WHAT TO WATCH
Analytics is a Key Product of Visa
Analytics sits within Visa’s Other segment, which makes up 12.9% of Visa’s revenue. Other grew 45.5% and is Visa’s Key Earnings Driver. Oracle’s Cloud infrastructure segment grew fastest in the group at 120.7%.
Visa’s segment totals $1.50B, the fourth largest of the five companies, and represents 8.1% of their combined segment revenue. Oracle’s is the largest, at $7.39B.
How does the company compare with its competitors?
5 companies sell Analytics
- ADBE
- DDOG
- MA
- ORCL
- V
Growth rank
#2 of 5
↑ 45.5% year on year in the reported segment
Size rank
#4 of 5
$1.50B segment revenue
Share of the combined segments
8.1%
of $18.48B across 5 companies that report one
Dependence on this segment
12.9%
of V’s total revenue
Coverage: Nasdaq 100 and S&P 100.
Visa’s Key Operating Metrics
METRIC
STATUS
Data Processing↑ 17.3%
Service↑ 13.7%
International Transaction↑ 6.1%
Other↑ 45.5%
🟢 Scaling