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Mar 31

Visa Q2 2025 Earnings Report

Visa reported strong growth in net revenue and processed transactions in Q2 2025.

Key Takeaways

Visa reported a 9% increase in net revenue to $9.6 billion, driven by growth in payments volume, cross-border volume, and processed transactions. GAAP net income was $4.6 billion, a 2% decrease from the prior year, while non-GAAP net income rose 6% to $5.4 billion. The company also announced a new $30 billion share repurchase program.

Net revenue increased 9% to $9.6 billion, with 11% growth on a constant-dollar basis.

GAAP net income decreased 2% to $4.6 billion, while non-GAAP net income rose 6% to $5.4 billion.

Processed transactions grew 9% to 60.7 billion, and cross-border volume increased 13%.

The board authorized a new $30 billion multi-year share repurchase program.

Total Revenue
$9.6B
Previous year: $8.78B
+9.4%
EPS
$2.76
Previous year: $2.51
+10.0%
Processed Transactions
60.7B
Previous year: 55.7B
+9.0%
Cross-Border Growth
13%
Previous year: 10%
+30.0%
Payments Volume Growth
8%
Previous year: 5%
+60.0%
Gross Profit
$7.41B
Previous year: $6.73B
+10.0%
Cash and Equivalents
$11.7B
Previous year: $19.3B
-39.2%
Total Assets
$92.9B
Previous year: $92.4B
+0.5%

Visa

Visa

Visa Revenue by Segment

Forward Guidance

Visa remains optimistic about its diversified business model and focus on innovation, despite macroeconomic uncertainties.

Positive Outlook

  • Resilient consumer spending driving payments volume growth.
  • Strong cross-border transaction performance.
  • New $30 billion share repurchase program.
  • Focus on innovation in digital payments.
  • Diversified revenue streams across segments.

Challenges Ahead

  • Macroeconomic uncertainty impacting growth.
  • Increased scrutiny and regulation of the payments industry.
  • Potential impact of global economic conditions.
  • Risks from cyber incidents or system breaches.
  • Intense competition in the payments industry.

Revenue & Expenses

Visualization of income flow from segment revenue to net income