Mastercard Incorporated

MAintermediary

Mastercard is the second-largest global payment network, processing transactions across more than 210 countries. Alongside Visa, it forms the backbone of the global card payment system, increasingly expanding into open banking, fraud intelligence, and B2B payment services.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($28.2B)

Статические данные (загрузка финансов…)

Net Revenue (Payment Network) (75%)

Other Revenues (Value-Added Services) (25%)

Структура сегментов и ключевые клиенты

Подробности продукта

Consumer Payments58%

Credit and debit card processing for ~3.3B Mastercard cards globally

Commercial Solutions22%

Corporate cards, B2B payment automation, and virtual card programs

Cyber & Intelligence Services20%

Fraud detection, identity verification, and open banking via Vocalink and Ethoca

Связи цепочки поставок

Конкуренты

Visa Inc.

Global payment network duopoly

Влияние: Critical — Visa is primary rival

Партнёры

Coinbase Global, Inc.

Mastercard crypto card settlement programs

Влияние: Medium — crypto payment integration

JPMorgan Chase & Co.

Chase Mastercard product issuance

Влияние: High — JPM is major card issuer partner

Макро- и рыночный контекст

금융Новости сектора

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Предстоящие катализаторы

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

AI-анализ

Нажмите "Получить AI-анализ" для анализа цепочки поставок Mastercard Incorporated.

Информация о компании

Штаб-квартира

Purchase, New York, USA

Основана

1966

Сотрудники

35,000+

Веб-сайт

mastercard.com

Позиция в каскаде

Роль в каскаде

first follower

Типичная задержка

0-1 trading days

Mastercard mirrors Visa's transaction volume dynamics and is pursuing parallel stablecoin settlement pilots. A positive Visa earnings beat or partnership announcement triggers immediate re-rating of Mastercard's identical business model.

Полный каскад

Обзор сектора — 금융

Новости сектора