Visa is continuing to expand its pool of AI commerce partners and wagering that the limited number of agentic transactions it currently processes will soon swell.
In an earnings call on Tuesday, the payments titan revealed it expects to double its nearly 50-strong roster of live AI partners in the coming months, inflating an agentic commerce ecosystem which encompasses the likes of Shopify and Stripe, alongside platform providers Anthropic, OpenAI and Microsoft.
This time last year, Visa described itself as a payments hyperscaler with a mission to drive "mass adoption" of agentic commerce. Twelve months later, the company said B2B transactions, particularly automatic invoice payments, will be among the first AI applications to gain real commercial traction, but total volume is still thin.
CEO Ryan McInerney said: "It is clear that agentic commerce is here and Visa is delivering trust... But as we think about the next four quarters in '27, it all remains very small in the big scheme of the enormous size of our business. It's still very early in terms of the number of consumers that are doing this."
Visa's latest accounts revealed annual revenues of nearly $46 billion, up 15% year-on-year. The total number of transactions it processed annually was up nine percent to 281 billion, though the San Francisco-headquartered company did not disclose how many of those were agentic in origin.
In July, Mastercard cited research that estimated that 0.4% of global e-commerce transactions by volume and 0.2% by value are agent-mediated. Forecasts about the potential value of the market differ hugely, with some analysts predicting that the market will be worth up to $5 trillion by 2030, others a tiny fraction of that figure.
