V · 10-Q · 2026Q2 · Full report
Value-added Services Growth
VISA INC. · 2026-07-29 · Importance 58 · Surprise 56 · From source text
Visa’s value-added services portfolio includes Issuing Solutions, Acceptance Solutions, and Advisory and Other Services. Revenue from these services increased 33% in the quarter and 32% for the nine-month period, exceeding the growth rate of the broader payments business. Growth was driven by client consulting and marketing engagements, processed transactions, payment credentials, pricing, and demand associated with sponsorship events including the FIFA World Cup 2026 and the Olympic and Paralympic Winter Games Milano Cortina 2026. Client consulting engagements increased approximately 30%, while payment credentials increased 8% year over year.
Key facts
- Value-added services revenue for the three months ended June 30, 2026: $3.8 billion.
- Value-added services revenue for the nine months ended June 30, 2026: $10.3 billion.
- Value-added services revenue for the nine months ended June 30, 2025: $7.8 billion.
- Value-added services revenue for the three months ended June 30, 2025: $2.8 billion.
- Value-added services revenue increased 33% over the three-month prior-year comparable period.
- Value-added services revenue increased 32% over the nine-month prior-year comparable period.
- Client consulting engagements increased approximately 30% over the three and nine-month prior-year comparable periods.
- Processed transactions increased 10% and 9% over the three and nine-month prior-year comparable periods, respectively.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.4% | Value-added services revenue for the nine months ended June 30, 2026: $10.3 billion. |
| revenue | positive | realized | — | Value-added services revenue for the three months ended June 30, 2026: $3.8 billion. |