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$STRIPE · Stripe’s 2025 annual letter
now playing · $STRIPE
$STRIPEbullish· highunknown
Stripe processes $1.9T volume, up 34%, profitably expanding into billing, capital, stablecoins, agentic commerce
Stripe's programmable financial services now power 5M+ businesses including 90% of Dow Jones and 80% of Nasdaq 100, with Revenue Suite on track for $1B ARR, Stripe Capital distrib…
$GAMMAbullish· mediumunknown
Gamma's India revenue jumps 22% in one month after enabling UPI via Stripe
Gamma, a 70M-user AI presentation platform, saw Indian revenue surge 22% immediately upon accepting UPI payments through Stripe, demonstrating massive pent-up demand unlocked by l…
$BTC···neutral· mediumunknown
Bitcoin down 50% while stablecoin payment volume doubles to $400B, showing utility/speculation divergence
Bitcoin price fell 50% from October 2025 peaks, yet stablecoin payment volume doubled to ~$400B (60% B2B), with Bridge volume quadrupling, indicating a structural shift from specu…
$V···bullish· mediumunknown
Visa partners with Bridge to launch stablecoin-backed cards with auto fiat conversion
Visa collaborated with Stripe's Bridge to introduce cards that spend stablecoin balances and automatically convert to local currency at merchant, blurring crypto/fiat rails for re…
$PARADIGMbullish· mediumunknown
Paradigm co-incubates Tempo, a payments-focused blockchain targeting million-TPS agentic commerce
Paradigm partnered with Stripe to incubate Tempo, a blockchain purpose-built for payments with dedicated lanes, sub-second finality, opt-in privacy, and compliance interoperabilit…
$NU···bullish· mediumunknown
Nubank tests Tempo blockchain for global payouts, signaling shift from Brazil-only to global-by-default
After serving only Brazil for six years and adding just two countries in the next six, Nubank is now testing Stripe's Tempo blockchain for global payouts, embedded finance, and re…
$SHOP···bullish· lowunknown
Shopify tests Tempo blockchain for global payouts and embedded finance use cases
Shopify is among the first major platforms testing Stripe's Tempo blockchain for global payouts, embedded finance, and remittances, indicating serious exploration of stablecoin ra…
$XIRSYSbullish· mediumunknown
Xirsys doubles revenue using Stripe Capital to deploy global server infrastructure
Server hosting startup Xirsys used Stripe Capital financing to add servers in China, India, and Japan, subsequently doubling revenue, illustrating how embedded capital access dire…
$MSFT···bullish· mediumunknown
Microsoft increases Stripe volume share after rigorous monthly PSP evaluation shows auth rate gains
Microsoft evaluates payment service providers monthly and routed more volume to Stripe after Adaptive Acceptance, card account updater, and network tokens delivered a meaningful a…
$FICO···bullish· mediumunknown
FICO switches to Stripe after A/B test proves 1pp auth rate improvement
FICO ran an A/B test against its former payment provider and implemented Stripe after seeing a 1 percentage point increase in authorization rates, demonstrating data-driven vendor…
$DASH···bullish· mediumunknown
DoorDash NFC tap-to-auth pilot drives meaningful conversion lift and chargeback reduction
DoorDash partnered with Stripe to test consumer card tap-on-phone authentication, which validates physical card possession via NFC chip, resulting in higher conversion and lower c…
$OPENAIbullish· highunknown
OpenAI partners on Agentic Commerce Protocol and powers first ChatGPT shopping experience
OpenAI co-developed the Agentic Commerce Protocol with Stripe to establish a shared technical language between AI platforms and businesses, and partnered to launch the first in-ch…
$GOOGL···bullish· mediumunknown
Google unveils Universal Commerce Protocol, collaborates with Stripe on agentic commerce for Copilot
Google launched the Universal Commerce Protocol for agentic commerce last month, and Stripe is collaborating with Microsoft to bring similar shopping capabilities to Copilot, sign…
$ETSY···bullish· mediumunknown
Etsy onboards to Agentic Commerce Suite to sell across AI interfaces like ChatGPT and Copilot
Etsy is among the first brands integrating Stripe's Agentic Commerce Suite, enabling a single integration to sell across multiple AI platforms and protocols including OpenAI's ACP…