-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Visaは3月期決算で優れた業績を計上し、調整後EPSは前年同期の2.76ドルに対し3.31ドルとなり、市場予想を0.21ドル上回りました。売上高は前年同期比17%増の112億ドルとなり、市場予想を4%上回り、2022年以来最高の成長率を記録しました。AIによる事業破壊や地政学的リスクへの懸念がVisaの業績に反映されなかったことから、これは非常に優れた結果と言えます。調整後営業利益率は68.0%と堅調に推移し、以前のガイダンスで利益率の低下が示唆されていたことを考えると、これは良好な結果です。好調な業績は幅広い分野に及び、データ処理事業の売上高は18%増の55億ドル、その他の事業の売上高は41%増の13億ドルと、付加価値サービスの拡大が成功したことを反映しています。欧州域内を除く国境を越えた取引量は、為替変動の影響を除いた実質ベースで11%増加し、決済量は9%増加しました。地域別に見ると、中南米（LAC）（実質ベースで+14%）、中東・アフリカ（CEMEA）（実質ベースで+13%）、欧州（実質ベースで+11%）が好調で、米国も8%と加速しました。Visaの株価が低迷している状況を踏まえ、取締役会が新たに200億ドルの複数年自社株買いプログラムを承認したことを高く評価します。
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