Credit card giant Visa (V) proved its strength once again. After posting quarterly results, it is forecasting strong double-digit revenue growth in fiscal year 2025. It is expanding partnerships and has value-added services to fuel its business growth.
Visa posted Q1/2025 net revenue of $9.5 billion (+10% Y/Y). Earnings per share increased by 14%. The firm benefited from global payment volume growth (+9%). In addition, cross-border volumes increased by 16%.
Mastercard (MA) is also a strong credit card cash machine for investors. The company increased its revenue by 15.4% Y/Y to $7.5 billion. Gross dollar volume increased by 12%. The EPS growth of over 20% is impressive. Investors who do not have a position in MA stock should consider it the best holding for 2025.
In the media sector, Comcast (CMCSA) plunged to a fresh low last week. The company revealed troubles in its broadband business, where the customer count fell by 139,000 to 31.8 million. Still, Comcast blamed Hurricanes Milton and Helene for the weak performance.
Video customers declined in the quarter, falling by 311,000. Cable TV markets continue to struggle. However, Peacock’s revenue topped $1.3 billion (+28% Y/Y).
CMCSA stock is not the best stock but is a hold. The dividend hike of $0.08, to $1.32 per share annually, would appeal to income investors.
