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Title
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Date
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FB & PYPL - A Match Made in Heaven? What an Expanded FB/PYPL Partnership Might Look Like (and Why Now)
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Dec 13, 2018
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CTSH: Model update for the changes in non-GAAP adjustment methodology beginning in FY19
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Dec 11, 2018
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V, MA, PYPL: The Payments MVP’s, Part 3. 'P' = PayPal – The Bull Thesis in 20 Slides
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Dec 6, 2018
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Visa, Mastercard: The EC Cross-Border Interchange Settlement - We’ll Take It
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Dec 4, 2018
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V, MA, PYPL: The Payments MVP’s, Part 2. 'V' = Visa – The Bull Thesis in 20 Slides
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Dec 4, 2018
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MA, V, PYPL: Meet the Payments MVP’s. ‘M’ = Mastercard – The Bull Thesis in 20 Slides
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Nov 30, 2018
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Visa, Mastercard: Revisiting the “Stroke of the Pen” Risk as Cross-Border Interchange Regulation Looms
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Nov 27, 2018
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Can Cognizant Really Re-accelerate Revenue Growth?
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Nov 20, 2018
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Payments, Processors, and IT Services: 3Q18 Roundup – Top Sector Themes and Updated Stock Preferences
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Nov 16, 2018
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DXC: Sooner Rather than Later, We Should Talk About Plan B
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Nov 15, 2018
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WP 3Q18: In the Goldilocks Zone
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Nov 9, 2018
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Square 3Q18: Time to Dust Off the Bull vs. Bear
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Nov 8, 2018
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DXC 2Q19: The Anchor Drops
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Nov 7, 2018
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Payments: A Peek into the Future of Payments – Insights from Money20/20 2018
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Nov 6, 2018
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ADP 1Q19: Many Arrows in the Quiver
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Nov 1, 2018
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GPN 3Q18: Do-Re-Mi – Let’s Start at the Very Beginning…What is Revenue Growth and Is It Good?
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Oct 31, 2018
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Cognizant 3Q18: On the Bubble
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Oct 31, 2018
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Mastercard 3Q18: Crushing it Abroad
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Oct 31, 2018
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FDC 3Q18: Don’t Throw the Baby Out with the Bathwater
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Oct 30, 2018
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IBM+Red Hat: A Great Example of Why Turning Around IBM is So Damn Hard
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Oct 29, 2018
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Visa: Important, But Not Well Understood: What Drives Visa's Cross-Border Revenues?
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Oct 25, 2018
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DXC: Wait it out. Like IBM, DXC Has an “Anchor Problem”
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Oct 24, 2018
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Freshly Divorced from eBay, Now a Most Eligible Single…Who Might PayPal be Dating?
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Oct 19, 2018
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IBM 3Q18: An “Anchor” Problem
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Oct 17, 2018
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Payments: If You Only Watch 8 Things in 3Q18 Earnings...
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Oct 12, 2018
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“It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors
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Oct 4, 2018
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PYPL: The Button Wars – PayPal Has 30%+ Share of U.S. Checkout and Counting...How High Can It Go?
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Sep 20, 2018
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MA, V, PYPL: Twelve takeaways from a half-day of management meetings at Mastercard
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Sep 11, 2018
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V, MA, PYPL: The Alipay Threat – Insights from Three Days Immersed with Ant Financial in Hangzhou, China
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Sep 6, 2018
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FDC, WP, GPN: Who is the Fairest of them All? Forecasting Organic Revenue Growth for the Merchant Acquirers
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Aug 29, 2018
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Payments Chart of the Quarter: Hang on to those stocks – Payments growth is accelerating
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Aug 15, 2018
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Worldpay 2Q18: How hard is $100M in revenue synergies with no Amazon or PayPal?
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Aug 10, 2018
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GPN 2Q18: Global Payments’ Software Strategy is Certainly Different, Jury’s Out on Whether It’s Better
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Aug 3, 2018
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Square 2Q18 Earnings: The Square Dream is... Instant Deposit and Caviar?
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Aug 2, 2018
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First Data 2Q18: One Small Step for NA GBS, One Giant Leap for the Turnaround Story
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Jul 31, 2018
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Visa 3Q18 and Mastercard 2Q18: Is Mastercard Really Suddenly Better?
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Jul 27, 2018
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PayPal 2Q18: Stand Tall, Checkout Button!
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Jul 26, 2018
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WP, SQ, GPN, FDC: Regulatory tremors in the UK
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Jul 25, 2018
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Agree or disagree? Payments coverage initiation FAQs, pushback, and sentiment
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Jul 23, 2018
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“Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector
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Jul 11, 2018
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