over-year in constant dollars, up from 8% growth in Q3 [4] - Total processed transactions rose by 10%, matching the pace of Q3 [4] - Cross-border volume grew by 12%, consistent with Q3 performance [4] Client Incentives and Impact - Client incentives increased by 17%, which negatively impacted net revenue growth, leading to a deceleration from Q3's 14% growth [5][6] - Despite higher incentives, Visa's earnings profile remains solid, with non-GAAP earnings per share increasing by 10% in Q4 and 14% for the full year [6] Financial Performance and Shareholder Returns - Visa returned $22.8 billion to shareholders in fiscal 2025 through repurchases and dividends, including $6.1 billion in Q4 [8][9] - The quarterly dividend was raised by 14% to $0.670 per share, reflecting the company's commitment to returning capital to shareholders [9] Valuation and Market Position - Visa's stock trades at approximately 34 times its fiscal 2025 GAAP earnings per share of $10.20, indicating high expectations for continued double-digit net revenue growth [7] - The company's high-margin profile, with a net profit margin of about 50%, suggests limited room for disappointment if consumer spending weakens [7][11] - Overall, the stock is viewed as a hold, reflecting strong business fundamentals but high valuation [10][11]

Daily News 🗞 | Oct 30• Visa to start supporting stablecoins on ETH, SOL, XLM & AVAX blockchains• Bitwise Solana Staking ETF notches $55M trading volume on debut• World Liberty airdrop $1.2M of WLFI to early USD1 users• Western Union picks Solana for its stablecoin and crypto network• CoinShares launches Toncoin ETP#CryptoNews #PoloniexNEWS ...

RT Solana Company $HSDT (@Solana_Company)Solana institutional adoption is happening fast.Here’s what has been going on:Public-market & access→ @solanaspaces opened a physical location on Wall Street near NYSE→ @BitwiseInvest launches $BSOL, first SEC-approved Solana staking ETF on NYSE→ Hong Kong Solana ETF live→ @Fidelity adding Solana trading and custody→ @Coinbase Prime expanding institutional Solana staking services→ @Grayscale Solana Trust ETF live on NYSE Arca with stakingPayments & financial infrastr ...

Core Insights - Visa Inc. reported fourth-quarter fiscal 2025 earnings per share (EPS) of $2.98, exceeding the Zacks Consensus Estimate of $2.97, with a year-over-year increase of 10% [1][9] - Net revenues reached $10.7 billion, reflecting a 12% year-over-year growth and surpassing the consensus mark by 1% [1][9] Financial Performance - The strong quarterly results were driven by higher processed transactions, payment, and cross-border volumes, although increased operating expenses partially offset the gains [2] - Processed transactions grew 10% year over year to 67.7 billion, beating the estimate of 67.4 billion [3] - Cross-border volume rose 12% year over year on a constant-dollar basis, with a notable 11% increase excluding transactions within Europe [4] Revenue Breakdown - Service revenues increased 10% year over year to $4.6 billion, attributed to expanding payment volumes, beating estimates by 0.3% [5] - Data processing revenues grew 17% year over year to $5.4 billion, exceeding the Zacks Consensus Estimate of $5.2 billion [5] - International transaction revenues rose 10% year over year to $3.8 billion, driven by higher cross-border volumes, surpassing estimates by 1.1% [6] - Other revenues climbed 21% year over year to $1.2 billion, exceeding estimates by 1.4% [6] Operating Expenses - Adjusted operating expenses increased 13% year over year to $3.6 billion, primarily due to higher personnel costs, general and administrative expenses, and professional fees, which was above the estimate of $3.5 billion [7] - Interest expenses rose 19.3% year over year to $210 million [7] Balance Sheet Highlights - As of September 30, 2025, Visa had cash and cash equivalents of $17.2 billion, up from $12 billion at the end of fiscal 2024 [8] - Total assets increased to $99.6 billion from $94.5 billion at the end of fiscal 2024 [8] - Long-term debt decreased to $19.6 billion from $20.8 billion as of September 30, 2024 [8] - Total equity declined 3.1% year over year to $37.9 billion [8] Cash Flow and Capital Deployment - Visa generated net cash from operations of $6.2 billion in the fiscal fourth quarter, a decline of 6.4% year over year [10] - Free cash flows were recorded at $5.8 billion, down 8% year over year [10] - The company returned $6.1 billion to shareholders through share buybacks and dividends, with $24.9 billion remaining under its repurchase program as of September 30, 2025 [11] Fiscal Year 2025 Overview - For fiscal 2025, Visa achieved net revenues of $40 billion, marking an 11% year-over-year increase, with adjusted EPS rising 14% to $11.47 [12] - Payments volume increased 8% year over year on a constant-dollar basis, with processed transactions totaling 257.5 billion, a 10% year-over-year increase [12] Outlook for Fiscal Year 2026 - For fiscal 2026, management anticipates low double-digit growth in net revenues and operating expenses on an adjusted nominal-dollar basis, with EPS expected to grow in the low double-digits [14]

Despite all these massive metrics, our next guest says we're still in the early innings of the AI buildout. For more on just how critical today's earnings reports will be to that narrative and who's best positioned into those prints, let's bring in John Belton, growth portfolio manager over at Gabelli Funds. Tim Seymour and Barbara Duran are still with us as well.John, you kind of heard the conversation about, you know, the economy and Claudia and the lack of data. Does any of that factor into how you are v ...

The Daily: Visa adding support for four stablecoins, Bitwise spot Solana ETF sees $69.5 million inflows on debut, and more https://t.co/Ee8J189Pky ...

Core Insights - Visa Inc. is a significant player in global commerce, with a long-standing presence in the market [1] Group 1: Company Overview - Visa is a company that is not only widely used by consumers but also plays a central role in the broader equity markets [1] Group 2: Investment Focus - The analysis primarily focuses on small- to mid-cap companies, which are often overlooked by many investors, while also occasionally examining large-cap companies like Visa to provide a comprehensive view of the market [1]