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VISA(V)2020Q3決算 売上をミス


・発表日 2020/7/28 post-market
・売上 $4.84B -17.1% コンセンサス予想より-10M
・non-GAAP EPS $1.06 -23% コンセンサス予想より+$0.02
GAAP EPS $1.07
GAAP net income $2.4B
・2020FY 予想 発表なし
・決算発表後の株価 post-marketで-1.78%

・2020FYコンセンサス予想PER 196.74/5.01=39.26
・2021FYコンセンサス予想PER 196.74/5.77=34.09


So to start our third quarter results. Net revenues in the fiscal third quarter were $4.8 billion, a decrease of 17% or 16% in constant dollars. All of the business drivers were significantly impacted by the pandemic. Payments volume this quarter declined 10% globally or 9% excluding China. Cross-border volume excluding intra-Europe, which drives our international transaction revenue declined 47% on a constant dollar basis, driven primarily by the lack of travel. Including intra-Europe volume was down 37%.


Payments volume $2.14T -12%(為替を除くと-10%


Credit $946B -22%(為替を除くと-20%

Debit $1T +0%(為替を除くと+3%

Total proceeded transactions(VISAによるtransaction)30.7B -13%

Service 売上 $2.4B +0%

Data processing 売上 $2.52B -5%

International transaction 売上 $1.1B -44%

Other 売上 $314M -8%


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