Group 1 - PayPal is focusing on expanding its omnichannel sales strategy by encouraging consumers to use its payment service for everyday purchases both online and in physical stores [3][7] - The company is enhancing its installment lending offerings, including a new push into physical retail environments, as part of its omnichannel strategy [4][7] - In 2022, PayPal reported approximately $33 billion in buy now, pay later (BNPL) payment volume, reflecting a 21% increase compared to 2021 [5] Group 2 - The BNPL service is still in its early stages for physical stores, but it is a key focus area for many players in the industry [5] - PayPal is targeting younger consumers who prefer debit cards and are focused on cash flow management, promoting BNPL as a tool for effective cash flow planning [6] - The company is offering a 5% cash credit on BNPL purchases through the end of the year to attract more shoppers and reduce cart abandonment during the holiday season [7]

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Dive Brief: Former Fiserv Chief Executive Frank Bisignano, who left the payments processor earlier this year after President Donald Trump tapped him to lead the Social Security Administration, has been appointed as CEO of the Internal Revenue Service as well. Treasury Secretary Scott Bessent, who is acting commissioner for the IRS, announced Bisignano’s appoin ...

Group 1 - Payments giants are expanding into commerce media, with American Express and Mastercard launching competing ad networks within a week [3][6] - American Express reported that its offers segment generated $15 billion in spending last year, primarily from the U.S. market, providing a strong foundation for Amex Ads [4][6] - Early pilots by brands like Marriott and Tumi showed positive results, with Marriott achieving a 300% return on investment and Tumi generating a return on ad spend 30% higher than benchmarks [5][6] Group 2 - Amex Ads leverages first-party data from 34 million U.S. cardholders and includes measurement and brand-safety features [6] - The launch of these ad networks reflects the growing trend of commerce media, where companies utilize first-party customer data to enhance digital advertising monetization [6]

Mastercard is a global force in the payments industry, and its shares have soared in the past couple of decades.Despite the fact that many people might have a Mastercard (MA 0.67%) debit or credit card in their wallets, investors might not be totally familiar with this business. But it's time to take a closer look. Mastercard carries a market cap of about $525 billion, a huge valuation that is a result of the share price soaring more than 12,000% (as of Oct. 1) since its initial public offering in 2006.Sinc ...

Core Viewpoint - Shift4 Payments, Inc. has declared a cash dividend of $1.50 per share for its 6% Series A Mandatory Convertible Preferred Stock, which will be paid on November 3, 2025 [1] Company Summary - The dividend is applicable to the 10,000,000 shares of 6% Series A Mandatory Convertible Preferred Stock issued on May 5, 2025 [1] - The record date for the dividend payment is set for October 15, 2025 [1]

Core Viewpoint - Triumph Financial, Inc. is set to release its third quarter financial results and management commentary on October 15, 2025, after market close [1] Group 1: Financial Results Announcement - The financial results and management commentary will be available on the Company's Investor Relations website [1] - A conference call to review the financial results will take place on October 16, 2025, at 9:30 a.m. central time [2] - The live video conference can be accessed through a specific link or via the Company's IR website, with an archive available afterward [3] Group 2: Company Overview - Triumph Financial, Inc. (NYSE: TFIN) is a financial and technology company focused on modernizing freight transactions through payments, factoring, intelligence, and banking [4] - The company is headquartered in Dallas, Texas, and its portfolio includes brands such as Triumph, TBK Bank, and LoadPay [4]

美国乔治亚州亚特兰大2025年10月3日-- 全球领先的数字支付服务商 今日宣布，乔治亚州银行业金融监 管局已正式受理其商户收单有限目的银行（简称MALPB）牌照申请，这一举措彰显了 Checkout.com 致 力于为企业级商户进军美国市场打造强大支付平台的坚定承诺。 这一里程碑是公司基于对美国支付市场深刻理解而进行不懈投资的成果。公司的投资重点始终聚焦于优 化商户的全球支付绩效，而乔治亚州 MALPB 牌照申请受理将赋能 Checkout.com 提供真正以美国市场 为中心的支付体验，造福商户并加速增长。 美国乔治亚州银行业金融监管局正式受理 Checkout.com 在乔治亚州的商户收单有限目的银行 （ Merchant Acquirer Limited Purpose Bank ，简称 MALPB ）牌照申请 该银行牌照将增强公司运营管理权，为企业级商户提供更卓越的数字支付表现，并进一步加大 Checkout.com 在美国市场的业务拓展计划 Jordan Reynolds 被任命为美国亚特兰大新办公室的 MALPB 首席执行官兼北美银行业务负责人 " 乔治亚州 MALPB 牌照是我们业务发展的关键一 ...

Core Insights - The investment strategy focuses on acquiring strong businesses at undervalued prices [1] - The portfolio has evolved through various industries, including technology, banking, and emerging markets [1] - Emphasis is placed on high-quality businesses with significant user bases and content libraries [1] Investment Strategy - The approach involves valuing companies at the EBIT+R&D level to capture potential in R&D investments [1] - The annual return from February 2019 to October 2024 was 11.4% CAGR, which is below the market's 15.18% CAGR [1] - The belief is that expanded knowledge will enable future outperformance of the market [1] Portfolio Management - The strategy aims to minimize portfolio turnover, focusing on holding existing companies rather than frequent trading [1] - The investment philosophy does not endorse "Buy" and "Sell" recommendations, instead categorizing stocks as "Strong Buy" or "Strong Sell" based on their valuation [1] - A "Hold" position may be initiated for high-quality businesses if pricing is not favorable [1]

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Dive Brief: Digital payments processor Checkout.com has submitted its application for a banking charter to the Georgia Department of Banking and Finance, the company said Friday. The U.K.-based firm is seeking Georgia’s merchant acquirer limited purpose bank charter to facilitate its U.S. expansion and gain direct access to the payment networks of behemoths Visa ...

Group 1 - Corpay Inc. is considered one of the most undervalued technology stocks according to analysts [1] - On September 29, Corpay and Mastercard announced an expansion of their collaboration to enable near real-time payments to 22 new markets across Asia, Europe, the Middle East, Africa, and Latin America [1][2] - The expansion aims to meet the increasing demand for fast and efficient transactions, with global cross-border payments projected to exceed $250 trillion by 2027 [2] Group 2 - The partnership builds on a strategic agreement established in April 2025, making Corpay the exclusive provider of large-ticket cross-border payment solutions and currency risk management services for Mastercard's financial institution clients [3] - Corpay specializes in managing vehicle-related expenses, lodging expenses, and corporate payments internationally [4] - Mastercard provides transaction processing and other payment-related products and services on a global scale [4]