MA · 10-Q · 2026Q2 · Full report
Customer Dynamics
Mastercard Inc · 2026-07-30 · Importance 71 · Surprise 48 · No source text
Mastercard provided $5,997 million of rebates and incentives to customers in the second quarter and $11,636 million in the first six months of 2026. These amounts increased 22% and 20% on a currency-neutral basis in the quarter, and 22% and 19%, respectively, for the six-month period. Mastercard attributed the increases primarily to higher payment-network drivers and new and renewed customer deals, indicating continued commercial investment to retain and expand issuer and other customer relationships.
Key facts
- Net revenue from payment network included $5,997 million of rebates and incentives for the three months ended June 30, 2026, which increased 22% versus comparable period in 2025 source
- Net revenue from the payment network included $11,636 million of rebates and incentives for the six months ended June 30, 2026, which increased 22% versus comparable period in 2025 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -11.7% | Net revenue from payment network included $5,997 million of rebates and incentives for the three months ended June 30, 2026, which… |