VEarnings Analysis财报电话会Source pending来源待核August 3, 20262026/8/3by InvestLog AIInvestLog AI 整理

V earnings call: guidance, demand and margins维萨 (V) 电话会要点：指引、需求与利润率

Management remarks

Call period: 2026 Q3 · 2026-07-28

Guidance: Christopher Suh: We expect Q4 net revenue growth in the high end of low double digits.

Demand and orders: Ryan McInerney: Our commercial and money movement solutions revenue grew 17%, year over year, with 13% year over year commercial payment volume growth both in constant dollars as our product development continued to help us win business.

Analyst Q&A

Analyst Analyst asked: And consumer payments probably growing more like low-double, low-single digit. And, obviously, the 13%-14% revenue growth well ahead of 9% to 11%. I think about that algo now going out kind of beyond this year into the long-term? Management Christopher Suh answered: I mean, we are obviously very pleased with how the year has played out across value added services, across CMS business, value added services quarter, almost a third of our revenue growing at 34%. that is an awesome result. It really reflects the strong execution against the strategy that we laid out at our Investor Day, which is, I think, the point you are referencing against.

管理层陈述

电话会期间：2026 Q3 · 2026-07-28

指引：克里斯托弗·苏：我们预计第四季度净收入增长率处于低双位数区间的高端。

需求与订单：瑞安·麦金纳尼：我们的商业与资金流动解决方案收入同比增长17%，以不变美元计算的商业支付量同比增长13%，这得益于我们的产品开发持续助力我们赢得业务。

分析师问答

分析师提问：消费者支付业务增速大概在低个位数至低双位数区间，而公司13%-14%的营收增速远高于9%-11%，想了解该增长趋势在今年后能否长期持续？克里斯托弗·苏回答：我们对增值服务和CMS业务的表现非常满意，本季度增值服务营收占比近三分之一，增速达34%，这一结果非常出色，反映了我们在投资者日制定的战略得到了有效执行。

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For information only. Not investment advice.内容仅供参考，不构成投资建议。

V earnings call: guidance, demand and margins维萨 (V) 电话会要点：指引、需求与利润率

Management remarks

Analyst Q&A

管理层陈述

分析师问答

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