NYSE$V

Visa · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Visa's Q2 2021 results reflected a decrease in net revenues, primarily due to a decline in cross-border volume, which was partially offset by growth in payments volume and processed transactions.

Visa Inc. reported a decrease in net revenues by 2% to $5.7 billion. GAAP net income was $3.0 billion, with an EPS of $1.38. Payments volume increased by 11%, and processed transactions grew by 8%.

  • GAAP and non-GAAP net income reached $3.0B or $1.38 per share.
  • Net revenues totaled $5.7B, a 2% decrease, but would have been approximately flat if service revenues were recognized on the current quarter’s payments volume.
  • Key business driver growth rates are beginning to ramp up, reflecting the depressed levels in 2020 due to COVID-19.
  • Payments volume and processed transactions were higher than fiscal second quarter 2019 levels, while cross-border volumes excluding intra-Europe remained lower.

Headline financials

Total Revenue

$5.73B

Previous: $5.85B-2.1%
EPS (adj)

$1.38

Previous: $1.39-0.7%
Cross-Border Volume Growth

-11.0%

Previous: -2.0%-450.0%
Transactions Processed

37.6B

Previous: 34.9B+7.7%
Free Cash Flow

$3.03B

Previous: $3.08B-1.9%
Net Income

$3.03B

Previous: $3.08B-1.9%
Operating Income

$3.58B

Previous: $3.92B-8.7%
Cash & Equivalents

$16.5B

Previous: $9.74B+69.3%
Total Assets

$80.2B

Previous: $72.8B+10.1%

Revenue & EPS history

Visa · Revenue · Quarterly

$5.73B

Q2 2021-2.1%vs Q2 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Visa · $5.73B total across 5 segments · Q2 2021

  • Data Processing Revenue
    $3B+10.5%
  • Service Revenue
    $2.85B+8.5%
  • International Transactions
    $1.49B-18.8%
  • Other Revenue
    $392M+0.0%
  • Client Incentives
    -$1.99B-216.8%

Forward guidance

Given the continuing impact of COVID-19 and the significant uncertainty in the global economy, it is difficult to reasonably estimate the Company's annual results; therefore we are not providing a fiscal full-year 2021 outlook at this time.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+0.5%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.0%

Avg return

30 days after

51%

33 / 65 earnings

Positive

+10.7%

Q1 2022

Best reaction

-7.7%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+2.6%+5.7%+5.9%
Q1 2026-1.2%-0.6%-3.5%
Q4 2025-2.4%-2.9%-3.6%
Q3 2025-0.1%-2.6%+0.1%
Q2 2025+1.2%+2.1%+6.9%
Q1 2025-0.4%+1.9%+5.7%
Q4 2024+2.1%+2.3%+10.7%
Q3 2024-5.1%-3.1%+0.1%
Q2 2024+1.0%+0.8%+0.7%
Q1 2024-1.4%+2.0%+4.4%
Q4 2023+2.3%-1.0%+9.6%
Q3 2023-1.5%-2.1%-0.5%
Q2 2023-2.0%-0.0%-4.0%
Q1 2023+2.9%+2.4%-2.4%
Q4 2022+6.6%+9.8%+11.0%
Q3 2022-1.8%-1.0%-2.1%
Q2 2022+2.0%+1.5%-0.7%
Q1 2022+10.7%+12.9%+6.5%
Q4 2021-7.7%-9.5%-13.1%
Q3 2021-1.3%-1.5%-7.9%
Q2 2021+1.4%+1.4%-1.5%
Q1 2021-0.9%+3.9%+8.9%
Q4 2020-2.7%-2.8%+11.0%
Q3 2020+0.8%-3.3%+7.2%
Q2 2020-3.4%-1.8%+7.4%
Q1 2020-2.9%-0.6%-11.3%
Q4 2019+3.8%+3.7%+4.8%
Q3 2019+1.5%+1.7%-0.3%
Q2 2019-0.4%+1.5%+0.6%
Q1 2019+0.0%+4.8%+10.7%
Q4 2018+1.0%-3.4%-4.5%
Q3 2018+1.8%-2.5%+3.0%
Q2 2018+4.8%+4.6%+8.3%
Q1 2018-2.7%-3.4%-2.8%
Q4 2017+1.3%+1.5%+3.3%
Q3 2017+1.4%+1.8%+4.3%
Q2 2017+1.6%+2.6%+3.0%
Q1 2017+4.4%+4.1%+7.7%
Q4 2016-0.4%-0.2%-3.4%
Q3 2016+0.7%-1.1%+1.4%
Q2 2016-2.5%
Q1 2016+5.0%
Q4 2015+0.4%
Q3 2015+3.9%
Q2 2015-2.3%
Q1 2015+3.5%
Q4 2014+9.2%
Q3 2014-2.9%
Q2 2014-4.8%
Q1 2014-0.8%
Q4 2013-3.7%
Q3 2013+3.2%
Q2 2013+4.1%
Q1 2013-1.5%
Q4 2012+4.0%
Q3 2012+3.2%
Q2 2012-5.4%
Q1 2012+5.1%
Q4 2011-0.2%
Q3 2011-1.4%
Q2 2011-0.5%
Q1 2010+1.3%
Q4 2010-1.9%
Q3 2010-0.5%
Q2 2010-2.1%

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