Business Model EvolutionVisa's investor day highlighted its evolution from a consumer-payments company to a diversified platform business with an emphasis on value-added services and new payment flows.
Market OpportunityVisa still sees a $23 trillion opportunity from cash and check, ACH, and legacy systems, driving continued volume growth beyond addressable consumer payments growth.
Revenue GrowthVisa outlined an illustrative longer-term revenue growth profile of 9-12%, which is viewed as reassuring relative to expectations.