Visa – Network Fee Outlook & Impact of Account-to Account Payments – 6 December 2021

  • Private Equity
  • Financials
  • North America


Former head at Visa


  • Visa's (NYSE: V) disputes with Amazon (NASDAQ: AMZN) over network fees and broader outlook on fee trajectory
  • Visa's approach to new payment flows
  • Implications of A2A (account-to-account) payments across payment flows, including fintechs potentially shifting away from Visa
  • Competitive dynamics of buy now, pay later approaches
  • Outlook amid regulatory scrutiny of incentivising fintechs to use Visa's rails


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