Visa Sees $520 Billion Potential Annual Revenue Opportunity in Value-Added Services

Core Insights - Visa's Value-Added Services (VAS) generated nearly $9 billion in revenue for 2024 and has a potential annual revenue opportunity of$520 billion [1][2] - VAS has been growing consistently at over 20% annually since 2021 and accounted for 24% of Visa's net revenue in 2024 [6] VAS Components - The components of VAS include risk and security solutions, advisory services, issuing solutions, and acceptance solutions [1] - The unbundling of services through Visa-as-a-Service allows Visa to deliver tailored solutions to clients globally [3][4] Growth and Market Potential - VAS is expected to continue its growth trajectory, with Visa CEO highlighting the attractive margins and global nature of the business [3] - The annualized growth rate of VAS has been 20% since 2021, indicating strong market demand and operational efficiency [6] Strategic Enhancements - The offering aims to enhance Visa payments by improving accessibility, attractiveness, and security, while also optimizing clients' payment businesses [5] - Visa's strategy includes leveraging relationships and data to unlock opportunities beyond traditional payment networks [3]