Mastercard Inc. (MA)
Mastercard Incorporated (MA) Q1 2025 Earnings Call Transcript
Mastercard Incorporated (NYSE:MA ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Devin Corr - Head of Investor Relations Michael Miebach - Chief Executive Officer Sachin Mehra - Chief Financial Officer Conference Call Participants Harshita Rawat - Bernstein Andrew Jeffrey - Truist Securities Tien Huang - JPMorgan Sanjay Sakhrani - KBW Adam Frisch - Evercore ISI Trevor Williams - Jefferies Darrin Peller - Wolfe Research Timothy Chiodo - UBS Bryan Keane - Deutsche Bank Paul Golding - Macquarie Operator Good morning. My name is Audra and I will be your conference operator today.
MasterCard (MA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for MasterCard (MA) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Are consumers under spending pressure? Not according to Mastercard's earnings.
While retailers have been calling out signs of economic stress, Mastercard Inc.'s latest results didn't seem to reflect that spending pressure in a broad sense.
Should You Buy Mastercard Before Q1 Earnings? Key Estimates to Note
MA's first-quarter earnings are likely to have benefited from growing GDV and switched transactions.
Big Marketers Like Mastercard, PepsiCo and Nissan Are Rethinking Pride Marketing
Brands are shaking up their Pride spending, with some citing political pressure and economic uncertainty.
Insights Into MasterCard (MA) Q1: Wall Street Projections for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for MasterCard (MA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Mastercard Earnings Preview: Watch Out For Value-Added Services And Commercial Growth
Mastercard benefits from the global shift to digital payments. With Q1 earnings upcoming, the author outlines some keys to look out for. VAS and Commercial payments are key growth drivers, outpacing consumer payments and strengthening Mastercard's competitive moat. Despite recent downward EPS revisions, Mastercard's long-term growth outlook remains robust, supported by strong revenue and free cash flow trends.
MasterCard (MA) Advances But Underperforms Market: Key Facts
The latest trading day saw MasterCard (MA) settling at $535.46, representing a +1.03% change from its previous close.
MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
MasterCard (MA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Is Trending Stock Mastercard Incorporated (MA) a Buy Now?
MasterCard (MA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Mastercard CEO Sees No Sign of Consumer Spending Slowdown
Mastercard CEO Michael Miebach said the payments giant is not seeing consumer spending slow down despite the consumer sentiment surveys indicating that people are worried about the economy. During a fireside chat at the Semafor World Economy Summit on Wednesday (April 23), he said that “hard data” from Mastercard's Economics Institute tells a different story.
Mastercard's Resilience Makes It A Buy In 2025 And Beyond
I rate Mastercard a 'buy' due to its strong financial performance, resilience, dominant market position, share buybacks, growing dividends, and economic cycle durability. Mastercard's key business drivers include 12% YoY GDV growth, 20% YoY cross-border volume growth, and an 11% YoY increase in switched transactions. Despite a higher P/E ratio, Mastercard's premium is justified by strong earnings, a solid long-term outlook, and leadership in the global payment ecosystem.
