Visa’s CFO views stablecoins and AI commerce as a long-term bet: ‘They won’t pay off in the next six months, but could over the next six years’ | Fortune

Visa's CFO downplays the importance of stablecoin and agentic commerce to the U.S. payments giant—at least in…

Visa Q2 2026 revenue grew 17% YoY ($11.2B) driven by fiat maturity (cross-border +11%), not stablecoins ($7B of $14T) or agentic commerce. CFO Suh admits crypto and AI payments remain unmoneytized today, future TAM (6-year timeline)—no immediate disruption threat to incumbent payments.