Key Takeaways V partners to build a trust framework that authenticates AI shopping agents and validates transaction intent.V's Agent Protocol lets agents signal browse vs pay, pass user authorization and complete checkout securely.Akamai adds edge-based behavioral intelligence to filter malicious bots and protect merchant risk controls.Visa Inc. (V) is diving deeper into the future of digital commerce by teaming up with Akamai to enhance the security of transactions driven by AI-powered shopping agents. As ...

New Stripe Agentic Commerce Suite integration will give BigCommerce merchants seamless access to AI-driven discovery, checkout and payments with minimal operational changeAUSTIN, Texas, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce, today announced BigCommerce’s integration with Stripe’s new Agentic Commerce Suite, which will enable BigCommerce merchants to capitalize on the e ...

Core Insights - Wix.com Ltd. has announced a new integration with Stripe's Agentic Commerce Suite, enhancing its capabilities in AI-powered shopping and enabling merchants to sell across multiple AI agents [2][10] - The integration aims to simplify the fragmented AI-commerce landscape by providing a unified, low-code solution for merchants [3][10] - Wix's partnerships, particularly with PayPal, are expected to drive future growth and improve operational efficiency for merchants [5][6] Financial Outlook - For Q4 2025, Wix anticipates total revenues between $521 million and $531 million, reflecting a year-over-year increase of 13–15% [8] - The full-year revenue outlook for 2025 has been adjusted to $1,990–$2,000 million, indicating a growth of 13–14% compared to previous estimates [8] Market Position - Wix's stock has seen a decline of 53.2% over the past year, contrasting with a 16.5% decline in the Computers - IT Services industry [9]

Key Takeaways PYPL partners with Logicbroker and OpenAI for agentic commerce and payment solutions; Bilt for Venmo use.These partnerships enhance checkout, security, and in-app payments across key global platforms.Collaborations with major financial institutions broaden PayPal's reach and payment experiences.PayPal Holdings (PYPL) recently partnered with Logicbroker, allowing thousands of Logicbroker’s merchants to seamlessly activate PayPal’s agentic commerce services, including store sync and future agent ...

Newark, New Jersey, Dec. 09, 2025 (GLOBE NEWSWIRE) -- BlackBird Financial LP, a value-focused hedge fund founded by Judah Spinner, today announced that it has accumulated a significant ownership position in PayPal Holdings, Inc., the global payments platform serving more than 400 million consumer and merchant accounts and processing roughly $1.7 trillion in annual payment volume.  Alex Chriss, President and CEO of Paypal “PayPal is a classic case of a dominant, cash-generative franchise that has fallen out ...

Group 1: Ark Invest Trades - Ark Invest executed significant trades on Monday, including purchases of ARK 21Shares Bitcoin ETF, Robinhood Markets Inc., and Shopify Inc. amid a volatile market influenced by cryptocurrency fluctuations [1] - The ARK Blockchain & Fintech Innovation ETF and ARK Next Generation Internet ETF acquired a total of 71,500 shares of ARK 21Shares Bitcoin ETF, amounting to an investment of approximately $2 million at a closing price of $28.39 [2] - ARKW ETF purchased 8,776 shares of Robinhood Markets Inc. at $123.24 per share, totaling around $1.08 million, as Robinhood's stock faced pressure due to Bitcoin's decline [4] - ARK Innovation ETF added 26,420 shares of Shopify at a closing price of $149.28, resulting in an investment of approximately $3.9 million [5] Group 2: Market Dynamics and Company Performance - Major cryptocurrencies, including Bitcoin, experienced a downturn, with Bitcoin's price declining from a weekend high of $91,000 to $87,000, impacting related assets [3] - Shopify continues to show strong growth, with third-quarter results exceeding expectations due to global demand and record transaction volumes, leading analysts to raise price targets for the stock [6]

Financial Performance - The company's ARR (Annual Recurring Revenue) reached $356 million as of 9/30/2025 [21] - Enterprise ARR constitutes 76% of the total ARR [21] - Non-GAAP Gross Margin was 79% in 3Q25 [22] - Non-GAAP Operating Income improved from a loss of $11 million in 3Q22 to an income of $8 million in 3Q25 [23] - Operating Cash Flow increased from a loss of $51 million in 3Q22 to an income of $11 million in 3Q25 [24] B2B and B2C Success Metrics - B2B customers experience an average increase of 13% in AOV (Average Order Value) [47] - B2B customers experience an average increase of 19% in return on ad spend [47] - B2C customers experience an average checkout conversion rate of 619% [52] - B2C customers experience an average increase of 15% in channel revenue [52] - B2C customers experience an average increase of 19% in return on ad spend [52]

Core Insights - Commerce.com, Inc. reported a total revenue of $86.0 million for Q3 2025, reflecting a 3% increase compared to the same period in 2024. The total annual revenue run-rate (ARR) reached $355.7 million, up 2% year-over-year [1][6] - The company emphasized its focus on sustainable growth through strategic partnerships with AI leaders and adapting to changing buyer behavior, which is driving momentum in both B2B and B2C sectors [2] Financial Highlights - Subscription solutions revenue was $64.7 million, a 3% increase from Q3 2024 [6] - Enterprise ARR was $269.2 million, marking a 5% increase from the previous year, with enterprise accounts constituting 76% of total ARR [6] - GAAP gross margin improved to 78%, up from 76% in Q3 2024, while non-GAAP gross margin rose to 79% from 78% [6] - The number of enterprise accounts decreased by 2% to 5,751, but the average revenue per account (ARPA) increased by 7% to $46,806 [6] - GAAP net loss narrowed to $2.2 million from $7.0 million in Q3 2024, while non-GAAP net income increased to $6.2 million, representing 7% of revenue [6] Cash Flow and Outlook - Cash, cash equivalents, and marketable securities totaled $143.2 million as of September 30, 2025. Net cash provided by operating activities was $10.6 million, compared to $5.6 million in Q3 2024 [10] - The company expects Q4 2025 revenue to be between $87.8 million and $92.8 million, with full-year revenue projected between $340.6 million and $345.6 million [10][11] Business Developments - Commerce.com announced the launch of Feedonomics Surface, a new solution aimed at optimizing product catalogs for advertising channels [10] - A new embedded payment processing solution, BigCommerce Payments, is set for a U.S. launch in 2026, with plans for international expansion [10] - The company introduced new applications in the Shopify App Store to enhance cross-platform operations for merchants [10]

Core Viewpoint - Visa Inc. is recognized as a strong investment opportunity, with a "Buy" rating maintained by TD Cowen analyst Bryan Bergin, supported by robust financial performance and a positive outlook for the future [1][2]. Financial Performance - In Q4 2025, Visa reported a 12% growth in net revenue, reaching $10.7 billion, driven by healthy consumer spending trends, particularly in the US and an acceleration in the Asia-Pacific region, especially Mainland China [2]. - The company's earnings per share (EPS) and revenue exceeded expectations, attributed to growth in data processing and favorable cross-border transactions [1]. Innovation and Market Position - Visa is positioned to lead in the evolving commerce landscape due to its focus on innovation and product development, leveraging technologies such as AI-driven commerce, real-time money movement, tokenization, and stablecoins [3]. - The company operates the world's largest retail electronic payment network, which is expected to benefit from the proliferation of stablecoins, potentially expanding the addressable market for card networks [3]. Market Sentiment - Despite a decline in shares amid a broader selloff in card network stocks, the investment management company Sands Capital does not view stablecoin proliferation as a threat to card volumes, suggesting that card networks could enhance stablecoin adoption by providing necessary rules and protections [3].

Core Insights - Visa Inc. reported strong fiscal Q4 2025 results, with net revenue increasing by 12% to $10.7 billion, and a full-year net revenue of $40 billion, up 11%, indicating robust consumer spending and a resilient business model [1][2] Financial Performance - Q4 GAAP net income was $5.1 billion, or $2.62 per share, while non-GAAP net income reached $5.8 billion, or $2.98 per share. For the full year, GAAP net income totaled $20.1 billion, or $10.20 per share, and non-GAAP net income was $22.5 billion, or $11.47 per share [1] - Operating expenses for Q4 were $4.6 billion, a 40% increase, primarily due to litigation provisions and personnel expenses. For the full year, GAAP operating expenses were $16.0 billion, a 30% increase [3] Key Business Drivers - Payments volume increased by 9% in Q4 and 8% for the full year. Cross-border volume, excluding transactions within Europe, rose by 11% in Q4 and 13% for the full year [2] - Total processed transactions reached 67.7 billion for Q4, a 10% increase, and 257.5 billion for the year, also a 10% increase [2] - By segment, service revenue was $4.6 billion (up 10%), data processing revenue rose 17% to $5.4 billion, and international transaction revenue grew 10% to $3.8 billion [2] Capital Management - Visa repurchased approximately 54 million shares of class A common stock at an average cost of $335.44 per share for a total of $18.2 billion. The board also increased the quarterly cash dividend by 14% to $0.670 per share [3] - At the end of the quarter, Visa had cash, cash equivalents, and investment securities totaling $20.0 billion, with net cash provided by operating activities amounting to $23.1 billion [3] Strategic Focus - CEO Ryan McInerney emphasized Visa's commitment to innovation and product development, positioning the company to lead in the evolving payments ecosystem, particularly with advancements in AI-driven commerce, real-time money movement, tokenization, and stablecoins [1][3]