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Visa (V) & Mastercard (MA) Shares Slip as Gamers Retaliate Over Censorship

Visa (V) & Mastercard (MA) Shares Slip as Gamers Retaliate Over Censorship

Visa (V) and Mastercard (MA) shares were down on Tuesday as the payment processing companies faced backlash from gamers. A recent push from payment companies has resulted in the removal of several games with adult and mature themes from digital storefronts Steam and Itch.io. This prompted a response from gamers, who have created online petitions and started calling the support lines for Visa and Mastercard to complain about this.
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While the changes at Steam and Itch.io initially focused on games with adult content, that has spread to include other titles with mature themes. One example of this is the removal of Mouthwashing from Itch.io's search results to comply with payment processors' demands. Mouthwashing is an award-nominated indie horror game that tackles serious subject matter, causing its inclusion in the recent censorship.
Steam directly addressed the issue, saying, 'We were recently notified that certain games on Steam may violate the rules and standards set forth by our payment processors and their related card networks and banks. As a result, we are retiring those games from being sold on the Steam Store, because loss of payment methods would prevent customers from being able to purchase other titles and game content on Steam.'
V and MA Stock Movements Today
Visa and Mastercard shares were both down roughly half a percent on Tuesday. However, V stock remained up 12.25% year-to-date and was up 7.88% over that same period. While it's possible additional pressure from gamers could harm its services, it's unclear how significantly it could do so.
Visa vs. Mastercard: Which Stock Do Analysts Prefer?
Using the TipRanks stock comparison tool, traders can see which of the two payment processors analysts favor. Both Visa and Mastercard have Strong Buy ratings and similar price target upsides. The P/E ratios for the two stocks are also comparable.
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Mastercard's payments leader Giulio Rindi on the future of B2B transactions
Mastercard's payments leader Giulio Rindi on the future of B2B transactions

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Mastercard's payments leader Giulio Rindi on the future of B2B transactions

This story was originally published on To receive daily news and insights, subscribe to our free daily newsletter. Giulio Rindi, CFO for commercial and new payment flows at Mastercard, has spent more than a decade leading the company's global growth across Europe, international markets and now its expansion into new payment technologies. As CFOs know, as the payments landscape shifts, finance teams are expected to move faster, manage greater complexity and guide their companies through an unpredictable global economy. Rindi's role encompasses this, as he oversees the financial strategy behind Mastercard's efforts to modernize consumer and B2B payment flows, strengthen resilience and unlock new opportunities for the business. In this conversation with he reflects on the evolution of the CFO role, lessons from leading finance across multiple continents, how emerging payment trends are reshaping the finance function and managing the personal trade-offs that come with having a career path that has spanned the globe. Giulio Rindi CFO, commercial and new payment flows, Mastercard First CFO position: 2015 Notable previous employers: American Express Pirelli BDO This interview has been edited for brevity and clarity. GIULIO RINDI: As far as financials and financial KPIs are concerned, we are very well organized and rely on very solid data sources, with consistency across the organization. When you are a global company, consistency is crucial. The real opportunity for many organizations now is to combine financial KPIs with operational KPIs. The reality is you have your financials in your ERP, sales-related data in your CRM and operational datasets in different systems. Bringing it all together is complicated. To have it available in real time and in a user-friendly dashboard is even more challenging. That's the next big opportunity for many organizations: Efficiently integrating financial and operational KPIs and connecting the dots across the business at 360 degrees. It's almost like a superpower to drive outcomes and efficient execution. We, like other big corporations, have very good control of the finances. But when you add operational KPIs to the financials, you gain true actionable insights: Why do we see certain trends? Which operational aspects of the business do we need to optimize? What should we invest in? How do we go to the market faster? For example, time-to-revenue is something we focus on a lot. You sign a deal with a customer after six, 12 or 18 months of negotiations, but then you might not see volumes or revenue materializing as per the business plan or contract terms. In a global organization with thousands of sales and business development people signing deals, I want to know if those deals are being executed. The connection between financial and operational KPIs gives you real-time visibility and the ability to drive execution excellence. In the consumer world, payments are now part of our daily lives. We have frictionless experiences, security and user-friendly digital interfaces. And then there is also an element of frequency — you're making certain payments often, and that smooths your experience and allows the industry to evolve faster. In B2B payments, it's more complicated. There is more friction, and therefore the modernization you are talking about is needed and points to the significant opportunity in front of us. We continue to invest in products and solutions that will make B2B payments and money movement domestically and internationally more efficient and frictionless. I'll give you one example: We have a proprietary virtual card solution that businesses can embed in their ERP systems. That is basically a way of managing payments directly through your ERP system. We are collaborating with key players in this space, as well as local ERPs, to make sure our solution is compatible and interoperable. Technology like this can help CFOs and treasurers manage accounts payable more efficiently. If you embed a virtual card solution in your ERP, you can manage payments in an automated way, you can drive working capital optimization, you can have more control and you can optimize your credit lines and expense base. These are the challenges we see corporations facing today globally, and our solutions are focused on making payments smarter and businesses stronger. I believe this is going to be the future. I cannot really connect stablecoin to immediate efficiency within the finance function. 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Recommended Reading Riveron CFO Tony Ciotti on breaking barriers between finance and operations

Mastercard Q2 Earnings Beat Estimates on Robust Consumer Spending
Mastercard Q2 Earnings Beat Estimates on Robust Consumer Spending

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Mastercard Q2 Earnings Beat Estimates on Robust Consumer Spending

Mastercard Incorporated MA reported second-quarter 2025 adjusted earnings of $4.15 per share, which surpassed the Zacks Consensus Estimate by 2.5%. The bottom line improved 16% year over year. Net revenues advanced 16.8% year over year to $8.1 billion. The top line beat the consensus mark by 1.9%. The strong quarterly results reflect benefits from increased gross dollar volume, cross-border volumes, strong demand for value-added services and growth in transactions due to robust consumer spending on travel and leisure. However, the upside was partly offset by escalating operating expenses and higher rebates and incentives. Mastercard Incorporated Price, Consensus and EPS Surprise Mastercard Incorporated price-consensus-eps-surprise-chart | Mastercard Incorporated Quote Mastercard's Q2 Operational Performance Gross dollar volume or GDV (representing the aggregated dollar amount of purchases made and cash disbursements obtained from Mastercard-branded cards) increased 9% on a local-currency basis to $2.6 trillion. The metric beat the Zacks Consensus Estimate by 1.9%. Cross-border volumes (a key measure that tracks spending on cards beyond the issuing country) rose 15% on a local currency basis. Switched transactions, which indicate the number of times a company's products have been used to facilitate transactions, improved 10% year over year to 43.5 billion. The metric missed the consensus mark by a whisker. Value-added services and solutions' net revenues of $3.2 billion advanced 23% year over year. Also, the same beat our model estimate of $2.9 billion. 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(V) : Free Stock Analysis Report American Express Company (AXP) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research

Mastercard's Future Looks Bright With Turbocharged VAS And Diversified Revenue Mix
Mastercard's Future Looks Bright With Turbocharged VAS And Diversified Revenue Mix

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Mastercard's Future Looks Bright With Turbocharged VAS And Diversified Revenue Mix

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