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Mastercard Tops Q3 Estimates as Spending and Cross-Border Volumes Climb

Revenue rose 17% to roughly $8.6 billion, capping a quarter that had already drawn higher Wall Street targets.

Overview

  • Adjusted earnings were $4.38 per share versus about $4.32 expected, with profit of $3.9 billion translating to $4.34 per share on a GAAP basis.
  • Net revenue reached $8.6 billion, up 17% from a year ago and ahead of the roughly $8.54 billion consensus.
  • Payment activity stayed resilient, with gross dollar volume up 9% and cross-border volume up 15% in the quarter.
  • Shares were little changed in early trading after closing at $554.58 in the prior session.
  • Analyst sentiment had strengthened in recent weeks with new Buy coverage and target increases, and Jill Kramer is set to become chief marketing and communications officer on Dec. 1.