@sneef mentioned earlier the thought that maybe management cant disclose anything due to say visa holding the hand over them. This got me thinking, is there anything on visa’s site that could provide clues. I cant say i found anything forthcoming but at least it provided an interesting perspective of that from the CEO and CFO of Visa.
If i read correctly 450 million Visa cards by the end of the year and they aren’t even close to having 10% of merchants that use tap-and-pay in the US!! No wonder splitit are giddy for overseas expansion!
The following are snippets of transcripts from the visa’s investor relations page. It wasn’t a deep dive that i did so there might be more info you could find.
https://investor.visa.com/events-calendar/
A conference last month with MoffettNathansan made the following mention:
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A Goldman Sachs conference in Feb made this mention:
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And finally a more recent conference (Wolfe Fintech) made mention of splitit:
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