MA · Earnings call · 2026Q2T · Full report

Cybersecurity and Fraud Solutions

Mastercard Inc · 2026-07-30 · Importance 34 · Surprise 42 · In source text

Mastercard’s security portfolio has expanded from card fraud into identity, threat intelligence, cybersecurity, account-to-account scams, and account takeover prevention. Management said Vocalink and its real-time payments expertise enabled Mastercard’s first consortium-based account-to-account fraud prevention solution with U.K. banks, although the opportunity remains at an earlier stage. Approximately 60% of value-added-services revenue is network linked, while the remaining marketing-services portion continues to grow. Recorded Future and other security offerings can be integrated into Mastercard Threat Intelligence and combined with Mastercard data, creating structural synergies beyond sales distribution.

Key facts

• Mastercard launched Recorded Future capabilities and launched Mastercard Threat Intelligence; in its first three quarters, Threat Intelligence has identified more than 7 million card testing transactions across 192 countries and stopping that activity prevented an estimated $172 million in fraud linked to malicious domains.
• Mastercard has applied Vocalink and real-time payment expertise to prevent account-to-account fraud through a consortium approach with banks in the U.K.
• Threat Intelligence identified more than 7 million card testing transactions across 192 countries in its first three quarters, preventing an estimated $172 million in fraud linked to malicious domains.
• Mastercard said recorded partnerships and products (Recorded Future, Threat Intelligence, Merchant Trust Services) are meeting increased demand for cybersecurity, identity and fraud solutions driven by AI proliferation.

Impact estimates