Global Payments Returns to M&A With Marquee Acquisition of EVO Payments
Global Payments (“Global”), a historically acquisitive company, has recently foregone M&A in favor of using available capital for share repurchases (~$1.25B in equity repurchased to date in 2022). On Monday, August 1, Global marked a return to form with three announcements: Entered into a definitive agreement to acquire EVO Payments for $4 billion ($34 per […]
Infographic: PayPal Q2 ‘22 – Strong Results from a Maturing Business
INFOGRAPHIC: PayPal Q2 ’22 – Strong Results from a Maturing Business Contact Pedro Giesta at Pedro@FlagshipAP.com or Erik Howell at Erik@FlagshipAP.com for comments or questions.
Guide for European Card Issuers to Improve UX challenged 3DS 2.x Processes
This article is adapted from the downloadable guide in slide format. We suggest downloading the slides via the “Download Article PDF” button in the upper right. 3D Secure has been on the market for some time, but PSD II regulation brought significant updates which provide optionality for issuers. FIGURE 1: Summary of 3D Secure […]
Infographic: Regulatory Headwinds for BNPL
INFOGRAPHIC: Regulatory Headwinds for BNPL Please do not hesitate to contact Erik Howell Erik@FlagshipAP.com or Elisabeth Magnor Elisabeth@FlagshipAP.com with comments or questions.
Infographic: Klarna Loss Quadruples As Geo Expansion Continues
Contact Erik Howell at Erik@FlagshipAP.com or Elisabeth Magnor at Elisabeth@FlagshipAP.com for comments or questions.
Infographic: BNPL Consolidation via M&A
Infographic: Neobank Approaches to Payment Acceptance
Infographic: Top BNPL Providers Demonstrate Solid Valuations
Observations on BNPL Valuations
Nubank IPO Sets the Target for Neobanking in LatAm
On 9 December 2021, Brazil-headquartered neobank Nubank made an impressive debut on Wall Street, raising $2.6 bil. on the NYSE, with an implied market capitalization of $50 bil. at IPO (now down to $43 bil.). Nubank is now the third-largest company by market capitalization in Brazil. Although the company is still unprofitable, it has a […]
The Rise of Alternative Payment Methods in Europe
Europe saw a proliferation of new alternative payment methods (“APMs”) during the past decade which accelerated during COVID. APMs including mobile wallets, account-to-account payments, “Buy Now, Pay Later” schemes, and other forms are thriving across Europe. The European Payments Initiative (EPI), is an ambitious initiative to create a Pan-European payment scheme to compete with Visa/Mastercard. […]