Analyst
Bank of America
Equibles does not estimate personal net worth.
Matthew O'Neill is recorded as Analyst at Bank of America. Matthew O'Neill has spoken on 5 earnings calls across 4 companies, most recently for Fidelity National Information Services, Inc. on November 4, 2026. Those appearances were for Mastercard Inc (MA), Fidelity National Information Services, Inc. (FIS), Klarna Group plc (KLAR) and Visa Inc. (V). The companies whose calls Matthew O'Neill spoke on are classified in the Financial Services and Technology sectors.
“I was just curious if you could update the leverage discussion sort of post the asset swap. I think at last reading it was 2.8 turns within 18 months of close, which put it somewhere around mid-27 towards 28.”
“I was hoping I could follow up on the Apple upgrade program, particularly the accounting. We've had a number of questions around precisely how the devices will sort of impact, I guess, the financial statements.”
“Maybe a couple of housekeeping questions just to round out after a lot of good thematic ones. Anything to call out or point to with respect to the rebates and incentive trend as a percent of gross payments revenue through the back half of the year?”
“Is MasterCard kind of economically agnostic? Are there opportunities for accretion or the opposite? Thanks so much.”
“I'd love to follow up on some of these discussions as well around stablecoin and agentic. Specifically, you know, could you just maybe take a step back and give us the high level unit economic top of the house view?”
Bank of America
Analyst
Source not stated
Credit Services · Financial Services
Information Technology Services · Technology
KLAR
Credit Services · Financial Services
Credit Services · Financial Services
