Acquisition And ExpansionMastercard’s acquisition of Recorded Future should add to the value-add services portfolio with AI-enabled Cyber and Intelligence capabilities.
Financial PerformanceMastercard generates around $11 billion of free cash flow, so they don’t need new debt.
Revenue GrowthExpectations of mid-teens EPS growth and 10%+ revenue growth are driven by value-added services, contract wins, and B2B.