The company will report Q1 2026 earnings on January 29. It is advancing its digital asset strategy by launching a pilot with BVNK to enable stablecoin payouts via its Visa Direct network and partnering with an Argentinian crypto exchange on a Bitcoin-backed credit card. However, it faces headwinds from a lost UK legal challenge on fee caps and broader policy uncertainty from proposed U.S. credit card interest rate caps. Analysts express confidence that regulatory proposals will have limited long-term impact.