Mastercard's International Growth Is Threatened By The Rise Of A2A Payments [Seeking Alpha]
Mastercard Incorporated (MA)
Last mastercard incorporated earnings: 4/29 08:00 am
Check Earnings Report
US:NYSE Investor Relations:
investor.mastercard.com/investor-relations/default.aspx
Company Research
Source: Seeking Alpha
MA's international revenue, now 66.7% of total, is at risk as A2A systems bypass its payment network, pressuring future growth and margins. While value-added services (VAS) are growing—now 40% of revenue—these are unlikely to fully offset the erosion of core network fees. I rate MA a HOLD, expecting above-average but decelerating growth as A2A adoption expands and Mastercard's competitive advantage diminishes. Ekaterina79/iStock Editorial via Getty Images My thesis is that Mastercard Incorporated's ( MA ) moat is now under threat by the rapid rise of Account-to-Account (A2A) payment systems outside of the United States, whether those systems are backed by governments or by central This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving c
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MA
Earnings
- 10/30/25 - Beat
MA
Sec Filings
- 12/3/25 - Form 4
- 12/3/25 - Form 3
- 11/12/25 - Form 8-K
- MA's page on the SEC website