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Can you just comment on what you're seeing in terms of new acquisition and where that's coming from?
Just how are you thinking about margins? I think I saw the comment on expecting incremental margin expansion from some initiatives
pretty much every segment has a harder comp on the year-over-year growth rate in 4Q, even total company, I think, is like 6 points harder
I'm curious to get your view on whether U.S. vehicle can be a sustainable sort of mid-single- digit grower
the organic growth took a step back this quarter, I know there's leap year impacts in there. But is the expectation to accelerate to mid-single-digit growth
how much of the slowdown was due to the lower loan activity versus other factors
I think you mentioned you're assuming slight growth in that business in 2026. We estimated it was down slightly in 2025
how do you bring the brand into these markets? Do you have to sort of partner on that side on the distribution side?
how much of a risk is there that banks or credit unions work directly with these AI companies
Is that more of a onetime issue? Or does that carry through to future quarters
how you think about maintaining your differentiation relative to other providers when it comes to that support and service
when we think about 2Q, you obviously have Connect moving to September from October last year, how should we think about margins next quarter
I think you mentioned 56% of renewals in deal mix. I think that implies renewals were down quite a bit from last year
Can you just talk about where they are pricing more aggressively, whether that's on the core itself
Can we just revisit the quarterly cadence on non-GAAP revenue growth
Is there anything different that stands out this year versus prior years that drives that stronger growth in the second half
should we think about that line maybe being less correlated with overall market and network volume growth
Can you just give us a sense for how much runway there is for cloud revenue to continue to grow at these double-digit rates
should we expect to start lapping some of those pricing initiatives in the second half
I was wondering if you could talk about some of the differences and similarities between Visa's Trusted Agent Protocol
Borrow is driving a little bit more than half of the growth at Cash App. You continue to see healthy loss rates