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Mastercard earnings top expectations amid 'remarkably resilient' spending

Mastercard Inc. kicked off a busy stretch for payments earnings Thursday morning, beating earnings expectations for its latest quarter amid continued strength in consumer spending. The financial-technology giant notched fourth-quarter net income of $2.5 billion, or $2.62 a share, compared with $2.4 billion, or $2.41 a share, in the year-ago quarter. On an adjusted basis

mastercard-earnings-top-expectations-amid-'remarkably-resilient'-spending

Mastercard Inc. kicked off a busy stretch for payments earnings Thursday morning, beating earnings expectations for its latest quarter amid continued strength in consumer spending.

The financial-technology giant notched fourth-quarter net income of $2.5 billion, or $2.62 a share, compared with $2.4 billion, or $2.41 a share, in the year-ago quarter. On an adjusted basis, Mastercard MA, +0.63% earned 2.65 cents a share, up from $2.37 cents a share the year before. The FactSet consensus was $2.57 a share in adjusted earnings.

Revenue at Mastercard increased to $5.82 billion from $5.22 billion, while analysts were looking for $5.79 billion.

“While macroeconomic and geopolitical uncertainty persists, consumer spending has been remarkably resilient,” Chief Executive Michael Miebach said in a release. “We are well prepared to adjust our investment profile quickly if needed.”

The company saw gross dollar volume increase 8% in the latest quarter, while cross-border volume rose 31%, both on the basis of constant currency. Switched transactions were up 8% in the period.

For 2023, Mastercard executives expect low-teens growth in net revenue and mid-single-digit growth in operating expenses, both on the basis of Generally Accepted Accounting Principles (GAAP). Mastercard’s management is also calling for adjusted operating expense growth at the “high-end of high-single digits” when excluding currency and acquisition impacts.

Shares were off 0.6% in premarket trading Thursday.

Mastercard earnings mark the start of a busy 24-hour stretch for big payments reports. Visa Inc. V, +0.45% will report after Thursday’s closing bell, while American Express Co. AXP, +0.93% is due to post results Friday morning.

Shares of Mastercard have gained 10% so far in 2023, as the S&P 500 SPX, -0.02% has advanced almost 5%.

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