Open Banking Analysis
Companies
2 companies in the Nasdaq 100 + S&P 100 sell Open Banking: Mastercard (MA) and Visa (V).
Where it fits within their business
Cleanest reporting: no company reports Open Banking in a segment of its own. Every segment shares it with other mapped products.
Most blended: MA reports Open Banking in its Value-added services and solutions revenue segment, shared with 8 other mapped products, including “Analytics” and “Cybersecurity”.
Highest company exposure: MA has 41.2% of its revenue in its Value-added services and solutions revenue segment that contains Open Banking.
How that part of the business performs
A segment often holds other products too, so this is the revenue of the segments, not of Open Banking alone.
Cross-Company Taxonomy for Open Banking — 2 Companies
| Company | Product | Revenue Segment | |||
|---|---|---|---|---|---|
MA | Value-added services and solutions Products also in this segment: International Money Transfer, Fraud Prevention +6 · Sign in to see all | $3.83B? | 41.2% | ↑ 20.0% | |
Other Products also in this segment: Card Issuer Processing, Analytics | $1.50B? | 12.9% | ↑ 45.5% |
Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric
Combined Segment Metrics: Open Banking vs Related Products?
Open Banking+26.2%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| MAValue-added services and solutions | Value-added services and solutions | Q2 FY2026 | $3.83B | 71.9% | 41.2% | +20.0% |
| VOther | Other | Q3 FY2026 | $1.50B | 28.1% | 12.9% | +45.5% |
Analytics+ Add to results+47.8%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| ORCLCloud infrastructure | Cloud infrastructure | Q1 FY2027 | $7.39B | 40.0% | 38.2% | +120.7% |
| ADBECreative & Marketing Professionals | Creative & Marketing Professionals | Q3 FY2026 | $4.65B | 25.2% | 68.8% | +13.0% |
| MAValue-added services and solutions | Value-added services and solutions | Q2 FY2026 | $3.83B | 20.7% | 41.2% | +20.0% |
| VOther | Other | Q3 FY2026 | $1.50B | 8.1% | 12.9% | +45.5% |
| DDOGTotal Revenue | Total Revenue | Q2 FY2026 | $1.12B | 6.1% | 100.0% | +35.6% |
Card Issuer Processing+ Add to results+18.5%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| VService Data Processing Other | Service Data Processing Other | Q3 FY2026 | $12.46B | 100.0% | 100.0% | +18.5% |