V Visa Inc. Loading...

From MAR earnings calls
Loading chart...
Top Calls
Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
0 selected
All Content✓
Source feeds
Buzzberg Top 50 ✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
All directions✓
▲ Long✓
▼ Short✓
⛔ Avoid✓
✂ Close✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
12:30
May 06 ◎
Jen Mason CFO, Marriott International MAR Q1 FY26 call
Marriott's ongoing credit card co-brand negotiations with Visa are progressing well, with new deals expected later in the year, potentially unlocking significant fee upside.
V
HIGH
13:30
Feb 10 ◎
Leni Oberg CFO, Marriott International MAR Q4 FY25 call
Marriott raised its co-brand credit card royalty rate, a contractual change separate from ongoing deal renewals with Visa/Chase/AmEx, and now guides card fees +35% in 2026, decoupled from spending growth. — This signals Marriott is extracting higher economics from existing card partnerships, creating a new line-item revenue source that may pressure card partners' payment economics.
V
HIGH

About V Analyst Coverage

Buzzberg tracks V (Visa Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Jen Mason, Leni Oberg.