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▶ 12:00 · $KLAR · Mastercard launches Installments to compete with Klarna, sees BNPL as network feature
episode briefing
In Good Company with Nicolai Tangen

Michael Miebach - CEO of Mastercard | Podcast | In Good Company | Norges Bank Investment Management

2025-01-15 · 12 company · 31 thematic
sentiment
9 bull0 bear3 neu
speakers
michael miebach

CEO of Mastercard since 2021, previously President and COO. Led the company through COVID transition, focusing on digitization, cybersecurity ($8B investment), AI-driven fraud prevention, and expansion into commercial payments and services (40% of revenue).

nicolai tangen

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

quote
“we looked at these business models and we talk started to talk to our customers uh for example the banks and the banks are saying you know this is an interesting way to uh if we were to um build out our loan portfolio through um transactio…”
—michael miebach
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Norges Bank Investment Management owns 1.3% of Mastercard valued at over $6 billion, confirming a significant portfolio position.
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Mastercard CEO outlines 2030 biometric auth and tokenization roadmap
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$KLARneutral· mediummichael miebach
Mastercard launches Installments to compete with Klarna, sees BNPL as network feature
Buy-now-pay-later is a relevant consumer trend but Mastercard neutralized competitive threat by embedding installment capability across its global network via Mastercard Installme…
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Miebach: Mastercard scales BNPL through its network alongside Affirm and Klarna
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$MTNOY···bullish· high· posmichael miebach
Mastercard invests $200M in MTN to spin out African mobile financial services
Mastercard committed $200 million to Africa's largest telecom MTN to spin off a mobile-based financial services business, targeting payments, savings, remittances and small busine…
$MTN-GROUP···bullish· mediummichael miebach
Mastercard invests $200M in MTN to build mobile financial services across Africa
Mastercard invested $200 million in MTN, Africa's largest telecommunications provider, to spin off a mobile-based financial services business serving consumers across the continen…
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Mastercard invests $200M in MTN to drive mobile financial services in Africa
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Mastercard to acquire Recorded Future, world's top threat intelligence firm
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Mastercard CEO outlines strategy: cybersecurity, commercial payments, AI fraud prevention
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Mastercard's network data advantage powers AI fraud prevention and services growth
Mastercard's position as a global payment network gives it more transaction data than any competitor, enabling AI-driven fraud prediction and a growing suite of payment-related se…