MA News
2 R40 articles on Mastercard Incorporated (MA). Latest, Sep 22, 2026: SoFi Settles Its Cards in Its Own Stablecoin. One Day of That Flow Is $68 Million.
R40 Coverage
SoFi Settles Its Cards in Its Own Stablecoin. One Day of That Flow Is $68 Million.
SoFi Bank's entire $25 billion card program now settles in SoFiUSD on Mastercard's network. One day of that flow is $68.5M; the interchange it files is $41.1M.
Mastercard Q2 2026: Beat and Raised Margins — Stock Barely Moves
Mastercard beat on revenue, EPS, and margin, with value-added services growing 20%, and the stock traded roughly flat while American Express fell 6% the same week. We break down why network scale keeps compounding quietly.
January 2026
Mastercard Beat Q1 Expectations
EPS +15% YoY, revenue +15% YoY; cross-border +14%; reducing headcount 4% via efficiencies (AI?); green in red market.
Mastercard Q1 Earnings
Down -1.7% premarket despite beat; analysts positive on VAS growth and AI tools.
Mastercard Dipping 2% After Hours
Despite double beat, credit card rate cap fears linger—good numbers not enough.
Mastercard Up 4%
Gapped up on earnings beat; cross-border +14%, services growth; solid guide.
Mastercard: The Payments King
Investment deep dive; operates with 67% margins, zero credit risk, processes $14T+ volume.