Payment Industry Analysis

In the wake of Russia’s invasion, Ukraine has reported a quarterly decline in remittances – spanning income for short-term workers and personal transfers.
Sports sponsorships have long been a popular marketing tool for payments players, but this summer has seen a particular focus on the Premier League.
The latest figures published by Mexico’s central bank highlight that remittances sent to the country have tracked significantly downwards in Q2 25.
Adyen has announced its H1 25 results, and headwinds from tariffs and a weak dollar have seen it post lower-than-expected results and reduce its projections.
Comparisons with our card pricing dataset show PayPal’s Pay With Crypto has strong potential to challenge in the cross-border payments space.
Visa and Mastercard have announced their calendar Q2 25 results, with both continuing to highlight cross-border as a major driver to their businesses.
Standard Chartered has published its Q2 25 earnings, which saw growth in both the company’s overall and cross-border CIB income, despite headwinds.
PayPal’s Q2 2025 earnings saw the company shift cross-border focus with the launch of PayPal World and expanded stablecoin offerings.
Western Union spoke about its stablecoin strategy in its Q2 25 earnings, in which difficult macro conditions saw the company’s revenue fall by -4% to $1.03bn.
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