HeyJaredPayments Strategy Breakdown by Dwayne Gefferie
On a weekly basis, I share Strategic Breakdowns of Payment Companies and Insights into How Enterprise Merchants develop Strategy around Payments.
- Indexed issues, last 90 days
- 13
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest issues
AI Merchants: Stripe Owns the Tail. The Top Is Shopping Around. (opens the original)
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On 13 August 2026, Adyen published its first-half results. €803.8 billion in processed volume, €1.3 billion in net revenue, and one name in the list of enterprise wins that most people scrolled right past.OpenAI.Thanks for reading Payments Strategy Breakdown by Dwayne Gefferie! Subscribe for free to receive new posts and support my work.<input
B2B Payments: Why Everyone Is Crossing the Atlantic (opens the original)
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On 15 September, Ramp switched on in the UK.Ramp is a US company that gives businesses corporate cards with software on top to control spending. The UK is its first market outside North America, two months after Canada. Its licenses came with Billhop, a Stockholm and London payments firm Ramp bought earlier this year, which holds authorization in both the UK and the European Union. Stripe Payments UK, the UK electronic money business of the payments company Stripe, issues Ramp's UK cards on Visa
Digital Goods: The Checkout Apple and Google Used to Own (opens the original)
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On 30 July 2026, Apple CFO Kevan Parekh spent part of the third-quarter earnings call explaining a number Apple rarely has to explain. Services revenue was $30.7 billion, up 12% year over year, and down on the previous quarter for the first time since 2022. He pointed to headwinds in mobile gaming. He pointed to changes to the App Store business model in certain countries. And he pointed to a US court ruling on link-out transactions.Three weeks later, the Financial Times ran Appfigures data show
Prediction Markets: The Long Tail Nobody Is Underwriting (opens the original)
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Open Kalshi’s help center and read the page on card deposits. It names its processors outright. US debit runs through Stripe. International debit runs through Checkout.com. Amex isn’t supported, bank transfers are free, and card deposits cost up to 2%.None of that should surprise anyone. Kalshi is a US-regulated exchange that raised $1 billion at a $22 billion valuation in May 2026, led by Coatue with Morgan Stanley on the cap table. In June, it did $29.2 billion in volume i
The Growth Strategies Behind the Fastest-Growing Fintechs of 2026 (opens the original)
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A company that settles €1.5 trillion a year says the thing that bothers it most is that nobody has heard of it.A bootstrapped team competing against firms with billions in funding refuses to move money out of Argentina. On the record.Thanks for reading Payments Strategy Breakdown by Dwayne Gefferie! Subscribe for free to receive new posts and support my work.<input class="email-input" name="email" tab
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