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Mastercard’s value-added services and solutions saw 23% revenue growth reflecting its strategic pivot from a pure-play network into a data-driven platform orchestrator with an ‘interoperability layer’ to support services across authentication, multi-rail and blockchain-anchored use cases

August 1, 2025 //  by Finnovate

Mastercard is transitioning from a traditional payment processor to a data-driven technology platform, focusing on interoperability, digital identity and agentic AI. Mastercard’s value-added services and solutions segment is emerging as a critical differentiator. That line saw 23% revenue growth (22% currency-neutral) for the most recent quarter, reflecting growing demand for cybersecurity, authentication, digital identity and fraud prevention tools. One highlight: Mastercard Agent Pay, a service that leverages conversational AI to facilitate secure payments via contact centers or messaging platforms. This innovation marks Mastercard’s first direct play into agentic AI — a field defined by autonomous agents acting on behalf of users across digital ecosystems. This launch, alongside the expanded Mastercard Collection suite, reinforces its ambition to deliver “intelligence at the edge” of payment flows. The company reported net revenue of $8.1 billion, a 17% increase year over year on a GAAP basis and 16% growth on a currency-neutral basis. Adjusted net income came in at $3.8 billion, up 13%, with adjusted earnings per share of $4.15, an increase of 16% compared to the same period last year. Mastercard’s total gross dollar volume (GDV) grew 9% year over year on a local currency basis, reaching $2.6 trillion. U.S. GDV increased 6%, while outside of the U.S., GDV rose 10%, reflecting continued momentum in international markets.

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Category: Companies and Organizations, Mastercard

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