Correction - Fintech, Payments & Processing: What we learned from 1Q26 results

研报英文原文证据摘录

Correction - Fintech, Payments & Processing: What we learned from 1Q26 results

erce Connect, a network-,

protocol-, and token vault-agnostic on-ramp for agent builders, noting that it is already seeing

early live production transactions using Visa agentic tokens and also introduced Visa CLI as a

proof-of-concept enabling developers to pay for digital services via the command-line

interface. Mastercard noted that nearly all of its cards worldwide are now enabled for Agent

Pay and launched Verifiable Intent, a tamper-resistant authorization record, with partnerships

deepening across OpenAI, Google, and Microsoft. The company also noted that while volumes

remain early-stage, the company sees meaningful upside from new consumer use cases (such

as agents splitting baskets across multiple transactions), incremental services opportunities

inside tokens, and a potentially larger opportunity in B2B agentic payments through its Agent

Suite, which enables Mastercard to build agents alongside its customers for commercial

payment workflows. Global Payments described itself as the "essential connective tissue" in

agent-driven commerce, noting that OpenAI's strategic decision to focus on discovery while

leaving payments and risk with processors is a signal of GPN’s role in the agentic commerce

ecosystem, further highlighting that its own payments model context protocol is live and

production-ready, and it is actively onboarding enterprise merchants into Google's UCP

protocol. Fiserv highlighted new agentic commerce capabilities and a developer portal for its

Enterprise Merchant business, with plans to enable Clover merchants to access the agentic

world without building backend systems themselves. Affirm positioned its transparent, no-