The real need isn’t token swaps, but seamless end-to-end money movement across borders, providers and currencies.Rapid issuer growth is shifting stablecoin focus to how companies manage and coordinate many stablecoins without fragmentation.Watch more: Digital Shift: Conduit’s Kirill GertmanBy completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Co ...

YouTube has reportedly begun letting creators on its platform get paid in PayPal’s stablecoin. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.So far, this feature only applies to U.S. users, May Zabaneh, PayPal’s ...

Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities surged in the third quarter on positive corporate earnings news and hopes for Federal Reserve (Fed) rate cuts. The fund returned 8.38% in the third quarter, compared to the Russell 1000 Growth Index’s 10.51% return. Stock selection in the healthcare sector contributed to the relative performance of the fund in the quarter, while ...

Corpay (NYSE:CPAY) Conference December 09, 2025 08:40 AM ET Company ParticipantsJohn Davis - Head of Fintech Equity ResearchPeter Walker - CFOJohn DavisGet started. Good morning. My name is John Davis. I lead the FinTech equity research effort here at Ray J. We're excited to have CPAY CFO Peter Walker with us this morning. We're just going to do a fireside chat. We'll leave some time for questions at the end. But first off, Peter, thanks for joining us.Peter WalkerYeah, great to be here on a cold morning in ...

Epic Games and Stripe, selected for their continued innovation and market leadership, are driving the future of digital entertainment and commerce: Templum and SoFi are already preparing a robust 2026 calendar featuring new offerings across high-growth sectors including Robotics, FinTech, Defense Tech, and Cloud Infrastructure. This is a limited, time-sensitive opportunity to invest in two of the most influential private companies of the decade. Limited December window gives accredited investors access to t ...

Investment Rating - The report assigns a 12-month rating of Neutral to Fiserv Inc (FISV) with a price target of US$75.00, while the current price is US$62.69 [5]. Core Insights - Fiserv is consolidating its 16 core offerings into 5 platforms, allowing clients to migrate at their own pace, with significant progress already made [2]. - Management is adjusting pricing strategies in digital payments and SMB segments to be more competitive, particularly in the Clover product line [3]. - The company anticipates a decline in total company margins by approximately 200 basis points for the full year, with specific segments experiencing varying levels of margin compression [8]. Summary by Sections Core Banking Consolidation - Fiserv is reducing its core offerings from 16 to 5 platforms, with a focus on migrating clients at their own pace. The company serves around 3,500 US financial institutions within an addressable market of approximately 8,000 [2]. Pricing Decisions - Management plans to adopt more competitive pricing in digital payments, particularly for debit networks, while maintaining premium pricing for Clover products. Some previously implemented fees have been eliminated based on partner feedback [3]. Non-Clover SMB Insights - The non-Clover SMB segment has seen revenue declines primarily due to issues in Argentina, but growth is expected to stabilize moving forward. Management is cautious about converting non-Clover clients to Clover, ensuring a clear value proposition [7]. Margin Expectations - Fiserv expects total company margins to decrease by about 200 basis points, with Q4 margins projected to decline by 750-800 basis points. Merchant Solutions is facing significant margin compression due to lower expected high-margin revenue [8]. Capital Allocation and Free Cash Flow - The company anticipates maintaining a free cash flow conversion percentage similar to historical levels, with capital expenditures expected to be around US$1.8 billion in 2025, representing about 9% of revenue [9]. Financial Projections - Revenue is projected to grow from US$16.613 billion in 2022 to US$22.201 billion by 2029, with net earnings expected to fluctuate around US$4.205 billion in 2022 to US$4.396 billion by 2029 [4][15]. Valuation Metrics - The report highlights various valuation metrics, including a P/E ratio of 15.4 in 2022, expected to decrease to 6.0 by 2029, indicating a potential undervaluation of the stock [16]. Additional Insights - Fiserv is expanding into new verticals, such as healthcare, and enhancing its distribution channels through increased sales personnel and partnerships with banks and ISOs [10][12].

This week at @RBLTSecurities’ 17th Annual FinTech Summit:Panel: Talos · Anchorage Digital Bank · Chainlink · DragonflyModerator: Dushyant Shahrawat, Co-Head of Rosenblatt’s Investment Banking Teamhttps://t.co/KqfIPLN9XR ...

Key Takeaways EXOD posts 51% revenue growth and an 82% rise in Q3 swap volume.Partner additions and entry into stablecoin payments boost momentum.EXOD holds $315M in liquid assets and trades at a 1.41X price-to-book ratio.Exodus Movement (EXOD) is growing fast as a self-custodial wallet and Web3 financial services solution provider. Exodus Movement revenues climbed 51% year over year on the back of rising digital asset prices throughout 2025. The company also saw 82% year-over-year growth in swap volume in ...

Coremont, a London-based provider of real-time, multi-asset class portfolio management software and analytics, has received a €34 million ($40 million) strategic growth investment from funds managed by Blue Owl Capital.The investment will drive Coremont’s growth by expanding its product coverage into new asset classes, using AI to broaden access to advanced analytics, and strengthening its real-time risk management capabilities.“We are delighted to collaborate with Blue Owl,” said Jev Mehmet, CEO of Coremon ...

Key Takeaways EXOD has fallen 38.3% in a month, even as its valuation sits well below the industry average.The company posted 51% revenue growth and an 82% jump in swap volume in third-quarter 2025.EXOD's Grateful acquisition expands stablecoin payments and adds new market entry potential.Exodus Movement (EXOD) shares have lost 38.3% in the past month, underperforming the Zacks Internet – Software industry’s decline of 3%.EXOD One Month Performance ChartImage Source: Zacks Investment ResearchSince the compa ...