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Saturday, May 2, 2015

Visa 2Q2015


Visa, Inc. (V) has reported 0.63 EPS and 3,409 revenue for FQ2 2015.
REPORTED THURSDAY, APRIL 30 AMC
EPSRevenue
Wall Street Consensus0.623,325
Estimize Consensus 
95 estimates
0.643,352
› V Reported Earnings0.633,409



Highlight

Double-digit transaction growth for Visa
  • Visa (NYSE:V) reports a strong U.S dollar cut into growth by 2.5 percentage
  • Total processed transactions during the quarter were up 11% Y/Y to 17.0B.
  • Payments volume growth rose 11% on a constant dollar basis to $1.2T and cross-border volume was up 8%.
  • Service revenue was up 8% to $1.6B on a reported ending date of Dec. 31.
  • The company's operating expenses rose 1% to $1.1B.
  • Guidance: Visa reaffirms previous guidance of low double-digit revenue growth in constant currency terms. F/X is seen as a -2% drag on sales.
  • Visa didn't mention China in its earnings release, but the topic could come up on the earnings call.
Apr 22, 2015, China regulator door opens for MasterCard and Visa in China. Believe that both were benefit from this large slide of cake.




Update

May 8, 2015  Visa talks to acquire Visa Europe
★Visa (NYSE:V) spikes higher in mid-day trading off a report the company is in talks to acquire Visa Europe.
★The deal size could be as high as $15B to $20B.
★Visa Europe became independent from its former parent company back in 2007.

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