Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Tien-Tsin Wong is recorded as Analyst at J.P. Morgan. Tien-Tsin Wong has spoken on 8 earnings calls across 4 companies, most recently for Mastercard Inc on January 29, 2026. Those appearances were for Mastercard Inc (MA), Western Union CO (WU), Toast, Inc. (TOST) and Visa Inc. (V). The companies whose calls Tien-Tsin Wong spoke on are classified in the Financial Services and Technology sectors.
“I wanted to ask about Capital One a little differently. You mentioned, I think it's Michael, you mentioned hundreds of issuing wins in 25. I'm curious, for this year in 26, any updated call-outs on timing and impact on, let's say, the KPIs from all these conversions and renewals in 26?”
“Just following up with a few of the questions asked already, just thinking about this build versus buy for MasterCard. And, Michael, your comment on carefully curating the VAS portfolio.”
“Just wanted to clarify on the third quarter EBITDA expects to be sequentially down, it looks like. Is that the unlocking of certain investments that you called out there?”
“I want great results, of course, especially on the growth side. I just want to dig into the operating expenses and the cadence there. Sachin, I think you said slow start to some spending.”
“It looks like the consumer is pretty resilient. So beyond volumes, I wanted to ask if you've seen any noticeable change in tone on client decision making, pipelines, backlog.”
J.P. Morgan
Analyst
Transcript header (unverified)
Credit Services · Financial Services
Credit Services · Financial Services
TOST
Software - Infrastructure · Technology
Credit Services · Financial Services
