MA · 10-Q · 2026Q3 · Full report

Customer Deals and Renewals

Mastercard Inc · 2026-10-29 · Importance 35 · Surprise 48

Mastercard said new and renewed customer deals contributed to higher rebates and incentives, alongside growth in its key drivers. Rebates and incentives increased 18% in the third quarter and 21% in the first nine months of 2026, with nine-month growth of 19% on a currency-neutral basis. The filing does not name the customers or provide details on individual wins, losses, or renewal terms.

Key facts

• Mastercard’s payment network revenue included $18,005 million of customer rebates and incentives for the nine months ended September 30, 2026, up 21% as reported and 19% currency-neutral, primarily due to increased key drivers and new and renewed deals. source
• Mastercard’s payment network revenue included $6,369 million of customer rebates and incentives in the third quarter of 2026, up 18% as reported and currency-neutral, primarily due to increased key drivers and new and renewed deals. source