Visa reports fiscal Q1 2026 earnings TODAY, Wednesday, January 29, 2026 after markets close.

Yesterday, President Trump announced:

What are "Trump Accounts"?

Love him or hate him, there’s nobody that has enabled so much wealth and opportunity for young people to have a stake in their future.

This is big. I mean, twenty years ago, treasury bonds were gifts given by grandparents…imagine doing something like that again?

Get a certificate made… print these out…

There’s so much more to be said about getting children invested in the markets. they’ll be participants, they’ll have a stake in what’s happening….

They, and we, are living in the biggest bull market in history, and the greatest wealth distribution in human history.

End rant. So, will Visa mention “Trump” in todays call?

First, let’s see if they’ve mentioned him before.

Across three consecutive quarters, they did not.

Visa discussed:

But "Trump" by name? NEVER

Even when directly asked about "navigating government nationalism risk during trade disputes" (Q2 earnings call), Ryan McInerney gave a 2-minute answer without once saying "Trump."

Will today be any different?

It’s certainly possible.

Especially considering Trump is directly involved in what some say could be a major risk to credit card companies and banks.

I get it, a hard 10% cap would cut bank profits and force them to pull back on high‑risk lending. Meaning fewer approvals, lower limits, weaker rewards.

But that seems like a profit and access shock not necessarily a systemic‑collapse scenario.

Anyway, let’s look at the Mention SuperMeter to see if there are any clues.

International and Tokenization appears in every quarter (in volume discussions).

Specifically when mentioning regional breakouts, cross-border flows, FX dynamics, 16+ billion tokens now, "tokenize 100% of e-commerce" goal.

Blockchain could happen as there are spikes with stablecoin announcements.

Holiday seems to be mentioned only when discussing quarterly timing. E.g. "Holiday quarter" guidance, Ramadan/Easter timing…

I can see Regulation/Regulatory getting mentioned as it was, but limited to the stablecoin conversation.

Mercuryo and Visa publicly announced their partnership seven days ago,

But that’s not a guarantee as Visa partners with a lot of companies so, remember that.

In the context of "macro conditions" and "resilient spending" Visa has mentioned Inflation. That was in Q4: "moderating inflation in Argentina")

Sleeper mentions could be Loyalty and Rate Cap….

When taking about consulting work in Brazil, there was ONE mention of Loyalty in Q3.

Speaking of deals, Visa and Southwest have a co-brand debit expansion deal discussed in Q4. So it theoretically could be mentioned again…

Remember, we talked about this Electronic Arts post, but M&A/Merger,’s are rarely discussed on earnings calls…

So, I’d watch out for that one. Could be a No play…

While cybersecurity very well may likely be mentioned, since Visa consistently emphasizes fraud prevention, risk tools (e.g., Visa Protect, AI‑driven fraud scoring)….

That doesn’t mean they’ll use the literal word, cybersecurity?

Sure, directionally, cybersecurity (or very close synonyms) could be in the 50–70% zone for being referenced in substance, but since cybersecurity never, never ever been mentioned before, I’m not convinced it has a shot this afternoon.

Good luck today.

Happy earnings mention season.

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